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THE WEEK THAT WAS, ENDING APRIL 12th – NO EARNINGS REPORTS, LOTS OF MAINTENANCE, ONE DOWNGRADE & ONE UPGRADE -with relevant transcripts & presentations

DC Advisory

PREVIOUSLY REPORTING:  ONE DOWNGRADE – YUM BRANDS, FROM BUY TO HOLD – ONE UPGRADE, CAVA GROUP FROM IPO HOLD TO BUY)

OTHERWISE:

Dutch Bros maintained at Hold by one firm, Outperform at another

Cheesecake Factory reinstated at Overweight, Reiterated at Outperform

Cava Group, aside from Upgrade, maintained Positively at two firms

Chipotle maintained twice Neutral,  at five firms Positively

Darden reiterated at one firm Positively, reinstated at another, also Positive

Brinker maintained once Negatively, maintained as Buy at another

Jack in the Box maintained twice with Neutral ratings

McDonald’s maintained once Neutral, twice Positively

Portillo’s maintained once Neutral, once Positively

Starbucks maintained Neutral at three firms, Positively at one firm

Sweetgreen maintained Underweight at one firm,  Neutral at another

Shake Shack maintained Neutral at two firms

Texas Roadhouse maintained once, reinstated once, initiated at another, all Neutral

Wendy’ reiterated at one firm, reinstated at another, both Neutral

Wingstop maintained at firm Neutral, reinstated once and reiterated once, both Buys

Yum Brands, aside from Downgrade, maintained twice Positively

First Watch maintained once at Hold

Maintained Once Positively were Papa John’s, The One Group, Pinstripes, Exponential Fitness, Restaurant Brands & Dine Brands

COMPANIES REPORTING DURING WEEK: None Reported

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Cava Group, Yum Brands,  initiations (Texas Roadhouse, Pinstripes), or companies reporting in THE WEEK THAT WAS: (none)

TRANSCRIPTS & PRESENTATIONS

Cava Group

https://seekingalpha.com/article/4674063-cava-group-inc-cava-q4-2023-earnings-call-transcript

Yum Brands

https://seekingalpha.com/article/4668254-yum-brands-inc-yum-q4-2023-earnings-call-transcript

Texas Roadhouse

https://seekingalpha.com/article/4670843-texas-roadhouse-inc-txrh-q4-2023-earnings-call-transcript

Pinstripes

https://seekingalpha.com/article/4673194-pinstripes-holdings-inc-pnst-q3-2023-earnings-call-transcript

THE WEEK TO COME:

ONLY WINMARK ESTIMATED TO REPORT DURING DAY ON 4/17 and TH Int’l on 4/19  During Day