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)
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:)