THE WEEK THAT WAS, ENDING JANUARY 19 – NO EARNINGS REPORTS BUT TWO UPGRADES, SIX DOWNGRADES & A TAKEOVER BID FOR CARROL’S (TAST) – with relevant transcripts

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PREVIOUSLY REPORTING:

Starbucks: Maintained twice at Neutral, One Upgrade, One Downgrade

Brinker: One Upgrade, One Downgrade

Wendy’s, Planet Fitness, Gen Restaurants, Shake Shack:  Downgraded

Driven Brands: Upgraded

Chipotle & Jack in the Box: Maintained at Neutral

Dutch Bros, Sweet Green & Shake Shack: Maintained at Buy

Carrol’s: Downgraded twice, after takeover bid from Rest. Brands

COMPANIES REPORTING DURING WEEK: None

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Starbucks, Brinker, Wendy’s, Planet Fitness, Gen Restaurants, Shake Shack, Driven Brands, Carrol’s),  initiations (none), or companies reporting in THE WEEK THAT WAS: (none).

Transripts:

Starbucks (SBUX)

https://seekingalpha.com/article/4656130-starbucks-corporation-sbux-presents-morgan-stanley-global-consumer-and-retail-conference

 Brinker (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

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-presentati

Planet Fitness (PLNT)

https://seekingalpha.com/article/4648529-planet-fitness-inc-plnt-q3-2023-earnings-call-transcript

Gen Restaurants (GENK) – no transcript available, November presentation below

https://investor.genkoreanbbq.com/static-files/c7eeefe1-c26f-451d-a349-24789bb23fff

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

Driven Brands (DRVN)

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

Carrol’s (TAST) – takeover bid, at $9.55/share, from Restaurant Brands, Int’l

THE WEEK TO COME: There are no companies reporting.