REPORTED IN PRIOR WEEKS – TWO UPGRADES – Shake Shack is Upgraded from Neutral to Outperform by Mizuho — Wingstop is Upgraded from Neutral to Buy by Citigroup. INITIATED COVERAGE of Cracker Barrel by Freedom Broker with Hold, Dutch Bros by Telsey Advisory with Outperform.
Otherwise:
Dave and Buster’s maintained at Neutral by 1 firm.
Planet Fitness maintained at Buy by 1 firm.
Wingstop maintained at Hold by 1 firm , Overweight by 1 firm.
REPORTED IN THE WEEK THAT WAS: only Kura Sushi USA (KRUS)
Though KRUS goes down over 15%, no rating changes.
However, maintained with Neutral ratings by 2 firms, Positive ratings at 2 firms.
Conference call transcripts are below for all companies reporting in prior weeks with ratings change (Shake Shack, Wingstop), Reporting in THE WEEK THAT WAS: (Kura Sushi USA) and Initiated Coverage (Cracker Barrel, Dutch Bros).
Shake Shack (SHAK)
Shake Shack Inc. (SHAK) Q4 2025 Earnings Call Transcript _ Seeking Alpha
Wingstop (WING)
Wingstop Inc. (WING) Q4 2025 Earnings Call Transcript _ Seeking Alpha
Kura Sushi USA (KRUS)
Kura Sushi USA, Inc. (KRUS) Q2 2026 Earnings Call Transcript _ Seeking Alpha
Cracker Barrel Old Country Stores (CBRL)
Cracker Barrel Old Country Store, Inc. (CBRL) Q2 2026 Earnings Call Transcript _ Seeking Alpha
Dutch Bros (BROS)
Dutch Bros Inc. (BROS) Q4 2025 Earnings Call Transcript _ Seeking Alpha
