THE WEEK THAT WAS, ENDING NOV. 3rd – 25 COMPANIES REPORTED, TWO DOWNGRADES, ONE UPGRADE, – LOTS OF “MAINTAINED RATINGS”, ANOTHER ACTIVE WEEK COMING UP – with relevant transcripts

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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)

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

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)

https://seekingalpha.com/article/4645697-yum-china-holdings-inc-yumc-q3-2023-earnings-call-transcript

https://seekingalpha.com/article/4645676-yum-china-holdings-inc-2023-q3-results-earnings-call-presentation

Brinker Int’l (EAT)

https://seekingalpha.com/article/4645986-brinker-international-inc-eat-q1-2024-earnings-call-transcript

https://seekingalpha.com/article/4646105-brinker-international-inc-2024-q1-results-earnings-call-presentation

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)

https://seekingalpha.com/article/4645897-first-watch-restaurant-group-inc-fwrg-q3-2023-earnings-call-transcript

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)

https://seekingalpha.com/article/4645848-driven-brands-holdings-inc-drvn-q3-2023-earnings-call-transcript

The Cheesecake Factory (CAKE)

https://seekingalpha.com/article/4646277-cheesecake-factory-incorporated-cake-q3-2023-earnings-call-transcript

https://seekingalpha.com/article/4646279-cheesecake-factory-incorporated-2023-q3-results-earnings-call-presentation

Potbelly Corporation (PBPB)

https://seekingalpha.com/article/4646144-potbelly-corporation-pbpb-q3-2023-earnings-call-transcript

Red Robin Gourmet Burgers (RRGB)

https://seekingalpha.com/article/4646189-red-robin-gourmet-burgers-inc-rrgb-q3-2023-earnings-call-transcript

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)

https://seekingalpha.com/article/4646512-papa-johns-international-inc-pzza-q3-2023-earnings-call-transcript

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)

https://seekingalpha.com/article/4646945-el-pollo-loco-holdings-inc-loco-q3-2023-earnings-call-transcript

Rave Restaurant Group (RAVE) – no conference call, no transcript, no following (except ours) – company buying back stock 

Restaurant Brands QSR)

https://seekingalpha.com/article/4647298-restaurant-brands-international-inc-qsr-q3-2023-earnings-call-transcript

Bloomin’ Brands (BLMN) – no transcript yet

THE WEEK TO COME – second busiest week