ANNUAL
QUARTERLY
MOST RECENT CONFERENCE CALL TRANSCRIPT
Tag Archives: YUM
THE WEEK THAT WAS, ENDING 5/6, LOT’S OF EARNINGS REPORTS, A FEW RATINGS CHANGES, MORE ACTION IN THE WEEK TO COME
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.
Denny’s reports, NICK SETYAN still likes it.
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.
Yum Brands reports. No changes. LAUREN SILBERMAN is NEUTRAL while JON TOWER says BUY.
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.
Wingstop reports (and disappoints). M. Stanley analyst, NICK SETYAN, JON TOWER and ANDREW CHARLES all stick with it.
SHAKE SHACK reports. Everybody maintains. LAUREN SILBERMAN and BRIAN MULLEN are neutral, while PETER SALEH & NICK SETYAN like it.
PAPA JOHN’s reports. LAUREN SILBERMAN and NICK SETYAN continue to like it while BRIAN MULLAN is neutral.
THE WEEK TO COME: MORE DATA POINTS
5-09 After Market Close RCI Hospitality Holdings RICK
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
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 – 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/
YUM! BRANDS – WRITEUP – click above at “publicly held companies”
Welcome! To view this writeup from “home page”, click through at “publicly held companies”. Thank you.
YUM BRANDS TO BREAK IN TWO? OPPORTUNITY FOR INVESTORS?
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