THE WEEK THAT WAS, ENDING February 6th – 6 important earnings reports, 1 rating change, 1 initiated coverage – easy access here for conference call transcripts – click through yellow box on Home Page for over 60 write-ups, your “one stop shop”

REPORTED IN PRIOR WEEKS – One change – BTIG Upgrades McDonald’s from Neutral to Buy, One Initiation – Benchmark Initiates CAVA Group with a Buy

Otherwise:

McDonald’s maintained Neutral by 2 firms.

Maintained at Neutral by Citigroup were Wendy’s, Restaurant Brands, Starbucks and Wingstop.

REPORTED IN THE WEEK THAT WAS: Chipotle, Valvoline, Yum Brands, Yum China, Regis Corp., and Good Times Restaurants.

Chipotle was Maintained with Neutral ratings by 4 firms, Positive by 9 firms.

Yum Brands was Maintained with Neutral ratings by 2 firms, Positive by 1 firm.

Valvoline was Maintained with Neutral ratings by 1 firm, Positive by 3 firms.

Conference call transcripts are below for all companies reporting in prior weeks with ratings change (McDonald’s), Reporting in THE WEEK THAT WAS: (Valvoline, Yum Brands, Yum China, Regis Corp., and Good Times Restaurants) and initiated coverage (CAVA Group).

McDonald’s (MCD)

McDonald’s Corporation (MCD) Q3 2025 Earnings Call Transcript _ Seeking Alpha

Valvoline (VVV)

Valvoline Inc. (VVV) Q1 2026 Earnings Call Transcript _ Seeking Alpha

Yum Brands (YUM)

Yum! Brands, Inc. (YUM) Q4 2025 Earnings Call Transcript _ Seeking Alpha

Yum China (YUMC)

Yum China Holdings, Inc. (YUMC) Q4 2025 Earnings Call Transcript _ Seeking Alpha

PowerPoint Presentation

Regis Corp. (RGS)

Regis Corporation (RGS) Q2 2026 Earnings Call Transcript _ Seeking Alpha Good Times

Good Times Restaurants (GTIM)