Tag Archives: WEN

UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60 restaurant/franchising companies, for subscribers) – DUTCH BROS, WENDY’S, EUROPEAN WAX CENTER, RCI HOSPITALITY, FRANCHISE GROUP – with relevant transcripts

DUTCH BROS (BROS)

https://www.liptonfinancialservices.com/2023/03/dutch-bros-bros-in-process/

WENDY’S (WEN)

https://www.liptonfinancialservices.com/2023/03/wendys-updated-write-up/

EUROPEAN WAX CENTER (EWCZ)

https://www.liptonfinancialservices.com/2023/04/european-wax-center-inc-ewcz/

RCI HOSPITALITY (RICK)

https://www.liptonfinancialservices.com/2023/02/rci-hospitality-rick-in-process/

FRANCHISE GROUP (FRG)

https://www.liptonfinancialservices.com/2023/03/franchise-group-inc-frg/

UPDATED CORPORATE DESCRIPTIONS: SWEETGREEN, CARROL’S, RAVE RESTAURANT, WENDY’S, DUTCH BROS. – with relevant transcripts

SWEETGREEN (SG)

https://www.liptonfinancialservices.com/2022/08/sweetgreen-sg-in-process/

CARROL’S RESTAURANT GROUP (TAST)

https://www.liptonfinancialservices.com/2022/09/carrols-restaurant-group-tast/

RAVE RESTAURANT  GROUP (RAVE)

https://www.liptonfinancialservices.com/2022/09/rave-restaurant-group-inc-rave/

WENDY’S (WEN)

https://www.liptonfinancialservices.com/2022/09/wendys-updated-write-up/

DUTCH BROS. (BROS)

https://www.liptonfinancialservices.com/2022/09/dutch-bros-bros-in-process/

 

UPDATED CORPORATE DESCRIPTIONS: WENDY’S, DUTCH BROS, RED ROBIN, CARROL’S, GOOD TIMES RESTAURANTS – with relevant transcripts

UPDATED CORPORATE DESCRIPTIONS: WENDY’S, DUTCH BROS, RED ROBIN, CARROL’S, GOOD TIMES RESTAURANTS – with relevant transcripts

WENDY’S

https://www.liptonfinancialservices.com/2022/05/wendys-updated-write-up/

DUTCH BROS.

https://www.liptonfinancialservices.com/2022/05/dutch-bros-bros-in-process/

RED ROBIN GOURMET BURGERS

https://www.liptonfinancialservices.com/2022/06/red-robin-gourmet-burgers-inc-rrgb-corporate-description/

CARROL’S

https://www.liptonfinancialservices.com/2022/05/carrols-restaurant-group-tast/

GOOD TIMES RESTAURANTS

https://www.liptonfinancialservices.com/2022/05/good-times-restaurants-inc-gtim/

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/

 

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

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

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

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/

 

RESTAURANT COMPANIES TO REPORT THIS WEEK: FWRG, DNUT, TAST, RRGB, ARCO,WEN, BROS, FRGI, KRUS

RESTAURANT COMPANIES TO REPORT THIS WEEK: FWRG, DNUT, TAST, RRGB, ARCO,WEN, BROS, FRGI, KRUS

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The following are transcripts from the conference calls following release of earnings:

https://seekingalpha.com/pr/18550394-first-watch-restaurant-group-inc-reports-third-quarter-financial-results

DNUT PRESENTATION- SLIDES

https://seekingalpha.com/article/4468529-krispy-kreme-inc-2021-q3-results-earnings-call-presentation

DNUT CALL

https://seekingalpha.com/article/4467854-krispy-kreme-doughnuts-inc-dnut-ceo-michael-tattersfield-on-q3-2021-results-earnings-call

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

https://seekingalpha.com/article/4468136-red-robin-gourmet-burgers-rrgb-ceo-paul-murphy-on-q3-2021-results-earnings-call-transcript

ARCOS SLIDE PRESENTATION

https://seekingalpha.com/article/4468542-arcos-dorados-holdings-inc-2021-q3-results-earnings-call-presentation

ARCOS CALL

https://seekingalpha.com/article/4468067-arcos-dorados-holdings-inc-arco-ceo-marcelo-rabach-on-q3-2021-results-earnings-call

https://seekingalpha.com/article/4467967-wendys-company-wen-ceo-todd-penegor-on-q3-2021-results-earnings-call-transcript

https://seekingalpha.com/article/4468191-dutch-bros-inc-bros-ceo-joth-ricci-on-q3-2021-results-earnings-call-transcript

tps://seekingalpha.com/article/4468744-fiesta-restaurant-group-inc-frgi-ceo-rich-stockinger-on-q3-2021-results-earnings-call

https://seekingalpha.com/article/4468944-kura-sushi-usa-inc-krus-ceo-hajime-uba-on-q4-2021-results-earnings-call-transcript