Tag Archives: YUMC

YUM CHINA HOLDINGS (YUMC)

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UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) – YUM CHINA, CHIPOTLE, RCI HOSPITALITY, NATHAN’S FAMOUS- with relevant transcripts

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/

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

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

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, 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

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/

THE WEEK THAT WAS, ENDING 1/28 – A FEW RATINGS CHANGES, EARNINGS REPORTS ABOUT TO BEGIN

THE WEEK THAT WAS, ENDING 1/28 – A FEW RATINGS CHANGES, EARNINGS REPORTS ABOUT TO BEGIN

ERIC GONZALEZ maintains DIN, CMG and MCD at Overweight – OTR Global downgrades  YUMC – Brian Vaccaro maintains DIN, CMG, CAKE, EAT at Outperform, BLMN at Strong Buy -G0RDON HASKETT upgrades CMG to Buy -ANDREW CHARLES maintains DPZ at Outperform – Jeff Bernstein maintains MCD at Overweight.

No new transcripts on above companies.

EARNINGS SEASON ABOUT TO BEGIN

2022-02-01 After Market Close Starbucks

2022-02-02 Before Market Open Brinker International

2022-02-08 Before Market Open Portillos – unconfirmed

2022-02-08 Before Market Open Nathan’s Famous – estimated

2022-02-08 After Market Close Luby’s – estimated
2022-02-08 After Market Close Yum China Holdings 
2022-02-08 After Market Close Chipotle Mexican Grill – 

2022-02-09 After Market Close RCI Hospitality Holdings – estimated

2022-02-09 Before Market Open Yum Brands  – estimated

2022-02-10 Wendy’s – Estimated

2022-02-11 Krispy Kreme – Estimated

 

 

 

 

 

 

UPDATED CORPORATE DESCRIPTIONS – YUM CHINA, KURA SUSHI, WINGSTOP, SWEETGREEN, FIRST WATCH, POTBELLY

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/