RESTAURANT CHAIN UPDATE – LAST WEEK’S DISCLOSURES ILLUMINATE THE ROAD AHEAD

DC Advisory
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RESTAURANT CHAIN UPDATE – LAST WEEK’S DISCLOSURES ILLUMINATE THE  ROAD AHEAD

Prologue:

The primary mission of this website, reflecting the research that helps us best perform our investing and consulting  activities, is to learn as much as possible from reliable sources that will allow us to maximize our professional performance.

Two recent new features here have been (1) our weekly summaries of analyst ratings changes, including reference to the most recent earnings reports and conference call transcripts that most likely influenced those ratings and (2) a reminder of earnings reports to be expected within the next week or so.

We are combining, for the sake of efficiency,  the two features described above into one “update”, reflecting on the week just past and providing a ‘heads up” for the future.  Between the formal earnings releases and the conference call transcripts provided below, an interested observer can get a pretty good idea what is influencing the investment community.

Brett Levy Upgraded SBUX to BUY,  David Palmer Upgraded QSR to Outperform, Four Analysts adjusted TACO based on JACK’s purchase, Edward Lewis Upgraded YUM to Overweight, Nick Setyan Downgraded BJRI to Neutral

https://seekingalpha.com/article/4456803-darden-restaurants-inc-dri-ceo-gene-lee-on-q1-2022-results-earnings-call-transcript

https://seekingalpha.com/article/4463273-starbucks-corporation-sbux-ceo-kevin-johnson-on-q4-2021-results-earnings-call-transcript

https://seekingalpha.com/article/4461822-restaurant-brands-international-inc-qsr-ceo-jose-cil-on-q3-2021-results-earnings-call

https://seekingalpha.com/article/4473972-dave-and-busters-entertainment-inc-play-ceo-kevin-sheehan-on-q3-2021-results-earnings-call

https://seekingalpha.com/article/4462912-yum-brands-inc-yum-ceo-david-gibbs-on-q3-2021-results-earnings-call-transcript

https://seekingalpha.com/article/4461298-bjs-restaurants-inc-bjri-ceo-greg-levin-on-q3-2021-results-earnings-call-transcript

THE ROAD AHEAD