ANNUAL – Per Yahoo/Finance
QUARTERLY – Per Yahoo/Finance
ENTERPRISE VALUE/TTM ADJUSTED EBITDA per Lipton Financial Services
Per Company Guidance, with Q2’23 Reported Results
MOST RECENT CONFERENCE CALL TRANSCRIPT
RECENT SLIDE PRESENTATION – MARCH ’23, COVERING DEC ’22
We provide below the link to Seeking Alpha. If you are not currently a subscriber, it is free at the basic level, and a very quick enrollment process. They have 20MM members in total.
For perspective, relative to our purpose of providing a pertinent base of investor information to our followers, within the universe that we follow, on Seeking Alpha there are 414,000 followers of Starbucks (the highest). There are currently 1,460 followers of STKS.
SEVEN RESTAURANT COMPANIES PRESENT TODAY & TOMORROW AT JEFFERIES (VIRTUAL) WINTER CONFERENCE
The following companies present at the indicated times. We have provided the links to the investor relations section of their website.
Portillo’s (PTLO) – Monday, 1/24, 11:30 EST
Noodles (NDLS) – Monday, 1/24 – 3:00 EST
First Watch (FWRG) – Tuesday, 1/25, 9:00 EST
Chuy’s Holdings (CHUY) – Tuesday, 1/25, 10:30 EST
Dave and Buster’s (PLAY) – Tuesday, 1/25, 11:00 EST
Dutch Bros – Tuesday, 1/25 – 12:00 EST
The One Group (STKS) – Tuesday, 1/25, 12:00 EST
ICR CONFERENCE PROCEEDS – SHAKE SHACK (SHAK), ONE HOSPITALITY (STKS) AND DENNY’S (DENN) PROVIDE UPDATES
The ONE Group (STKS – 12.99, UP $0.34 – strong fourth quarter, Manny is doing the job!)
DENNY’S CORPORATION (DENN – 16.26, down $0.12 – making steady progress under John Milller, Omicron not helping at the moment)
SHAKE SHACK Inc. (SHAK – 76.97, up 8.64 – continues recovery from Covid, Q4 comps up 2.2% in Q4, sharply improved from down 7.3% in Q3, Street relieved)
UPDATED CORPORATE DESCRIPTIONS – THE ONE GROUP HOSPITALITY (STKS), FIESTA RESTAURANT GROUP (FRG), BURGERFI (BFI), KRISPY KREME (DNUT), PORTILLO’S (PTLO), DUTCH BROS (BROS)
UPDATED CORPORATE DESCRIPTIONS – SHORTLY WILL INCLUDE VIRTUALLY EVERY PUBLICLY HELD RESTAURANT COMPANY – to be updated each quarter
The summaries we show, while not complete in detail and involve a number of approximations, provide a good starting point for our own investment banking activities and will hopefully do the same for our readers.