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)
Dutch Bros (BROS)
Dutch Bros (BROS) – slide presentation
https://seekingalpha.com/article/4491966-dutch-bros-inc-2021-q4-results-earnings-call-presentation
Starbucks (SBUX)
Domino’s (DPZ)
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.