PREVIOUSLY REPORTING: McDonald’s downgraded
Otherwise:
McDonalds: maintained once at Buy
Dutch Bros: maintained at one firm as Neutral, two firms rate it Positively
Texas Roadhouse: maintained Positively at two firms
Wingstop: maintained Neutral at two firms (valuation, no doubt)
Starbucks: maintained Hold at one firm, Overweight at one firm
Sweetgreen: maintained Outperform at one firm
Shake Shack: maintained Buy at one firm
Planet Fitness: reiterated Overweight at one firm
COMPANIES REPORTING DURING WEEK: Dave & Buster’s (downgraded at one firm), Others reporting were BurgerFi and Kura Sushi
Dave & Buster’s: other than the downgrade, one firm maintained Neutral, two Positive
Kura Sushi: three firms maintained Neutral ratings (at 70x TTM EBITDA), three still Buy
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (McDonald’s), initiations (none), or companies reporting in THE WEEK THAT WAS: (Dave & Buster’s, Kura Sushi, BurgerFi)
TRANSCRIPTS & PRESENTATIONS
McDonald’s (MCD)
https://seekingalpha.com/article/4667570-mcdonalds-corporation-mcd-q4-2023-earnings-call-transcript
Dave & Buster’s (PLAY)
Kura Sushi (KRUS)
https://seekingalpha.com/article/4682263-kura-sushi-usa-inc-krus-q2-2024-earnings-call-transcript
BurgerFi (BFI)
THE WEEK TO COME
NOBODY SCHEDULED TO REPORT EARNINGS – RCI HOSPITALITY (RICK) TO REPORT MARCH QUARTER REVENUES AFTER CLOSE ON TUESDAY (4/9)