PREVIOUSLY REPORTING: Only one ratings change: Lake Street upgrades Kura Sushi from Hold to Buy
Otherwise:
CAVA, Wendy’s & Denny’s all maintained Neutral by 1 firm
COMPANIES REPORTING DURING WEEK: Shake Shack, BJ’s, TX Roadhouse, Wingstop, Cheesecake Factory, Wnmark – no ratings changes
TX Roadhouse: maintained Neutral at 4 firms, Positive at 3 firms.
Shake Shack maintained Neutral at 1 firm, Buy at 2 firms
Cheesecake Fact’y: maintained Sell at 1 firm, Underweight at 2, Neutral at 3, Positive at 2.
Wingstop: maintained Neutral at 2 firms, Positive at 7 firms.
BJ’s Restaurants: maintained Negative at 1 firm, Positive at 1 firm.
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Kura Sushi), Initiations (none), or companies reporting in THE WEEK THAT WAS: (Shake Shack, BJ’s, TX Roadhouse, Wingstop, Cheesecake Factory, Wnmark ).
TRANSCRIPTS:
Shake Shack (SHAK)
Shake Shack Inc. (SHAK) Q4 2024 Earnings Call Transcript _ Seeking Alpha
BJ’s Restaurants (BJRI)
BJ’s Restaurants, Inc. (BJRI) Q4 2024 Earnings Call Transcript _ Seeking Alpha
TX Roadhouse (TXRH)
Texas Roadhouse, Inc. (TXRH) Q4 2024 Earnings Call Transcript _ Seeking Alpha
Wingstop (WING)
Wingstop Inc. (WING) Q4 2024 Earnings Call Transcript _ Seeking Alpha
Cheesecake Factory (CAKE)
The Cheesecake Factory Incorporated (CAKE) Q4 2024 Earnings Call Transcript _ Seeking Alpha
Wnmark (WINA) – no conference call or transcript, no coverage except ours
