COMPANIES PREVIOUSLY REPORTING:

UPGRADED TO BUY regarding Restaurant Brands, Brinker, Wingstop and TX Roadhouse.

INITIATED AT OVERWEIGHT (into price weakness) at Xponential Fitness and Planet Fitness.

Starbucks maintained at Neutral

Darden maintained at Outperform

COMPANIES REPORTING IN THE WEEK THAT WAS: NONE

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (Restaurant Brands, Brinker, Wingstop, Texas Roadhouse) or initiations (Xponential Fitness and Planet Fitness), or companies reporting in THE WEEK THAT WAS (none).

Restaurant Brands (QSR)

https://seekingalpha.com/article/4625411-restaurant-brands-international-inc-qsr-q2-2023-earnings-call-transcript

Brinker (EAT)

https://seekingalpha.com/article/4629134-brinker-international-inc-eat-q4-2023-earnings-call-transcript

Wingstop (WING)

https://seekingalpha.com/article/4622936-wingstop-inc-wing-q2-2023-earnings-call-transcript

Texas Roadhouse (TXRH)

https://seekingalpha.com/article/4620904-texas-roadhouse-inc-txrh-q2-2023-earnings-call-transcript

Xponential Fitness (XPOF)

https://seekingalpha.com/article/4624608-xponential-fitness-inc-xpof-q2-2023-earnings-call-transcript

Planet Fitness (PLNT)

https://seekingalpha.com/article/4623391-planet-fitness-inc-plnt-q2-2023-earnings-call-transcript

                    REPORTING IN THEWEEK TO COME:  NOBODY SCHEDULED TO REPORT