THE WEEK THAT WAS, ENDING 7/29 – lots of maintained ratings, two downgrades. ANOTHER BUSY WEEK TO COME

THE FOLLOWING COMPANIES REPORTED: McDonald’s, Chipotle, Cheesecake Factory,  Noodles, Wingstop,  FAT Brands, Yum China, Bloomin’ Brands.

Subsequent to prior weeks’ reports, BRIAN MULLAN maintained BJ’s, YUM BRANDS AND JACK IN THE BOX at BUY.

THIS PAST WEEK:

NOODLES REPORTED: ANDREW STRELZIK maintained at MARKET PERFORM.

https://seekingalpha.com/article/4526676-noodles-and-company-ndls-ceo-dave-boennighausen-on-q2-2022-results-earnings-call-transcript

CHEESECAKE REPORTED: JEFF BERNSTEIN maintained at UNDERWEIGHT. DENNIS GEIGER and LAUREN SILBERMAN maintained at NEUTRAL.

https://seekingalpha.com/article/4526657-cheesecake-factory-incorporated-cake-ceo-david-overton-on-q2-2022-results-earnings-call

MCDONALD’S REPORTED: LAUREN SILBERMAN, ERIC GONZALEZ, JEFF BERNSTEIN, ANDREW CHARLES and CHRIS CARRILL maintained OVERWEIGHTS. JON TOWER  maintained  NEUTRAL and BRIAN MULLAN downgraded to HOLD.

https://seekingalpha.com/article/4525838-mcdonalds-corporation-mcd-ceo-chris-kempczinski-on-q2-2022-results-earnings-call-transcript

CHIPOTLE REPORTED: everybody maintained positions. EVERYBODY IS LIKING IT, except BRIAN MULLAN and JEFF BERNSTEIN,  who are NEUTRAL.

https://seekingalpha.com/symbol/CMG/earnings/transcripts

WINGSTOP REPORTED: CHRIS O’CULL downgraded to HOLD. JOHN GLASS and DENNIS GEIGER are NEUTRAL, EVERYBODY  ELSE  is POSITIVE at this price.

https://seekingalpha.com/article/4527123-wingstop-inc-wing-ceo-michael-skipworth-on-q2-2022-results-earnings-call-transcript

TEXAS ROADHOUSE REPORTED: JOHN GLASS maintained EQUAL WEIGHT and NICK SETYAN maintained OUTPERFORM.

https://seekingalpha.com/article/4527287-texas-roadhouse-inc-txrh-ceo-jerry-morgan-on-q2-2022-results-earnings-call-transcript

THE WEEK TO COME SHOWN BELOW:

THE WEEK TO COME:  another busy week

8-02 After Market Close Denny’s Q2 Confirmed
8-02 After Market Close Starbucks Q3 Confirmed

8-03 Before Market Open Yum Brands Q2 Confirmed

8-04 Before Market Open Shake Shack Q2
8-04 Before Market Open Portillos Q2
8-04 Before Market Open Restaurant Brands Intl Q2
8-04 Before Market Open Papa John’s International Q2

8-04 After Market Close The One Group Hospitality Q2
8-04 After Market Close Joint Q2
8-04 After Market Close El Pollo Loco Holding  Q2
8-04 After Market Close European Wax Center Q2
8-04 After Market Close Chuy’s Holdings Q2
8-04 After Market Close Potbelly Q2
8-04 After Market Close Franchise Group Q2

2022-08-05 Before Market Open Ruth’s Hospitality Group RUTH Q2 Confirmed