THE WEEK THAT WAS, ENDING MARCH 1st – EARNINGS SEASON IN HIGH GEAR – NO SURPRISES APPARENTLY BECAUSE THERE WERE NO RATINGS CHANGES – with relevant transcripts

PREVIOUSLY REPORTING: NO RATINGS CHANGES

Driven Brands: Maintained twice Positively

Bloomin’ Brands: Maintained once Neutral, once Positively

Planet Fitness: Maintained once at Neutral

Restaurant Brands: Maintained once at Outperform

European Wax Center: Maintained once at Outperform

Dave & Buster’s: Maintained once at Buy

COMPANIES REPORTING DURING WEEK: Sweetgreen, Papa John’s, Red Robin Gourmet Burgers, Dine Brands, CAVA Group, Cracker Barrel, Portillo’s – No ratings changes (no surprises, apparently).

Sweetgreen: Maintained Once Negatively, Twice Positively

CAVA Group: Maintained once Neutral, Four times Positively

Dine Brands: Maintained once Neutral, twice Positively

Cracker Barrel: Maintained once Negatively, twice Neutral

Exponential Fitness: Maintained once Neutral

Red Robin: Maintained once Positively

COMPANIES REPORTINGDURING WEEK

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: (Sweetgreen, Papa John’s, Red Robin Gourmet Burgers, Dine Brands, CAVA Group, Cracker Barrel, Portillo’s).

TRANSCRIPTS:

Sweetgreen (SG)

https://seekingalpha.com/article/4675140-sweetgreen-inc-sg-q4-2023-earnings-call-transcript

Papa John’s (PZZA)

https://seekingalpha.com/article/4674983-papa-johns-international-inc-pzza-q4-2023-earnings-call-transcript

Red Robin Gourmet Burgers (RRGB)

https://seekingalpha.com/article/4674633-red-robin-gourmet-burgers-inc-rrgb-q4-2023-earnings-call-transcript

Dine Brands Global (DIN)

https://seekingalpha.com/article/4674428-dine-brands-global-inc-din-q4-2023-earnings-call-transcript

CAVA Group (CAVA)

https://seekingalpha.com/article/4674063-cava-group-inc-cava-q4-2023-earnings-call-transcript

Cracker Barrel (CBRL)