Tag Archives: STKS

THE ONE GROUP (STKS)

 

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

https://seekingalpha.com/article/4624690-one-group-hospitality-inc-stks-q2-2023-earnings-call-transcript

RECENT SLIDE PRESENTATION – MARCH ’23, COVERING DEC ’22

https://seekingalpha.com/article/4589663-one-group-hospitality-stks-investor-presentation-slideshow

 

 

 

 

 

 

 

 

SEEKING ALPHA, WITH 20MM SUBSCRIBERS, PUBLISHES ROGER’S ARTICLE ON THE ONE GROUP HOSPITALITY, INC.(STKS)

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.

https://seekingalpha.com/article/4575774-the-one-group-hospitality-stock-operating-stk-steakhouses-has-substantial-upside

 

UPDATED CORPORATE DESCRIPTIONS: CHUY’S, THE ONE GROUP HOSPITALITY, NATHAN’S FAMOUS, RUTH’S CHRIS, FIRST WATCH – with relevant transcripts

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, PAPA JOHN’S, THE ONE GROUP, EL POLLO LOCO, CHUY’S with transcripts

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

https://www.liptonfinancialservices.com/2022/05/red-robin-gourmet-burgers-inc-rrgb-updated-writeup-inflection-point-could-be-at-hand/

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

https://www.liptonfinancialservices.com/2022/05/el-pollo-loco-holdings-updated-write-up-with-conclusion/

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

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/