THE WEEK THAT WAS, ENDING MARCH 3rd - LOTS OF EARNINGS REPORTS, ONE DOWNGRADE, ONE UPGRADE, ONE INITIATION - with relevant transcripts - not quite as busy in the week to come

Regarding companies previously reporting: almost everything “maintained”, only change was a DOWNGRADE of Wingstop, based on price, no doubt.

Re Restaurant Brands: Two neutral ratings

Re Papa John’s: All three analysts like it

Re Planet Fitness: Both analysts like it

Re Driven Brands: Stifel says Buy.

Re Regis Corp: Small Cap Consumer Research initiates with a Buy

Re Cheesecake Factory: JP Morgan is Neutral

Re: Wingstop: Northcoast Researh Downgrades from Buy to Neutral

REPORTED IN PAST WEEK

For Companies Reporting During Week: Cracker Barrel, Carrol’s, Red Robin, Franchise Group, Wendy’s, Jack in the Box, Dine Brands, Portillo’s, Xponential Fitness, Potbelly, Fiesta Restaurant Group

Re Dine Brands: All three analysts like it

Re Jack in the Box: One Underperform Six Neutral, One positive

Re Wendy’s: Three Neutral, Three Positive

Re Xponential Fitness: Two analysts like it

Re Portillo’s: Morgan Stanley likes it

Re Red Robin: Benchmark Research Upgrades from Hold to Buy

Re Cracker Barrel: Citigroup maintains a Sell

Re Carrol’s: Stephens reiterates an Overweight

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Wingstop), or initiations (Regis Corp) and companies reporting in THE WEEK THAT WAS (Cracker Barrel, Carrol’s, Red Robin, Franchise Group, Wendy’s, Jack in the Box, Dine Brands, Portillo’s, Xponential Fitness, Potbelly, Fiesta Restaurant Group).

Wingstop

https://seekingalpha.com/article/4580800-wingstop-inc-wing-q4-2022-earnings-call-transcript

Regis Corp

https://seekingalpha.com/article/4574252-regis-corporation-rgs-q2-2023-earnings-call-transcript

Cracker Barrel

https://seekingalpha.com/article/4583117-cracker-barrel-old-country-store-inc-cbrl-q2-2023-earnings-call-transcript

Carrol’s

https://seekingalpha.com/article/4582843-carrols-restaurant-group-inc-tast-q4-2022-earnings-call-transcript

Red Robin

https://seekingalpha.com/article/4583084-red-robin-gourmet-burgers-inc-rrgb-q4-2022-earnings-call-transcript

Franchise Group

https://seekingalpha.com/article/4583154-franchise-group-inc-frg-q4-2022-earnings-call-transcript