Professional
Added to YB: 2025-09-26
Pitch date: 2025-09-23
DENN [neutral]
Denny's Corporation
+17.65%
current return
Author Info
Special Situation Investments focuses on event-driven trades and low risk arbitrage opportunities with short term catalysts. Sign up for the newsletter.
Company Info
Denny's Corporation, through its subsidiaries, owns and operates franchised full-service restaurant chains under the Denny's and Keke’s Breakfast Cafe brand names in the United States and internationally.
Market Cap
$316.2M
Pitch Price
$5.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.94
P/E
31.31
EV/Sales
1.60
Sector
Hotels, Restaurants and Leisure
Category
special_situation
Denny’s (DENN): JCP Activist Push Could Unlock Value at 10x EBITDA with Keke’s Growth Upside
DENN (quick overview): JCP Investment Management (restaurant-focused activist) takes 8% stake. Believes earnings can grow meaningfully at franchisor of Denny's + fast-growing Keke's concept. Trades ~10x run-rate EBITDA. Nearly 50% rev from high-margin franchising. JCP strong restaurant track record.
Read full article (1 min)