THE WEEK THAT WAS, ENDING September 19th – three restaurants companies report, all disappoint investors – easy access here for conference call transcripts – click through yellow box on Home Page for over 60 write-ups

Restaurant Finance Monitor

REPORTED IN PRIOR WEEKS (below): NO RATINGS CHANGES

HOWEVER:

Maintained at Neutral by 1 firm were: Portillo’s and Wendy’s.

Maintained at Buy by 1 firm were Texas Roadhouse, McDonald’s. Driven Brands, Chipotle & Planet Fitness.

Reporting companies in past week:  Darden,  Cracker Barrel & Dave and Buster’s. All three stocks declined substantially on the report while (surprisingly enough) there were zero ratings changes:

Darden was maintained Neutral by 7 firms and Positive at 13 firms.

Cracker Barrel was maintained at Sell by 1 firm, Underperform at 1 firm, Neutral at 1 firm and Buy at 2 firms.

Dave and Buster’s was maintained at Neutral by 3 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::(Darden, Cracker Barrel, Dave & Buster’s).

Darden Restaurants (DRI)

Darden Restaurants, Inc. (DRI) Q1 2026 Earnings Call Transcript _ Seeking Alpha

Darden Restaurants, Inc. 2026 Q1 – Results – Earnings Call Presentation (NYSE _ DRI) 2025-09-18 _ Seeking Alpha

Cracker Barrel Old Country Stores (CBRL)

Cracker Barrel Old Country Store, Inc. (CBRL) Q4 2025 Earnings Call Transcript _ Seeking Alpha

Dave & Buster’s Entertainment (PLAY)

Dave & Buster’s Entertainment, Inc. (PLAY) Q2 2025 Earnings Call Transcript _ Seeking Alpha

THE WEEKTO COME: NO COMPANIES ARE SCHEDULED TO REPORT