McDonald's (MCD) is set to report its third quarter results before the market open on Wednesday. Shares are lagging the broader market as weary consumers and intense value competition weigh on the stock. Wall Street expects US same-store sales to grow by 2.2% over last year during the quarter, an expected slowdown from the 2.5% growth seen in the prior quarter, according to Bloomberg data. Global same-store sales are expected to rise 3.6% during the quarter after a 3.8% rise in Q2. Adjusted earnings per ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Wingstop Inc. reported a 5.6% drop in U.S. same-store sales for the third quarter of 2025 as the company laps a record-breaking period of robust growth from the past two years.  The same-store sales declines were steeper than expected, executives said during the third-quarter earnings call Tuesday, though CEO Michael Skipworth said he expects the downturn to be temporary. “We shared earlier this year that certain r ...

Key Points Chipotle is struggling to get customers in the door as younger consumers tighten their belts. The company expects its same-store sales to decline for the full year after previously projecting growth. 10 stocks we like better than Chipotle Mexican Grill › Shares of Chipotle Mexican Grill (NYSE: CMG) fell on Thursday, finishing the day down 18.2%. The move came as the S&P 500 and the Nasdaq Composite lost 1% and 1.6%, respectively. The fast-casual restaurant chain saw its stock plummet aft ...

Chipotle Mexican Grill has reported a slight fall in third‑quarter (Q3) profit and has lowered its same‑store sales guidance amid softer traffic and cost pressures. Net income for the quarter ended 30 September 2025 was $382.1m, or $0.29 per diluted share, down from $387.4m - $0.28 per diluted share - a year earlier. Net sales rose 7.5% year-on-year to $3bn, driven by new restaurant openings and a 0.3% increase in comparable restaurant sales. The rise in comparable sales reflected a 1.1% increase in ave ...

Shares of Chipotle Mexican Grill tumbled as much as 19% in morning trading on Thursday after the company cut its full-year same-store sales forecast for the third straight quarter.Including Thursday's move, the stock has fallen 45% this year, dragging its market value down to roughly $43 billion. At least five Wall Street analysts have cut their price targets for the stock after the report, anticipating investors' displeasure with the burrito chain's shrinking traffic and gloomy outlook."It's difficult to c ...

A general view of a Tim Hortons Drive-Thru coffeehouse and restaurant at Lakeside Retail Park on February 5, 2024 in Grays, United Kingdom.Restaurant Brands International on Thursday reported quarterly earnings and revenue that beat analysts' expectations, fueled by growth of its international restaurants and Tim Hortons.Combined, the two divisions account for roughly 70% of the company's earnings, according to CEO Josh Kobza.Shares of Restaurant Brands rose 3% in premarket trading.Here's what the company r ...

公司业绩表现 - 星巴克公司股价在盘后交易中上涨 [1] - 公司第四季度同店销售额意外增长 为七个季度以来首次实现增长 [1]

Chipotle (CMG) is set to report third quarter results after the market close on Wednesday as it looks to end a run of sales declines and stabilize the story for investors with the stock down over 30% so far this year. The company is expected to report adjusted earnings per share of $0.29 on revenue of $3.02 billion in the quarter, according to data from Bloomberg. This would mark a roughly 7% rise in adjusted EPS and an 8.6% rise in revenue over the prior year. Same-store sales are expected to see a slig ...

核心观点 - 尽管Cava自2023年夏季IPO以来表现强劲 但股价近期从52周高点172.43美元下跌超过40% 短期内快速反弹至前期高点的可能性极低[1][2][6] - 公司增长呈现放缓趋势 第二季度收入增长20.3% 较第一季度的28.2%和2024年全年的35.1%明显减速[4] - 长期表现取决于门店扩张速度 同店销售增长和餐厅级利润率的持续改善 而非短期股价波动[7][9] 财务表现 - 第二季度收入增长约20% 主要由新店开业和温和的同店销售增长驱动[3] - 餐厅级利润率达到26.3% 显示商业模式具备良好的可复制性[3] - 公司预计2025年同店销售增长率为4%-6% 低于此前6%-8%的指引[4] 运营指标 - 门店数量接近400家 年增长率保持在15%以上[3] - 管理层计划到2032年将门店数量扩展至"至少1000家"[7] - 当前市盈率达57倍 估值处于较高水平[7] 行业环境 - 宏观经济压力对餐饮行业造成影响 特别是快速休闲细分领域面临客流量逆风[5] - 行业龙头Chipotle第二季度同店销售额同比下降4% 反映消费环境的波动性[5] - Cava的溢价定价策略在当前市场环境下可能面临压力[5] 增长催化剂 - 门店网络扩张是公司最重要的增长催化剂[3] - 能否维持15%以上的年门店增长率将成为长期表现的关键[7] - 品牌新鲜度保持和地理分布稳步扩张对长期盈利增长至关重要[7]

财务表现 - 公司2025年第二季度营收达19.3亿美元，同比增长9.6% [1] - 每股收益(EPS)为1.44美元，高于去年同期的1.35美元 [1] - 营收超市场预期0.15%，但EPS低于预期0.69% [1] 同店销售数据 - 必胜客同店销售额同比下降1%，优于分析师预期的-1.8% [4] - 肯德基同店销售额增长2%，略低于预期的2.3% [4] - 塔可贝尔同店销售额增长4%，显著低于预期的5.2% [4] 门店与收入结构 - 总门店数量61,272家，低于分析师平均预期的61,524家 [4] - 直营店销售收入6.69亿美元，同比增长17%但低于预期的6.8067亿美元 [4] - 特许经营及物业收入8.35亿美元，同比增长5.8%且超预期的8.2692亿美元 [4] 广告服务收入 - 整体广告服务收入4.28亿美元，同比增长6.5%且超预期 [4] - 肯德基广告服务收入1.67亿美元，同比大增12.1%且显著超预期 [4] - 塔可贝尔广告服务收入1.76亿美元，同比增长7.3%且超预期 [4] 细分业务表现 - Habit Burger Grill部门收入1.34亿美元，同比下降5%且低于预期 [4] - 必胜客广告服务收入8500万美元，同比下降4.5%且低于预期 [4] - Habit Burger Grill直营收入1.3亿美元，显著低于预期的1.4127亿美元 [4] 股价与市场表现 - 公司股价过去一个月下跌2.2%，同期标普500指数上涨1% [3] - 当前Zacks评级为"买入"(Rank 2)，预示可能跑赢大盘 [3]