PREVIOUSLY REPORTING:  McDonald’s upgraded to Buy at 1 firm, Brinker upgraded to Neutral at 1 firm, Portillo’s downgraded to Equal-Weight at 1 firm, Dave & Buster’s initiated at Hold at 1 firm.

Otherwise:

McDonald’s maintained Positively at 2 firms

Brinker maintained Neutral at 1 firm

Wendy’s maintained Neutral at 2 firms

Chipotle and Starbucks maintained Neutral at 1 firm

RCI Hospitality reiterated Buy at 1 firm

COMPANIES REPORTING DURING WEEK: Only Domino’s (DPZ) and  Meritage Hospitality Group (a large Wendy’s franchisee) (MHGU), but there is no apparent analyst coverage, except ours. No conference call or transcript.

Transcripts are below for all companies reporting in prior weeks with ratings changes (McDonald’s, Brinker, Portillo’s), initiations (Dave & Buster’s),  or companies reporting (with a conference call)  in THE WEEK THAT WAS (Domino’s).

TRANSCRIPTS & PRESENTATIONS

McDonald’s (MCD)

McDonald’s Corporation (MCD) Q2 2024 Earnings Call Transcript _ Seeking Alpha

Brinker International (EAT)

Brinker International, Inc. (EAT) Q4 2024 Earnings Call Transcript _ Seeking Alpha

Portillo’s (PTLO)

Portillo’s Inc. (PTLO) Q2 2024 Earnings Call Transcript _ Seeking Alpha

Portillo’s Inc. 2024 Q2 – Results – Earnings Call Presentation (NASDAQ _ PTLO) _ Seeking Alpha

Dave & Buster’s (PLAY

Dave & Buster’s Entertainment, Inc. (PLAY) Q2 2024 Earnings Call Transcript _ Seeking Alpha

Domino’s Pizza, Inc. (DPZ)

Domino’s Pizza, Inc. (DPZ) Q3 2024 Earnings Call Transcript _ Seeking Alpha

THE WEEK TO COME

Only Rocky Mountain Chocolate Factory scheduled to report, on Tuesday, October 15th, after market close.