PREVIOUSLY REPORTING: ONE INITIATION, ONE DOWNGRADE, ONE UPGRADE
KURA SUSHI INITIATED AT HOLD, DINE BRANDS DOWNGRADED TO NEUTRAL, WINGSTOP UPGRADED TO BUY
OTHERWISE:
YUM BRANDS MAINTAINED AT HOLD
TEXAS ROADHOUSSE MAINTAINED AT BUY
DUTCH BROS MAINTAINED AT BUY
STARBUCKS MAINTAINED AT OVERWEIGHT
WINGSTOP MAINTAINED POSITIVELY AT 2 FIRMS
COMPANIES REPORTING DURING WEEK: DOMINO’S, PORTILLO’S, PLANET FITNESS, DRIVEN BRANDS, CAVA GROUP, JACK IN THE BOX, KRISPY KREME, BLOOMIN’ BRANDS, RED ROBIN GOURMENT BURGERS, SWEETGREEN
CAVA UPGADED BY 1 FIRM TO OVERWEIGHT, WENDY’S INITIATED BY 1 FIRM AT NEUTRAL RED ROBIN UPGRADED TO BUY AT 1 FIRM
OTHERWISE:
PORTILLO’S: MAINTAINED AT NEUTRAL BY 2 FIRMS, MAINTAINED AT BUY AT 1 FIRM
PLANET FITNESS: MAINTAINED AT NEUTRAL BY 2 FIRMS, POSITIVELY AT 4 FIRMS
CAVA GROUP : MAINTAINED AT NEUTRAL BY 2 F IRMS, MAINTAINED POSITIVELY AT 2 FIRMS
DRIVEN BRANDS: MAINTAINED AT NEUTRAL BY 2 FIRMS, POSITIVELY AT 2 FIRMS
JACK IN THE BOX: MAINTAINED AT NEUTRAL BY 3 FIRMS, POSITVELY AT 3 FIRMS
RESTAURANT BRANDS: MAINTAINED AT HOLD BY 1 FIRM
PAPA JOHNS: MAINTAINED POSITVELY AT 2 FIRMS
SWEETGREEN: MAINTAINED NEUTRAL AT 2 FIRMS, MAINTAINED POSITIVELY AT 6 FIRMS
BLOOMIN’ BRANDS: MAINTAINED NEGATIVELY AT 1 FIRM, NEUTRAL BY 2 FIRMS
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Dine Brands, Wingstop), Initiations (Kura Sushi), or companies reporting in THE WEEK THAT WAS: ( DOMINO’S, PORTILLO’S, PLANET FITNESS, DRIVEN BRANDS, CAVA GROUP, JACK IN THE BOX, KRISPY KREME, BLOOMIN’ BRANDS, RED ROBIN GOURMENT BURGERS, SWEETGREEN).
TRANSCRIPTS:
Dine Brands (DINE)
Dine Brands Global, Inc. (DIN) Q3 2024 Earnings Call Transcript _ Seeking Alpha
Wingstop (WING)
Wingstop Inc. (WING) Q4 2024 Earnings Call Transcript _ Seeking Alpha
Kura Sushi (KRUS)
Kura Sushi USA, Inc. (KRUS) Q1 2025 Earnings Call Transcript _ Seeking Alpha
PORTILLO’S (PTLO)
Portillo’s Inc. (PTLO) Q4 2024 Earnings Conference Call Transcript _ Seeking Alpha
Portillo’s Inc. 2024 Q4 – Results – Earnings Call Presentation (NASDAQ _ PTLO) _ Seeking Alpha
DOMINO’S (DPZ)
Domino’s Pizza, Inc. (DPZ) Q4 2024 Earnings Call Transcript _ Seeking Alpha
PLANET FITNESS (PLNT)
Planet Fitness (PLNT) Q4 2024 Earnings Call Transcript _ Seeking Alpha
DRIVEN BRANDS (DRVN)
Driven Brands Holdings, Inc. (DRVN) Q4 2024 Earnings Call Transcript _ Seeking Alpha
CAVA GROUP (CAVA)
CAVA Group, Inc. (CAVA) Q4 2024 Earnings Call Transcript _ Seeking Alpha
CAVA Group, Inc. 2024 Q4 – Results – Earnings Call Presentation (NYSE _ CAVA) _ Seeking Alpha
JACK IN THE BOX (JACK)
Jack in the Box, Inc. (JACK) Q1 2025 Earnings Call Transcript _ Seeking Alpha
KRISPY KREME (DNUT)
Krispy Kreme, Inc. (DNUT) Q4 2024 Earnings Call Transcript _ Seeking Alpha
Krispy Kreme, Inc. 2024 Q4 – Results – Earnings Call Presentation (NASDAQ _ DNUT) _ Seeking Alpha
BLOOMIN’ BRANDS (BLMN)
Bloomin’ Brands, Inc. (BLMN) Q4 2024 Earnings Call Transcript _ Seeking Alpha
Bloomin’ Brands, Inc. 2024 Q4 – Results – Earnings Call Presentation (NASDAQ _ BLMN) _ Seeking Alpha
RED ROBIN GOURMENT BURGERS (RRGB)
Red Robin Gourmet Burgers, Inc. (RRGB) Q4 2024 Earnings Call Transcript _ Seeking Alpha
SWEETGREEN (SG)
Sweetgreen, Inc. (SG) Q4 2024 Earnings Call Transcript _ Seeking Alpha
