REPORTED IN PRIOR WEEKS (below): quiet reporting week, One Upgrade, One Downgrade, Two Initiations
Shake Shack Upgraded by Jefferies from Underperform to Hold
Portillo’s Downgraded by Jefferies from Buy to Hold
Planet Fitness Initiated by UBS with a Buy.
Cracker Barrel initiated by Wells Fargo with Equal-Weight.
Otherwise:
Wingstop maintained by 3 firms Positively.
Chipotle maintained by 1 firm Neutral, by 4 firms Positively.
Cheesecake Factory maintained by 1 firm Neutral, by 2 firms Positively.
Starbucks maintained by 1 firm Neutral, by 1 firm Overweight.
Shake Shack maintained by 1 firm at Equal-Weight.
McDonald’s maintained by 2 firm Positively.
Brinker maintained by 2 firms Neutral.
Maintained at Neutral by 1 firm are Restaurant. Brands, Wendy’s, Portillo’s.
Maintained Positively by 1 firm are Black Rock Coffee Bar, Sweetgreen, Dutch Bros.
Reporting companies in past week: Domino’s, Rocky Mountain Chocolate Factory, Winmark. No ratings changes (with virtually no coverage) at Rocky Mountain and Winmark.
Domino’s was maintained with Neutral rating at 2 firms, with a Buy at 4 firms.
Conference call transcripts are below for all companies reporting in prior weeks with ratings change in THE WEEK THAT WAS: (Shake Shack, Portillo’s), Initiations (Cracker Barrel, Planet Fitness) companies reporting::(Domino’s, Rocky Mountain Chocolate Factory, no conference call at Winmark)
Shake Shack (SHAK)
Shake Shack Inc. (SHAK) Q2 2025 Earnings Call Transcript _ Seeking Alpha
Portillo’s (PTLO)
Portillo’s Inc. (PTLO) Q2 2025 Earnings Call Transcript _ Seeking Alpha
Cracker Barrel (CBRL)
Cracker Barrel Old Country Store, Inc. (CBRL) Q4 2025 Earnings Call Transcript _ Seeking Alpha
Planet Fitness (PLNT)
Planet Fitness, Inc. (PLNT) Q2 2025 Earnings Call Transcript _ Seeking Alpha
Domino’s (DPZ)
Domino’s Pizza, Inc. (DPZ) Q3 2025 Earnings Call Transcript _ Seeking Alpha
Rocky Mountain Chocolate Factory (RMCF)
Rocky Mountain Chocolate Factory, Inc. (RMCF) Q2 2026 Earnings Call Transcript _ Seeking Alpha
