Ratings Changes:
Regarding companies previously reporting, only one change in Rating
ANDREW STRELZIK upgrades DOMINO’S to OUTPERFORM
Ratings are maintained as:
CHRIS O’CULL still LIKES PAPA JOHN’S.
ANDREW CHARLES maintains CHIPOTLE at OUTPERFORM
GREG BADISHKANIAN initiates JACK IN THE BOX AT PEER PERFORM
JAKE PARTLESS maintains DOMINO’S at HOLD.
NICK SETYAN is still NEUTRAL on DARDEN.
JOSHUA LONG INITIATES ON 18 COMPANIES – NEUTRAL on BJRI, SBUX, DPZ, QSR and TXRH, OVERWEIGHT on NDLS, CMG, MCD, RUTH, CHUY , CAKE, STKS, KRUS, PZZA, WEN and WING.
Regarding companies that reported this week (DARDEN)
NICK SETYAN maintained NEUTRAL, BRIAN MULLAN maintained HOLD, CHRIS CARRIL and JOSHUA LONG rate it OUTPERFORM AND OVERWEIGHT.
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (DOMINO’S) and companies reporting in THE WEEK THAT WAS (DARDEN).
DOMINO’S (DPZ
DARDEN (DRI)
EARNING CALL TRANSCRIPT
https://seekingalpha.com/article/4542804-darden-restaurants-inc-dri-q1-2023-earnings-call-transcript
EARNINGS CALL SLIDE PRESENTATION
THE WEEK AHEAD – only CRACKER BARREL REPORTS
9/27 – AFTER MARKET CLOSE
https://edge.media-server.com/mmc/p/4tv2coej