THE WEEK THAT WAS, ENDING July 25TH – Only one reporting company, and it gets clocked – Earnings season kicks off next week with 9 reporting companies – relevant conference call transcripts are provided

Restaurant Finance Monitor

REPORTED IN PRIOR WEEKS (below): No ratings changes

All maintained with Neutral  Ratings: Shake Shack, TX Roadhouse, Wendy’s.

Only Reporting Company in past week was Chipotle Mexican Grill – 13 analysts on the call, no ratings changes but CMG goes down 10%. 

Remaining Neutral are 4 firms  Positive are 7 firms.

Conference call transcripts are below for all companies reporting in prior weeks with ratings change in THE WEEK THAT WAS: (none) Initiations (none), or companies reporting (Chipotle Mexican Grill)

Transcript for Chipotle Mexican Grill (CMG)

Chipotle Mexican Grill, Inc. (CMG) Q2 2025 Earnings Call Transcript _ Seeking Alpha

THE WEEK TO COME