Regarding companies previously reporting, only one change: JIM SANDERSON upgrades DOMINO’S from NEUTRAL TO BUY.
ANDREW CHARLES maintains JACK at MARKET PERFORM,
EDWARD REILLY maintains FRGI at BUY,
BRIAN MULLAN maintains TAST at BUY.
BRIAN HARBOUR, MAX RAKHLENKO AND JOSEPH ALTOBELLO all continue to LIKE PLANET FITNESS.
For Companies Reporting During Week: everyone maintains ratings:
SARANG VORA maintains WEST at OUTPERFORM. BRIAN MULLAN maintans DNUT AT Hold.
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Domino‘s) or initiations (NONE) and companies reporting in THE WEEK THAT WAS (BurgerFi, Arcos, Krispy Kreme and Westrock Coffee)
Domino’s
https://seekingalpha.com/article/4546436-dominos-pizza-inc-dpz-q3-2022-earnings-call-transcript
BurgerFi
Arcos Dorados
Krispy Kreme
https://seekingalpha.com/article/4558012-krispy-kreme-inc-dnut-q3-2022-earnings-call-transcript
https://seekingalpha.com/article/4557934-krispy-kreme-inc-2022-q3-results-earnings-call-presentation
Westrock Coffee
THE WEEK TO COME – earnings reports – only one company