REPORTED IN PRIOR WEEKS (below): BIG NEWS WAS INITIATIONS AFTER BLACK ROCK COFFEE BAR IPO A MONTH AGO – One firm initiates with a Neutral rating. Four firms initiate with Positive Ratings. —————-Also, Brinker is upgraded to Positive ratings by 2 firms — Shake Shack is downgraded to Underperform by 1 firm — Sweetgreen, Papa John’s and Portillo’s downgraded to Neutral by 1 firm —-
Otherwise:
McDonald’s is Initiated by 1 firm with a Sector Perform rating. Another firm maintains a Neutral rating.
Chipotle is maintained at Outperform by 2 firms.
Yum Brands initiated at Sector Perform by 1 firm.
Wingstop and CAVA Group initiated at Outperform by 1 firm.
Darden maintained at Overweight by 1 firm.
Reporting companies in past week: There were none.
Conference call transcripts are below for all companies reporting in prior weeks with ratings change in THE WEEK THAT WAS: (Brinker, Shake Shack, Sweetgreen, Papa John’s and Portillo’s), Initiations (Black Rock Coffee Bar, McDonald’s, Yum Brands, Wingstop, CAVA), or companies reporting::(none)
Brinker International (EAT)
Brinker International, Inc. (EAT) Q4 2025 Earnings Call Transcript _ Seeking Alpha
Shake Shack (SHAK)
Shake Shack Inc. (SHAK) Q2 2025 Earnings Call Transcript _ Seeking Alpha
Sweetgreen
Sweetgreen, Inc. (SG) Q2 2025 Earnings Call Transcript _ Seeking AlphaPapa John’s International, Inc. (PZZA) Q2 2025 Earnings Call Transcript _ Seeking Alpha
Papa John’s
Papa John’s International, Inc. (PZZA) Q2 2025 Earnings Call Transcript _ Seeking Alpha
Portillo’s
Portillo’s Inc. (PTLO) Q2 2025 Earnings Call Transcript _ Seeking Alpha
Black Rock Coffee Bar
Stock Trades up 35% from $20. IPO price. Five analysts initiate coverage a month after issuance. No Conference Calls yet.
McDonald’s
McDonald’s Corporation (MCD) Q2 2025 Earnings Call Transcript _ Seeking Alpha
Yum Brands
Yum! Brands, Inc. (YUM) Q2 2025 Earnings Call Transcript _ Seeking Alpha
Wingstop
Wingstop Inc. (WING) Q2 2025 Earnings Call Transcript _ Seeking Alpha
CAVA Group
CAVA Group, Inc. (CAVA) Q2 2025 Earnings Call Transcript _ Seeking Alpha
THE WEEK TO COME:
Rocky Mountain Chocolate Factor reports After Market Close on 10/13
Domino’s reports Before Market Opens on 10/14
Winmark Corporation reports During Market Hours on 10/17