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Buda Juice: A Cold Chain Story With Hot IPO Expectations
Seeking Alpha· 2026-01-23 17:35
Core Insights - The article highlights the expertise of a seasoned equity analyst specializing in the U.S. restaurant industry, covering various segments from quick-service to fine dining [1] - The analyst employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly focusing on micro and small-cap companies often overlooked by mainstream analysts [1] Industry Focus - The research firm, Goulart's Restaurant Stocks, is dedicated to thematic research and valuation efforts within the restaurant sector, indicating a comprehensive approach to understanding market dynamics [1] - The analyst also covers related sectors such as consumer discretionary, food & beverage, and casinos & gaming, showcasing a broad understanding of interconnected industries [1] Academic and Professional Background - The analyst possesses an MBA in Controllership and Accounting Forensics, along with a Bachelor's in Business Administration, providing a strong academic foundation for investment analysis [1] - Specialized training in valuation, financial modeling, and restaurant operations enhances the analyst's capability to assess investment opportunities effectively [1]
Monarch Casino & Resort to Report 2025 Fourth Quarter Results After Market Close on February 4, 2026
Globenewswire· 2026-01-21 21:02
RENO, Nev., Jan. 21, 2026 (GLOBE NEWSWIRE) -- Monarch Casino & Resort, Inc. (NASDAQ: MCRI) announced today that it will release its 2025 fourth quarter financial results after the market closes on Wednesday, February 4, 2026. About Monarch Casino & Resort, Inc.Monarch Casino & Resort, Inc., through its subsidiaries, owns and operates the Monarch Casino Resort Spa ("Monarch Black Hawk") in Black Hawk, Colorado, approximately 40 miles west of Denver and the Atlantis Casino Resort Spa ("Atlantis"), a hotel/cas ...
PENN Entertainment to Report Fourth Quarter Results and Host Conference Call and Webcast on February 26
Businesswire· 2026-01-20 15:30
The conference call number is 785-424-1789 (conference ID: PENN); please call five minutes in advance to ensure that you are connected prior to the presentation. Interested parties may also access the live call at www.pennentertainment.com; allow 15 minutes to register, download, and install any necessary software. Questions and answers will be reserved for call-in analysts and investors. A replay of the call can be accessed for thirty days at www.pennentertainment.com. About PENN Entertainment WYOMISSING, ...
Gamehost Announces Regular Monthly Dividend for January
TMX Newsfile· 2026-01-19 23:26
Core Points - Gamehost Inc. has declared a cash dividend of $0.05 (CDN) per common share for January 2026, which annualizes to $0.60 (CDN) per share [1] - The dividend will be paid on February 13, 2026, to shareholders of record on January 31, 2026 [1] - This dividend is classified as an "Eligible Dividend," allowing Canadian shareholders to benefit from enhanced gross-up and dividend tax credits [2] Company Overview - Gamehost Inc. is incorporated under the laws of Alberta, Canada, and operates various facilities within the province, including the Rivers Casino & Entertainment Centre, Great Northern Casino, Service Plus Inns & Suites, Encore Suites hotels, and Deerfoot Inn & Casino [3] - The company's common shares are traded on the Toronto Stock Exchange (TSX) under the symbol GH [4]
Boyd Gaming: 6 Straight Double Beats And Still Room To Run (Earnings Preview)
Seeking Alpha· 2026-01-19 12:15
Core Insights - The article highlights the expertise of a seasoned equity analyst specializing in the U.S. restaurant industry, covering various segments from quick-service to fine dining [1] - The analyst employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly focusing on micro and small-cap companies often overlooked by mainstream analysts [1] Industry Focus - The research firm, Goulart's Restaurant Stocks, is dedicated to thematic research and valuation efforts within the restaurant sector, indicating a strong emphasis on understanding market dynamics and consumer trends [1] - The analyst also covers related sectors such as consumer discretionary, food & beverage, and casinos & gaming, showcasing a broad understanding of interconnected industries [1] Academic and Professional Background - The analyst possesses an MBA in Controllership and Accounting Forensics, along with a Bachelor's in Business Administration, which provides a solid academic foundation for investment analysis [1] - Specialized training in valuation, financial modeling, and restaurant operations enhances the analyst's ability to conduct thorough research and provide valuable insights [1]
Boyd Gaming: 6 Straight Double Beats And Still Room To Run (Earnings Preview) (NYSE:BYD)
Seeking Alpha· 2026-01-19 12:15
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 ...
Here's What to Expect From Wynn Resorts' Next Earnings Report
Yahoo Finance· 2026-01-16 12:11
Core Viewpoint - Wynn Resorts, Limited is a global leader in luxury integrated resorts with a market cap of $12.2 billion, operating notable destinations such as Wynn Palace and Encore Boston Harbor [1] Financial Performance - Wynn Resorts is expected to announce its fiscal Q4 2025 results soon, with analysts predicting an adjusted EPS of $1.33, a decrease of 45% from $2.42 in the same quarter last year [2] - For fiscal 2025, the forecasted adjusted EPS is $4.16, reflecting a decline of 30.9% from $6.02 in fiscal 2024, but anticipated to grow by 19.7% year-over-year to $4.98 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, Wynn Resorts shares have increased by 42.4%, outperforming the S&P 500 Index's return of 16.7% and the State Street Consumer Discretionary Select Sector SPDR ETF's nearly 8% rise [4] Recent Developments - Despite reporting a weaker-than-expected Q3 2025 adjusted EPS of $0.86, Wynn shares rose by 2.9% the following day due to revenue exceeding expectations at $1.83 billion, an increase of $140.4 million year-over-year [5] - The company also reported significant growth in Adjusted Property EBITDAR to $570.1 million, driven by strong performance at Wynn Palace and continued EBITDA growth in Las Vegas [5] - Wynn reaffirmed progress on the Wynn Al Marjan Island project, indicating ongoing strategic initiatives [5] Analyst Sentiment - The consensus among analysts is strongly optimistic, with a "Strong Buy" rating overall; 16 out of 18 analysts recommend "Strong Buy," one suggests "Moderate Buy," and one indicates "Hold" [6] - The average analyst price target for Wynn Resorts is $146.56, suggesting a potential upside of 24.9% from current levels [6]
Craig Fullalove to Succeed Julie Cameron-Doe as Chief Financial Officer at Wynn Resorts
Businesswire· 2026-01-09 21:35
Core Viewpoint - Wynn Resorts has announced the appointment of Craig Jeffrey Fullalove as the new Chief Financial Officer, succeeding Julie Cameron-Doe, who will retire in mid-2026 but remain as a consultant and Non-Executive Director of Wynn Macau [1] Company Leadership Changes - Craig Jeffrey Fullalove is currently serving as the Chief Financial Officer and Chief Administrative Officer of Wynn Resorts' Macau operations and its Hong Kong-listed entity, Wynn Macau [1] - Julie Cameron-Doe will continue to provide consultancy services to the company after her retirement [1]
VICI In A Rapidly Changing Gaming Environment (NYSE:VICI)
Seeking Alpha· 2026-01-08 22:25
We remain confident in the way VICI Properties (VICI) operates. VICI has the most efficient overhead of any REIT VICI has favorable leasing structure in which tenants pay for property upgrades at mandatory intervals Acquisitions have high cap rates and long lease terms Today we will be exploring factors outside of VICI’s control that could potentially change its outlook. VICI Properties (VICI) stock has declined substantially as investors fear the rapidly changing gaming environment. Travel to Vegas is do ...
Inspired Entertainment: Patience Required As The 2027 Re-Rating Takes Shape (NASDAQ:INSE)
Seeking Alpha· 2026-01-08 15:40
Group 1 - The article discusses the ongoing development of "Operation Cash Cow" at Inspired Entertainment, Inc. (INSE), indicating a strategic initiative aimed at enhancing financial performance [1] - The author maintains a 'Hold' rating on the stock, suggesting a cautious approach despite the positive developments within the company [1] - The author has extensive experience in equity analysis, particularly in the restaurant industry, and applies advanced financial modeling and sector-specific KPIs to identify investment opportunities [1] Group 2 - The research firm, Goulart's Restaurant Stocks, focuses on various segments of the restaurant industry, including quick-service, fast casual, and fine dining, as well as consumer discretionary and gaming sectors [1] - The author emphasizes a focus on micro and small-cap stocks that are often overlooked by mainstream analysts, indicating a niche investment strategy [1] - The author's background includes an MBA in Controllership and Accounting Forensics, along with specialized training in valuation and financial modeling, enhancing the credibility of the analysis [1]