THE WEEK THAT WAS, ENDING APRIL 28 – NO RATINGS CHANGES, MAJOR COVERAGE OF CHIPOTLE AND McDONALD’S, ONE OF WHICH HAD FOURTEEN ANALYSTS UNANIMOUSLY POSITIVE – 24 COMPANIES REPORTING IN THE WEEK TO COME – with relevant transcripts

Restaurant Finance Monitor
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Regarding companies previously reporting:

All ratings maintained:

Rated Neutral are Mister Car Wash, Sweetgreen, Cheesecake Factory & Kura Sushi.

REPORTED IN PAST WEEK   – Bj’s Restaurants, Bloomin’ Brands, Domino’s, Chipotle, McDonald’s. – EVERYBODY MAINTAINING, NOT ONE CHANGE

Regarding BJ’s, – Two Neutral, One Outperform

Regarding ChipotleFour Neutral, Sixteen Positive

Regarding McDonald’s – Fifteen Firms Unanimously Positive

No ratings commentary from Bloomin’ Brands or Domino’s, both of which reported very late in week. There will likely be commentary on them early next week.

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (none) or initiations (none), companies reporting in THE WEEK THAT WAS (Bj’s, Bloomin’, Chipotle, McDonald’s, Domino’s)

Bj’s Restaurants (BJRI)

https://seekingalpha.com/article/4597631-bjs-restaurants-inc-bjri-q1-2023-earnings-call-transcript

Bloomin’ Brands (BLMN)

https://seekingalpha.com/article/4597827-bloomin-brands-inc-blmn-q1-2023-earnings-call-transcript

Chipotle (CMG)

https://seekingalpha.com/article/4596549-chipotle-mexican-grill-inc-cmg-q1-2023-earnings-call-transcript

McDonald’s (MCD)

https://seekingalpha.com/article/4596374-mcdonalds-corporation-mcd-q1-2023-earnings-call-transcript

Domino’s (DPZ)

https://seekingalpha.com/article/4597348-dominos-pizza-inc-dpz-q1-2023-earnings-call-transcript

THE WEEK TO COME: Earnings seasons heats up with 24 companies reporting