Core Viewpoint - Rosen Law Firm is reminding investors who purchased Krispy Kreme, Inc. securities between February 25, 2025, and May 7, 2025, of the July 15, 2025, deadline to become a lead plaintiff in a class action lawsuit [1][2]. Group 1: Class Action Details - A class action lawsuit has been filed against Krispy Kreme, and investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1][2]. - To participate in the class action, investors must move the Court to serve as lead plaintiff by July 15, 2025 [2]. - The lawsuit alleges that Krispy Kreme made false and misleading statements regarding the demand for its products at McDonald's locations, which negatively impacted sales and the partnership's profitability [4]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in recovering significant amounts for investors [3]. - The firm has been recognized for its achievements in securities class action settlements, including a record settlement against a Chinese company and being ranked highly in the field since 2013 [3]. Group 3: Case Allegations - The lawsuit claims that Krispy Kreme's management failed to disclose a material decline in demand for its products at McDonald's, which was a key factor in declining average sales [4]. - It is alleged that the partnership with McDonald's was not profitable, leading to a pause in expansion efforts into new locations [4].

Core Viewpoint - The article highlights two notable exceptions in dividend raises during a typically quiet period for income investors, focusing on Target and Darden Restaurants as key examples of companies increasing their dividends despite broader market trends [2]. Group 1: Target - Target has raised its quarterly dividend by nearly 2% to $1.14 per share, extending its streak of annual increases to 54 years, qualifying it as a Dividend King [4]. - The company has faced challenges, including a 3% year-over-year decline in first-quarter net sales to just under $24 billion and a significant 36% drop in non-GAAP adjusted net earnings to $1.30 per share [6]. - To address these issues, Target has established an "enterprise acceleration office" aimed at improving operational efficiency and positioning the company for growth [7]. - Online comparable sales have shown resilience, growing nearly 5% in the first quarter, indicating potential for recovery [8]. - The stock is currently undervalued with a PEG ratio slightly over 1, suggesting it may be a strong recovery opportunity [9]. - The new dividend will be paid on September 1 to investors of record as of August 13, offering a yield of 4.7% at the current share price [10]. Group 2: Darden Restaurants - Darden has increased its quarterly dividend by 7% to $1.50 per share, marking a return to regular dividend raises since cutting payouts during the pandemic [11][12]. - The company has shown strong recovery, with total sales rising by 11% year-over-year, aided by the acquisition of Chuy's Tex Mex chain, while same-restaurant sales increased by nearly 5% [14]. - Darden's non-GAAP adjusted net income grew by 9% to over $400 million, exceeding analyst estimates [14]. - For fiscal 2026, Darden anticipates total sales growth of 7% to 8% and same-restaurant sales improvement of 2% to 3.5%, with net income projected between $10.50 and $10.70 per share [15]. - The company has authorized a new stock buyback initiative of up to $1 billion, indicating a commitment to returning capital to shareholders [13]. - The raised dividend will be distributed on August 1 to stockholders of record as of July 10, yielding almost 2.8% at the most recent closing price [16].

Company Overview - YUM! Brands Inc. is a global leader in multi-branding, offering consumers a variety of choices at one outlet, and operates through four segments: KFC (41% of total 2024 revenues), Pizza Hut (13.4%), Taco Bell (37.9%), and Habit Burger Grill (7.9%) [11] Investment Ratings - YUM is currently rated as a 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid position but not a strong buy [12] - The company has a Momentum Style Score of B, with shares increasing by 2.1% over the past four weeks [12] Earnings Estimates - For fiscal 2025, seven analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate increasing by $0.02 to $6.01 per share [12] - YUM has an average earnings surprise of 0.5%, suggesting a consistent performance relative to expectations [12] Investment Considerations - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, YUM is recommended to be on investors' short lists for potential investment opportunities [13]

以下文章来源于餐企老板内参 ，作者内参君 餐企老板内参 . 餐饮业首席经管新媒体！超500万餐饮老板、产业高端精准读者；财经作家吴晓波、源码资本等投资； 业务涵盖媒体传播、峰会、培训、游学餐访、中餐出海、"餐里眼"大数据、"72餐"供应链平台、行业报 告等…(更多资讯服务下载：餐饮老板内参APP) 2025年5月，中共中央、国务院发布新修订的《党政机关厉行节约反对浪费条例》正式实施，其中提到"公 务工作餐不得提供酒类"，被不少人称为"史上最严禁酒令"。 条例实施后，餐饮行业内各种声音不断。 一位餐饮老板算着账，表示自己的门店在禁酒令实施后，包厢上座率从70%骤降至30%，单桌消费金额从人 均300-500元降至150元以下。他表示，"以前一桌商务宴请，光茅台就能开3瓶，现在连啤酒都不点了。" 另有一位餐饮老板说道，"包间的客人都消失了，不摆摊那你说咋办嘛？可不就得去街上'抓'客人……" 条例实施1个月的时间，"禁酒令"随着社会舆论的发酵，一步步从"禁止违规吃喝"发展到"禁止吃喝"，甚至 行业内出现了"禁酒令变为餐饮封杀令"的声音。 6月20日，中共中央机关刊《求是》发表文章《禁违规吃喝，不是禁正常餐饮》，其中 ...

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Group 1 - The latest US Retail Sales report showed a headline number below Wall Street consensus expectations, indicating potential consumer weakness [1] - The core control reading, which impacts GDP calculations, exceeded forecasts, suggesting underlying consumer resilience [1] Group 2 - The article emphasizes the importance of analyzing macro drivers of various asset classes, including stocks, bonds, commodities, currencies, and crypto [1]

Core Insights - El Pollo Loco has introduced new quesadilla flavors, Creamy Chipotle and Salsa Verde, aimed at enhancing their summer menu offerings [1][2][3] - The new quesadillas are designed for convenience, making them suitable for various occasions, and are available as a combo for $9.99 or a la carte for $7.49 [2][8] Product Details - The Creamy Chipotle Quesadilla features 100% Jack cheese, citrus-marinated fire-grilled white meat chicken, and El Pollo Loco's signature creamy chipotle sauce, served with handmade guacamole [8] - The Salsa Verde Quesadilla includes similar ingredients but adds El Pollo Loco's signature avocado salsa for a tangy flavor, also accompanied by guacamole [8] Marketing and Promotions - El Pollo Loco has partnered with NBA player Dalton Knecht for a promotional campaign, including the Dalton Dunk Quesadilla Challenge, which rewards Loco Rewards members with discounts for repeat purchases [3] - The company emphasizes the bold flavors and convenience of the new quesadillas, appealing to consumers looking for quick and satisfying meal options [4] Company Overview - El Pollo Loco is recognized as a leading fire-grilled chicken restaurant in the U.S., with over 495 locations across seven states and international presence in the Philippines [5] - The brand has been awarded as the 1 "Best Restaurant for Quick, Healthy Food" in USA TODAY's 10 Best Readers' Choice Awards, highlighting its commitment to quality and healthier offerings [5]

Core Insights - El Pollo Loco is launching new quesadilla flavors, Creamy Chipotle and Salsa Verde, aimed at enhancing their summer menu offerings [1][2][3] - The new quesadillas are designed for portability and convenience, making them suitable for various casual settings [2][4] - The company is promoting these new products through a marketing campaign featuring NBA player Dalton Knecht, including a customer engagement challenge [3] Product Details - The Creamy Chipotle Quesadilla includes 100% Jack cheese, fire-grilled white meat chicken, and creamy chipotle sauce, served with handmade guacamole [6] - The Salsa Verde Quesadilla features similar ingredients but adds avocado salsa for a tangy flavor, also accompanied by guacamole [6] - Pricing for the quesadillas is set at $7.49 a la carte and $9.99 for a combo that includes chips and a drink, with potential price variations by location [2][6] Company Overview - El Pollo Loco is recognized as a leading fire-grilled chicken restaurant in the U.S., known for its healthier menu options and innovative meals [5] - The company operates over 495 locations across seven U.S. states and has expanded internationally with licensed locations in the Philippines [5] - El Pollo Loco emphasizes inclusivity within its workforce, which consists of over 4,000 employees [5]

Financial Performance & Capital Allocation - Denny's allocated approximately $162 million to share repurchases in Q4 2023[12], and $521 million for the full year[12] - Since late 2010, Denny's has allocated over $700 million towards share repurchases[51] - Denny's has approximately $100 million remaining under existing repurchase authorization[54] - Approximately $50 million in Adjusted Free Cash Flow was generated in the last 12 fiscal years[64] Sales & Restaurant Performance - Denny's domestic system-wide same-restaurant sales increased by 13% in Q4 2023 compared to 2022[12], and 35% for the full year[12] - Denny's Q4 2023 domestic average weekly sales outperformed Q4 2022 by 32%[17] - Denny's domestic footprint includes 1407 restaurants in the US[27], with 42% of the domestic system located in the top 10 US markets[29] - Keke's average unit volume (AUV) is $18 million for franchised restaurants[47] Franchise & International Presence - Denny's has a strong partnership with 208 franchisees[35], operating 1508 franchisee restaurants[35] - Denny's has an international presence of 166 restaurants in 14 countries and US territories, grown by approximately 91% since year end 2010[30]

Financial Highlights - Adjusted EBITDA for Q4 2023 was $115.4 million[6] - Adjusted Free Cash Flow for Q4 2023 was $18.6 million[6] - The company spent $7.4 million on share repurchases, repurchasing 1.8 million shares[6] - Denny's domestic system-wide same-restaurant sales increased by 1.3% versus 2022[6] Sales Performance - Denny's Q4 2023 domestic average weekly sales outperformed Q4 2022 by 3.2%[10] - Off-premise sales are more popular with younger generations and diverse guests[14] - The Burger Den is active in over 1,200 domestic locations, and The Meltdown is in over 1,100 domestic locations[16] Footprint and Franchise - Denny's has a total of 1,407 restaurants in the U S[20] - Denny's international footprint includes 166 restaurants in 14 countries and U S territories, grown by approximately 91% since year end 2010[23] - The company has a strong partnership with 208 franchisees operating 1,508 franchisee restaurants[27]