THE WEEK THAT WAS, ENDING May 1st, Nine companies report, only one rating change - HUGE WEEK COMING UP, TWENTY THREE COMPANIES REPORT

REPORTED IN PRIOR WEEKS – No rating changes:

However:

Jack in the Box: Maintained Neutral at 1 firm, Outperform at 1 firm.

Planet Fitness: Maintained Positive at 2 firms.

Maintained Neutral by 1 firm: Restaurant Brands.

Maintained Positively by 1 firm: First Watch, McDonald’s, Shake Shack, Dutch Bros, CAVA Group and Driven Brands.

REPORTED IN THE WEEK THAT WAS: Domino’s, Starbucks, Wingstop, Brinker, Yum Brands, Yum China, Luckin Coffee, Chipotle, Cheesecake Factory.

ONE DOWNGRADE: Goldman Sachs Downgrades Wingstop from Buy to Neutral.

Otherwise:

Starbucks is maintained Negatively by 1 firm, Neutral by 6 firms, Positive by 4 firms.

Wingstop is maintained at Hold by 1 firm, Positive at 6 firms, Downgraded by Goldman.

Chipotle maintained Neutral by 4 firms, Positive by 5 firms.

Domino’s maintained Negatively by 1 firm, Neutral by 5 firms, Positive at 7 firms.

Brinker International maintained Neutral at 1 firm, Positive at 2 firms.

Yum Brands maintained Neutral at 2 firms, a Buy at 1 firm.

The Cheesecake Factory maintained Negatively at 1 firm, Neutral at 2 firms, Buy at 1 firm.

Conference call transcripts are below for all companies reporting in prior weeks with ratings change (none), Reporting in THE WEEK THAT WAS: (Domino’s, Starbucks, Wingstop, Brinker, Yum Brands, Yum China, Luckin Coffee, Chipotle, Cheesecake Factory.) and Initiated Coverage (none).

Domino’s (DPZ)

Domino’s Pizza, Inc. (DPZ) Q1 2026 Earnings Call Transcript _ Seeking Alpha

Starbucks (SBUX)

Starbucks Corporation (SBUX) Q2 2026 Earnings Call Transcript _ Seeking Alpha

Wingstop (WING)

Wingstop Inc. (WING) Q1 2026 Earnings Call Transcript _ Seeking Alpha

Brinker International (EAT)

Brinker International, Inc. (EAT) Q3 2026 Earnings Call Transcript _ Seeking Alpha

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Yum Brands (YUM)

Yum! Brands, Inc. (YUM) Q1 2026 Earnings Call Transcript _ Seeking Alpha

Yum China (YUMC)