Regarding companies previously reporting:

Outperform Ratings Maintained at both European Wax Center & Bloomin’ Brands

REPORTED IN PAST WEEK   – Starbucks, Shake Shack, Restaurant Brands – more below:

Regarding Starbucks – maintained, 4 Neutral, 7 Positive

Regarding Shake Shack – maintained, 5 Neutral,2 positive

Regarding Restaurant Brands – maintained, 4 Neutral 8 Positive

REPORTED IN PAST WEEK – Planet Fitness, Yum Brands, Mister Carwash, Driven Brands, First Watch, Chuy’s, Portillo’s – more below

Regarding Planet Fitness – maintained, 6 Positive, Unanimous

Regarding Yum Brands – maintained, 3 Neutral, 3 Positive

Regarding Mister Carwash – maintained, 2 Neutral, 1 Positive

Regarding Driven Brands – maintained, both are Positive

Regarding First Watch – maintained, 1 Neutral, 2 Positive

Regarding Chuy’s – maintained, 1 Neutral, 3 Positive

Regarding Portillo’s – One Upgrade, One Maintained, Both Now Positive

REPORTED IN PAST WEEK – Dine Brands, Exponential Fitness, Brinker, Wingstop, TX Roadhouse, Papa John’s – more below

Regarding Dine Brands – maintained – both Positiive

Regarding Exponential Fitness – maintained – both Positive

Regarding Brinker – One Initiation at Neutral, maintained 4 Neutral, 1 Positive

Regarding Wingstop -One Downgrade to Neutral, maintained – 3 Neutral, 5 Positive

Regarding TX Roadhouse – maintained, 2 Neutral, 3 Positive

Regarding Papa John’s – maintained, both are Positive

REPORTED IN PAST WEEK – Sweetgreen, Ruth’s Chris, The One Group Hospitality, Denny’s

Regarding Sweetgreen – one analyst maintains Neutral

Regarding Ruth’s Chris – one analyst downgrades RUTH, after takeover bid

Regarding The One Group Hospitality – one analyst maintains Neutral

Regarding Denny’s – one analyst maintains Neutral

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (none) or initiations (Brinker), companies reporting in THE WEEK THAT WAS (First Watch, Restaurant Brands, Denny’s, Mister Carwash, Starbucks, Yum China, Brinker, Regis, Wingstop, Driven Brands, Dine Brands, Yum Brands, Portillo’s, Planet Fitness, Papa John’s, Shake Shack, The One Group Hospitality, Chuy’s, Sweetgreen, TX Roadhouse, The Joint,  Exponential Fitness, Potbelly, Ruth’s Hospitality

First Watch

https://seekingalpha.com/article/4599005-first-watch-restaurant-group-inc-fwrg-q1-2023-earnings-call-transcript

Restaurant Brands

https://seekingalpha.com/article/4598949-restaurant-brands-international-inc-qsr-q1-2023-earnings-call-transcript

Denny’s

https://seekingalpha.com/article/4599134-dennys-corporation-denn-q1-2023-earnings-call-transcript

Mister Carwash

https://seekingalpha.com/article/4599180-mister-car-wash-inc-mcw-q1-2023-earnings-call-transcript

Starbucks

https://seekingalpha.com/article/4599135-starbucks-corporation-sbux-q2-2023-earnings-call-transcript

Yum China

https://seekingalpha.com/article/4599214-yum-china-holdings-inc-yumc-q1-2023-earnings-call-transcript

Brinker

https://seekingalpha.com/article/4599493-brinker-international-inc-eat-q3-2023-earnings-call-transcript

Regis

https://seekingalpha.com/article/4600883-regis-corporation-rgs-q3-2023-earnings-call-transcript

Wingstop

https://seekingalpha.com/article/4599451-wingstop-inc-wing-q1-2023-earnings-call-transcript

Driven Brands

https://seekingalpha.com/article/4600819-driven-brands-holdings-inc-drvn-q1-2023-earnings-call-transcript

Dine Brands

https://seekingalpha.com/article/4599529-dine-brands-global-inc-din-q1-2023-earnings-call-transcript

Yum Brands

https://seekingalpha.com/article/4599438-yum-brands-inc-yum-q1-2023-earnings-call-transcript

Portillo’s

https://seekingalpha.com/article/4600991-portillos-inc-ptlo-q1-2023-earnings-call-transcript

Planet Fitness

https://seekingalpha.com/article/4599997-planet-fitness-inc-plnt-q1-2023-earnings-call-transcript

Papa John’s

https://seekingalpha.com/article/4600077-papa-johns-international-inc-pzza-q1-2023-earnings-call-transcript

Shake Shack

https://seekingalpha.com/article/4600074-shake-shack-inc-shak-q1-2023-earnings-call-transcript

The One Group Hospitality – TRANSCRIPT NOT YET AVAILABLE, SLIDE PRESENTATION FROM 3/23/23 BELOW

https://seekingalpha.com/article/4589663-one-group-hospitality-stks-investor-presentation-slideshow

Chuy’s

https://seekingalpha.com/article/4600914-chuys-holdings-inc-chuy-q1-2023-earnings-call-transcript

Sweetgreen – TRANSCRIPT NOT YET AVAILABLE,  BELOW IS Q4 TRANSCRIPT FROM 2/23/23

https://seekingalpha.com/article/4581537-sweetgreen-inc-sg-q4-2022-earnings-call-transcript

TX Roadhouse

https://seekingalpha.com/article/4600307-texas-roadhouse-inc-txrh-q1-2023-earnings-call-transcript

The Joint – TRANSCRIPT NOT YET AVAILBLE, BELOW IS Q4 TRANSCRIPT FROM FEB.

https://seekingalpha.com/article/4600307-texas-roadhouse-inc-txrh-q1-2023-earnings-call-transcript

 Exponential Fitness – TRANSCRIPT NOT YET AVAILABLE, BELOW IS Q4 FROM MARCH

https://seekingalpha.com/article/4584167-xponential-fitness-inc-xpof-q4-2022-earnings-call-transcript

Potbelly

https://seekingalpha.com/article/4600842-potbelly-corporation-pbpb-q1-2023-earnings-call-transcript

Ruth’s Hospitality – TRANSCRIPT NOT YET AVAILABLE,  BELOW IS Q4  FROM FEB, ANNOUNCED ON FRIDAY THATDARDEN IS PAYING $21.50 PER SHARE IN CASH FOR RUTH’S HOSPITALIT, APPROXIMATELY 35% PREMIUM OVER RECENT PRICE.

https://seekingalpha.com/article/4581333-ruths-hospitality-group-inc-ruth-q4-2022-earnings-call-transcript

 

THE WEEK TO COME: Earnings seasons continues, with 13 companies reporting

5!11 – After Market Close – Krispy Kreme – DNUT

5/12 – After Market Close – Ark Restaurants – ARKR