Regarding companies previously reporting: almost everything “mainained”, only change was a DOWNGRADE of Texas Roadhouse.
Re BJ’s: One Outperform
Re: Bloomin’ Brands: One Equal Weight
Re: Jack in the Box: Two Neutral
Re: Wendy’s One Outperform
Re Dine Brands: One Outperform
For Companies Reporting During Week: Wingstop, Cheesecake Factory, Planet Fitness, Ruth’s Hospitality, Papa John’s, Dutch Bros., DriVen Brands, Sweetgreen, Mister Car Wash, Fat Brands
Re Wingstop: Five Neutral (AFTER TWO DOWNGRADES), Seven Positive
Re Cheesecake Factory: Four Neutral, Two Positive
Re Planet Fitness: Three Neutral, Two Positive
Re: Ruth’s Hospitality: Two Positive
Re: Papa John’s: One Neutral, One Positive
Re: Dutch Bros.: One Neutral, One Positive
Re: Driven Bands: One Neutral, Two Positive
Re Sweetgreen: One Neutral
Re Mister Car Wash: One Neutral
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Texas Roadhouse), or initiations (None) and companies reporting in THE WEEK THAT WAS (Wingstop, Cheesecake Factory, Planet Fitness, Ruth’s Hospitality, Papa John’s, Dutch Bros., Driven Brands, Sweetgreen, Mister Car Wash, Fat Brands)
Wingstop
https://seekingalpha.com/article/4580800-wingstop-inc-wing-q4-2022-earnings-call-transcript
Cheesecake Factory
Planet Fitness
https://seekingalpha.com/article/4581312-planet-fitness-inc-plnt-q4-2022-earnings-call-transcript
Ruth’s Hospitality
Papa John’s
Dutch Bros.
https://seekingalpha.com/article/4580911-dutch-bros-inc-bros-q4-2022-earnings-call-transcript
Driven Brands
Sweetgreen
https://seekingalpha.com/article/4581537-sweetgreen-inc-sg-q4-2022-earnings-call-transcript
Mister Car Wash
Not Available Yet
Fat Brands
https://seekingalpha.com/article/4580963-fat-brands-inc-fat-q4-2022-earnings-call-transcript
THE WEEK TO COME – earnings reports – earnings season rolls on