Ratings Changes:

Regarding companies previously reporting, two changes  in Rating

BRIAN MULLAN initiates PORTILLO’S with a HOLD

ANTONIO HERNANDEZ initiates ARCOS DORADOS with an OVERWEIGHT

Ratings are maintained as:

JON TOWER maintains NEUTRAL on McDONALD’S

ANDREW CHARLES maintains MARKET PERFORM on DOMINO’S

JAKE BARTLETT maintains TEXAS ROADHOUSE with a BUY

ERIC GONZALEZ maintains PAPA JOHN’S at OVERWEIGHT

Regarding companies that reported this week – ONLY CRACKER BARREL (CBRL)

BRIAN MULLAN maintained CRACKER BARREL at HOLD

JON TOWER maintained CRACKER BARREL at SELL

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (none) or initiations (DOMINO’S & ARCOS DORADOS) and companies reporting in THE WEEK THAT WAS (CRACKER BARREL)

PORTILLO’S (PTLO)

https://seekingalpha.com/article/4531296-portillos-inc-ptlo-ceo-michael-osanloo-on-q2-2022-results-earnings-call-transcript

https://seekingalpha.com/article/4531295-portillos-inc-2022-q2-results-earnings-call-presentation

ARCOS DORADOS (ARCO)

https://seekingalpha.com/article/4532777-arcos-dorados-holdings-inc-arco-ceo-marcelo-rabach-on-q2-2022-results-earnings-call

CRACKER BARREL (CBRL)

https://seekingalpha.com/article/4543463-cracker-barrel-old-country-store-inc-cbrl-q4-2022-earnings-call-transcript

THE WEEK AHEAD –  no earnings reports are scheduled