THE WEEK THAT WAS, ENDING MAY 27TH – ANALYST RATING CHANGES – relevant transcripts included and WEEK TO COME
ONLY JACK IN THE BOX and RED ROBIN reported. Bunch of analysts refreshed their ratings on JACK, nobody reacted (as of Friday afternoon) relative to RED ROBIN
Jack in the Box Conference Call Transcript
Red Robin Conference Call Transcript
Separately (earnings having been reported in past weeks) BRIAN MULLAN maintained BUY on WINGSTOP, BRETT LEVY maintained BUY on TEXAS ROADHOUSE, GREG FRANCFORT maintained NEUTRAL on RESTAURANT BRANDS, JOHN IVANHOE maintained OVERWEIGHT on McDONALD’s.
Relative to JACK, and in response to their earnings report: LAUREN SILBERMAN can do without it, DENNIS GEIGER, JOHN GLASS, and DAVID TARANTINO are NEUTRAL, BRIAN BITTNER, BRIAN MULLAN and JAKE BARTLETT like it.
THE WEEK TO COME: in terms of earnings reports, very quiet the next couple of weeks.
6/7 – Before Market Open Cracker Barrel Old CBRL Q3 Confirmed
6-09 After Market Close Dave & Buster’s Enter PLAY Q1 Unconfirmed
6-10 Before Market Open Nathan’s Famous NATH Q4 Unconfirmed