All right, pretty nice day. Uh, at least for the Dow, up 370 as you saw. And Stephanie Link, let's get to these moves.The Linkster looked at Starbucks down 26% from its March high and said, "I want some lattes." >> Yes, >> you bought it. >> A little caffeine for the portfolio. >> Okay.So when Brian Nickel was announced to be the new CEO from Chipotle to this company, the stock went up 49%. It has roundt. It's given it all back.And we know what Brian Nickel did at Chipotle. Stock when he was at there went up ...

Core Insights - Dutch Bros Inc. (BROS) is enhancing its competitive position in the beverage industry through a strong emphasis on digital integration and operational execution [1] - The company's digital ecosystem, particularly the Dutch Rewards loyalty platform and Order Ahead functionality, is central to its growth strategy [1][2] Digital Integration and Sales Growth - In Q3 2025, same-shop sales increased by 5.7% systemwide, driven by a 4.7% growth in transactions [1] - Order Ahead transactions accounted for 13% of system transactions, nearly doubling in newer markets due to app upgrades [2] - Dutch Rewards represented approximately 72% of total system transactions in Q3, up five points year over year, indicating strong customer engagement [2] Marketing and Product Innovation - The integration of paid advertising and app-based engagement is expanding brand awareness and driving customers into the Dutch Rewards ecosystem [3] - The company's recent seasonal product launches, such as Caramel Pumpkin Brulee and Cookie Butter Latte, have been highly successful, reinforcing sales momentum [3] Future Outlook - The digital momentum is expected to accelerate with the expansion of the food program, which has previously shown to lift same-shop sales [4] - The interplay of mobile ordering, loyalty targeting, and new menu offerings is enhancing demand and increasing ticket size [4] Stock Performance and Valuation - BROS shares have gained 8.2% year-to-date, contrasting with a decline of 11% in the industry [5] - The forward price-to-sales (P/S) multiple for BROS is 4.8, higher than the industry average of 3.35 [9] - The Zacks Consensus Estimate for BROS' 2026 earnings per share has increased by 1.2% to 87 cents [11]

Salad chain Sweetgreen revolutionized the fast food industry when it launched in 2007, proving healthy food could be convenient and accessible. That's why it was so exciting to the consumer that there was actually a restaurant concept that offered these type of items on their menu. In 2025, it's still a lunch favorite among office workers in big cities, but looks can be deceiving.The company has been struggling ever since going public in 2021. It has never been profitable, reporting a $90 million net loss i ...

Investors with a lot of money to spend have taken a bearish stance on Starbucks (NASDAQ:SBUX).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with SBUX, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotte ...

Core Insights - BlackBird Financial LP has acquired a significant stake in Texas Roadhouse, Inc., led by Judah Spinner, who is a proponent of value investing [1][2] - Spinner views Texas Roadhouse as a leader in the casual dining sector due to its strong operational performance and potential for long-term capital reinvestment [2][6] Market Leadership and Financial Strength - Texas Roadhouse has become the largest casual dining brand in the U.S. in 2024, achieving $5.5 billion in system-wide sales, a 14.7% year-over-year increase, while Olive Garden's sales grew by less than 1% to $5.2 billion [3] - The chain's company-owned locations generate over $7 million in annual sales per restaurant, significantly outperforming most competitors [5] Growth Outlook and Investment Thesis - Projections for 2025 indicate the opening of over 30 new locations, bringing the U.S. total close to 710 and the global footprint nearing 800 restaurants [6] - Texas Roadhouse's operational strategy, brand recognition, and returns on invested capital align with BlackBird's investment philosophy [6][8] Operational Excellence and Future Value - Texas Roadhouse maintains strong operating margins of approximately 9.6% and gross margins of 17.6% for the 2024 fiscal year, despite cost pressures [7] - The company has a disciplined capital allocation strategy and a conservative balance sheet, supporting growth and shareholder returns [8] Management and Corporate Culture - Spinner commends Texas Roadhouse's management for responsibly scaling the business while preserving quality, value, and culture [9]

Centurium Capital, the private equity backer of upstart Chinese chain Luckin Coffee, is considering a bid for UK cafe operator Costa Coffee, people with knowledge of the matter said https://t.co/VGymPuXIof ...

Group 1: Bristol-Myers Squibb - Bristol-Myers Squibb reported third-quarter 2025 revenues of $12.22 billion, exceeding the consensus estimate of $11.81 billion, representing a 3% year-over-year increase [1] - Shares of Bristol-Myers Squibb rose 1.2% to settle at $47.26 [5] Group 2: Baidu and Alibaba - Jim Cramer recommended Alibaba as the primary choice for Chinese stocks, followed by Baidu [1] - Baidu's third-quarter financial results will be reported on Nov. 18 [1] - Baidu shares gained 5.1% to close at $132.32 [5] - Alibaba shares fell 0.3% to settle at $165.89 [5] Group 3: Brinker International - Brinker International reported quarterly earnings of $1.93 per share, surpassing analysts' estimate of $1.77, with profit more than doubling from $0.95 a year earlier [2][3] - Revenue for Brinker rose 18.4% to $1.35 billion from $1.14 billion in the same period a year ago, slightly above the expected $1.33 billion [3] - Brinker shares gained 3.9% to close at $106.61 [5] Group 4: New Era Energy & Digital - New Era Energy & Digital announced a land option purchase agreement for approximately 3,500 acres in Lea County, New Mexico, for a large-scale AI data center campus [2][3] - New Era Energy & Digital shares fell 5.3% to settle at $5.09 [5]

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]

Core Insights - Happy Belly Food Group Inc. has successfully secured its first U.S. real estate location for Rosie's Burgers in Texas, marking the brand's entry into the U.S. market and expanding Happy Belly's presence [1][3] - The Texas site is strategically located near Texas Tech University, providing high visibility and access, which is expected to enhance operational efficiency for both Rosie's and Heal Wellness [3][5] - Rosie's Burgers is positioned for rapid growth with 115 locations already secured in Canada and a dual expansion strategy that combines franchised growth with corporate store openings [5][8] Company Expansion - The partnership with multi-unit franchise operators who also secured Heal Wellness's U.S. location provides immediate operational leverage for Happy Belly [3] - The company has a total of 626 contractually committed retail franchise locations in various stages of development, construction, and operation, indicating a robust growth strategy [5] Brand Positioning - Rosie's Burgers offers a nostalgic menu featuring smash burgers, fries, poutine, onion rings, and milkshakes, targeting families, students, and busy professionals [5][7] - The brand aims to replicate the success of established players like In-N-Out Burger, focusing on high-quality offerings that resonate with consumers [5]

Core Insights - Pizza Hut is reintroducing the Triple Treat Box for the holiday season, featuring two medium one-topping pizzas, five breadsticks, and a dessert in festive packaging [1][5] - The campaign includes a partnership with quarterback Josh Allen and a live reindeer to enhance holiday festivities [2][3] - New packaging for the Triple Treat Box will allow customers to participate in a white elephant game, unlocking promo codes and gift cards [4] Product Offering - The Triple Treat Box includes two medium one-topping pizzas, five breadsticks, and a choice of dessert, available for a limited time at participating locations [5] - The festive packaging is designed to enhance holiday gatherings and create memorable experiences [4] Marketing Strategy - Pizza Hut's collaboration with Josh Allen aims to promote the holiday spirit and the Triple Treat Box [2] - The company is leveraging partnerships with iHeartRadio's Jingle Ball and Bucketlisters to engage customers through events and promotions [4][10] Brand Positioning - Pizza Hut, a subsidiary of Yum! Brands, operates nearly 20,000 restaurants globally and is recognized for its innovative offerings in the pizza category [6] - The brand emphasizes digital ordering, with over half of transactions coming from online platforms [6]