PREVIOUSLY REPORTING (below):  Lots of refreshing maintenance ahead of earnings season. Only change was a Downgrade of Texas Roadhouse from Buy to Neutral

Otherwise:

Texas Roadhouse maintained Neutral at 2 firms

CAVA Group maintained Neutral at 1 firm, Buy at 1 firm.

Wendy’s maintained Neutral at 1 firm,  Buy at 1 firm.

Jack in the Box maintained Neutral at 1 firm, Outperform at 1 firm.

Shake Shack maintained Positive at 2 firms.

Brinker International maintained Neutral at 2 firms.

Starbucks maintained Overweight at 2 firms.

Cheesecake Factory maintained Underweight at 1 firm, Neutral at 1 firm.

Wingstop maintained Hold at 1 firm, Positive at 1 firm.

Restaurant Brands maintained Neutral at 1 firm, Buy at 1 firm.

First Watch maintained Overweight at 2 firms.

BJ’s Restaurants maintained at Underweight at 1 firm.

Maintained Neutral at 1 firm were Dine Brands and Bloomin Brands.

Maintained Positive at 1 firm are Yum Brands, McDonald’s, Dutch Bros, Papa John’s , Denny’s.

COMPANIES REPORTING DURING WEEK – only Chipotle Mexican Grill, six analysts maintained Neutral  ratings, ten analysts remain Positive. 

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Texas Roadhouse), Initiations (none), or companies reporting in THE WEEK THAT WAS: (Chipotle Mexican Grill).

TRANSCRIPTS OF CONFERENCE CALLS AND PRESENTATIONS

Texas Roadhouse (TXRH)

Texas Roadhouse, Inc. (TXRH) Q4 2024 Earnings Call Transcript _ Seeking Alpha

Chipotle Mexican Grill (CMG)

Chipotle Mexican Grill, Inc. (CMG) Q1 2025 Earnings Call Transcript _ Seeking Alpha