THE WEEK THAT WAS, ENDING MAY 17th – 8 COMPANIES REPORT, 2 UPGRADES, 1 DOWNGRADE – with easily accessible relevant transcripts & presentations

PREVIOUSLY REPORTING: Cracker Barrel Downgraded (in wake of revised strategic plan (including big dividend cut), Darden and Planet Fitness each Upgraded at one firm.

Otherwise:

Cracker Barrel maintained at four firms with lackluster ratings. Analysts say “show me”

Cheesecake Factory maintained at Neutral at one firm, at Overweight at another

Chuy’s maintained at two firms with Neutral ratings.

BRC Corp, Shake Shack, Xponential Fitness maintained once with Neutral ratings.

Dutch Bros, Noodles and RCI Hospitality maintained once Positively.

COMPANIES REPORTING DURING WEEK: Jack in the Box, GEN Restaurants, European Wax Center, Arcos Dorados, Ark Restaurants, Flanigan’s, Noble Roman’s, BT Brands

No Ratings Changed: Jack in the Box Coverage Assumed with Outperform

Otherwise:

Jack in the Box maintained at three firms Neutral, at three firms Positively

European Wax Center maintained at five firms Positively

GEN Restaurants maintained at three firms Positively

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Cracker Barrel, Darden, Planet Fitness), initiations (Jack in the Box), or companies reporting in THE WEEK THAT WAS: ( GEN Restaurants, European Wax Center, Arcos Dorados, Ark Restaurants, Flanigan’s, Noble Roman’s, BT Brands)

TRANSCRIPTS & PRESENTATIONS

Cracker Barrel (CBRL)

Cracker Barrel Old Country Store, Inc. (CBRL) Q2 2024 Earnings Call Transcript _ Seeking Alpha

Darden (DRI)

Darden Restaurants, Inc. (DRI) Q3 2024 Earnings Call Transcript _ Seeking Alpha

Planet Fitness (PLNT)

Planet Fitness, Inc. (PLNT) Q1 2024 Earnings Call Transcript _ Seeking Alpha

Jack in the Box (JACK)

Jack in the Box Inc. (JACK) Q2 2024 Earnings Call Transcript _ Seeking Alpha

GEN Restaurants (GENK)

GEN Restaurant Group, Inc. (GENK) Q1 2024 Earnings Call Transcript _ Seeking Alpha

European Wax Center (EWCZ)