THE WEEK THAT WAS, ENDING November 14th – most restaurant analysts at RFDC in Las Vegas – 4 companies report – One Upgrade – easy access here for conference call transcripts – click through yellow box on Home Page for over 60 write-ups, updated soon through 9/30

DC Advisory

 

REPORTED IN PRIOR WEEKS – One Upgrade, Loop Capital upgrades Shake Shack from Hold to Buy.

Otherwise:

Planet Fitness maintained Neutral at 2 firms, Positive at 2 firms.

Wendy’s maintained at Neutral ratings by 4 firms.

Maintained with Equal-Weight rating was Sweetgreen by 1 firm.

Maintained with Positive ratings by 1 firm were Driven Brands, Texas Roadhouse, CAVA Group and Xponential Fitness.

Reporting companies in past week: Red Robin Gourmet Burgers, Regis Corp, Arcos Dorados, and European Wax Centers.

Conference call transcripts are below for all companies reporting in prior weeks with ratings change in THE WEEK THAT WAS: (Shake Shack), Initiated Coverage (none) and companies reporting (Red Robin, Regis, Arcos Dorados and European Wax Center).

Shake Shack Inc. (SHAK)

Shake Shack Inc. (SHAK) Q3 2025 Earnings Call Transcript _ Seeking Alpha

Red Robin Gourmet Burgers, Inc. (RRGB)

Red Robin Gourmet Burgers, Inc. (RRGB) Q3 2025 Earnings Call Transcript _ Seeking Alpha

Regis Corporation (RGS)

Regis Corporation (RGS) Q1 2026 Earnings Call Transcript _ Seeking Alpha

Regis Corporation 2026 Q1 – Results – Earnings Call Presentation (NASDAQ _ RGS) 2025-11-13 _ Seeking Alpha

Arcos Dorados Holdings, Inc. (ARCO)

Arcos Dorados Holdings Inc. (ARCO) Q3 2025 Earnings Call Transcript _ Seeking Alpha

European Wax Center, Inc. (EWCZ

European Wax Center, Inc. (EWCZ) Q3 2025 Earnings Call Transcript _ Seeking Alpha

THE WEEK TO COME