THE WEEK THAT WAS, ENDING SEPTEMBER 27th – ONE COMPANY REPORTS – ONE UPGRADE, ONE DOWNGRADE, SEVERAL INITIATIONS – WORTH YOUR TIME are easily accessible relevant transcripts & presentations

DC Advisory

PREVIOUSLY REPORTING:  Shake Shack Assumed Coverage with Underweight, CAVA and Planet Fitness Initiated with  Neutral ratings.

Otherwise:

Starbucks: Downgraded Once and Upgraded Once – Take Your Pick:)

McDonald’s: Maintained at 2 firms Neutral, at 1 firm with Outperform

CAVA Group: Maintained Positively at 2 firms

TX Roadhouse: Maintained Positively at 2 firms

Sweetgreen: Maintained with Buy at 1 firm

COMPANIES REPORTING DURING WEEK: only Rave Restaurants (RAVE), with no coverage except ours

Transcripts are below for all companies reporting in prior weeks with ratings changes (Starbucks), initiations (Shake Shack, CAVA, Planet Fitness) or companies reporting in THE WEEK THAT WAS (Rave Restaurants (RAVE), however: without conference call or transcript).

TRANSCRIPTS & PRESENTATIONS

Starbucks Corporation (SBUX)

Starbucks Corporation (SBUX) Q3 2024 Earnings Call Transcript _ Seeking Alpha

Shake Shack (SHAK)

Shake Shack Inc. (SHAK) Q2 2024 Earnings Call Transcript _ Seeking Alpha

Shake Shack Inc. 2024 Q2 – Results – Earnings Call Presentation (NYSE _ SHAK) _ Seeking Alpha

CAVA Group (CAVA)

CAVA Group, Inc. (CAVA) Q2 2024 Earnings Call Transcript _ Seeking Alpha

CAVA Group, Inc. 2024 Q2 – Results – Earnings Call Presentation (NYSE _ CAVA) _ Seeking Alpha

Planet Fitness (PLNT)

Planet Fitness, Inc. (PLNT) Q2 2024 Earnings Call Transcript _ Seeking Alpha

THE WEEK TO COME – NOBODY SCHEDULED TO REPORT