THE WEEK THAT WAS – QUIET SEASON,  ANALYSTS RETHINK A FEW RATINGS AHEAD OF ICR (USUALLY IN ORLANDO, NOW VIRTUAL) CONFERENCE NEXT WEEK

Todd Brooks Initiates WING at Hold. Nicole Regan Upgrades MCD to OverWeight and Downgrades CAKE and QSR to  Neutral. James Rutherford Upgrades CAKE to OverWeight and Downgrades DPZ and TAST to UnderWeight and EqualWeight respectively. Nick Setyan Initiates STKS at Outperform. Dennis Geiger Upgrades TXRH to Buy.

MOST RECENT COMPANY TRANSCRIPTS WHERE RATINGS WERE CHANGED

WINGSTOP

https://seekingalpha.com/article/4465125-wingstop-inc-wing-ceo-charlie-morrison-on-q3-2021-results-earnings-call-transcript

MCDONALD’S

https://seekingalpha.com/article/4462502-mcdonalds-corporations-mcd-ceo-chris-kempczinski-on-q3-2021-results-earnings-call-transcript

CHEESECAKE FACTORY

https://seekingalpha.com/article/4465199-cheesecake-factory-incorporated-cake-ceo-david-overton-on-q3-2021-results-earnings-call

RESTAURANT BRANDS

https://seekingalpha.com/article/4461822-restaurant-brands-international-inc-qsr-ceo-jose-cil-on-q3-2021-results-earnings-call

DOMINO’S

https://seekingalpha.com/article/4459963-dominos-pizza-inc-dpz-ceo-rich-allison-on-q3-2021-results-earnings-call-transcript

CARROLS

https://seekingalpha.com/article/4468048-carrols-restaurant-group-inc-tast-ceo-dan-accordino-on-q3-2021-results-earnings-call

THE ONE GROUP HOSPITALITY

https://seekingalpha.com/article/4466483-one-group-hospitality-inc-stks-ceo-manny-hilario-on-q3-2021-results-earnings-call-transcript

TEXAS ROADHOUSE

https://seekingalpha.com/article/4463310-texas-roadhouse-inc-s-txrh-ceo-jerry-morgan-on-q3-2021-results-earnings-call-transcript

NEXT WEEK: No restaurant companies scheduled to report. Major event is ICR Conference, which we will attend, and report on.

Roger Lipton