THE WEEK THAT WAS, ENDING APRIL 1st – RATINGS ON BEST OF BREED  DARDEN & McDONALD’S – DAVE & BUSTER’S REPORTS

ANALYSTS UNANIMOUS ON DRI AND MCD (that’s all you need, long term), PLAY MAY  HAVE NEW LIFE UNDER NEW MANAGEMENT

ALL YOU NEED IS DARDEN IN FULL SERVICE CASUAL DINING, only NICK SETYAN thinks it is FULLY VALUED

ALL YOU NEED IS McDONALD’S IN QSR, NICOLE MILLER REAGAN and DENNIS GEIGER still rate it a BUY

DAVE & BUSTER’S reports, JAKE BARTLETT, BRIAN VACCARO, ANDREW STRELZIK, ANDY BARRISH, BRIAN MULLEN & DENNIS GEIGER all think new management will get the job done.

RELEVANT TRANSCRIPTS OF CONFERENCE CALLS:

DARDEN (DRi)

Transcript

https://seekingalpha.com/article/4497545-darden-restaurants-inc-dri-ceo-gene-lee-on-q3-2022-results-earnings-call-transcript

Slide Presentation

https://seekingalpha.com/article/4497632-darden-restaurants-inc-2022-q3-results-earnings-call-presentation

McDONALD’S (MCD)

https://seekingalpha.com/article/4482121-mcdonalds-corp-mcd-ceo-christopher-kempczinski-on-q4-2021-results-earnings-call-transcript

DAVE & BUSTER’S (PLAY)

https://seekingalpha.com/article/4498421-dave-and-busters-entertainment-inc-play-ceo-kevin-sheehan-on-q4-2021-results-earnings-call

THE WEEK TO COME:

Kura Sushi (KRUS) is only restaurant company to report, after the market on Thursday, the 7th (opening day for the Yankees, against the Red Sox!).