REPORTED IN PRIOR WEEKS (below):
Downgraded to “Mixed” from Positive was Chipotle, from Buy to Hold was Shake Shack, and from Buy to Neutral was The Cheesecake Factory.
Upgraded from Neutral to Buy was McDonald’s.
Otherwise:
Chipotle was maintained at Buy by 2 firms.
McDonald’s was maintained at Buy by 2 firms.
Shake shack was maintained at Buy at 1 firm.
Maintained Positively by 1 firm were: Wendy’s, Restaurant Brands, Wingstop, Portillo’s, Starbucks and Texas Roadhouse.
Only Reporting Company in past week was Kura Sushi USA (KRUS) – no ratings changes – maintained with Neutral ratings by 3 firms, maintained Positively by 2 firms.
Conference call transcripts are below for all companies reporting in prior weeks with ratings change in THE WEEK THAT WAS: (McDonald’s, Shake Shack, Chipotle, Cheesecake Factory), Initiations (Wingstop), or companies reporting (Kura Sushi).
McDonald’s (MCD)
McDonald’s Corporation (MCD) Q1 2025 Earnings Call Transcript _ Seeking Alpha
Shake Shack (SHAK)
Shake Shack, Inc. (SHAK) Q1 2025 Earnings Call Transcript _ Seeking Alpha
Chipotle Mexican Grill (CMG)
Chipotle Mexican Grill, Inc. (CMG) Q1 2025 Earnings Call Transcript _ Seeking Alpha
The Cheesecake Factory Incorporated (CAKE)
The Cheesecake Factory Incorporated (CAKE) Q1 2025 Earnings Call Transcript _ Seeking Alpha
Wingstop Inc. (WING)
Wingstop Inc. (WING) Q1 2025 Earnings Call Transcript _ Seeking Alpha
Kura Sushi USA (KRUS
Kura Sushi USA, Inc. (KRUS) Q3 2025 Earnings Call Transcript _ Seeking Alpha
REPORTING IN THE WEEK TO COME: ONLY WINMARK (WINA) SCHEDULED TO REPORT, ON 7/17, DURING MARKET HOURS