THE WEEK THAT WAS, ENDING FEBRUARY 16 – EARNINGS SEASON IN HIGH GEAR - NO SURPRISES APPARENTLY BECAUSE THERE WERE NO RATINGS CHANGES - with relevant transcripts

PREVIOUSLY REPORTING: NO RATINGS CHANGES

Wingstop: 4 firms maintain Outperform, 1 firm says Buy.

Mister Car Wash: 1 firm maintains Neutral, 1 firm at Outperform

RCI Hospitality and CAVA Group maintained Positively

Bloomin’ Brands maintained by 1 firm at Neutral

COMPANIES REPORTING DURING WEEK: TX Roadhouse, BJ’s Restaurants, Shake Shack, Wendy’s, Flanigan’s, Denny’s, Restaurant Brands, Ark Restaurants. – No ratings changes (no surprises, apparently).

Shake Shack: maintained 6 times at Neutral, 3 times Positively

Restaurant Brands: Maintained twice at Neutral, 6 times Positively

TX Roadhouse: Maintained 3 times at Neutral, 3 times Positively

Denny’s: Maintained Neutral at 1 firm, Positively at 2 firms.

Wendy’s: Maintained Neutral at 2 firms, Positively at 1 firm.

BJ’s Restaurants: Maintained Neutral at 2 firms, Positively at 1 firm.

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (none), initiations (none), or companies reporting in THE WEEK THAT WAS: (TX Roadhouse, BJ’s Restaurants, Shake Shack, Wendy’s, Flanigan’s, Denny’s, Restaurant Brands, Ark Restaurants).

TRANSCRIPTS:

TX Roadhouse (TXRH)

https://seekingalpha.com/article/4670843-texas-roadhouse-inc-txrh-q4-2023-earnings-call-transcript

BJ’s Restaurants (BJRI)

https://seekingalpha.com/article/4670865-bjs-restaurants-inc-bjri-q4-2023-earnings-call-transcript

Shake Shack (SHAK)

https://seekingalpha.com/article/4670591-shake-shack-inc-shak-q4-2023-earnings-call-transcript

Wendy’s (WEN)

https://seekingalpha.com/article/4670567-wendys-company-wen-q4-2023-earnings-call-transcript

https://seekingalpha.com/article/4670594-wendys-company-2023-q4-results-earnings-call-presentation

Flanigan’s (BDL) – No Conference Call, so no Transcript (obviously)

Denny’s (DENN)