PREVIOUSLY REPORTING: Texas Roadhouse (TXRH) and Jack in the Box (JACK) upgraded to Outperform….otherwise:
Darden: Maintained Positively at 3 firms.
Noodles: Maintained Positively at 2 firms.
Exponential Fitness, Starbucks, BRC Corp all maintained at Neutral by one firm.
Shake Shack & Restaurant Brands each maintained once Positively by one firm.
COMPANIES REPORTING DURING WEEK: The One Group Hospitality, Arcos Dorados
The One Group: Maintained once at Neutral, once at Buy
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Texas Roadhouse & Jack in the Box), initiations (none), or companies reporting in THE WEEK THAT WAS: (Arcos Dorados and The One Group Hospitality)
TRANSCRIPTS & PRESENTATIONS
Texas Roadhouse (TXRH)
https://seekingalpha.com/article/4670843-texas-roadhouse-inc-txrh-q4-2023-earnings-call-transcript
Jack in the Box (JACK)
https://seekingalpha.com/article/4672217-jack-in-box-inc-jack-q1-2024-earnings-call-transcript
Arcos Dorados (ARCO)
The One Group Hospitality (STKS)
Transcript not yet available – Replay available at company website
SLOW COUPLE OF WEEKS COMING UP – will not publish next weekend because I WILL BE SKIING 🙂
