Key Takeaways PZZA, SG and SHAK to report Q4 amid soft consumer sentiment and traffic pressures.Digital ordering, loyalty programs and menu innovation likely supported Q4 sales trends.Sector earnings are seen up 2.9% year over year, slower than the 16.6% rise in Q3.The restaurant industry enters the fourth-quarter 2025 earnings season amid an increasingly value-conscious consumer environment. As the year progressed, operators placed greater emphasis on affordability, bundled offerings and targeted promotion ...

CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS AND NON-GAAP FINANCIAL MEASURES Q4 2025 SUPPLEMENTAL INFORMATION February 24, 2026 FORWARD LOOKING STATEMENTS In addition to historical information, this presentation may contain a number of "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995, which are subject to known and unknown risks, uncertainties and other important factors that may cause actual results to be materially different from the statements made herein. ...

Cannae (NYSE:CNNE) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Speaker5Good afternoon, ladies and gentlemen, and welcome to the Cannae Holdings, Inc. 4th Quarter and Full Year 2025 Financial Results Conference Call. During today's presentation, all parties will be in a listen-only mode. Following the company's prepared remarks, the conference will be open for questions with instructions to follow at that time. As a reminder, this conference call is being recorded and a replay is available through 11 ...

Key Takeaways DPZ's Q4 revenues rose 6.4% to $1.54B, beat estimates, and shares jumped 5.6% premarket.Domino's posted 392 net store openings and 4.9% global retail sales growth in Q4.DPZ gross margin expanded 50 bps, while FY25 revenues hit $4.94B with higher net income.Domino's Pizza, Inc. (DPZ) reported fourth-quarter fiscal 2025 results with earnings missing the Zacks Consensus Estimate but increasing on a year-over-year basis. However, total revenues surpassed the estimate and increased from the prior y ...

Jollibee Foods, the Philippines’ largest restaurant operator, said it signed a definitive agreement to acquire a Korean hot pot brand for around $87 million https://t.co/TQRxXNJDlj ...

Core Viewpoint - U.S. equity markets faced volatility as resilient labor market data contrasted with a cautious outlook from Walmart, leading to concerns over consumer spending and geopolitical tensions impacting risk appetite [1]. Major Market Indexes Performance Recap - Major benchmarks ended in negative territory, with the S&P 500 declining 0.28% to 6,861.89, the Nasdaq Composite slipping 0.31% to 22,682.73, and the Dow Jones Industrial Average falling 267 points, or 0.54%, to close at 49,395.16 [2]. Small-Cap vs. Large-Cap Performance - The small-cap Russell 2000 managed a late-day recovery, finishing up 0.25%, indicating that smaller domestic-focused firms found support despite headwinds faced by larger retail and tech companies [3]. Economic Data Insights - Initial jobless claims fell to 206,000, significantly lower than the projected 223,000, marking the lowest level since early January, complicating the Federal Reserve's interest rate cut path [4]. - The U.S. trade deficit unexpectedly widened to -$70.3 billion in December, exceeding the forecasted -$56 billion, while the Philadelphia Fed Manufacturing Index rose to 16.3 in February from 12.6 the previous month, indicating strength in the industrial sector [5]. Corporate News and Stock Movements - Walmart reported better-than-expected fourth-quarter earnings and revenue but saw its stock fall 1.4% due to a disappointing profit forecast, overshadowing a $30 billion share buyback announcement [6]. - Deere & Company shares surged 11.6% after reporting higher-than-expected quarterly profits and raising full-year net income guidance to $4.5 billion to $5.0 billion [7]. - Etsy's stock increased by 21.2% following a significant earnings beat, while Booking Holdings dropped 7.1% amid competition concerns [8]. - Other notable stock movements included Occidental Petroleum rising 9.4%, Blue Owl Capital falling 5.9%, Robinhood Markets tumbling 11.3%, and Nvidia edging higher due to a partnership with Meta Platforms [8]. Upcoming Market Events - Investors are focused on upcoming corporate reports from Newmont Corp. and Consolidated Edison, as well as monitoring Live Nation Entertainment, Texas Roadhouse, and Sprouts Farmers Market for insights into consumer spending [9]. - Nvidia's earnings report is highly anticipated on February 25th, with geopolitical developments in Iran supporting oil prices, which rose 2.6% to $66.71 per barrel [10].

Market Overview - The trading day ended with major U.S. indices showing declines, with the S&P 500 dropping about 20 points (approximately 0.3%), the Dow Jones down about 270 points (around 0.5%), and the Nasdaq also down 0.3% [6][8] - The Russell 2000 was a minor exception, gaining about 6 points (0.25%) [7] Economic Indicators - There are high expectations for the upcoming GDP report, with anticipated growth of 2.7% for the fourth quarter, which is significant for the size of the economy [5] - Recent economic data has been encouraging, contributing to market sentiment [4] Commodity and Cryptocurrency Performance - Gold prices have risen above $5,000 per ounce, reflecting geopolitical fears impacting market behavior [3] - Bitcoin is trading around $67,000, showing an increase of nearly $800 [3] Company Earnings and Performance - Akamai reported adjusted EPS of $1.84, beating estimates of $1.76, with revenue in line at approximately $0.1 billion [9] - Omnicom, an advertising and marketing company, saw a significant gain of about 15% after reporting fourth-quarter revenue that exceeded consensus estimates and announcing a $5 billion share buyback [12] - Deere, the world's largest farm machinery maker, gained nearly 12% after raising its annual profit outlook due to anticipated improvements in the agriculture economy [13] - Etsy reported a gain of about 9% after announcing a deal to sell its Depop business to eBay for approximately $0.2 billion [14] Notable Declines - Booking Holdings experienced a decline of over 6.1% after reporting fourth-quarter adjusted EPS below expectations, despite other results being largely above consensus [18] - Blue Owl Capital shares fell by 6% after the company restricted withdrawals from one of its private credit funds, raising concerns about the private credit industry [20] - Klarna Group shares dropped by more than 26% following two consecutive quarters of losses, with a pre-tax loss of $241 million despite record revenue [21]

Wingstop shares jumped in premarket trading after the company reported domestic same-store sales that contracted less than what was predicted, and better-than-expected earnings, easing fears of a marked slowdown at the chicken chain https://t.co/JqbyNvPpq8 ...

Thailand’s Minor International, one of Asia’s largest hospitality groups, is considering a Hong Kong IPO for its restaurant business, sources say, at a time when Bangkok’s stock market tries to revive activity at home https://t.co/u6W3H8t4v0 ...

The chief executive of bankrupt restaurant operator FAT Brands can keep his job — for now https://t.co/w7VlX3c4Lx ...