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)
Third-quarter transcripts not available, webcast recording available at Company website
THE WEEK TO COME – earnings reports EARNINGS SEASON CONTINUES IN HIGH GEAR