PREVIOUSLY REPORTING (below): Just two changed ratings. Starbucks Downgraded by one firm from Buy to Neutral, Jack in the Box Upgraded by 1 firm from Neutral to Buy.
Otherwise:
Starbucks: Maintained Neutral by 4 firms, Positive by 5 firms, in addition to Downgrade.
Valvoline: Maintained Neutral by 1 firm, Positive by 1 firm.
Jack in the Box: Maintained Neutral by 1 firm, in addition to the Upgrade.
COMPANIES REPORTING DURING WEEK (below): Domino’s, Brinker, Starbucks, Wingstop, Yum China, Yum Brands, Cheesecake Factory, Shake Shack, McDonald’s, BJ’s, Pollo Loco, Wendy’s.
Lots of Coverage, Lots of Maintenance, No Ratings Changes
Remaining in Place:
McDonald’s: 2 firms at Neutral, 2 firms Positive.
Wingstop: 4 firms at Neutral, 5 firms Positive.
Shake Shack: 2 firms at Neutral, 2 firms Positive.
Yum Brands: 4 firms Neutral,1 firm Positive
Wendy’s: 3 firms Neutral.
Cheesecake Factory: 2 firm Negative, 2 Neutral, 1 firm Positive.
Brinker International: 2 firms Neutral.
BJ’s Restaurants: 1 firm Negative
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Starbucks, Jack in the Box), Initiations (none), or companies reporting in THE WEEK THAT WAS: ( Domino’s, Brinker, Starbucks, Wingstop, Yum China, Yum Brands, Cheesecake Factory, Shake Shack, McDonald’s, BJ’s, Pollo Loco, Wendy’s).
Domino’s (DPZ)
Domino’s Pizza, Inc. (DPZ) Q1 2025 Earnings Call Transcript _ Seeking Alpha
Jack in the Box (JACK)
Jack in the Box, Inc. (JACK) Q1 2025 Earnings Call Transcript _ Seeking Alpha
Starbucks (SBUX)
Starbucks Corporation (SBUX) Q2 2025 Earnings Call Transcript _ Seeking Alpha
Brinker International (EAT)
Brinker International, Inc. (EAT) Q3 2025 Earnings Call Transcript _ Seeking Alpha
Wingstop (WING)
Wingstop Inc. (WING) Q1 2025 Earnings Call Transcript _ Seeking Alpha
Yum China (YUMC)
Yum Brands (YUM)
Yum! Brands, Inc. (YUM) Q1 2025 Earnings Call Transcript _ Seeking Alpha
The Cheesecake Factory (CAKE)
The Cheesecake Factory Incorporated (CAKE) Q1 2025 Earnings Call Transcript _ Seeking Alpha
Shake Shack (SHAK)
Shake Shack, Inc. (SHAK) Q1 2025 Earnings Call Transcript _ Seeking Alpha
McDonald’s (MCD)
McDonald’s Corporation (MCD) Q1 2025 Earnings Call Transcript _ Seeking Alpha
BJ’s Restaurants (BJRI)
BJ’s Restaurants, Inc. (BJRI) Q1 2025 Earnings Call Transcript _ Seeking Alpha
El Pollo Loco (LOCO)
El Pollo Loco Holdings, Inc. (LOCO) Q1 2025 Earnings Call Transcript _ Seeking Alpha
Wendy’s (WEN)
The Wendy’s Company (WEN) Q1 2025 Earnings Call Transcript _ Seeking Alpha
The Wendy’s Company 2025 Q1 – Results – Earnings Call Presentation (NASDAQ _ WEN) _ Seeking Alpha
THE WEEK TO COME
