Ratings Changes:
Regarding companies previously reporting, two changes in Rating
BRIAN MULLAN initiates PORTILLO’S with a HOLD
ANTONIO HERNANDEZ initiates ARCOS DORADOS with an OVERWEIGHT
Ratings are maintained as:
JON TOWER maintains NEUTRAL on McDONALD’S
ANDREW CHARLES maintains MARKET PERFORM on DOMINO’S
JAKE BARTLETT maintains TEXAS ROADHOUSE with a BUY
ERIC GONZALEZ maintains PAPA JOHN’S at OVERWEIGHT
Regarding companies that reported this week – ONLY CRACKER BARREL (CBRL)
BRIAN MULLAN maintained CRACKER BARREL at HOLD
JON TOWER maintained CRACKER BARREL at SELL
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (none) or initiations (DOMINO’S & ARCOS DORADOS) and companies reporting in THE WEEK THAT WAS (CRACKER BARREL)

PORTILLO’S (PTLO)
https://seekingalpha.com/article/4531296-portillos-inc-ptlo-ceo-michael-osanloo-on-q2-2022-results-earnings-call-transcript
https://seekingalpha.com/article/4531295-portillos-inc-2022-q2-results-earnings-call-presentation
ARCOS DORADOS (ARCO)
https://seekingalpha.com/article/4532777-arcos-dorados-holdings-inc-arco-ceo-marcelo-rabach-on-q2-2022-results-earnings-call
CRACKER BARREL (CBRL)
https://seekingalpha.com/article/4543463-cracker-barrel-old-country-store-inc-cbrl-q4-2022-earnings-call-transcript
THE WEEK AHEAD – no earnings reports are scheduled