THE WEEK THAT WAS, ENDING AUGUST 30th – ONE DOWNGRADE, ONE INITIATION (WITH A BUY) – WORTH YOUR TIME are easily accessible relevant transcripts & presentations

DC Advisory

PREVIOUSLY REPORTING:  CAVA Group is Downgraded by Morgan Stanley to Equal-Weight.  First Watch is Initiated by Benchmark with a Buy. 

Otherwise:

Maintained with Neutral Ratings by 1 firm are : CAVA (2 firms), Shake Shack, Starbucks.

Maintained Positively  by 1 firm are: BJ’s Restaurants, Planet Fitness, Shake Shack, Chipotle

COMPANIES REPORTING DURING WEEK:  Regis Corp & TH International (THCH – Tim Horton’s of China (No Rating Changes)

Transcripts are below for all companies reporting in prior weeks with ratings changes (CAVA Group), initiations (First Watch),  or companies reporting in THE WEEK THAT WAS (TH International, Regis Corp)

TRANSCRIPTS & PRESENTATIONS

CAVA Group (CAVA)

CAVA Group, Inc. (CAVA) Q2 2024 Earnings Call Transcript _ Seeking Alpha

CAVA Group, Inc. 2024 Q2 – Results – Earnings Call Presentation (NYSE _ CAVA) _ Seeking Alpha

First Watch (FWRG)

First Watch Restaurant Group, Inc. (FWRG) Q2 2024 Earnings Call Transcript _ Seeking Alpha

First Watch Restaurant Group, Inc. 2024 Q2 – Results – Earnings Call Presentation (NASDAQ _ FWRG) _ Seeking Alpha

TH International Limited (THCH)

TH International Limited (THCH) Q2 2024 Earnings Call Transcript _ Seeking Alpha

Regis Corp (RGS)

Regis Corporation (RGS) Q4 2024 Earnings Call Transcript _ Seeking Alpha