THE WEEK THAT WAS – ENDING 4/8/22 – TWO RATINGS CHANGES

DC Advisory
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THE WEEK THAT WAS – ENDING 4/8/22 – TWO RATINGS CHANGES

QUIET WEEK: ONLY COMPANY TO REPORT WAS KURA SUSHI (KRUS), DAVE & BUSTER’S (PLAY) TO ACQUIRE MAIN EVENT FOR $835M, NO RATINGS ON EITHER OF THOSE, THOUGH DAVE & BUSTER’S SELLS OFF ON NEWS – NO RATINGS CHANGES THERE

LAUREN SILBERMAN AND NICOLE REGAN still LIKE Papa John’s and Dutch Bros, respectively

NICK SETYAN and ANDREW CHARLES DOWNGRADE Starbucks and Domino’s, respectively

MOST RECENT CONFERENCE CALL TRANSCRIPTS

Papa John’s (PZZA)

https://seekingalpha.com/article/4489990-papa-johns-international-inc-s-pzza-ceo-robert-lynch-on-q4-2021-results-earnings-call

Dutch Bros (BROS)

https://seekingalpha.com/article/4492077-dutch-bros-inc-bros-ceo-joth-ricci-on-q4-2021-results-earnings-call-transcript

Dutch Bros (BROS) – slide presentation

https://seekingalpha.com/article/4491966-dutch-bros-inc-2021-q4-results-earnings-call-presentation

Starbucks (SBUX)

https://seekingalpha.com/article/4483367-starbucks-sbux-ceo-kevin-johnson-on-q1-2022-results-earnings-call-transcript

Domino’s (DPZ)

https://seekingalpha.com/article/4491848-dominos-pizza-inc-dpz-ceo-rich-allison-on-q3-2021-results-earnings-call-transcript

EARNINGS REPORTS TO COME

No reports expected until BJ’s reports on 4/21. Last week of the month will be more active. Will keep you posted.