Millennial Money short on time. Thesis. The idea that in a post-pandemic world, people were eager to splurge on experiences like travel, theme parks, concerts, even, well, just going out to dinner.But over the past few weeks, it looks like the experiential economy ain't what it used to be. Even though I'm not ready to throw in the towel on this theme, there's beginning to be a lot to worry about here. Let's start with the macro data, or at least the data we have access to.Because most of the stuff has been ...

What's next for the salad chain after another dismal earnings report?Sweetgreen (SG +2.68%) may be on its way to having one of the worst years in restaurant stock history. Year to date through Nov. 10, shares of the fast-casual salad chain are down 83% for the year, and down 88% from its peak last November. It's unusual for a restaurant stock to suffer such a rapid decline, especially when there isn't an obvious culprit. There hasn't been a crushing recession or a blunder like Chipotle's E. coli crisis back ...

Market Overview & Strategy - The market demonstrates strength with rotation into reasonably priced stocks outside the AI space, indicating a broader base beyond data center spending [2][3][4] - A rotation into undervalued companies that could catch fire is happening, defying the bears [4] - Growth investing in non-tech style is making a comeback [22][26] Travel & Leisure Sector - Travel stocks, including airline stocks like United and Delta, and Expedia, are recovering as the government shutdown ends [5] - Cruise lines and hotels are expected to experience similar gains as travel stocks [5] - Analysts are anticipated to turn positive on travel stocks, including Marriott and Wynn Resorts, as the government reopens and China's economy strengthens [6][7] Restaurant Sector - Restaurants like Brinker (parent of Chili's), Texas Roadhouse, and Chipotle are showing signs of recovery [11] - Brinker reported a terrific quarter, while Texas Roadhouse was impacted by beef inflation [11][12] - Starbucks' last quarter was positive, and Darden (Olive Garden) is a buy due to consumer confidence [13][14] Retail Sector - Retail owners are encouraged to promote usual suspects, especially with the collapse of oil prices [14] - On Holdings reported a remarkable quarter with no planned holiday discounts [15] - Retailers like Urban Outfitters, Macy's, and Costco are highlighted as potentially undervalued [16][17] Financial Sector - Bank stocks are considered absurdly cheap compared to the rest of the market [18] - A surge in IPO filings is expected from Goldman Sachs, Bank of America, JP Morgan, and Wells Fargo [19] Healthcare Sector - Amgen announced a breakthrough in Repatha, an injection to prevent heart attacks [20] - Pfizer is suggested as a potential buy to enter the lucrative weight loss business [20] Company Specific - Celsius had a bad miss in the last quarter, and it's recommended to wait another quarter [23][24] - Deere is expected to benefit from farmers receiving checks [25] - Flood Entertainment is on the move after reporting good earnings [27] - AMG soared 9% on the heels of its Analyst Day [27]

By now, you've likely heard the theory of the K-shaped economy in the United States. Unlike a V-shaped economy, where all boats are lifted, a K-shaped economy has one group prospering while another sinks.On the upper tier of the K, you have affluent consumers who own plenty of stocks, property, or other assets. With the stock market closing in on its third straight 15% annual gain and home prices still near record highs, affluent consumers have a strong financial cushion and are not burdened by higher price ...

Core Viewpoint - Despite challenges in the restaurant industry, McDonald's continues to grow its revenue, indicating resilience in its business model [1][2][12] Business Model Resilience - McDonald's operates primarily through franchises, with around 95% of its restaurants being franchise-owned, which provides a stable revenue stream from initial fees, rents, and royalties [4][5] - The company's revenue structure allows it to maintain a relatively stable income regardless of economic conditions, making it more recession-resistant compared to other restaurants [5][13] Financial Performance - In the first three quarters of 2025, McDonald's generated nearly $20 billion in revenue, a 2% increase from the same period in 2024, with a 3% increase in Q3 alone [7] - Net income for the same period was $6.4 billion, reflecting a 3% annual growth, while cost and expense growth was limited to 2% [7] - The company approved a 5% dividend increase to $7.44 annually per share, marking the 49th consecutive year of dividend hikes, resulting in a dividend yield of approximately 2.4% [8][9] Market Position - McDonald's P/E ratio stands at 26, which is below the S&P 500 average of 31, suggesting that the stock is available at a significant discount for income-oriented investors [11][13] - The company’s strong dividend position and stable revenue model position it well for continued income growth and stock price appreciation [12][13]

Good morning. As consumer pressure becomes more visible in the restaurant industry, Cava remains focused on growth and building its leadership pipeline.Cava, the Mediterranean-inspired fast-casual restaurant led by CEO Brett Schulman, reported its third-quarter earnings last week. Revenue increased 20% to $289.8 million. However, the company reduced its full-year sales growth guidance after reporting flat foot traffic and a 1.9% increase in comparable sales, short of Wall Street expectations for 2.7%.Cava’s ...

When's the last time you ate at Chipotle. Turns out less people are, especially a key demographic for the company, and it's starting to hurt the chain. >> We've seen a pretty sizable step down in the consumer that's under $100,000 in annual income.Specific to that is a group uh the 25 to 34 year old, which we overindex to, has pulled back measurably. >> People making less than $100,000 a year make up about 40% of the company's total sales. And Chipotle is admitting it leaned a little too heavy into this gro ...

Hello and welcome to Morning Brief Market Sunrise. I'm Ramsan Karali live from Yahoo Finances studios in London. It's Thursday 6th of November.Coming up on the show, should you start worrying about your Thanksgiving travel. Well, from tomorrow, flights are set to be cut due to the shutdown. Tesla shareholders are voting on whether to approve Elon Musk's $1 trillion pay package and farmer giant Astroenica posts better than expected results.I'll be talking to its boss Pascal Sorio later in the show. So, grab ...

"The Gen Z consumer, specifically, is highly fashion engaged, spending slightly more of their budget on fashion," she said.The company, which also includes Kate Spade, acquired over 2.2 million new customers globally in its fiscal 2026 first quarter, driven by growth in Gen Z consumers compared to the prior year. The company said that generation, which is typically defined as spanning in age from roughly 13 to 29, accounted for about 35% of new customers.In an interview with CNBC, Tapestry CEO Joanne Crevoi ...

It is time. It's time for a very special Harvard business school edition lighting round for take by my staff bears gra and then the lightning round is over. Are you ready ski daddy the light go from Canada.>> Booyah from the great white north. Jim my question relates to private equity involvement within healthcare. Earlier this year, Kick Air took a billion dollar stake in Henry Shine and appointed board members from their Heartland Dental deal.In your view, can private equity discipline transform this comp ...