THE WEEK THAT WAS, ENDING JANUARY 12 –JUST ONE EARNINGS REPORT – ONE UPGRADE, ONE DOWNGRADE – with relevant transcripts

DC Advisory
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PREVIOUSLY REPORTING:

Yum Brands downgraded to Equalweight

Potbelly upgraded to Buy

Otherwise:

Papa John’s maintained, twice, Positively

Maintained with positive ratings: Jack in the Box, Planet Fitness, Restaurant Brands, European Wax Center, Kura Sushi

COMPANIES REPORTING DURING WEEK – Only Rocky Mountain Chocolate Factory – No coverage (except ours) and no ratings

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Yum Brands, Potbelly), initiations (none), or companies reporting in THE WEEK THAT WAS:  (Rocky Mountain Chocolate).

TRANSCRIPTS BELOW:

Yum Brands (YUM)

https://seekingalpha.com/article/4645845-yum-brands-inc-yum-q3-2023-earnings-call-transcript

Potbelly Corp. (PBPB)

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

Rocky Mountain Chocolate Factory (RMCF)

https://seekingalpha.com/article/4662356-rocky-mountain-chocolate-factory-inc-rmcf-q3-2024-earnings-call-transcript

THE WEEK TO COME: There are no companies reporting.

We will be posting the transcript of last week’s Podcast with David Rosenberg. as well as our monthly article (“Follow the Money”) in John Hamburger’s Restaurant Finance Monitor. We highly recommend both subscriptions, not just because of our participation:)