THE WEEK THAT WAS, ENDING MARCH 17th – TAIL END OF DEC’22 YEAR END REPORTS – ONE RATING CHANGE FROM EARLIER REPORTS, ONE FROM LAST WEEK – with relevant transcripts

Restaurant Finance Monitor
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Regarding companies previously reporting: All but one rating “maintained”. One Upgade.

Xponential Fitness, Wendy’s, Starbucks and Chipotle all maintained  POSITIVE.

European Wax Center maintained with Equal Weight.

The Joint Upgraded from Under-Perform to Neutral.

REPORTED IN PAST WEEK   

For Companies Reporting During Week:  Arcos Dorados (ARCO) and BRC Corp (BRCC-Black RIfle Coffee Company) –

Re: Arcos Dorados, no change in rating

Re: BRC Corp (Black Rifle Coffee), maintained: One Neutal,One Outperform

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (The Joint), or initiations (None) and companies reporting in THE WEEK THAT WAS (Arcos Dorados and  BRC Corp).

The Joint (JYNT)

https://seekingalpha.com/article/4586275-joint-corp-jynt-q4-2022-earnings-call-transcript

https://seekingalpha.com/article/4586237-joint-corp-2022-q4-results-earnings-call-presentation

Arcos Dorados (ARCO)

https://seekingalpha.com/article/4587626-arcos-dorados-holdings-inc-arco-q4-2022-earnings-call-transcript

BRC Corp (BRCC – Black Rifle Coffee Company)

https://seekingalpha.com/article/4587768-brc-inc-brcc-q4-2022-earnings-call-transcript

THE WEEK TO COME – nobody scheduled for sure,

BT Brands might report

Roger Lipton