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restaurants: Archive

Mrithunjoy Kaushik

Is Starbucks' Store Portfolio Reset Enhancing Unit Economics?

SBUX is closing underperforming cafes to concentrate sales in stronger stores, aiming to improve margins and unit-level profitability.

SBUXPositive Net Change CMGPositive Net Change BROSNegative Net Change

Mrithunjoy Kaushik

CMG Stock Rises 16% in a Month: Should You Buy Now or Hold Steady?

Chipotle shares climb nearly 16% in a month as execution improvements and expansion lift sentiment. Yet, valuation and consumer pressures temper upside.

CMGPositive Net Change EATPositive Net Change BROSNegative Net Change CAVAPositive Net Change

Harendra Ray

Are Rising Beef Costs a Temporary Speed Bump for QSR's Margin Story?

Restaurant Brands International says rising beef costs are cyclical, pressuring Burger King U.S. margins in the near term but leaving the long-term margin story intact.

MCDNegative Net Change WENPositive Net Change QSRPositive Net Change

Harendra Ray

Are Rising Earnings Estimates a Solid Reason to Bet on BROS Stock?

Dutch Bros earnings estimates keep climbing as analysts boost 2025-2026 EPS, signaling confidence in growth despite the stock's premium valuation.

SBUXPositive Net Change TXRHPositive Net Change YUMCNegative Net Change BROSNegative Net Change

Debanjana Dey

NATH vs. ARKR: Which Restaurant Stock Has More Upside for Investors?

Nathan's Famous and Ark Restaurants take different paths in dining, but which has more upside? Let's dive in.

ARKRNegative Net Change NATHNegative Net Change

Mrithunjoy Kaushik

Chipotle Scales Unit Growth: What's the Cannibalization Impact?

CMG highlights disciplined unit growth as new openings pressure comps modestly, while stable recovery timelines and strong early returns support expansion.

SBUXPositive Net Change CMGPositive Net Change SGPositive Net Change CAVAPositive Net Change

Mrithunjoy Kaushik

Dutch Bros' New Shops Open Strong: Is Early Demand Scaling?

BROS sees strong early productivity from new shops, with record system-wide AUVs and rising demand supporting confidence in its expansion strategy.

SBUXPositive Net Change CMGPositive Net Change SGPositive Net Change BROSNegative Net Change

Mrithunjoy Kaushik

Is McDonald's Expansion Pipeline Enough to Offset Consumer Pressure?

MCD leans on disciplined unit expansion to support systemwide sales as consumer pressure weighs on traffic.

SBUXPositive Net Change MCDNegative Net Change CMGPositive Net Change SGPositive Net Change

Mrithunjoy Kaushik

CMG's Throughput Push Accelerates: Can HEEP Reshape Store Economics? (Revised)

Chipotle is rolling out its high-efficiency equipment package to boost throughput, labor efficiency and consistency, with early gains seen in about 175 restaurants.

SBUXPositive Net Change MCDNegative Net Change CMGPositive Net Change

Debanjana Dey

RAVE vs. GTIM: Which Restaurant Stock Belongs in Your Portfolio Today?

Rave Restaurant and Good Times Restaurants are tackling today's restaurant headwinds with very different playbooks, but which has more upside? Let's dive in.

RAVENegative Net Change GTIMNegative Net Change

Mrithunjoy Kaushik

CMG's Throughput Push Accelerates: Can HEAP Reshape Store Economics?

Chipotle is rolling out its high-efficiency equipment package to boost throughput, labor efficiency and consistency, with early gains seen in about 175 restaurants.

SBUXPositive Net Change MCDNegative Net Change CMGPositive Net Change

Zacks Equity Research

Chipotle Leverages Digital & Menu Innovation Amid Cost Pressures

CMG leans on digital, loyalty and menu innovation while expanding restaurants, even as food and labor inflation and tech costs pressure margins.

MNegative Net Change DDSNegative Net Change CMGPositive Net Change EXPENegative Net Change

Harendra Ray

Is EAT's Traffic Growth Structural or Fueled by Promotional Timing?

EAT's Chili's posted 13% traffic growth, beating the industry again - management says gains are structural, driven by everyday value and repeat guests.

DRINegative Net Change EATPositive Net Change TXRHPositive Net Change

Mrithunjoy Kaushik

BROS' Liquidity Position Strengthens: A Buffer Against Cost Volatility?

Dutch Bros builds a $706M liquidity buffer as coffee and labor costs rise, giving it room to keep expanding despite industry cost volatility.

SBUXPositive Net Change MCDNegative Net Change BROSNegative Net Change

Debanjana Dey

BDL vs. ARKR: Which Dining Stock Deserves a Spot in Your Portfolio?

Flanigan's and Ark Restaurants are redefining dining in very different ways, but which model looks more compelling right now? Let's dive in.

ARKRNegative Net Change BDLNegative Net Change

Zacks Equity Research

Flanigan's Stock Rises Post Q4 Earnings on Revenue, Profit Growth

BDL delivers higher fourth-quarter fiscal 2025 and full-year earnings, driven by rising sales, cost control and improved restaurant margins.

BDLNegative Net Change

Zacks Equity Research

Domino's Pizza Leverages Growth Initiatives Amid a Challenging Macro

DPZ leans on its Hungry for MORE strategy, menu innovation, delivery partnerships and global expansion even as macro pressures weigh on sales.

DDSNegative Net Change DPZNegative Net Change EXPENegative Net Change LOCOPositive Net Change

Harendra Ray

Does McDonald's $4B Margin Milestone Signal Model Durability?

MCD tops $4B in restaurant margin dollars in third-quarter 2025, showing its scale and value strategy can expand margins amid inflation and a pressured consumer.

SBUXPositive Net Change MCDNegative Net Change YUMPositive Net Change

Harendra Ray

Can Dutch Bros Maintain Its Growth Edge as Store Openings Accelerate?

BROS shows steady transaction growth, records new-store volumes and strong digital engagement as it targets rapid expansion through 2029.

SBUXPositive Net Change CMGPositive Net Change SGPositive Net Change BROSNegative Net Change

Harendra Ray

Is CMG Sacrificing Near-Term Margins to Protect Long-Term Demand?

Chipotle is absorbing margin pressure, pulling back on pricing, boosting portions and marketing to protect traffic and long-term brand demand.

CMGPositive Net Change SGPositive Net Change CAVAPositive Net Change

Zacks Equity Research

BJ's Restaurants Builds Momentum With Traffic Despite Cost Pressures

BJRI is gaining momentum with higher guest traffic, margin gains and menu innovation, even as inflation and cost pressures continue to weigh on the outlook.

BJRIPositive Net Change DDSNegative Net Change EXPENegative Net Change LOCOPositive Net Change

Mrithunjoy Kaushik

McDonald's Outperforms Industry in 6 Months: How to Play the Stock?

MCD stock outperforms the restaurant industry as its value-led strategy and consistent execution support shares amid uneven demand trends.

SBUXPositive Net Change MCDNegative Net Change CMGPositive Net Change BROSNegative Net Change

Debanjana Dey

Nathan's Famous Stock Loses 9.8% in the Past 3 Months: What's Next?

NATH is leaning on branded product momentum and pricing gains, but rising costs and supply risks pose headwinds.

ARKRNegative Net Change NATHNegative Net Change BDLNegative Net Change

Zacks Equity Research

Pre-Markets Mixed on Last Trading Day of the Week

Pre-Markets Mixed on Last Trading Day of the Week

NKEPositive Net Change CAGPositive Net Change FDXPositive Net Change WGOPositive Net Change LWPositive Net Change

Amit Kr Ram

MCD, YUM or BROS: Which Restaurant Stock Offers the Best 2026 Setup?

With softer consumer demand and cost pressure weighing on restaurants, how are McDonald's, Yum! Brands and Dutch Bros positioning for 2026?

MCDNegative Net Change YUMPositive Net Change BROSNegative Net Change