THE WEEK THAT WAS, ENDING MARCH 29th – ONLY ONE COMPANY REPORTED, TWO DOWNGRADES – with relevant transcripts & presentations

DC Advisory

PREVIOUSLY REPORTING:  McDonald’s and Dave & Buster’s Downgraded ……otherwise:

Chipotle maintained Positively at two firms

The One Group Hospitality maintained at Neutral by one firm, after announcing planned acquisition of Benihana. Subscribers can review our initial reaction, posted here on 3/28. This one will be interesting.

Darden maintained at Buy at one firm.

Red Robin reiterated as Buy at one firm.

COMPANIES REPORTING DURING WEEK: Only BT Brands reporting, no analyst coverage except ours.

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (McDonald’s and Dave & Buster’s),  initiations (none), or companies reporting in THE WEEK THAT WAS: (BT Brands)

TRANSCRIPTS & PRESENTATIONS

McDonald’s (MCD)

https://seekingalpha.com/article/4667570-mcdonalds-corporation-mcd-q4-2023-earnings-call-transcript

Dave & Buster’s (PLAY)

https://seekingalpha.com/article/4656179-dave-and-busters-entertainment-inc-play-q3-2023-earnings-call-transcript

BT Brands (BTBD) – no transcript available, replay is available at website below

www.itsburgertime.com.