THE WEEK THAT WAS, ENDING OCTOBER 13 – ONLY ONE COMPANY REPORTED – TWO UPGRADES, TWO INITIATIONS – with relevant transcripts

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COMPANIES PREVIOUSLY REPORTING:

McDonald’s: Two firms rate it positively.

Chipotle: Two firms rate it positively.

Starbucks: Two firms rate it Neutral.

Cava Group: One firm still Neutral, One firm UPGRADES to Overweight.

Jack in the Box: Two firms still rate it Neutral.

Texas Roadhouse: One firm still Neutral, One Firm still at Buy.

Mister Car Wash: UPGRADED to Outperform.

Xponential Fitness:  INITIATED at Hold.

Portillo’s: DOWNGRADED to Equal Weight at one firm.

Wendy’s, Bloomin Brands, Brinker, Shake Shack, Restaurant Brands all maintained at Equal Weight by Morgan Stanley.

Cheesecake Factory maintained by Morgan Stanley at Under Weight.

RCI Hospitality maintained by one firm at Buy.

Yum Brands maintained by Morgan Stanley at Overweight.

Wingstop maintained by Morgan Stanley at Equal Weight.

PREVIOUSLY REPORTING

REPORTING DURING WEEK – ONLY ROCKY MOUNTAIN CHOCOLATE FACTORY, with no coverage (except ours), no ratings

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (Mister Car Wash, Cava Group) or initiations (Cava Group, Xponential Fitness), or companies reporting in THE WEEK THAT WAS (Rocky Mountain Chocolate Factory).

TRANSCRIPTS

Mister Car Wash (MCW)

https://seekingalpha.com/article/4624210-mister-car-wash-inc-mcw-q2-2023-earnings-call-transcript

Cava Group (CAVA)

https://seekingalpha.com/article/4629417-cava-group-inc-cava-q2-2023-earnings-call-transcript

Xponential Fitness (XPOF)

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

Rocky Mountain Chocolate Factory (RMCF)

https://seekingalpha.com/article/4640479-rocky-mountain-chocolate-factory-inc-rmcf-q2-2024-earnings-call-transcript

THE WEEK TO COME: Only Winmark Corporation (WINA) scheduled to report, during market on 10/18/23.