THE WEEK THAT WAS, ENDING JANUARY 26 – NO EARNINGS REPORTS BUT ONE UPGRADE AND TWO DOWNGRADES (excluding CARROL’S) – with relevant transcripts

Restaurant Finance Monitor
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PREVIOUSLY REPORTING:

Downgraded were Cheesecake Factory, Bloomin’ Brands, and Carrol’s (to be bought by Restaurant Brands.)

Upgraded was Texas Roadhouse.

Jack in the Box maintained twice @ Neutral and twice Positively

Chipotle maintained three times Positively

Dave & Busters’s and First Watch maintained once  Positively

COMPANIES REPORTING DURING WEEK: None

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Cheesecake Factory, Bloomin’ Brands, TX Roadhouse),  initiations (none), or companies reporting in THE WEEK THAT WAS: (none).

TRANSCRIPTS:

Cheesecake Factory (CAKE)

https://seekingalpha.com/article/4646277-cheesecake-factory-incorporated-cake-q3-2023-earnings-call-transcript

https://seekingalpha.com/article/4646279-cheesecake-factory-incorporated-2023-q3-results-earnings-call-presentation

Bloomn’ Brands (BLMN)

https://seekingalpha.com/article/4647840-bloomin-brands-inc-blmn-q3-2023-earnings-call-transcript

Texas Roadhouse (TXRH)

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

THE WEEK TO COME: