Industry top-down
Restaurants
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
The restaurant industry exhibited varied results across companies. While some companies, including Dutch Bros, CAVA, and Brinker International, posted strong revenue and EPS growth, McDonald's, Starbucks, and Papa John's experienced stagnant or declining revenue along with a significant drop in EPS. Overall, emerging or fast-casual concept brands performed strongly, whereas some large chains struggled, leading to a polarization of performance within the industry.
- High sales growth for some companies, but many others are underperforming
- Increased volatility in profitability (EPS)
- Relative strength of emerging/fast casual brands
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| MCDMCDONALDS CORP | FY2026 Q2 | $7.1B | +3.7% | $3.32 | +5.7% | — |
| SBUXSTARBUCKS CORP | FY2026 Q3 | $9.32B | -1.4% | $0.91 | +85.7% | — |
| CMGCHIPOTLE MEXICAN GRILL INC | FY2026 Q2 | $3.35B | +9.3% | $0.32 | 0.0% | — |
| YUMYUM BRANDS INC | FY2026 Q2 | $2.17B | +12.2% | $3.08 | +131.6% | — |
| QSRRestaurant Brands International Inc. | FY2026 Q2 | $2.52B | +4.6% | $1.45 | +154.4% | — |
| DRIDARDEN RESTAURANTS INC | FY2026 Q3 | $3.35B | +5.9% | $2.65 | -3.3% | — |
| YUMCYum China Holdings, Inc. | FY2026 Q2 | $3.14B | +12.6% | $0.70 | +20.7% | — |
| TXRHTexas Roadhouse, Inc. | FY2026 Q2 | $1.68B | +11.1% | $1.85 | -0.5% | — |
| DPZDOMINOS PIZZA INC | FY2026 Q2 | $1.19B | +4.3% | $4.07 | +6.8% | — |
| EATBRINKER INTERNATIONAL, INC | FY2026 Q3 | $1.47B | +3.2% | $2.87 | +12.1% | — |
| BROSDutch Bros Inc. | FY2026 Q2 | $550.85M | +32.5% | $0.28 | +40.0% | — |
| CAVACAVA GROUP, INC. | FY2026 Q2 | $368.44M | +31.3% | $0.19 | +18.8% | — |
| CAKECHEESECAKE FACTORY INC | FY2026 Q2 | $1.03B | +7.7% | $1.41 | +23.7% | — |
| WINGWingstop Inc. | FY2026 Q2 | $185.56M | +6.4% | $1.15 | +19.8% | — |
| SHAKShake Shack Inc. | FY2026 Q2 | $417.62M | +17.2% | $0.37 | -9.8% | — |
| BJRIBJs RESTAURANTS INC | FY2026 Q2 | $388.89M | +6.4% | $0.86 | -11.3% | — |
| WENWendy's Co | FY2026 Q2 | $570.57M | +1.7% | $0.17 | -41.4% | — |
| CBRLCRACKER BARREL OLD COUNTRY STORE, INC | FY2026 Q3 | $797.37M | -2.9% | $1.90 | +239.3% | — |
| SGSweetgreen, Inc. | FY2026 Q2 | $192.66M | +3.8% | $-0.22 | — | — |
| CNNECannae Holdings, Inc. | FY2026 Q2 | $102.2M | -7.3% | $0.86 | — | — |
| BLMNBloomin' Brands, Inc. | FY2026 Q2 | $1.02B | +1.3% | $0.36 | +20.0% | — |
| PZZAPAPA JOHNS INTERNATIONAL INC | FY2026 Q2 | $482.4M | -8.8% | $0.24 | -14.3% | — |
| FWRGFirst Watch Restaurant Group, Inc. | FY2026 Q2 | $354.67M | +15.2% | $0.04 | +33.3% | — |
| KRUSKURA SUSHI USA, INC. | FY2026 Q3 | $85.92M | +16.2% | $0.03 | -40.0% | — |
| NATHNATHANS FAMOUS, INC. | FY2027 Q1 | $54.06M | +15.0% | $2.14 | -0.9% | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).