REPORTED IN PRIOR WEEKS (below): Downgraded to Neutral at 1 firm were Arcos Dorados and Sweetgreen. All initiated with Positive ratings were Starbucks, Dutch Bros and CAVA Group.
Otherwise:
Maintained with Positive ratings were Starbucks, Texas Roadhouse, Shake Shack, Chipotle, Sweetgreen and McDonald’s.
Conference call transcripts are below for all companies reporting in prior weeks with ratings change in THE WEEK THAT WAS: ( Arcos Dorados, Sweetgreen), Initiations (Sweetgreen, Dutch Bros and CAVA Group), or companies reporting (none).
Arcos Dorados(ARCO)
Arcos Dorados Holdings Inc. (ARCO) Q1 2025 Earnings Call Transcript _ Seeking Alpha
Sweetgreen (SG)
Sweetgreen, Inc. (SG) Q1 2025 Earnings Call Transcript _ Seeking Alpha
Starbucks (SBUX)
SA Transcripts _ Seeking Alpha Starbucks Corporation (SBUX) Q2 2025 Earnings Call Transcript _ Seeking Alpha
Dutch Bros (BROS)
Dutch Bros Inc. (BROS) Q1 2025 Earnings Call Transcript _ Seeking Alpha
CAVA Group (CAVA)
CAVA Group, Inc. (CAVA) Q1 2025 Earnings Call Transcript _ Seeking Alpha
CAVA Group, Inc. 2025 Q1 – Results – Earnings Call Presentation (NYSE _ CAVA) _ Seeking Alpha
SCHEDULED TO REPORT THIS COMING WEEK – only KURA SUSHI USA(KRUS), on Tuesday, July 8th after market close.