PREVIOUSLY REPORTING – xPONENTIAL FITNESS DOWNGRADED,
Dutch Bros maintained at NEUTRAL
BJ’s maintained once at Neutral and once at BUY
REPORTED DURING WEEK: PAPA JOHN’S DOWNGRADED to HOLD, McDONALD’S UPGRADED to BUY
Papa John’s maintained by 3 analysts POSITIVELY
Dine Brands maintained NEUTRAL, twice, POSITIVE twice
McDonald’s maintained five times POSITIVELY
Brinker maintained four times at NEUTRAL, once at BUY
Cheesecake Factory. maintained 3 times NEUTRAL, 1 OVERWEIGHT
Chuy’s maintained twice POSITIVELY
Denny’s maintained once NEUTRAL, once POSITIVELY
Wingstop maintained 3 times NEUTRAL, 3 times POSITIVELY
Driven Brands maintained once NEUTRAL, twice OVERWEIGHT
Yum Brands, Portillo’s and Bloomin’ Brands maintained once at NEUTRAL
Wendy’s and First Watch maintained once Positively
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (XponentialFitness), initiations (None), or companies reporting in THE WEEK THAT WAS: (McDonald’s, Denny’s, Yum China, Brinker, Yum Brands, Regis, First Watch, Wingstop, Dine Brands, Driven Brands, Cheesecake Factory, Potbelly, Red Robin, Portillo’s, Shake Shack, Wendy’s, Papa John’s, Starbucks, Mister Car Wash, Chuy’s, Sweetgreen, El Pollo Loco, Rave, Restaurant Brands, Bloomin’ Brands)
Xponential Fitness (XPOF)
McDonald’s (MCD)
https://seekingalpha.com/article/4645046-mcdonalds-corporation-mcd-q3-2023-earnings-call-transcript
Denny’s (DENN)
https://seekingalpha.com/article/4645219-dennys-corporation-denn-q3-2023-earnings-call-transcript
Yum China (YUMC)
Brinker Int’l (EAT)
Yum Brands (YUM)
https://seekingalpha.com/article/4645845-yum-brands-inc-yum-q3-2023-earnings-call-transcript
Regis Corporation (RGS)
https://seekingalpha.com/article/4645998-regis-corporation-rgs-q1-2024-earnings-call-transcript
First Watch Restaurant Broup (FWRG)
Wingstop (WING)
https://seekingalpha.com/article/4645934-wingstop-inc-wing-q3-2023-earnings-call-transcript
Dine Brands Global (DIN)
https://seekingalpha.com/article/4645960-dine-brands-global-inc-din-q3-2023-earnings-call-transcript
Driven Brands Holdings (DRVN)
The Cheesecake Factory (CAKE)
Potbelly Corporation (PBPB)
https://seekingalpha.com/article/4646144-potbelly-corporation-pbpb-q3-2023-earnings-call-transcript
Red Robin Gourmet Burgers (RRGB)
Portillo’s (PTLO)
https://seekingalpha.com/article/4647775-portillos-inc-ptlo-q3-2023-earnings-call-transcript
Shake Shack (SHAK)
https://seekingalpha.com/article/4646688-shake-shack-inc-shak-q3-2023-earnings-call-transcript
https://seekingalpha.com/article/4646525-shake-shack-inc-2023-q3-results-earnings-call-presentation
Wendy’s (WEN)
https://seekingalpha.com/article/4646468-wendys-company-wen-q3-2023-earnings-call-transcript
https://seekingalpha.com/article/4646731-wendys-company-2023-q3-results-earnings-call-presentation
Papa John’s International
(PZZA)
Starbucks (SBUX)
https://seekingalpha.com/article/4646502-starbucks-corporation-sbux-q4-2023-earnings-call-transcript
Mister Car Wash (MCW)
https://seekingalpha.com/article/4647578-mister-car-wash-inc-mcw-q3-2023-earnings-call-transcript
Chuy’s Holdings (CHUY)
https://seekingalpha.com/article/4647601-chuys-holdings-inc-chuy-q3-2023-earnings-call-transcript
Sweetgreen (SG)
https://seekingalpha.com/article/4647675-sweetgreen-inc-sg-q3-2023-earnings-call-transcript
El Pollo Loco Holdings (LOCO)
Rave Restaurant Group (RAVE) – no conference call, no transcript, no following (except ours) – company buying back stock
Restaurant Brands QSR)
Bloomin’ Brands (BLMN) – no transcript yet
THE WEEK TO COME – second busiest week
