Regarding companies previously reporting:
Re: Bloomin’ Brands: BMO Capital downgrades to Market Perform, Raymond James maintains at Strong Buy.
Re: McDonald’s: Credit Suisse likes it, Wells Fargo, Barclays, Wedbush are all Neutral.
Re: FIrst Watch: Both Barclays and Raymond James are both Positive.
Re Brinker: Deutsche Bank says Hold, Raymond James maintains Outperform.
Re Cheesecake Factory: Raymond James Downgrades to Market Perform, UBS Downgrades to Sell.
Re: Shake Shack: maintained at Equal Weight by Barclays.
Re: Driven Brands: initiated at Buy by Benchmark.
Re: Dine Brands: Downgraded to Market Perform by Raymond James.
Re: Wendy’s: Reiterated Buy by Tigress.
Yum Brands, Starbucks and Chipotle all Initiated at Overweight by Wells Fargo.
Re: Papa John’s: Initiated at Buy by B of A Securities.
For Companies Reporting During Week: Only Flanigan’s (BDL), very inexpensive but nobody follows it, company has no conference calls.
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Bloomin’ Brands, Cheesecake Factory, Dine Brands), or initiations (Driven Brands, Yum Brands, Starbucks, Chipotle, Papa John’s) and companies reporting in THE WEEK THAT WAS (NONE, other than Flanigan’s, with no conference call).
THE WEEK TO COME – earnings reports – earnings seaason begins, quietly