THE WEEK THAT WAS, ENDING JULY 12th – ONLY KURA SUSHI REPORTS – TWO DOWNGRADES – with easily accessible relevant transcripts & presentations

Restaurant Finance Monitor

 

PREVIOUSLY REPORTING: CHUY’s downgraded at one firm to HOLD,                       

          Darden downgraded at one firm to UNDERPERFORM

Otherwise:

Chipotle reiterated once at Equal- Weight, maintained Positively at 3 firms

McDonald’s maintained Positively at 3 firms

Wendy’s maintained once at Equal-Weight, once Positively

Maintained at NEUTRAL: Wingstop, Dutch Bros, Xponential Fitness

Maintained Positively: RCI Hospitality, Dine Brands, Portillo’s, TX Roadhouse, Restaurant Brands, Denny’s, Starbucks, European Wax Center, Starbucks, BRC Corp, Planet Fitness CAVA Group.

COMPANIES REPORTING DURING WEEK: Kura Sushi was lone reporting company.

All ratings were maintained: Four firms NEUTRAL, three firms POSITIVE

Transcripts are below for all companies reporting in prior weeks with ratings changes (Chuy’s, Darden),  initiations (None),  or companies reporting in THE WEEK THAT WAS: (Kura Sushi).

TRANSCRIPTS & PRESENTATIONS

Chuy’s (CHUY)

Chuy’s Holdings, Inc. (CHUY) Q1 2024 Earnings Call Transcript _ Seeking Alpha

Darden (DRI)

Darden Restaurants, Inc. (DRI) Q4 2024 Earnings Call Transcript _ Seeking Alpha

Kura Sushi USA (KRUS)

Kura Sushi USA, Inc. (KRUS) Q3 2024 Earnings Call Transcript _ Seeking Alpha

THE WEEK TO COME –

Rocky  Mountain Chocolate reports After Market Closes on Monday 7/15

Domino’s reports Before Market Opens on Thursday 7/18