THE WEEK THAT WAS, ENDING FEBRUARY 17TH – LOTS OF EARNINGS REPORTS, TWO DOWNGRADES, ONE UPGRADE – with relevant transcripts – another busy week to come

DC Advisory
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Regarding companies previously reporting: almost everything “mainained”, only change was a  DOWNGRADE of Planet Fitness

Re Chipotle:  One Outperform, One Hold

Re: BJ’s Restaurants: Three neutral, One Outperform

Yum Brands, Kura Sushi, Xponential Fitness, RCI HOldings, Starbucks all still positive

Re: Dutch Bros.: One Initiation, at Neutral

For Companies Reporting During Week:  Chuy’s, TX Roadhouse, BJ’s, Shake Shack, Bloomin’ Brands, Restaurant Brands, Denny’s, as shown below. Ark Restaurants reported, but no coverage (except ours).

Re TX Roadhouse: One Downgrade to Hold, three Neutral, Two Outperform

Re Shake Shack:Three Neutral, One Positive

Re Chuy’s: One Neutral, Two Posittive

Re Bloomin’ Brands: One Neutral, Three Positive

Re: Restaurant Brands: Four Neutral, Seven Positive including One Upgrade to Positive

Re: Denny’s: One Neutral, One Buy

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (Planet Fitness), or initiations (Dutch Bros.) and companies reporting in THE WEEK THAT WAS (Tx Roadhouse, Shake Shack, Chuy’s, Bloomin’ Brands, Restaurant Brands, Denny’s, Ark Restaurants)

Planet Fitness

https://seekingalpha.com/article/4554934-planet-fitness-inc-plnt-q3-2022-earnings-call-transcript

DutchBros.

https://seekingalpha.com/article/4571045-dutch-bros-bros-presents-icr-conference-2023

Tx Roadhouse

https://seekingalpha.com/article/4579340-texas-roadhouse-inc-txrh-q4-2022-earnings-call-transcript

Shake Shack

https://seekingalpha.com/article/4579072-shake-shack-inc-shak-q4-2022-earnings-call-transcript

Chuy’s

https://seekingalpha.com/article/4579328-chuys-holdings-inc-chuy-q4-2022-earnings-call-transcript

Bloomin’ Brands

https://seekingalpha.com/article/4579098-bloomin-brands-inc-blmn-q4-2022-earnings-call-transcript

Restaurant Brands

https://seekingalpha.com/article/4578207-restaurant-brands-international-inc-qsr-q4-2022-earnings-call-transcript

Denny’s

https://seekingalpha.com/article/4577975-dennys-corporation-denn-q4-2022-earnings-call-transcript

Ark Restaurants

https://seekingalpha.com/article/4578296-ark-restaurants-corp-arkr-q1-2023-earnings-call-transcript

THE WEEK TO COME – earnings reports – earnings season rolls on