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 Chipotle – Four 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)
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