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.
ANNUAL
QUARTERLY
MOST RECENT CONFERENCE CALL TRANSCRIPT
RECENT SLIDE PRESENTATION – SEPT 22
https://seekingalpha.com/article/4542112-one-group-hospitality-stks-investor-presentation-slideshow
CHUY’S HOLDINGS – (CHUY)
https://www.liptonfinancialservices.com/2022/08/chuys-holdings-updated-write-up/
THE ONE GROUP HOSPITALITY (STKS)
https://www.liptonfinancialservices.com/2022/08/the-one-group-hospitality-stks-in-process/
NATHAN’S FAMOUS (NATH)
https://www.liptonfinancialservices.com/2022/09/nathans-famous-nath-in-process/
RUTH’S (CHRIS) HOSPITALITY (RUTH)
https://www.liptonfinancialservices.com/2022/08/ruth/
FIRST WATCH (FWRG)
https://www.liptonfinancialservices.com/2022/08/first-watch-fwrg-in-process/
UPDATED CORPORATE DESCRIPTIONS: – RESTAURANT BRANDS (QSR), PAPA JOHN’S (PZZA), THE ONE GROUP HOSPITALITY (STKS), EL POLLO LOCO (LOCO), CHUY’S (CHUY) – with transcripts
RESTAURANT BRANDS
PAPA JOHN’S
https://www.liptonfinancialservices.com/2022/05/papa-johns-pzza-corporate-description/
THE ONE HOSPITALITY GROUP
https://www.liptonfinancialservices.com/2022/05/the-one-group-hospitality-stks-in-process/
EL POLLO LOCO
CHUY’S
https://www.liptonfinancialservices.com/2022/05/chuys-holdings-updated-write-up/
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
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/
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)
https://seekingalpha.com/pr/18625775-shake-shack-provides-fourth-quarter-2021-business-update
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
MCDONALD’S
CHEESECAKE FACTORY
RESTAURANT BRANDS
DOMINO’S
CARROLS
THE ONE GROUP HOSPITALITY
TEXAS ROADHOUSE
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 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/