Tag Archives: STKS

THE ONE GROUP HOSPITALITY (STKS)

 

ANNUAL

QUARTERLY

MOST RECENT CONFERENCE CALL TRANSCRIPT

https://seekingalpha.com/article/4508259-one-group-hospitality-inc-stks-ceo-manny-hilario-on-q1-2022-results-earnings-call-transcript

RECENT CONFERENCE CALL – 4TH QUARTER

https://seekingalpha.com/article/4495487-one-group-hospitality-inc-stks-ceo-emanuel-hilario-on-q4-2021-results-earnings-call

RECENT SLIDE PRESENTATION – 4TH QUARTER

https://seekingalpha.com/article/4495288-one-group-hospitality-inc-2021-q4-results-earnings-call-presentation

 

 

 

 

 

UPDATED CORPORATE DESCRIPTIONS: THE ONE GROUP (STKS), WENDY’S (WEN), DUTCH BROS (BROS), BLACK RIFLE COFFEE (BRCC), CARROL’S (TAST), FIESTA RESTAURANT (FRGI), BBQ HOLDINGS (BBQ) – with transcripts

UPDATED CORPORATE DESCRIPTIONS: THE ONE GROUP (STKS), WENDY’S (WEN), DUTCH BROS (BROS), BLACK RIFLE COFFEE (BRCC), CARROL’S (TAST), FIESTA RESTAURANT (FRGI), BBQ HOLDINGS (BBQ) – with transcripts

THE ONE GROUP HIOSPITALITY

https://www.liptonfinancialservices.com/2022/04/the-one-group-hospitality-stks-in-process/

WENDY’S

https://www.liptonfinancialservices.com/2022/03/wendys-updated-write-up/

DUTCH BROS

https://www.liptonfinancialservices.com/2022/01/dutch-bros-bros-in-process/

BRC – BLACK RIFLE COMPANY

https://www.liptonfinancialservices.com/2022/04/black-rifle-coffee-company-brcc/

CARROL’S

https://www.liptonfinancialservices.com/2022/04/carrols-restaurant-group-tast/

BBQ HOLDINGS

https://www.liptonfinancialservices.com/2022/04/bbq-holdings-bbq-in-process/

 

UPDATED CORPORATE DESCRIPTIONS: BBQ HOLDINGS, THE ONE GROUP HOSPITALITY, BLACK RIFLE COFFEE, DAVE & BUSTER’S, KURA SUSHI

UPDATED CORPORATE DESCRIPTIONS: BBQ HOLDINGS, THE ONE GROUP HOSPITALITY, BLACK RIFLE COFFEE, DAVE & BUSTER’S, KURA SUSHI

BBQ HOLDINGS (BBQ)

https://www.liptonfinancialservices.com/2021/11/bbq-holdings-bbq-in-process/

THE ONE GROUP HOSPITALITY (STKS)

https://www.liptonfinancialservices.com/2022/01/the-one-group-hospitality-stks-in-process/

BLACK RIFLE COFFEE COMPANY (BRCC)

https://www.liptonfinancialservices.com/2022/02/black-rifle-coffee-company-brcc/

DAVE & BUSTER’S (PLAY)

https://www.liptonfinancialservices.com/2022/01/dave-busters-entertainment/

KURA SUSHI (KRUS)

https://www.liptonfinancialservices.com/2022/01/kura-sushi-krus-write-up/

MON. & TUES. – SEVEN RESTAURANT COMPANIES PRESENT AT JEFFERIES CONFERENCE: PTLO, NDLS, FWRG, CHUY, PLAY, STKS, BROS

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

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=porti&url=https://wsw.com/webcast/jeff222/porti/2026350

Noodles (NDLS) –  Monday, 1/24 – 3:00 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=ndls&url=https%3A//wsw.com/webcast/jeff222/ndls/1848225

First Watch (FWRG) –  Tuesday, 1/25, 9:00 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=fwrg&url=https%3A//wsw.com/webcast/jeff222/fwrg/1855350

Chuy’s  Holdings (CHUY) –  Tuesday, 1/25, 10:30 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=chuy&url=https://wsw.com/webcast/jeff222/chuy/1859625

Dave and Buster’s (PLAY) – Tuesday, 1/25, 11:00 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=play&url=https://wsw.com/webcast/jeff222/play/1855350

Dutch Bros – Tuesday, 1/25 – 12:00 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=bros&url=https://wsw.com/webcast/jeff222/bros/1855350

The One Group (STKS) – Tuesday, 1/25, 12:00 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=stks&url=https://wsw.com/webcast/jeff222/stks/1876725

 

 

ICR CONFERENCE PROCEEDS – SHAKE SHACK (SHAK – up 12%), ONE HOSPITALITY (STKS) AND DENNY’S (DENN) PROVIDE UPDATES

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!)

https://seekingalpha.com/pr/18625788-one-group-announces-preliminary-fourth-quarter-and-full-year-2021-sales-results

DENNY’S CORPORATION (DENN – 16.26, down $0.12 – making steady progress under John Milller, Omicron not helping at the moment)

https://seekingalpha.com/pr/18624177-denny-s-corporation-releases-preliminary-financial-results-for-fourth-quarter-and-fiscal-year

https://seekingalpha.com/pr/18624506-denny-s-corporation-to-expand-market-share-through-partnership-reef

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)

https://seekingalpha.com/pr/18625775-shake-shack-provides-fourth-quarter-2021-business-update

 

THE WEEK THAT WAS – ANALYSTS RETHINK RATINGS AHEAD OF ICR CONFERENCE NEXT WEEK

THE WEEK THAT WAS – QUIET SEASON,  ANALYSTS RETHINK A FEW RATINGS AHEAD OF ICR (USUALLY IN ORLANDO, NOW VIRTUAL) CONFERENCE NEXT WEEK

Todd Brooks Initiates WING at Hold. Nicole Regan Upgrades MCD to OverWeight and Downgrades CAKE and QSR to  Neutral. James Rutherford Upgrades CAKE to OverWeight and Downgrades DPZ and TAST to UnderWeight and EqualWeight respectively. Nick Setyan Initiates STKS at Outperform. Dennis Geiger Upgrades TXRH to Buy.

MOST RECENT COMPANY TRANSCRIPTS WHERE RATINGS WERE CHANGED

WINGSTOP

https://seekingalpha.com/article/4465125-wingstop-inc-wing-ceo-charlie-morrison-on-q3-2021-results-earnings-call-transcript

MCDONALD’S

https://seekingalpha.com/article/4462502-mcdonalds-corporations-mcd-ceo-chris-kempczinski-on-q3-2021-results-earnings-call-transcript

CHEESECAKE FACTORY

https://seekingalpha.com/article/4465199-cheesecake-factory-incorporated-cake-ceo-david-overton-on-q3-2021-results-earnings-call

RESTAURANT BRANDS

https://seekingalpha.com/article/4461822-restaurant-brands-international-inc-qsr-ceo-jose-cil-on-q3-2021-results-earnings-call

DOMINO’S

https://seekingalpha.com/article/4459963-dominos-pizza-inc-dpz-ceo-rich-allison-on-q3-2021-results-earnings-call-transcript

CARROLS

https://seekingalpha.com/article/4468048-carrols-restaurant-group-inc-tast-ceo-dan-accordino-on-q3-2021-results-earnings-call

THE ONE GROUP HOSPITALITY

https://seekingalpha.com/article/4466483-one-group-hospitality-inc-stks-ceo-manny-hilario-on-q3-2021-results-earnings-call-transcript

TEXAS ROADHOUSE

https://seekingalpha.com/article/4463310-texas-roadhouse-inc-s-txrh-ceo-jerry-morgan-on-q3-2021-results-earnings-call-transcript

NEXT WEEK: No restaurant companies scheduled to report. Major event is ICR Conference, which we will attend, and report on.

Roger Lipton

 

 

UPDATED CORPORATE DESCRIPTIONS – THE ONE GROUP HOSPITALITY (STKS), FIESTA RESTAURANT (FRGI), BURGERFI (BFI), KRISPY KREME (DNUT), PORTILLO’S (PTLO), DUTCH BROS (BROS).

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.

https://www.liptonfinancialservices.com/2021/11/the-one-group-hospitality-stks-in-process/

https://www.liptonfinancialservices.com/2021/11/fiesta-restaurant-group/

https://www.liptonfinancialservices.com/2021/11/burgerfi-interational-in-process/

https://www.liptonfinancialservices.com/2021/11/krispy-kreme-dnut-in-process/

https://www.liptonfinancialservices.com/2021/11/portillos-ptlo-in-process/

https://www.liptonfinancialservices.com/2021/11/dutch-bros-bros-in-process/

 

ICR CONFERENCE – report from last week’s widely attended three day restaurants/retail event in Orlando

ICR CONFERENCE – report from last week’s widely attended three day restaurants/retail event in Orlando

There is lots more detail to follow in the next week or so, but it is safe to say that it is still tough out there in restaurant/retail land. Labor costs continue to be a huge issue, food delivery is a major subject and already in a shakeout phase, traffic is flat to down (mostly down) at almost all restaurant chains, especially “dine-in”. Since costs are rising and pricing power is limited, there is no margin relief to come at restaurant chains, unless they are recovering from depressed results, which is in fact the case in a few situations. We will be doing updates on many of the publicly held chains that will provide more details.

On the plus side, it is always interesting to hear from the chains that present on “privately held day”.  While many of the publicly held chains are “mature” and coping with the inevitable pressures of maintaining their original “cultures”, it is always exciting to hear about the success at younger companies, still run by their energetic founders. That’s not to say that all the public companies have lost that youthful enthusiasm, but the job has inevitably become more complex and multi-dimensional.

As far as our coverage is concerned:

Among publicly held companies, we expect to do NEW writeups on Noodles, One Hospitality, and Denny’s.

We will do UPDATED writeups on Kura Sushi, Ruth’s Chris, Chuy’s, Del Taco, Red Robin, Pollo Loco,  Dave & Buster’s, and Shake Shack. 

The section on our website devoted to “Up & Comers” is largely an outgrowth of exposure at ICR and those articles get more readership because we all hear from the public participants every ninety days.

Our previous writeups on &Pizza, Barcelona Wine Bar (which is part of Barteca, now owned by Del Frisco’s), Fitlife Foods, and Fogo de Chao (which was public a couple of years ago) can now be updated.

Private companies we learned more about, in alphabetical order,  include: Benihana (used to be public), Black Bear Diner, Bolay,  Fogo de Chao (used to be public), Just Salad, Punch Bowl Social (now owned by Cracker Barrel), TGI Friday’s,  and we hope to provide writeups on these companies in the near future.

Roger Lipton