THE WEEK THAT WAS, ENDING JUNE 10th: RATINGS UPDATES ON (PLAY) AND (CBRL) after EPS REPORTS ( see transcripts), lots of maintenance on others
FROM PREVIOUS WEEKS’ REPORTS: JOHN IVANKOE catches up by DOWNGRADING DUTCH BROS (BROS). JEFF BERNSTEIN UPDATES ratings: LIKES DOMINO’S, BRINKER, WINGSTOP, WENDY’S, RESTAURANT BRANDS, McDONALD’S, FIRST WATCH, DINE BRANDS, DARDEN and BLOOMIN’ BRANDS. he is NEUTRAL on YUM BRANDS, TX ROADHOUSE, SHAKE SHACK, JACK IN THE BOX, DUTCH BROS, CHIPOTLE, would UNDERWEIGHT CHEESECAKE FACTORY AND BLOOMIN’ BRANDS.
AFTER EPS JUST REPORTED:
DAVE & BUSTER’S still rated BUY by JACK BARTLETT, NEUTRAL BY NICOLE REGAN, and OUTPERFORM BY ANDREW STRELZIK.
CRACKER BARREL still rated: BUY by BRIAN MULLEN, NEUTRAL by BRETT LEVY and JOHN BARTLETT, a SELL by JON TOWER.
THE WEEK TO COME:
WHILE OUR STOCKS MIGHT BE GOING CRAZY, WITH THE MARKET, THERE ARE NO SCHEDULED QUARTERLY REPORTS THE REST OF JUNE. RATINGS WILL NO DOUBT BE ADJUSTED, HOWEVER.