THE WEEK THAT WAS, ENDING 4/29 – BJ’S, DOMINO’S, CHEESECAKE, CHIPOTLE, NOODLES & McDONALD’S ALL REPORT, OPINIONS MAINTAINED (ex DOMINO’S DOWNGRADE) BUT MIXED
CATCH UP FROM PREVIOUS EARNINGS REPORTS:
BJ’S – JUST ONE OPINION STATED, OPINIONS MAINTAINED ON STARBUCKS AND WINGSTOP WITH EARNINGS DUE SOON, ONE POSITIVE OPINION STATED ON FIRST WATCH
IN WAKE OF EARNINGS REPORTED LAST WEEK:
OPINIONS MIXED ON DOMINO’S AND CHEESECAKE, MOSTLY POSITIVE ON CHIPOTLE AND McDONALD’S
RE BJ’s: JEFF BERNSTEIN is underwhelmed at this point.
RE: STARBUCKS, DENNIS GEIGER is NEUTRAL but JEFF BERNSTEIN LIKES IT.
RE: WINGSTOP, JEFF BERNSTEING STILL LIKES IT
RE: FIRST WATCH, JEFF BERNSTEING LIKES IT (AS DO I!).
RE: DOMINO’S, JEFF BERNSTEIN, ANDREW STRELZIK, PETER SALEH, ANDREW CHARLES, BRETT LEVY AND MORGAN STANLEY are all NEUTRAL & CHRISTOPHER CARRIL, JON TOWER and NICK SETYAN ARE POSITIVE.
RE: CHIPOTLE, JON TOWER, ANDREW CHARLES, and MORGAN STANLEY analyst are POSITIVE here but JEFF BERNSTEIN AND BRIAN MULLAN are NEUTRAL .
RE: McDONALD’S, CHRISTOPHER CARRIL, JON TOWER AND BRETT LEVY are unanimously POSITIVE.
RE: NOODLES, ANDREW STRELZIK is NEUTRAL, though stock pops 10%.
THE WEEK TO COME: VERY BUSY with EARNINGS REPORTS
5/3 QSR pre market
https://events.q4inc.com/attendee/835598674
5/3 DENN post market
https://events.q4inc.com/attendee/109118003
5/3 SBUX post market
5/4 YUM estimated
5/4 EAT pre market
https://edge.media-server.com/mmc/p/9r5k6vt3
5/4 DIN pre market
https://edge.media-server.com/mmc/p/xvcptdde
5/4 LOCO pre market
https://event.choruscall.com/mediaframe/webcast.html?webcastid=srQQ6gDi
5/4 WING pre market
https://services.choruscall.com/mediaframe/webcast.html?webcastid=hNVoSQLs
5/4 YUMC post market
https://edge.media-server.com/mmc/p/p4o65n8v
5/5 GTIM estimated
https://events.q4inc.com/attendee/161790178
5/5 – FRG estimated
https://edge.media-server.com/mmc/p/vnjnostz
5/5 PTLO pre market
https://edge.media-server.com/mmc/p/kwkwx6mg
5/5 PZZA pre market
https://edge.media-server.com/mmc/p/os3onhhy
5/5 SG post market
https://events.q4inc.com/attendee/639111037
5/5 FAT post market
5/5 SHAK post market
5/5 PBPB post market
5/5 CHUY post market
https://services.choruscall.com/mediaframe/webcast.html?webcastid=JpPxvgxS
5/5 TXRH post market
https://event.on24.com/wcc/r/3725609/F5E5D35822132FC32B7AFCD518EEA7F9
5/6 RUTH pre market
https://viavid.webcasts.com/starthere.jsp?ei=1544695&tp_key=52614f5b80