REPORTED IN PRIOR WEEKS – TWO COMPANIES UPGRADED, EACH TWICE
Texas Roadhouse upgraded by Stephens from Equal-Weight to Overweight and Jefferies from Hold to Buy
Brinker International upgraded by Raymond James from Outperform to Strong Buy and Jefferies from Hold to Buy
Otherwise: Cheesecake Factory maintained Neutral at 2 firms, Buy at 1 firm.
First Watch maintained Positively at 2 firms.
Chipotle maintained Neutral at 2 firms, Outperform at 1 firm.
Wingstop maintained Positively at 1 firm.
Brinker International maintained Buy at 1 firm.
Dutch Bros maintained Overweight at 1 firm.
Maintained Equal-Weight at 1 firm were: Sweetgreen, Shake Shack, Restaurant Brands, Jack in the Box, Wendy’s, Portillo’s and Papa John’s.
Maintained Positively at 1 firm were: Kura Sushi and Valvoline.
REPORTED LAST WEEK WERE DOMINO’S AND WINMARK. There wee no ratings changes.
Conference call transcripts are below for all companies reporting in prior weeks with ratings change (Texas Roadhouse & Brinker International), reporting in THE WEEK THAT WAS: (Winmark, Domino’s) and Initiated Coverage (none).
Texas Roadhouse (TXRH)
Texas Roadhouse, Inc. (TXRH) Q2 2026 Earnings Call Transcript _ Seeking Alpha
Brinker International (EAT)
Brinker International, Inc. (EAT) Analyst_Investor Day Transcript _ Seeking Alpha
Winmark (WINA) – No conference call or transcript
Domino’s (DPZ)
Domino’s Pizza, Inc. (DPZ) Q3 2026 Earnings Call Transcript _ Seeking Alpha
