Portillo's Inc. (PTLO) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +60.00%. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced earnings of $0.02, delivering a surprise of -50%.Over the last four quarters, the company h ...

Core Insights - Wingstop (WING) reported quarterly earnings of $1 per share, exceeding the Zacks Consensus Estimate of $0.84 per share, and showing an increase from $0.88 per share a year ago, resulting in an earnings surprise of +18.85% [1] - The company posted revenues of $175.69 million for the quarter ended December 2025, which was slightly below the Zacks Consensus Estimate by 0.37%, but an increase from $161.82 million year-over-year [2] - Wingstop has surpassed consensus EPS estimates in all four of the last quarters, but has only topped revenue estimates once in the same period [2] Earnings Outlook - The immediate price movement of Wingstop's stock will largely depend on management's commentary during the earnings call and future earnings expectations [3] - Current consensus EPS estimate for the upcoming quarter is $1.09 on revenues of $192.32 million, and for the current fiscal year, it is $4.71 on revenues of $809.64 million [7] Industry Context - The Retail - Restaurants industry, to which Wingstop belongs, is currently ranked in the bottom 29% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Wingstop's stock performance [5]

分组1 - Chipotle Mexican Grill reported quarterly earnings of $0.25 per share, exceeding the Zacks Consensus Estimate of $0.24 per share, with an earnings surprise of +4.65% [1] - The company posted revenues of $2.98 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.60%, compared to $2.85 billion in the same quarter last year [2] - Chipotle has outperformed the S&P 500, with shares increasing about 4.1% since the beginning of the year, while the S&P 500 gained 1.9% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.28 on revenues of $3.08 billion, and for the current fiscal year, it is $1.21 on revenues of $13.11 billion [7] - The Zacks Industry Rank indicates that the Retail - Restaurants sector is currently in the bottom 21% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Roth Capital analyst George Kelly lowered the firm’s price target on Gen Restaurant Group (GENK) to $3 from $5 and keeps a Buy rating on the shares. The firm is resetting estimates lower following the company’s weak Q3 report in mid-November. Conditions remain challenged due to competitive and industry-wide pressures, and Roth’s updated 2026 estimates now reflect fewer net openings as management slows new builds. Restaurant level profitability and cash-on-cash return remain solid, but until comparable sale ...

Group 1 - GEN has expanded its grocery retail footprint through a new partnership with 300 Safeway stores, in addition to existing distribution through 300 Pavilions, Albertsons, and Vons stores [1][2] - The company's Ready-to-Cook Meats line, launched last month, will now be available in over 300 Safeway stores, increasing total retail distribution to 600 grocery stores across California and Hawaii [2][3] - The rapid expansion to 600 stores is expected to be fully in place by the end of November 2025, indicating strong consumer demand for authentic Korean BBQ and effective growth strategies [3] Group 2 - GEN Korean BBQ is one of the largest Asian casual dining restaurant concepts in the United States, founded in 2011, with 57 company-owned locations [4] - The dining experience at GEN allows guests to serve as their own chefs, preparing meals on embedded grills, featuring a menu of traditional Korean and Korean-American food [4]

Company Overview - GEN is an innovative leader in Korean BBQ and ready-to-cook meal consumer packaged goods (CPG) solutions, expanding its grocery retail footprint through partnerships with Pavilions, Albertsons, and Vons [1][2] - The company launched its Ready-to-Cook Meats line in 31 Pavilions stores and is now expanding to over 300 Albertsons and Vons locations in Southern California [1][2] Expansion and Growth Strategy - The rapid expansion from 31 to over 300 stores within weeks indicates strong consumer demand and the effectiveness of GEN's growth strategy [2] - GEN's Ready-to-Cook line features four authentic Korean BBQ-inspired products, designed for convenience and flavor, aligning with grocery industry trends [2][6] Brand Recognition and Consumer Connection - Over 50% of consumers purchasing GEN's Ready-to-Cook meats were already familiar with the brand from its restaurants, highlighting strong brand recognition as a key driver of retail momentum [3] - The connection with consumers is reinforced through various channels, including restaurants, gift cards at Costco and Sam's Club, and social media [3] Future Product Development - GEN plans to expand its product offerings beyond the initial four meat SKUs, with new product development already underway to provide more variety and convenience [4] - The company aims to leverage growing brand recognition and market momentum to enhance its product line [4] Industry Trends - The U.S. supermarket industry sales are projected to exceed $900 billion in 2025, with retail meat sales reaching $104.6 billion in 2024, reflecting a 5% increase from the previous year [6] - Korean cuisine is one of the fastest-growing segments in the ethnic food market, with 61% of Americans expressing interest in trying Korean foods [6] - The ethnic/Asian food sections in supermarkets are expanding, with Asian food unit sales up 3.9% year-over-year and dollar sales up 4.9% [6]

Company Overview - GEN Restaurant Group, Inc. (NASDAQ: GENK) is not considered a top investment choice by the analyst, indicating uncertainty in establishing a fair target price for the company [1]. Analyst Background - The analyst is the founder of Goulart's Restaurant Stocks, a research firm that specializes in the U.S. restaurant industry, covering various segments from quick-service to fine dining [1]. - The analyst has extensive experience in finance and business management, holding an MBA in Controllership and Accounting Forensics, and a Bachelor's in Business Administration [1]. Research Focus - The research firm focuses on uncovering hidden value in public equities, particularly in micro and small-cap companies that are often overlooked by mainstream analysts [1]. - The analyst employs advanced financial modeling, sector-specific KPIs, and strategic insights in their research efforts [1].

Company Overview - Arcos Dorados (ARCO) shares increased by 6.4% to close at $7.46, following a notable trading volume, contrasting with a 17.3% loss over the past four weeks [1] - The company is benefiting from digital transformation, loyalty program expansion, and the Experience of the Future (EOTF) restaurant modernization [1] Earnings Expectations - Arcos Dorados is expected to report quarterly earnings of $0.13 per share, reflecting a year-over-year decline of 7.1%, with revenues projected at $1.08 billion, a slight increase of 0.3% from the previous year [2] - The consensus EPS estimate for Arcos Dorados has remained unchanged over the last 30 days, indicating a lack of upward momentum in earnings estimate revisions [3] Industry Context - Arcos Dorados operates within the Zacks Retail - Restaurants industry, where another company, GEN Restaurant Group, Inc. (GENK), saw a 4.7% increase in its stock price, closing at $4.25, despite a significant decline of 35.6% over the past month [3] - GEN Restaurant Group's consensus EPS estimate has also remained unchanged at $0, representing a 100% decline from the previous year, and it currently holds a Zacks Rank of 4 (Sell) [4]

Core Insights - GEN Restaurant Group, Inc. has opened its first location in North Carolina, marking a significant milestone in its strategic growth plan [2] - The new restaurant is located in Cary, strategically positioned to serve a thriving population in the Triangle region of North Carolina [2][3] - GEN Korean BBQ operates over 40 company-owned locations across the United States, offering a unique dining experience where guests grill their own meals at the table [3] Company Overview - GEN Korean BBQ is one of the largest Asian casual dining restaurant concepts in the U.S., founded in 2011 by two Korean immigrants in Los Angeles [3] - The restaurant features an extensive menu that includes traditional Korean and Korean-American dishes, focusing on high-quality meats, poultry, seafood, and mixed vegetables [3] - The dining experience is characterized by modern décor and a lively atmosphere, appealing to a broad segment of the population [3]

Core Insights - GEN Restaurant Group, Inc. is expanding its presence in Texas with a new location in Austin, which opened on March 12, 2025, following previous successes in the state [1][2] - The Austin location is part of a broader strategy to operate in all four major metropolitan areas of Texas, capitalizing on the state's growth opportunities [2] - Austin is recognized as a top foodie destination, making it a strategic choice for GEN's expansion [2] Company Overview - GEN Korean BBQ is one of the largest Asian casual dining concepts in the U.S., founded in 2011, with over 40 company-owned locations [4] - The dining experience features a "grill at your table" concept, allowing guests to prepare their meals, which includes a diverse menu of traditional Korean and Korean-American dishes [4] - The brand aims to provide an engaging and interactive dining atmosphere that appeals to a wide demographic [4]