RATINGS CHANGES:
Regarding companies previously reporting, one change, PETER KEITH upgrades PLANET FITNESS from NEUTRAL to OVERWEIGHT
Regarding companies that reported this past week:
Ratings are maintained for Texas Roadhouse, as JACK BARTLETT and NICK SETYAN like it, JEFFREY BERNSTEIN, DAVID TARANTINO, and JOSHUA LONG not so much.
for McDonald’s: ALL EIGHT ANALYSTS ARE STICKING WITH IT
for Chipotle: only JEFFREY BERNSTEIN is NEUTRAL, other three like it.
for Wingstop: only JOHN GLASS is NEUTRAL, seven other analysts are POSITIVE
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (PLANET FITNESS) or initiations (NONE) and companies reporting in THE WEEK THAT WAS (TEXAS ROADHOUSE, McDONALD’S, CHIPOTLE and WINGSTOP).
PLANET FITNESS
TEXAS ROADHOUSE
https://seekingalpha.com/article/4550218-texas-roadhouse-inc-txrh-q3-2022-earnings-call-transcript
McDONALD’S
https://seekingalpha.com/article/4549874-mcdonalds-corporation-mcd-q3-2022-earnings-call-transcript
CHIPOTLE
WINGSTOP
https://seekingalpha.com/article/4549530-wingstop-inc-wing-q3-2022-earnings-call-transcript
THE WEEK TO COME – earnings reports EARNINGS SEASON IN HIGH GEAR
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DENNY’S
https://investor.dennys.com/overview/default.aspx
YUM CHINA
https://edge.media-server.com/mmc/p/ny6cyocx
CHEESECAKE FACTORY
https://investors.thecheesecakefactory.com/home/default.aspx
RED ROBIN
DINE BRANDS
https://investors.dinebrands.com/events-and-presentations/upcoming-events
BRINKER
YUM BRANDS
TBD
EUROPEAN WAX CENTER
PORTILLO’S
STARBUCKS
https://investor.starbucks.com/ir-home/default.aspx
THE ONE GROUP
NOODLES
POTBELLY
EL POLLO LOCO
PAPA JOHN’S
https://ir.papajohns.com/events-presentations
THE JOINT
https://ir.thejoint.com/events
FRANCHISE GROUP
CHUY’S
SHAKE SHACK
https://investor.shakeshack.com/overview/default.aspx
RESTAUARANT BRANDS
https://www.rbi.com/English/investors/investor-home/default.aspx
RUTH’S CHRIS