In the latest trading session, Wingstop (WING) closed at $426.86, marking a -0.25% move from the previous day. The stock's change was less than the S&P 500's daily gain of 0.25%. Meanwhile, the Dow experienced a rise of 0.2%, and the technology-dominated Nasdaq saw an increase of 0.56%. Shares of the restaurant chain have appreciated by 5.85% over the course of the past month, outperforming the Retail-Wholesale sector's gain of 5.28% and the S&P 500's gain of 1.65%. Analysts and investors alike will be keep ...

Wingstop (WING) ended the recent trading session at $412.70, demonstrating a -0.95% swing from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.29%. Meanwhile, the Dow experienced a drop of 0.25%, and the technology-dominated Nasdaq saw a decrease of 0.31%. The restaurant chain's shares have seen an increase of 11.51% over the last month, surpassing the RetailWholesale sector's gain of 4.15% and the S&P 500's gain of 1.57%. The upcoming earnings release of Wingstop will be o ...

Wingstop Inc. (WING) is likely to benefit from unit expansion, franchise model and technological initiatives. The company's focus on enhancing shareholder value bodes well. However, a challenging macroeconomic environment and elevated costs are concerns. Growth Catalysts for Wingstop Stock Wingstop focuses on unit expansion to drive growth. Over the last 12 months, the company has opened more than 300 net new restaurants, demonstrating its ability to grow both domestically and internationally at a rapid pac ...

For Immediate Releases Chicago, IL – August 26, 2024 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Texas Roadhouse Inc. (TXRH) , Wingstop Inc. (WING) , Potbelly Corp. (PBPB) , El Pollo Loco Holdings Inc. (LOCO) and Meritage Hospitality Group Inc. (MHGU) . Here are highlights from Monday's Analyst Blog: 5 Restaurant ...

文章核心观点 - Wingstop 公司今年的业绩表现优于麦当劳和星巴克等快餐连锁企业 [1] - 这主要是因为鸡翅这一传统产品在观看现场体育赛事时很受欢迎 [1][2] - Wingstop 公司一直在加大广告投放,特别是与现场体育赛事相关的广告 [2] - 公司正在努力缩小与其他知名品牌在知名度上的差距 [3] 公司表现 - Wingstop 公司的价格涨幅低于同行,自 2019 年以来仅上涨约 15%,而同行涨幅在 30%-40% [4] - 公司在 2024 财年第四季度的同店销售增长达到 28.7% [5] - 公司股价自 2015 年 IPO 以来已涨超 50%,目前每股约 400 美元 [5]

Andrew1Norton/iStock via Getty Images Introduction & Investment Thesis I last wrote about Wingstop (NASDAQ:WING) in June, where I initiated a "sell" rating on the stock based on my belief that there was excessive investor optimism baked into its valuation, which would make it prone to a sizable pullback should management fail to surprise in future earnings reports along with macroeconomic uncertainties. The stock had declined more than 10% from my price at publication, underperforming the S&P 500. The compa ...

文章核心观点 - 文章比较了快餐行业的两个公司：麦当劳和Wingstop，认为在当前环境下，Wingstop是更好的股票投资选择，因为其销售增长强劲，而麦当劳则显示出销售停滞的迹象 [2][3][5][7][10][12] 销售比较 - 麦当劳的同店销售额在第二季度下降了1%，系统销售额也下降了1%，而总收入持平 [4] - Wingstop的系统销售额在第二季度增长了45.2%，达到12亿美元，国内同店销售额增长了28.7%，总收入增长了45.3% [5] 财务表现 - 麦当劳的每股收益下降了11%，至2.80美元，而六个月的每股收益下降了2%，至5.46美元 [6] - Wingstop的每股收益增长了约72%，至0.93美元 [6] 长期表现 - 麦当劳的收入和年度净利润在过去几年中波动不定 [8] - Wingstop连续五年实现了两位数的年度收入增长，2023年收入增长近29% [8] 市场环境 - 快餐和餐饮行业的一些主要参与者报告称，消费者可能开始收紧钱包，麦当劳指出消费者对价格变得更加敏感，导致销售额下降 [11] - 星巴克、温迪和汉堡王也报告了客流量低于预期，这表明消费者可能正在减少支出 [11] 投资建议 - 尽管Wingstop的估值较高（超过100倍市盈率），但其高增长率使其成为一个难以忽视的投资选择 [10] - 文章建议投资者坚持选择表现良好的股票，即Wingstop，认为其高估值可以由快速增长来证明 [12]

财务数据和关键指标变化 - 公司第二季度营收增长45.3%至1.557亿美元 [48] - 特许权使用费、加盟费和其他收入增加2320万美元,主要由于自上年同期以来新增约300家加盟店和28.7%的同店销售增长 [49] - 公司自营餐厅销售额增加730万美元,主要由于同店销售增长14.1% [50] - 调整后EBITDA增长50.7%至5180万美元 [56] - 每股摊薄收益增长70%至0.93美元 [57] 各条业务线数据和关键指标变化 - 鸡翅业务继续保持强劲增长,同店销售增长28.7%,主要由交易量增长驱动 [8][43] - 鸡块和鸡柳业务也有增长潜力,但目前占比相对较低 [115][116] 各个市场数据和关键指标变化 - 美国市场同店销售增长强劲,公司预计2024财年同店销售增长约20% [60] - 国际市场同店销售增长也保持两位数,过去两年国际AUV增长超过82% [39] - 公司认为国际业务增长前景广阔,未来3-5年有望在西欧等地区大幅扩张 [92][93] 公司战略和发展方向及行业竞争 - 公司正在执行提高品牌知名度、新产品创新、扩大外卖渠道、数据驱动营销和数字化转型等多年战略 [13][14][16] - 公司将AUV目标提高至3000万美元,相比2年前的1500万美元有大幅提升 [15][43] - 公司认为有望在未来实现6000家美国门店和10000家全球门店的目标 [37][38] - 公司在行业内保持独特地位,同时也面临一些竞争压力,但目前未见需要大幅调整策略 [101][102] 管理层对经营环境和未来前景的评论 - 管理层对公司未来发展前景充满信心,认为有很大的增长空间 [31][41] - 管理层认为公司的独特定位和策略执行有助于在当前经济环境下保持强劲业绩 [72][73][74] 其他重要信息 - 公司加大广告投放力度,2024年广告投入将是2022年的两倍 [19] - 公司自有技术平台MyWingstop已完成全面上线,有助于提升数字业务 [27][28][29] - 公司加大股东回报,宣布增加23%的季度股息 [58][59] 问答环节重要的提问和回答 问题1 **David Tarantino 提问** 公司品牌知名度与大型连锁品牌相比仍有较大差距,未来如何缩小这一差距 [64][65][66][67] **Michael Skipworth 回答** 公司正在通过广告投放等方式积极提升品牌知名度,尽管短期内提升幅度有限,但长期来看这一差距的缩小将带来显著影响 [65][66][67][70] 问题2 **Jeffrey Bernstein 提问** 公司未来是否能够维持如此高的同店销售增长率,单店开发是否是更稳定的增长动力 [72][74][75] **Alex Kaleida 回答** 公司更关注通过提升单店AUV来推动整体业绩增长,单店开发仍是公司长期稳定增长的主要动力 [76][77] 问题3 **Sara Senatore 提问** 公司如何看待未来的定价策略,是否会受到成本上涨的影响 [85][86][87][88] **Alex Kaleida 回答** 公司的供应链策略有效控制了成本波动,未来定价策略将更加灵活,以最大化交易量增长 [87][88][89]

Over the last four quarters, the company has surpassed consensus EPS estimates four times. Wingstop (WING) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for nonrecurring items. Wingstop, which belongs to the Zacks Retail - Restaurants industry, posted revenues of $155.7 million for the quarter ended June 2024, surpassing the Zacks Consensus Estimate by 8.14%. Th ...

Key operating metrics for the fiscal second quarter 2024 compared to the fiscal second quarter 2023: Cost of sales was $22.7 million compared to $16.6 million in the fiscal second quarter of the prior year. As a percentage of company-owned restaurant sales, cost of sales increased to 75.9% from 73.7% in the prior year comparable period. The increase as a percentage of company-owned restaurant sales was driven by food, beverage and packaging costs primarily resulting from an increase in the cost of bone-in c ...