THE WEEK THAT WAS, ENDING DECEMBER 1 – ONLY CRACKER BARREL REPORTS, ONE UPGRADE, ONE DOWNGRADE, ONE INITIATION – with relevant transcripts

Restaurant Finance Monitor
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PREVIOUSLY REPORTING – TEXAS ROADHOUSE DOWNGRADED TO NEUTRAL, RESTAURANT BRANDS UPGRADED TO OUTPERFORM

McDonald’s maintained once at Neutral, once at Outperform

TX Roadhouse Downgraded at one firm, elsewhere still Neutral

Restaurant Brands upgraded at one firm, still positive at another

Chipotle, RCI Holdings and Shack Shack maintained Positively, Arcost Dorados initiated  Positively

REPORTED DURING WEEK: NO RATINGS CHANGES

Cracker Barrel reports, maintained Neutral at UBS

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Texas Roadhouse and Restaurant Brands), initiations (Arcos Dorados), or companies reporting in THE WEEK THAT WAS:  (Cracker Barrel).

TRANSCRIPTS

Texas Roadhouse (TXRH)

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

Restaurant Brands (QSR)

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

Arcos Dorados (ARCO)

https://seekingalpha.com/article/4652831-arcos-dorados-holdings-inc-arco-q3-2023-earnings-call-transcript

Cracker Barrel (CBRL)

https://seekingalpha.com/article/4655294-cracker-barrel-old-country-store-inc-cbrl-q1-2024-earnings-call-transcript