THE WEEK THAT WAS, ENDING 5/6, LOT'S OF EARNINGS REPORTS, A FEW RATINGS CHANGES, MORE ACTION IN THE WEEK TO COME

THE WEEK THAT WAS, ENDING 5/6, LOT’S OF EARNINGS REPORTS, SEVERAL RATINGS CHANGES, MANY MORE DATA POINTS IN THE WEEK TO COME – links to transcripts provided

Starbucks reports, only change is David Palmer upgrading. Nobody wants to be negative. NICOLE REAGAN, JOHN GLASS, CHRIS CARRIL and JON TOWER stay neutral. LAUREN SILBERMAN, JEFFREY BERNSTEIN, DAVID PALMER and ANDREW CHARLES continue to like it.

https://seekingalpha.com/article/4506511-starbucks-corporation-sbux-ceo-howard-schultz-on-q2-2022-results-earnings-call-transcript

Denny’s reports, NICK SETYAN still likes it.

https://seekingalpha.com/article/4506545-dennys-corporations-denn-ceo-john-miller-on-q1-2022-results-earnings-call-transcript

https://seekingalpha.com/article/4506597-dennys-corporation-2022-q1-results-earnings-call-presentation

Restaurant Brands reports, only change is CHRIS O’CULL downgrading to HOLD. M.Stanley analyst maintains underweight. JON TOWER is neutral, while CHRIS CARRIL AND LAUREN SILBERMAN like it here.

https://seekingalpha.com/article/4506236-restaurant-brands-international-inc-qsr-ceo-jose-cil-on-q1-2022-results-earnings-call

Yum Brands reports. No changes. LAUREN SILBERMAN is NEUTRAL while JON TOWER says BUY.

https://seekingalpha.com/article/4506810-yum-brands-inc-s-yum-ceo-david-gibbs-on-q1-2022-results-earnings-call-transcript

Brinker reports (and disappoints). DAVID PALMER downgrades to IN-LINE. BRIAN MULLAN, NICK SETYAN, and M.STANLEY analyst are NEUTRAL. BRIAN VACCARO and ERIC GONZALES continue to be positive.

https://seekingalpha.com/article/4506810-yum-brands-inc-s-yum-ceo-david-gibbs-on-q1-2022-results-earnings-call-transcript

Wingstop reports (and disappoints). M. Stanley analyst, NICK SETYAN, JON TOWER and ANDREW CHARLES all stick with it.

https://seekingalpha.com/article/4507053-wingstop-inc-s-wing-ceo-michael-skipworth-on-q1-2022-results-earnings-call-transcript

SHAKE SHACK reports. Everybody maintains. LAUREN SILBERMAN and BRIAN MULLEN are neutral, while PETER SALEH & NICK SETYAN like it.

https://seekingalpha.com/article/4507719-shake-shack-inc-shak-ceo-randy-garutti-on-q1-2022-results-earnings-call-transcript

PAPA JOHN’s reports. LAUREN SILBERMAN and NICK SETYAN continue to like it while BRIAN MULLAN is neutral.

https://seekingalpha.com/article/4507346-papa-johns-international-inc-pzza-ceo-robert-lynch-on-q1-2022-results-earnings-call

THE WEEK TO COME: MORE DATA POINTS

5-09 After Market Close RCI Hospitality Holdings RICK

https://seekingalpha.com/pr/18781450-rci-2q22-call-on-twitter-spaces-on-monday-may-9th-first-to-use-twitters-audio-platform-for

5-10 Before Market Open First Watch Restaurant Gr FWRG

https://viavid.webcasts.com/starthere.jsp?ei=1537799&tp_key=a214d47caa