PREVIOUSLY REPORTING:  Quiet season, however:

ONE UPGRADE – Planet Fitness from Hold to Buy

Otherwise:

Maintained Neutral: Papa John’s, Starbucks

Maintained Positively: Brinker, Darden, Restaurant Brands

Maintained (at three firms) Positively: Chipotle

Kura Sushi (after lowering Guidance): maintained once Neutral, maintained 4x at Buy

COMPANIES REPORTING DURING WEEK: Only Pinstripes reported, very firms cover, other than ourselves), no ratings changes

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Planet Fitness),  initiations (None),  or companies reporting in THE WEEK THAT WAS: (Pinstripes).

TRANSCRIPTS & PRESENTATIONS

Planet Fitness, Inc. (PLNT)

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

Pinstripes Holdings Inc.

Pinstripes Holdings Inc. (PNST) Q4 2024 Earnings Call Transcript _ Seeking Alpha

THE WEEK TO COME

There are no companies scheduled  to report. Happy July 4th!!