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 Q1 | $5.96B | -3.5% | $2.60 | -2.3% | — |
| SBUXSTARBUCKS CORP | FY2026 Q2 | $18.16B | +1.0% | $1.02 | -35.4% | — |
| CMGCHIPOTLE MEXICAN GRILL INC | FY2026 Q1 | $2.88B | +6.4% | $0.28 | +7.7% | — |
| YUMYUM BRANDS INC | FY2026 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 INC | FY2026 Q3 | $8.81B | +4.4% | $6.29 | +5.7% | — |
| DPZDOMINOS PIZZA INC | FY2026 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, INC | FY2026 Q3 | $3.92B | +22.3% | $5.96 | +174.7% | — |
| CAKECHEESECAKE FACTORY INC | FY2026 Q1 | $927.2M | +4.0% | $0.67 | -1.5% | — |
| PZZAPAPA JOHNS INTERNATIONAL INC | FY2026 Q1 | $518.31M | +0.9% | $0.27 | -38.6% | — |
| BJRIBJs RESTAURANTS INC | FY2026 Q1 | $347.97M | +3.2% | $0.58 | +81.2% | — |
| CBRLCRACKER BARREL OLD COUNTRY STORE, INC | FY2026 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 INC | FY2026 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).