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/

THE WEEK THAT WAS, ENDING 3-25 – ANALYSTS ALREADY LIKED WINGSTOP, WENDY’S, FIRST WATCH, DARDEN, ONE COMPANY UPGRADED, WHICH WE WROTE UP A MONTH AGO

March 28, 2022articlesARCO, Arcos Dorados, Darden, DRI, first watch, fwrg, WEN, Wendy's, WING, WINGSTOPRoger Lipton

THE WEEK THAT WAS, ENDING 3-25 – ANALYSTS ALREADY LIKED WINGSTOP, WENDY’S, FIRST WATCH, DARDEN, ONE COMPANY UPGRADED, WHICH WE WROTE UP A MONTH AGO

FIRST WATCH (FWRG) AND DARDEN (DRI) PROVIDE GOOD REPORTS, HARD NOT TO LIKE THEM. ARCO DORADOS (ARCO) GETS UPGRADED

RE: First Watch (FWRG), ANDY BARISH, JEFFREY BERNSTEIN, GOLDMAN SACHS, continue to like it. ANDREW CHARLES wants to see more (I guess).

RE: Darden (DRI), BRIAN VACCARO, LAUREN SILBERMAN, JAMES RUTHERFORD, JEFFREY BERNSTEIN, analysts at Morgan Stanley all continue to like it. NICK SETYAN wants to see more (I guess).

RE: Wingstop (WING), NICK SETYAN likes it, in spite of Charlie Morrison leaving.

RE: Wendy’s (WEN), IVAN FEINSETH likes it.

RE: Arcos Dorados (ARCO), ROBERT FORD upgrades to BUY.

RELEVANT TRANSCRIPTS FROM MOST RECENT CONFERENCE CALLS.

First Watch

https://seekingalpha.com/article/4497310-first-watch-restaurant-group-inc-s-fwrg-ceo-chris-tomasso-on-q4-2021-results-earnings-call

Darden

https://seekingalpha.com/article/4497545-darden-restaurants-inc-dri-ceo-gene-lee-on-q3-2022-results-earnings-call-transcript

https://seekingalpha.com/article/4497632-darden-restaurants-inc-2022-q3-results-earnings-call-presentation

Wingstop

https://seekingalpha.com/article/4487627-wingstop-inc-wing-ceo-charlie-morrison-on-q4-2021-results-earnings-call-transcript

Wendy’s

https://seekingalpha.com/article/4491773-wendys-wen-ceo-todd-penegor-on-q4-2021-results-earnings-call-transcript

https://seekingalpha.com/article/4492114-wendys-company-2021-q4-results-earnings-call-presentation

Arcos Dorados

https://seekingalpha.com/article/4495957-arcos-dorados-holdings-inc-s-arco-ceo-marcelo-rabach-on-q4-2021-results-earnings-call

https://seekingalpha.com/article/4495955-arcos-dorados-holdings-inc-2021-q4-results-earnings-call-presentation

UPDATED CORPORATE DESCRIPTIONS: WENDY’S, DUTCH BROS, DINE BRANDS, POTBELLY, SWEETGREEN AND RED ROBIN

March 21, 2022articlesBROS, DIN, DINE BRANDS, DUTCH BROS, PBPB, Potbelly, RED ROBIN, RRGB, SG, Sweetgreen, WEN, Wendy'sRoger Lipton

UPDATED CORPORATE DESCRIPTIONS: WENDY’S, DUTCH BROS, DINE BRANDS, POTBELLY, SWEETGREEN AND RED ROBIN with conference call transcripts

Wendy’s (WEN)

https://www.liptonfinancialservices.com/2021/11/wendys-updated-write-up/

Dutch Bros (BROS)

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

Dine Brands (DIN)

https://www.liptonfinancialservices.com/2022/01/dine-brands-global-din/

Potbelly (PBPB)

https://www.liptonfinancialservices.com/2022/01/potbelly-pbpb-in-process/

Sweetgreen (SG)

https://www.liptonfinancialservices.com/2022/01/sweetgreen-sg-in-process/

Red Robin (RRGB)

https://www.liptonfinancialservices.com/2022/01/red-robin-gourmet-burgers-inc-rrgb-corporate-description/

UPDATED CORPORATE DESCRIPTIONS – PAPA JOHN’S, RESTAURANT BRANDS, RUTH’S CHRIS, TEXAS ROADHOUSE, WENDY’S, YUM BRANDS

January 1, 2022articles, UncategorizedPZZA, QSR, RUTH, TXRH, WEN, YUMRoger Lipton

UPDATED CORPORATE DESCRIPTIONS – PAPA JOHN’S, RESTAURANT BRANDS, RUTH’S CHRIS, TEXAS ROADHOUSE, WENDY’S, YUM BRANDS

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/papa-johns-pzza-corporate-description/

RESTAURANT BRANDS – https://www.liptonfinancialservices.com/2021/11/red-robin-gourmet-burgers-inc-rrgb-updated-writeup-inflection-point-could-be-at-hand/

https://www.liptonfinancialservices.com/2021/11/ruth/

https://www.liptonfinancialservices.com/2021/11/texas-roadhouse-updated-write-up/

https://www.liptonfinancialservices.com/2021/11/wendys-updated-write-up/

https://www.liptonfinancialservices.com/2021/11/yum-brands/