ANNUAL – per Yahoo/Finance
QUARTERLY – per Yahoo/Finance
ENTERPRISE VALUE/TTM ADJUSTED EBITDA per Lipton Financial Services
MOST RECENT CONFERENCE CALL TRANSCRIPT
MOST RECENT CONFERENCE CALL SLIDE PRESENTATION – Q4’22
ANNUAL – per Yahoo/Finance
QUARTERLY – per Yahoo/Finance
ENTERPRISE VALUE/TTM ADJUSTED EBITDA per Lipton Financial Services
MOST RECENT CONFERENCE CALL TRANSCRIPT
MOST RECENT CONFERENCE CALL SLIDE PRESENTATION – Q4’22
note: since you received this email, you are obviously a subscriber. DON’T FORGET TO LOG IN, TO ACCESS THE FOLLOWING ANALYSES 🙂
YUM CHINA (YUMC)
https://www.liptonfinancialservices.com/2023/02/yum-china-holdings-yumc-in-process/
CHIPOTLE MEXICAN GRILL (CMG)
https://www.liptonfinancialservices.com/2023/02/chipotle-mexican-grill-cmg-updated-writeup/
RCI HOSPITALITY (RICK)
https://www.liptonfinancialservices.com/2023/02/rci-hospitality-rick-in-process/
NATHAN’S FAMOUS (NATH)
https://www.liptonfinancialservices.com/2023/02/nathans-famous-nath-in-process/
CHEESECAKE FACTORY (CAKE)
https://www.liptonfinancialservices.com/2022/08/cheesecake-factory-updated-write-up/
DENNY’S (DENN)
https://www.liptonfinancialservices.com/2022/08/dennys-corporation-denn-new-writeup/
YUM BRANDS (YUM)
https://www.liptonfinancialservices.com/2022/08/yum-brands/
YUM CHINA (YUMC)
https://www.liptonfinancialservices.com/2022/08/yum-china-holdings-yumc-in-process/
DINE BRANDS (DIN)
https://www.liptonfinancialservices.com/2022/08/dine-brands-global-din/
DRIVEN BRANDS (DRVN)
https://www.liptonfinancialservices.com/2022/11/driven-brands-holdings-inc-drvn/
UPDATED CORPORATE DESCRIPTIONS: McDONALD’S, YUM CHINA, TEXAS ROADHOUSE, WINGSTOP, BJ’S RESTAURANTS
McDONALD’S (MCD)
https://www.liptonfinancialservices.com/2022/01/mcdonalds/
YUM CHINA (YUMC)
https://www.liptonfinancialservices.com/2022/05/yum-china-holdings-yumc-in-process/
TEXAS ROADHOUSE (TXRH)
https://www.liptonfinancialservices.com/2022/05/texas-roadhouse-updated-write-up/
WINGSTOP (WING)
https://www.liptonfinancialservices.com/2022/03/wingstop/
BJ’S RESTAURANTS (BJRI)
https://www.liptonfinancialservices.com/2022/03/bjs-restaurants-2/
UPDATED CORPORATE DESCRIPTIONS FOR: CHIPOTLE (CMG), RCI HOSPITALITY (RICK), RESTAURANT BRANDS (QSR), YUM BRANDS (YUM), YUM CHINA (YUMC)
CHIPOTLE
https://www.liptonfinancialservices.com/2022/01/chipotle-mexican-grill-cmg-updated-writeup/
RCI HOSPITALITY
https://www.liptonfinancialservices.com/2021/11/rci-hospitality-rick-in-process/
RESTAURANT BRANDS
YUM BRANDS
https://www.liptonfinancialservices.com/2022/01/yum-brands/
YUM CHINA
https://www.liptonfinancialservices.com/2022/01/yum-china-holdings-yumc-in-process/
UPDATED CORPORATE DESCRIPTIONS – YUM CHINA (YUMC), KURA SUSHI (KRUS), WINGSTOP (WING), SWEETGREEN (SG), FIRST WATCH (FWRG), POTBELLY (PBPB)
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/yum-china-holdings-yumc-in-process/
https://www.liptonfinancialservices.com/2021/11/kura-sushi-krus-write-up/
https://www.liptonfinancialservices.com/2021/11/wingstop/
https://www.liptonfinancialservices.com/2021/11/sweetgreen-sg-in-process/
https://www.liptonfinancialservices.com/2021/11/first-watch-fwrg-in-process/
https://www.liptonfinancialservices.com/2021/11/potbelly-pbpb-in-process/