Tag Archives: YUM

UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) – YUM BRANDS, DENNY’S, ARK RESTAURANTS, RAVE RESTAURANTS – with relevant transcripts

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Note: since you received this email, you are obviously a subscriber. DON’T FORGET TO LOG IN, TO ACCESS THE FOLLOWING ANALYSES 🙂

YUM BRANDS (YUM)

https://www.liptonfinancialservices.com/2022/11/yum-brands/

DENNY’S (DENN)

https://www.liptonfinancialservices.com/2023/02/dennys-corporation-denn-new-writeup/

ARK RESTAURANTS (ARKR)

https://www.liptonfinancialservices.com/2023/02/ark-restaurants-arkr-new-writeup-performing-solidly/

RAVE RESTAURANT (RAVE)

https://www.liptonfinancialservices.com/2023/02/rave-restaurant-group-inc-rave/

YUM! BRANDS (YUM)

Corporate Research, Restaurant/Food Service,
PENDING THE RELEVANT COMPANY’S REGISTRATION WITH US, THIS PARTICULAR CONTENT IS LIMITED TO SUBSCRIBERS. For $100/year, SUBSCRIBE HERE. Other content is available by way of Home Page.

INCLUDED IN YOUR ANNUAL SUBSCRIPTION:

  • Access to Corporate Descriptions of all publicly held restaurant companies and selected non-restaurant franchisors.
  • Broad economic insight. As described in “Restaurants/Retail – Why Bother?” the restaurant and retail industries provide a leading indicator of far broader economic trends. You no longer have to be the last to know.
  • Two to three analytical pieces per week (“Roger’s Rap”) personally written by Roger Lipton describing corporate developments within his industry specialization, including their relevance to the broader economy.
  • Periodic “macro” discussions personally written by Roger Lipton, analyzing fiscal and monetary matters that will likely affect your investments and your business.
  • A free copy of the legendary best selling book, How you can Profit from the coming devaluation, as shown at right, written in 1970 by Harry Browne, which predicted the 2000% rise in the price of gold. This profound piece is more relevant today than ever, so Roger re-published it in 2012. This book will help you preserve the fortune you are in the process of accumulating.

UPDATED CORPORATE DESCRIPTIONS: CHEESECAKE FACTORY, DENNY’S, YUM BRANDS, YUM CHINA, DINE BRANDS + NON-RESTAURANT FRANCHISOR, DRIVEN BRANDS, with relevant transcripts

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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: BLOOMIN’ BRANDS, DENNY’S, STARBUCKS, YUM BRANDS, SHAKE SHACK, PORTILLO’S – with transcripts

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UPDATED CORPORATE DESCRIPTIONS: BLOOMIN’ BRANDS, DENNY’S, STARBUCKS, YUM BRANDS, SHAKE SHACK, PORTILLO’S – with transcripts

BLOOMIN’ BRANDS (BLMN)

https://www.liptonfinancialservices.com/wp-admin/post.php?post=4284&action=edit

DENNY’S (DENN)

https://www.liptonfinancialservices.com/2022/05/dennys-corporation-denn-new-writeup/

STARBUCKS (SBUX)

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

YUM BRANDS (YUM)

https://www.liptonfinancialservices.com/2022/05/yum-brands/

SHAKE SHACK (SHAK)

https://www.liptonfinancialservices.com/2022/05/shake-shack-inc-shak/

PORTILLO’S (PTLO)

https://www.liptonfinancialservices.com/2022/05/portillos-ptlo-in-process/

 

 

THE WEEK THAT WAS, ENDING 5/6, LOT’S OF EARNINGS REPORTS, A FEW RATINGS CHANGES, MORE ACTION IN THE WEEK TO COME

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THE WEEK THAT WAS, ENDING 5/6, LOT’S OF EARNINGS REPORTS, SEVERAL RATINGS CHANGES, MANY MORE DATA POINTS IN THE WEEK TO COME  – links to transcripts provided

Starbucks reports, only change is David Palmer upgrading. Nobody wants to be negative. NICOLE REAGAN, JOHN GLASS, CHRIS CARRIL and JON TOWER stay neutral. LAUREN SILBERMAN, JEFFREY  BERNSTEIN, DAVID PALMER and ANDREW CHARLES continue to like it.

https://seekingalpha.com/article/4506511-starbucks-corporation-sbux-ceo-howard-schultz-on-q2-2022-results-earnings-call-transcript

Denny’s reports, NICK SETYAN still likes it.

https://seekingalpha.com/article/4506545-dennys-corporations-denn-ceo-john-miller-on-q1-2022-results-earnings-call-transcript

https://seekingalpha.com/article/4506597-dennys-corporation-2022-q1-results-earnings-call-presentation

Restaurant Brands reports, only change is CHRIS O’CULL downgrading to HOLD. M.Stanley analyst maintains underweight. JON TOWER is neutral, while CHRIS CARRIL AND LAUREN SILBERMAN like it here.

https://seekingalpha.com/article/4506236-restaurant-brands-international-inc-qsr-ceo-jose-cil-on-q1-2022-results-earnings-call

Yum Brands reports. No changes. LAUREN SILBERMAN is NEUTRAL while JON TOWER says BUY.

https://seekingalpha.com/article/4506810-yum-brands-inc-s-yum-ceo-david-gibbs-on-q1-2022-results-earnings-call-transcript

Brinker reports (and disappoints). DAVID PALMER downgrades to IN-LINE.  BRIAN MULLAN, NICK SETYAN, and M.STANLEY analyst are NEUTRAL. BRIAN VACCARO and ERIC GONZALES continue to be positive.

https://seekingalpha.com/article/4506810-yum-brands-inc-s-yum-ceo-david-gibbs-on-q1-2022-results-earnings-call-transcript

Wingstop reports (and disappoints). M. Stanley  analyst, NICK SETYAN, JON TOWER and ANDREW CHARLES all stick with it.

https://seekingalpha.com/article/4507053-wingstop-inc-s-wing-ceo-michael-skipworth-on-q1-2022-results-earnings-call-transcript

SHAKE SHACK reports. Everybody maintains. LAUREN SILBERMAN and BRIAN MULLEN are neutral, while PETER SALEH & NICK SETYAN like it.

https://seekingalpha.com/article/4507719-shake-shack-inc-shak-ceo-randy-garutti-on-q1-2022-results-earnings-call-transcript

PAPA JOHN’s reports. LAUREN SILBERMAN and NICK SETYAN continue to like it while BRIAN MULLAN is neutral.

https://seekingalpha.com/article/4507346-papa-johns-international-inc-pzza-ceo-robert-lynch-on-q1-2022-results-earnings-call

 

THE WEEK TO COME:  MORE DATA POINTS

5-09 After Market Close RCI Hospitality Holdings RICK

https://seekingalpha.com/pr/18781450-rci-2q22-call-on-twitter-spaces-on-monday-may-9th-first-to-use-twitters-audio-platform-for

5-10 Before Market Open First Watch Restaurant Gr FWRG

https://viavid.webcasts.com/starthere.jsp?ei=1537799&tp_key=a214d47caa

5-11 Before Market Open Wendy’s WEN

https://event.on24.com/wcc/r/3723491/E08AEE34680249F3308CCBD4D8C0EEFE

5-11 Before Market Open Krispy Kreme DNUT

https://edge.media-server.com/mmc/p/2m66abcw

5-11 After Market Close Dutch Bros BROS

https://events.q4inc.com/attendee/370340001

5-12 Before Market Open Carrols Restaurant Group TAST

https://viavid.webcasts.com/starthere.jsp?ei=1541750&tp_key=1245ec6318

 

 

 

 

UPDATED CORPORATE DESCRIPTIONS FOR: CHIPOTLE, RCI HOSPITALITY, RESTAURANT BRANDS, YUM BRANDS, YUM CHINA

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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

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

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

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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/

 

YUM BRANDS TO BREAK IN TWO? OPPORTUNITY FOR INVESTORS?

articles
PENDING THE RELEVANT COMPANY’S REGISTRATION WITH US, THIS PARTICULAR CONTENT IS LIMITED TO SUBSCRIBERS. For $100/year, SUBSCRIBE HERE. Other content is available by way of Home Page.

INCLUDED IN YOUR ANNUAL SUBSCRIPTION:

  • Access to Corporate Descriptions of all publicly held restaurant companies and selected non-restaurant franchisors.
  • Broad economic insight. As described in “Restaurants/Retail – Why Bother?” the restaurant and retail industries provide a leading indicator of far broader economic trends. You no longer have to be the last to know.
  • Two to three analytical pieces per week (“Roger’s Rap”) personally written by Roger Lipton describing corporate developments within his industry specialization, including their relevance to the broader economy.
  • Periodic “macro” discussions personally written by Roger Lipton, analyzing fiscal and monetary matters that will likely affect your investments and your business.
  • A free copy of the legendary best selling book, How you can Profit from the coming devaluation, as shown at right, written in 1970 by Harry Browne, which predicted the 2000% rise in the price of gold. This profound piece is more relevant today than ever, so Roger re-published it in 2012. This book will help you preserve the fortune you are in the process of accumulating.