Regarding companies previously reporting:
One upgrade: Dutch Bros. from Neutral to Outperform while Stifel maintains Hold
Two downgrades: Xponential Fitness from Outperform to Neutral
European Wax Center from Outperform to Neutral
Re: Chipotle, two analysts still like it.
Re : Texas Roadhouse, BTIF maintains Buy
Re: Restaurant Brands, TD Cowen still likes it.
REPORTED IN PAST WEEK – Only Kura Sushi (KRUS) and Tim Horton’s of China (THCH)
Everybody maintains Kura Sushi as Buy, No ratings indications on TH International (Tim Horton’s of China.
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Dutch Bros, Xponential Fitness, and European Wax Center) or initiations (None), companies reporting in THE WEEK THAT WAS (Kura Sushi and Tim Horton’s of China, TH International)
Dutch Bros
https://seekingalpha.com/article/4580911-dutch-bros-inc-bros-q4-2022-earnings-call-transcript
https://seekingalpha.com/article/4588023-dutch-bros-bros-investor-presentation-slideshow
Xponential Fitness
https://seekingalpha.com/article/4571014-xponential-fitness-xpof-investor-presentation-slideshow
European Wax Center
https://seekingalpha.com/article/4571010-european-wax-center-ewcz-investor-presentation-slideshow
Kura Sushi
https://seekingalpha.com/article/4592311-kura-sushi-usa-inc-krus-q2-2023-earnings-call-transcript
https://seekingalpha.com/article/4573165-kura-sushi-usa-krus-presents-25th-annual-icr-conference
TH International (Tim Horton’s of China)
No conference call or transcript
THE WEEK TO COME: NOBODY IS SCHEDULED TO REPORT