I’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addition to restaurants, I cover consumer discretionary, food & beverage, casinos & gaming, and IPOs, with a particular focus on mic ...

I’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addition to restaurants, I cover consumer discretionary, food & beverage, casinos & gaming, and IPOs, with a particular focus on mic ...

SPARTANBURG, S.C., Oct. 13, 2025 (GLOBE NEWSWIRE) -- Denny’s Corporation (the "Company") (NASDAQ: DENN), owner and operator of Denny's Inc. ("Denny's") and Keke's Inc. ("Keke's"), will announce financial and operating results for its third quarter ended September 24, 2025, on Monday, November 3, 2025, after the markets close. Senior management will hold a conference call on the same day at 4:30 p.m. Eastern Time to discuss these results and answer questions. Interested parties are invited to listen to a liv ...

Launching nationally Thursday, Sept. 25, the new offer cooks up a cozy start to the day with choices like Autumn Sangria, Pumpkin Spice Stuffed French Toast and more. Keke's Breakfast Cafe Fall Seasonal Menu Array Seasonal flavors include Pumpkin Spice Stuffed French Toast, Autumn Sangria, Small Stack of Cinnamon Roll Pancakes, Caramel Coffee and Apple Cinnamon French Toast. ORLANDO, Fla., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Fall is in full flavor at Keke’s Breakfast Cafe, which has added a limited-time m ...

Denny's menu inspired by new movie Good Fortune - Only in theaters October 17 Denny's announces two new Good Fortune movie themed menu items on Dennys.com, starting September 24 Denny's menu inspired by new movie Good Fortune - Only in theaters October 17 Denny's announces two new Good Fortune movie themed menu items on Dennys.com, starting September 24 Spartanburg, SC, Sept. 23, 2025 (GLOBE NEWSWIRE) -- Denny’s is serving up a one-of-a-kind menu and exclusive merch inspired by its role in the new m ...

JCP Investment Management disclosed that it holds an active stake in Denny's Corporation (NASDAQ:DENN) of 7.8%. The firm plans to engage in discussions with management and the board. In an SEC filing, JCP Investment Management said talks with Denny's ( ...

核心观点 - 公司推出5款起价5美元的套餐系列及秋季限定菜单 旨在通过高性价比产品吸引家庭客群并提升消费频次 [1][2][3] - 同步推出忠诚度计划 消费者每消费1美元可获10点积分 可兑换超过40种餐品 包括饮品、开胃菜、儿童餐和甜点 [4] 产品策略 - 5款套餐价格区间为5-10美元 包含新推出的Grand Slam Burrito、BLT&E Slamwich、2-Egg Breakfast Slam及原有的Everyday Value Slam和Super Slam [2][8] - 秋季限定菜单包含南瓜山核桃煎饼套餐（含两片煎饼、两个鸡蛋、黄金薯饼及培根或香肠）及新推出的波本培根西冷牛排晚餐（8盎司西冷牛排配波本酱汁及两款配菜） [2][8] - 新增巧克力肉桂奶昔产品 采用香草冰淇淋混合巧克力糖浆和肉桂脆片 [8] 营销活动 - 促销活动持续至10月28日 通过季节性产品强化秋季消费场景 [2][3] - 注册忠诚度计划的用户可获得即时使用的欢迎优惠 全年专属促销及生日免费套餐奖励 [4] 业务规模 - 截至2025年6月25日 公司在全球拥有1,484家餐厅 其中1,422家为特许经营及许可餐厅 62家为直营店 覆盖加拿大、中东、东南亚等16个国家和地区 [6][9] - 除实体店外 公司通过自有配送平台Denny's on Demand及三个虚拟餐厅品牌（The Meltdown, Banda Burrito, The Burger Den）提供多渠道服务 [5]

根据提供的文档内容，该内容仅包含分析师和Seeking Alpha的披露声明，不包含任何关于公司或行业的实质性新闻、事件或财务信息。因此，无法提取与公司或行业相关的核心观点或关键要点。

Denny's (DENN 1.11%), a nationwide diner chain known for its all-day breakfasts and value-driven menu, released its second quarter 2025 results on August 4, 2025. The report signaled ongoing pressures at the core Denny's brand, even as newer brand Keke's showed strong momentum. Earnings per share (Non-GAAP) were $0.09 for Q2 FY2025, missing the estimated $0.11 non-GAAP EPS. Revenue (GAAP) was $117.7 million for Q2 FY2025, slightly under the $118.09 million GAAP analyst target but up compared to Q2 2024. Ove ...

财务表现 - 公司2025年第二季度营收达1亿1766万美元 同比增长1.5% [1] - 每股收益0.09美元 低于去年同期的0.13美元 [1] - 营收超出市场共识预期0.13% 但每股收益低于预期10% [1] - 特许经营及许可收入5926万美元 同比下降3.8% [4] - 直营餐厅销售额5840万美元 同比增长7.5%且超分析师预期 [4] 运营指标 - 直营餐厅数量84家 符合分析师预期 [4] - 全系统餐厅总数1558家 超出分析师预估1548家 [4] - 特许经营餐厅1474家 高于分析师平均预估1464家 [4] - 直营餐厅同店销售额持平 优于预期的-0.3%降幅 [4] - 国内特许经营餐厅同店销售额下降1.4% 差于预期的-0.9% [4] 市场反应 - 公司股价过去一个月累计下跌20.4% 同期标普500指数上涨0.6% [3] - 当前Zacks评级为"持有" 预示短期表现可能与大盘同步 [3] 利润率数据 - 特许经营餐厅运营利润3005万美元 低于分析师预期的3058万美元 [4] - 直营餐厅运营利润605万美元 不及分析师预估的644万美元 [4]