THE WEEK THAT WAS, ENDING October 23rd – lots of maintenance with earnings season approaching, TWO DOWNGRADES, ONE INITIATION, 6 earnings reports coming up this week
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
DICK STRONG LEAVES OUR WORLD AT 84 – ROGER REFLECTS ON 50 YEARS OF HIS FRIENDSHIP & SUPPORT – “AN IMMENSE PRIVILEGE FOR MYSELF AND MY FAMILY”
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
ROGER’S OCTOBER 15th MONTHLY COLUMN WITHIN RESTAURANT FINANCE MONITOR – SCOTT BESSENTS “HOPES AND DREAMS” ARE JUST THAT & AI IS NOT THE ANSWER – “RETURNING CASH TO SHAREHOLDERS” IS ABOUT AS USEFUL A TERM AS “NON-CASH COMPENSATION”, WARREN BUFFET’S VIEW...
WWW.ROGERLIPTON.COM
THE WEEK THAT WAS, ENDING October 16th – Two reporting companies, Two Upgrades (each twice)
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
THE WEEK THAT WAS, ENDING October 9th – No reporting companies but THREE UPGRADES – One chain by two firms plus another
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
THE WEEK THAT WAS, ENDING October 3 - No reporting companies but THREE UPGRADES
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
THE WEEK THAT WAS, ENDING September 25th – Two Companies Report – Bellwether Darden and Troubled Cracker Barrel – One Upgrade, Two Downgrades, One Initiation
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
UPDATED CORPORATE SUMMARIES – Punch through yellow box above on Home Page to view write-ups on over 60 restaurant/franchising companies – with easily accessible relevant transcripts – UPDATED HERE ARE: PAPA JOHN’S, PORTILLO’S, DRIVEN BRANDS, PLANET FITNESS
WWW.ROGERLIPTON.COM
THE WEEK THAT WAS, ENDING September 18th – Only One Company Reports – no rating changes, ELEVEN INITIATIONS (four Neutral, seven Buys)
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
ROGER’S 9/15 MONTHLY COLUMN IN RESTAURANT FINANCE MONITOR – TREASURY SEC’Y BESSENT GOES OFF THE RAILS & A LOOK AT NEWLY PUBLIC JERSEY MIKE’S
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
THE WEEK THAT WAS, ENDING September 11th – Only One Report, Jersey Mike’s – two upgrades, one initiation
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
UPDATED CORPORATE SUMMARIES – Punch through yellow box above on Home Page to view write-ups on over 60 restaurant/franchising companies – with easily accessible relevant transcripts – UPDATED HERE ARE: McDONALD’S, VALVOLINE, DINE BRANDS, BLOOMIN’ BRANDS
WWW.ROGERLIPTON.COM
THE WEEK THAT WAS, ENDING September 4th – Only One Report, no ratings changes – enjoy the tranquility!
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
UPDATED CORPORATE SUMMARIES – Punch through yellow box above on Home Page to view write-ups on over 60 restaurant/franchising companies – with easily accessible relevant transcripts – UPDATED HERE ARE: SHAKE SHACK, FIRST WATCH, YUM BRANDS, YUM CHINA
WWW.ROGERLIPTON.COM
THE WEEK THAT WAS, ENDING August 28th – NOBODY REPORTS EARNINGS but: TWO DOWNGRADES, ONE UPGRADE & ONE COVERAGE INITIATION
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
THE WEEK THAT WAS, ENDING August 21st – only one (hardly followed company) reports – NO RATING CHANGES, TWO INITIATIONS
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
ROGER’S 8/15 MONTHLY “FOLLOW THE MONEY” COLUMN FOR RESTAURANT FINANCE MONITOR – FISCAL/MONETARY CHAOS + THE YEAR’S WINNERS & LOSERS IN RESTAURANT INDUSTRY, THE COMMONALITIES, AND SOME SUGGESTIONS GOING FORWARD - WWW.ROGERLIPTON.COM
THE WEEK THAT WAS, ENDING August 14th – “only” ten companies report, no rating changes, lots of maintenance though and several stocks move big
WWW.ROGERLIPTON.COM
The One Group Hospitality, Inc. (STKS) – REPORTS Q2’26 – TANGIBLE PROGRESS, STOCK NEEDS CATALYST
WRITE-UP AVAILABLE AT:
WWW.ROGERLIPTON.COM
THE WEEK THAT WAS, ENDING August 7th – 22 companies report, busiest week of quarter, just three stocks downgraded (one of them twice) – another active week coming up
WWW.ROGERLIPTON.COM

