bullbear.ninja

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.

22 companiesMedian revenue YoY: +4.3%EPS beat rate:

AI industry top-down

The food service industry has generally recorded moderate sales growth. A number of companies demonstrated positive sales growth rates, with some achieving double-digit growth and driving market demand. However, company-specific Earnings Per Share (EPS) growth rates varied significantly, with some companies showing substantial profitability improvements while others experienced considerable declines. This indicates a deepening polarization in company performance within the industry.

  • Continued sales growth for many companies: Many companies recorded sales increases, some with double-digit growth
  • Deepening company-specific disparities in profitability indicators: Despite sales growth, EPS shows significant differences by company
  • Moderate recovery across the entire restaurant industry: Median sales YoY at 4.23% confirms a recovery trend across the industry
Where companies diverge: Sharp contrast in revenue growth rates: Some companies showed double-digit growth (BROS +29.1%, CAVA +28.1%), while others recorded negative growth (MCD -3.5%, BLMN -1.8%). · Divergent trends in Earnings Per Share (EPS) growth rates: While some companies saw significant EPS increases like EAT (+174.7%) and CAVA (+83.3%), others experienced substantial declines such as SBUX (-35.4%) and PZZA (-38.6%).

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
MCDMCDONALDS CORPFY2026 Q1$5.96B-3.5%$2.60-2.3%
SBUXSTARBUCKS CORPFY2026 Q2$18.16B+1.0%$1.02-35.4%
CMGCHIPOTLE MEXICAN GRILL INCFY2026 Q1$2.88B+6.4%$0.28+7.7%
YUMYUM BRANDS INCFY2026 Q1$1.79B+11.8%$0.90-18.2%
QSRRestaurant Brands International Inc.FY2026 Q1$2.11B+21.3%$0.49-31.9%
DRIDARDEN RESTAURANTS INCFY2026 Q3$8.81B+4.4%$6.29+5.7%
DPZDOMINOS PIZZA INCFY2026 Q1$1.11B+2.5%$4.33+20.9%
BROSDutch Bros Inc.FY2026 Q1$355.15M+29.1%$0.13+62.5%
CAVACAVA GROUP, INC.FY2026 Q1$331.83M+28.1%$0.22+83.3%
EATBRINKER INTERNATIONAL, INCFY2026 Q3$3.92B+22.3%$5.96+174.7%
CAKECHEESECAKE FACTORY INCFY2026 Q1$927.2M+4.0%$0.67-1.5%
PZZAPAPA JOHNS INTERNATIONAL INCFY2026 Q1$518.31M+0.9%$0.27-38.6%
BJRIBJs RESTAURANTS INCFY2026 Q1$347.97M+3.2%$0.58+81.2%
CBRLCRACKER BARREL OLD COUNTRY STORE, INCFY2026 Q2$1.79B+2.0%$1.21-16.0%
BLMNBloomin' Brands, Inc.FY2026 Q1$1.05B-1.8%$0.50
FWRGFirst Watch Restaurant Group, Inc.FY2026 Q1$282.24M+16.4%$-0.01
KRUSKURA SUSHI USA, INC.FY2026 Q2$129.35M+18.9%$-0.40
CNNECannae Holdings, Inc.FY2026 Q1$103.2M-6.8%$-1.81
NATHNATHANS FAMOUS, INC.FY2026 Q3$117.4M+7.1%$4.84+26.0%
DINDine Brands Global, Inc.FY2026 Q1$214.8M+4.2%$0.53-53.1%
PTLOPortillo's Inc.FY2026 Q1$176.44M+6.4%$0.05-37.5%
JACKJACK IN THE BOX INCFY2026 Q2$636.8M-25.3%$-5.70

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).

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