PREVIOUSLY REPORTING: Brinker downgraded to Market Perform at 1 firm, Yum Brands downgraded to Hold at 1 firm, First Watch and Valvoline initiated at Overweight at 1 firm.
Otherwise:
Brinker maintained Neutral at 2 firms, Overweight at 1 firm
McDonald’s maintained Hold at 1 firm, Positive at 3 firms
Chipotle maintained Positively at 2 firms
Starbucks maintained Positively at 2 firms
First Watch maintained Buy at 1 firm
Jack in the Box maintained Hold at 1 firm, Buy at 1 firm
Maintained Neutral at 1 firm are: Darden, Planet Fitness, Denny’s, Wendy’s
Maintained Positively at 1 firm are: Dine Brands, Dutch Bros, Texas Roadhouse, Valvoline
COMPANIES REPORTING DURING WEEK: Only Rocky Mountain Chocolate Factory and Winmark, but there is no apparent analyst coverage, except ours, on either.
Transcripts are below for all companies reporting in prior weeks with ratings changes ( Brinker, Yum Brands), initiations (First Watch, Valvoline), or companies reporting (with a conference call) in THE WEEK THAT WAS (Rocky Mountain Chocolate Factory, no conference call at Winmark).
TRANSCRIPTS & PRESENTATIONS
Brinker International, Inc. (EAT)
Brinker International, Inc. (EAT) Q4 2024 Earnings Call Transcript _ Seeking Alpha
Yum Brands, Inc. (YUM)
Yum! Brands, Inc. (YUM) Q2 2024 Earnings Call Transcript _ Seeking Alpha
First Watch Restaurant Group, Inc. (FWRG)
First Watch Restaurant Group, Inc. (FWRG) Q2 2024 Earnings Call Transcript _ Seeking Alpha
Valvoline, Inc. (VVV)
Valvoline Inc. (VVV) Q3 2024 Earnings Call Transcript _ Seeking Alpha
Microsoft PowerPoint – VVV_Q3 FY2024 Earnings FINAL
Rocky Mountain Chocolate Factory, Inc.(RMCF)
Rocky Mountain Chocolate Factory, Inc. (RMCF) Q2 2025 Earnings Call Transcript _ Seeking Alpha
THE WEEK TO COME
