PREVIOUSLY REPORTING – WINGSTOP DOWNGRADED TO HOLD, XPONENTIAL FITNESS UPGRADED TO BUY
OTHERWISE:
Texas Roadhouse maintained twice at Outperform
McDonald’s maintained once at Neutral and once at Buy
CAVA Group and Dine Brands maintained once Positively
REPORTED DURING WEEK, DARDEN, GOOD TIMES & RCI HOSPITALITY
DARDEN maintained once “In-Line” and once at Overweight
At Good Times Restaurants (no coverage, except ours)
at RCI Hospitality Holdings – no ratings changes
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Wingstop, Xponential Fitness), initiations (CAVA Group), or companies reporting in THE WEEK THAT WAS: (Darden, RCI Hospitality, Good Times Restaurants).
TRANSCRIPTS:
WINGSTOP (WING)
https://seekingalpha.com/article/4645934-wingstop-inc-wing-q3-2023-earnings-call-transcript
XPONENTIAL FITNESS (XPOF)
CAVA Group (CAVA)
https://seekingalpha.com/article/4649554-cava-group-inc-cava-q3-2023-earnings-call-transcript
DARDEN (DRI) – ALWAYS A LOT TO LEARN, INDUSTRY-WIDE
https://seekingalpha.com/article/4658110-darden-restaurants-inc-dri-q2-2024-earnings-call-transcript
RCI HOSPITALITY HOLDINGS (RICK) -Transcript not available yet.
GOOD TIMES RESTAURANTS (GTIM)
THE WEEK TO COME
Only Ark Restaurants (ARKR) reports: After market on Monday, 12/18
HAPPY HOLIDAYS TO ALL !!!!!