THE WEEK THAT WAS: ENDING 11/11 – BUSY WEEK – RATINGS MAINTAINED ON ALL COMPANIES REPORTING – FOUR CHANGES ON COMPANIES PREVIOUSLY REPORTING

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Regarding companies previously reporting, four changes: BRIAN VACCARO downgrades RUTH to MARKET PERFORM, JIM SANDERSON downgrades PZZA to NEUTRAL, BRIAN MULLEN downgrades JACK to HOLD and upgrades PLAY to BUY.

For Companies Reporting During Week: everyone maintains ratings:

For First Watch: JON TOWER and JEFF BERNSTEIN positive, ANDREW CHARLES IS NEUTRAL

For Planet Fitness:  SIMEON SIEGEL, LINDA WEISER AND JOSEPH ALTOBELLO all like it.

For Sweetgreen: JOHN GLASS and JARED GARBEER both LIKE IT.

For Dutch Bros: NICOLE REGAN and ANDREW CHARLES both LIKE IT.

For Carrol’s: JOSHUA LONG still LIKES it.

For Wendys: JON TOWER is NEUTRAL.

For Exponential Fitness: EVERYBODY LIKES IT.

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (Ruth’s Hospitality, Papa John’s, Jack in the Box, and Dave & Buster’s) or initiations (NONE) and companies reporting in THE WEEK THAT WAS (First Watch, Planet Fitness, Sweetgreen, Dutch Bros., Wendy’s, and Exponential Fitness)

RUTH

https://seekingalpha.com/article/4553298-ruths-hospitality-group-inc-ruth-q3-2022-earnings-call-transcript

PZZA

https://seekingalpha.com/article/4552606-papa-johns-international-inc-pzza-q3-2022-earnings-call-transcript

JACK

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

PLAY

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

FWRG

https://seekingalpha.com/article/4554374-first-watch-restaurant-group-inc-fwrg-q3-2022-earnings-call-transcript

PLNT

https://seekingalpha.com/article/4554934-planet-fitness-inc-plnt-q3-2022-earnings-call-transcript

SG

Third-quarter transcripts not available, webcast recording available at Company website

https://seekingalpha.com/article/4534018-sweetgreen-inc-sg-ceo-jonathan-neman-on-q2-2022-results-earnings-call-transcript

BROS

https://seekingalpha.com/article/4555732-dutch-bros-inc-bros-q3-2022-earnings-call-transcript

WEN

https://seekingalpha.com/article/4555732-dutch-bros-inc-bros-q3-2022-earnings-call-transcript

XPOF

https://seekingalpha.com/article/4556637-xponential-fitness-inc-2022-q3-results-earnings-call-presentation

THE WEEK TO COME – earnings reports  EARNINGS SEASON CONTINUES IN HIGH GEAR

BFI

https://ir.burgerfi.com/

ARCO

https://webcastlite.mziq.com/cover.html?webcastId=a9516c92-1320-4cfd-873c-578cfef5d3e8

DNUT

https://investors.krispykreme.com/events/event-details/krispy-kreme-q3-2022-earnings-call

WEST

https://register.vevent.com/register/BI80a73b5e478a4b6d9dbf1df87bd942c8