THE WEEK THAT WAS, ENDING 4/29 – BJ’S, DOMINO’S, CHEESECAKE, CHIPOTLE, NOODLES & McDONALD’S ALL REPORT, OPINIONS MAINTAINED BUT MIXED

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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!).

https://seekingalpha.com/article/4497310-first-watch-restaurant-group-inc-s-fwrg-ceo-chris-tomasso-on-q4-2021-results-earnings-call

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.

https://seekingalpha.com/article/4504711-dominos-pizza-inc-dpz-ceo-ritch-allison-on-q1-2022-results-earnings-call-transcript

RE: CHIPOTLE, JON TOWER, ANDREW CHARLES, and MORGAN STANLEY analyst are POSITIVE here but JEFF BERNSTEIN AND BRIAN MULLAN are NEUTRAL  .

https://seekingalpha.com/article/4503832-chipotle-mexican-grills-cmg-ceo-brian-niccol-on-q1-2022-results-earnings-call-transcript

RE: McDONALD’S, CHRISTOPHER CARRIL, JON TOWER AND BRETT LEVY are unanimously POSITIVE.

https://seekingalpha.com/article/4504586-mcdonalds-corporation-mcd-ceo-chris-kempczinski-on-q1-2022-results-earnings-call-transcript

RE: NOODLES, ANDREW STRELZIK is NEUTRAL, though stock pops 10%.

https://seekingalpha.com/article/4504343-noodles-and-company-ndls-ceo-dave-boennighausen-on-q1-2022-results-earnings-call-transcript

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

https://investor.starbucks.com/press-releases/financial-releases/press-release-details/2022/Starbucks-Announces-Q2-Fiscal-Year-2022-Results-Conference-Call/default.aspx

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

https://www.fatbrands.com/

5/5 SHAK post market

https://seekingalpha.com/pr/18759334-shake-shack-to-announce-first-quarter-2022-financial-results-on-may-5-2022

5/5 PBPB post market

https://seekingalpha.com/pr/18759479-potbelly-corporation-announces-conference-call-to-discuss-first-quarter-2022-results-on-may-5

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