RATINGS CHANGES:
Regarding companies previously reporting, two changes
JOHN IVANKOE upgrades DUTCH BROS to OVERWEIGHT
OTR analyst upgrades RESTAURANT BRANDS to POSITIVE
Ratings are maintained as”
JOHN GLASS maintains YUM BRANDS, McDONALD’S, KRISPY KREME, CHIPOTLE as OVERWEIGHT, maintains WINGSTOP, WENDY’S, SHAKE SHACK, JACK IN THE BOX, BLOOMIN’ BRANDS as EQUALWEIGHT, maintains RESTAURANT BRANDS, as UNDERWEIGHT
BRIAN MULLIN maintains WINGSTOP at HOLD
NICK SETYAN maintains TX ROADHOUSE and McDONALD’S at OUTPERFORM
BRIAN MULLAN maintains RESTAURANT BRANDS at BUY
Regarding companies that reported this week – Rocky Mountain Chocolate Factory and Domino’s
No coverage indicated on Rocky Mountain Chocolate Factory.
REGARDING DOMINO’S: LAUREN SILBERMAN, JOHN GLASS, BRIAN MULLAN, JON TOWER, JARED BARBER AND JOSHUA LONG maintain NEUTRAL stance, CHRISTOPHER CARRILL, ANDREW STRELZIK, JON TOWER, and NICK SETYAN rate it POSITIVELY
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (DUTCH BROS AND RESTAURANT BRANDS) or initiations (none) and companies reporting in THE WEEK THAT WAS (DOMINO’S and ROCKY MOUNTAIN CHOCOLATE FACTORY)
TRANSCRIPTS
DUTCH BROS (BROS)
RESTAURANT BRANDS
DOMINO’S
https://seekingalpha.com/article/4546436-dominos-pizza-inc-dpz-q3-2022-earnings-call-transcript
ROCKY MOUNTAIN CHOCOLATE FACTORY
THE WEEK TO COME – earnings reports
BJ’S RESTAURANTS (BJRI) – 10/20 after market close
https://viavid.webcasts.com/starthere.jsp?ei=1574034&tp_key=2c896f7f3c
FAT BRANDS (FAT) – 10/20 after market close
https://viavid.webcasts.com/starthere.jsp?ei=1574400&tp_key=c3f2777812