COMPANIES PREVIOUSLY REPORTING:

ONE DOWNGRADE: Papa John’s from Outperform to Neutral

Restaurant Brands: Maintained, 1 analyst Neutral, 1 Positive

Cheesecake Factory: Maintained, 1 analyst Underweight

Maintained: Neutral on Sweetgreen, Yum Brands, Shake Shack, Kura  Sushi, Jack in the Box, Dutch Bros, Brinker, Papa John’s.

Maintained:  Positive of Wingstop, Wendy’s, Starbucks, McDonald’s, First Watch, Dine Brands, Darden & Potbelly

COMPANIES PREVIOUSLY REPORTING

Initiations during Week: Potbelly at Buy (above),

REPORTING DURING WEEK – Chipotle, BJ’s, Texas Roadhouse

Chipotle: 2 analysts Neutral, 4 analysts Positive

BJ’s Restaurants: 1 Negative,1 Neutral, 1 Positive

Texas Roadhouse: 2 Neutral, 1 Positive

  COMPANIES REPORTING DURING WEEK

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (Papa John’s), initiations (Potbelly), or companies reporting in THE WEEK THAT WAS (Chipotle, BJ’s Restaurants, Texas Roadhouse)

TRANSCRIPTS:

Papa John’s (PZZA)

https://seekingalpha.com/article/4623311-papa-johns-international-inc-pzza-q2-2023-earnings-call-transcript

Chipotle (CMG)

https://seekingalpha.com/article/4644293-chipotle-mexican-grill-inc-cmg-q3-2023-earnings-call-transcript

Texas Roadhouse (TXRH)

https://seekingalpha.com/article/4644251-texas-roadhouse-inc-txrh-q3-2023-earnings-call-transcript

BJ’S Restaurants (BJRI)

https://seekingalpha.com/article/4644263-bjs-restaurants-inc-bjri-q3-2023-earnings-call-transcript

Potbelly (PBPB)

https://seekingalpha.com/symbol/PBPB

THE WEEK TO COME – very busy – 27  COMPANIES REPORTING