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)
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:
