THE WEEK THAT WAS, ENDING August 21st – only one (hardly followed company) reports – NO RATING CHANGES, TWO INITIATIONS

DC Advisory

REPORTED IN PRIOR WEEKS – No rating changes. However: COVERAGE INITIATED BY ROSENBLATT WITH A BUY ON VALVOLINE AND A NEUTRAL RATING ON CHEWY

OTHERWISE:

Planet Fitness was maintained with an Equal-Weight rating by 1 firm.

Brinker International was maintained with a Neutral rating by 1 firm.

Yum Brands was maintained with a Buy rating by 1 firm.

REPORTING IN THE  WEEK THAT WAS: Only TH International (Tim’s of China) (THCH) reported (with no apparent analyst coverage except ours)

Conference call transcripts are below for all companies reporting in prior weeks with ratings change (none), reporting in THE WEEK THAT WAS: (TH International) and Initiated Coverage (Valvoline and Chewy’s.

TH International Ltd (THCH)

TH International Limited (THCH) Q2 2026 Earnings Call Transcript _ Seeking Alpha

THCH Presentation

Valvoline, Inc. (VVV)

Valvoline Inc. (VVV) Q3 2026 Earnings Call Transcript _ Seeking Alpha

VVV presentation

Chewy, Inc. (CHWY)

Chewy, Inc. (CHWY) Q1 2026 Earnings Call Transcript _ Seeking Alpha

CHEWY PRESENTATION

THE WEEK TO COME: NO COMPANIES ARE SCHEDULED TO REPORT