THE WEEK THAT WAS, ENDING DECEMBER 15 – THREE COMPANIES REPORT, DARDEN IS ALWAY WORTH LISTENING TO, ONE UPGRADE, ONE DOWNGRADE (not DRI) – with relevant transcripts

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PREVIOUSLY REPORTING – WINGSTOP DOWNGRADED TO HOLD, XPONENTIAL FITNESS  UPGRADED TO BUY

OTHERWISE:

Texas Roadhouse maintained twice at Outperform

McDonald’s maintained once at Neutral and once at Buy

CAVA Group and Dine Brands maintained once Positively

REPORTED DURING WEEK, DARDEN, GOOD TIMES & RCI HOSPITALITY

DARDEN maintained once “In-Line” and once at Overweight

At Good Times Restaurants (no coverage, except ours)

at RCI Hospitality Holdings – no ratings changes

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Wingstop, Xponential Fitness), initiations (CAVA Group), or companies reporting in THE WEEK THAT WAS:  (Darden, RCI Hospitality, Good Times Restaurants).

TRANSCRIPTS:

WINGSTOP (WING)

https://seekingalpha.com/article/4645934-wingstop-inc-wing-q3-2023-earnings-call-transcript

XPONENTIAL FITNESS (XPOF)

https://seekingalpha.com/article/4650959-xponential-fitness-inc-xpof-q3-2023-earnings-call-transcript

CAVA Group (CAVA)

https://seekingalpha.com/article/4649554-cava-group-inc-cava-q3-2023-earnings-call-transcript

DARDEN (DRI) – ALWAYS A LOT TO LEARN, INDUSTRY-WIDE

https://seekingalpha.com/article/4658110-darden-restaurants-inc-dri-q2-2024-earnings-call-transcript

RCI HOSPITALITY  HOLDINGS (RICK) -Transcript not available yet.

GOOD TIMES RESTAURANTS (GTIM)

https://seekingalpha.com/article/4657980-good-times-restaurants-inc-gtim-q4-2023-earnings-call-transcript

  THE WEEK TO COME

Only Ark Restaurants (ARKR) reports: After market on Monday, 12/18

 

              HAPPY HOLIDAYS TO ALL !!!!!