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
PZZA
JACK
https://seekingalpha.com/symbol/JACK/earnings/transcripts
PLAY
https://seekingalpha.com/symbol/PLAY/earnings/transcripts
FWRG
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
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
THE WEEK TO COME – earnings reports EARNINGS SEASON CONTINUES IN HIGH GEAR
BFI
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