Tag Archives: YUMC

YUM CHINA HOLDINGS (YUMC)

August 9, 2023Corporate Research, Restaurant/Food Service, UncategorizedYum China, YUMCRoger Lipton

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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

February 21, 2023articlesCHIPOTLE, CMG, NATH, NATHAN'S FAMOUNS, RCI HOSPITALITY, RICK, Yum China, YUMCRoger Lipton

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

November 10, 2022articlesCAKE, CHEESECAKE FACTORY, DENN, Denny's, DIN, DINE BRANDS, DRIVEN BRANDS, DRVN, YUM, Yum China, YUM! BRANDS, YUMCRoger Lipton

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

August 9, 2022articlesBJ'S RESTAURANTS, BJRI, mcd, McDonalds, TEXAS ROADHOUSE, TXRH, WING, WINGSTOP, Yum China, YUMCRoger Lipton

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

February 22, 2022articlesCHIPOTLE, CMG, QSR, RCI Holdings, RESTAURANT BRANDS, RICK, YUM, Yum China, YUM! BRANDS, YUMCRoger Lipton

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

January 28, 2022articlesBLMN, CAKE, CMG, DIN, DPZ, EAT, mcd, RRGB, YUMCRoger Lipton

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

January 1, 2022articlesfirst watch, fwrg, KRUS, KURA SUSHI, SG, Sweetgreen, WING, WINGSTOP, Yum China, YUMCRoger Lipton

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/

Lipton Financial Services

Restaurant and Retail Review

Tag Archives: YUMC

YUM CHINA HOLDINGS (YUMC)

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

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

UPDATED CORPORATE DESCRIPTIONS: McDONALD’S, YUM CHINA, TEXAS ROADHOUSE, WINGSTOP, BJ’S RESTAURANTS

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

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

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