PREVIOUSLY REPORTING:  JUST ONE RATINGS CHANGE: CAVA Group Downgraded

Otherwise: All maintained

Sweetgreen maintained twice at Overweight

Shake Shack maintained once at Underweight and once at Buy

Jack in the Box maintained once at Hold and once at Outperform

Dutch Bros maintained twice at Buy

Yum Brands, Wendy’s, TX Roadhouse, Chipotle maintained once Neutral

Darden, McDonald’s, Wingstop, Valvoline maintained once Positively

COMPANIES REPORTING DURING WEEK: only Tim’s of China (THCH) no ratings

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (CAVA Group),  initiations (None), or companies reporting in THE WEEK THAT WAS: (TH Int’l (Tim’s of China) – with no conference call 

TRANSCRIPTS & PRESENTATIONS

CAVA Group (CAVA)

CAVA Group Reports First Quarter 2024 Results _ Seeking Alpha

THE WEEK TO COME: Only Dave & Buster’s scheduled to report – 6/12 post-mkt