Valued at $238.3 billion by market cap, McDonald's Corporation (MCD) is the world’s largest quick-service restaurant (QSR) company, operating and franchising fast-food restaurants globally under the McDonald’s brand. Founded in 1940 and headquartered in Chicago, the company’s core model is a highly standardized, franchise-led system that delivers consistent menus, efficient operations, and strong unit economics across more than 100 countries. Companies worth $200 billion or more are generally described a ...

US-based Mediterranean fast-casual chain CAVA Group has reported a 21.2% increase in revenue during Q4 FY25, recording $272.8m compared with $225.1m the year before. The company attributed the growth to 87 net new Cava restaurant openings during or after Q4 FY24, along with a 0.5% increase in same-restaurant sales. However, the company’s adjusted net income for the quarter that ended on 28 December 2025 dropped to $4.9m from $6.5m recorded during the same period in 2024. The decline was driven by highe ...

This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter. Dive Brief: McDonald’s said Tuesday it will launch its Big Arch Burger on March 3 in the U.S. for a limited time, with the company calling it the “biggest and boldest burger yet.” The burger includes two quarter pound beef patties, three slices of melted white cheddar cheese, crispy and slivered onions, lettuce, pickles and toasted buns with sesame and pop ...

2026年春节，年轻人成为节日消费与团聚安排的"主理人"，带动餐饮消费持续升温。数据显示，2月15日至23日9天假期，海底捞全国门店接待顾客超1400 万人次，以丰富场景与创新服务承接多元团圆需求。 为衔接假期与开工，海底捞2月23日至3月2日推出返程凭证享菜品85折活动，打造"开工第一顿"仪式感。针对坚守岗位员工，品牌启动"暖冬营"，为员工 子女提供陪伴活动，让坚守者也能享受团圆温暖。 业内人士表示，年轻人主导春节消费，推动团聚场景从传统家宴走向多元堂食。海底捞以场景创新、地域特色与暖心服务，契合新时代团圆需求，成为春 节餐饮消费的重要载体。 扬子晚报/紫牛新闻记者张冰晶 今年春节，海底捞围绕家庭、朋友聚餐打造年味氛围，推出小马宝莉马年联名活动，上线主题甜品与儿童餐。杭州、南京等门店推出地域特色菜品，"紫 色发财菜"、锦鲤花饽饽等创意产品备受欢迎。南宁江南万达大排档火锅新店春节开业，与广州、上海等城市门店一同迎来客流高峰，部分门店等位超百 桌。 假期消费呈现新趋势：返乡团聚与"南北互换"出游并行，下沉市场表现亮眼。河南多地门店日均接待超2000人次，全省9天迎客超90万人次；广东接待量 超170万人次，汕头 ...

24 February 2026 | 11:40PM HKT Equity Research China Restaurants: Look for an improving market backdrop in 2026E; 2H25 earnings preview Following a solid earnings beat for YUMC for 4Q25 result, we expect major restaurant companies (Guming, Mixue, Haidilao) in our coverage to report better than our earlier expected earnings for 2025. In this note, we update industry forecast and provide earnings preview/updated 2026-27E earnings outlook on Guming (Buy, on CL, revise up earnings outlook and TP), MIXUE (Buy) a ...

Core Viewpoint - First Watch Restaurant Group is experiencing growth challenges despite a strong revenue increase, with cautious guidance for 2026 impacting market perception [1][3][4]. Group 1: Company Performance - First Watch reported a 20% increase in revenue and earnings per share of $0.24, which tripled analysts' expectations [3][6]. - The company achieved an 11% increase in store count and a 3.6% rise in same-store sales for the full year [4][6]. - The stock price has decreased by 20.52% to $12.32, with a market cap of approximately $751.92 million [5]. Group 2: Market Outlook - Piper Sandler maintained an "Overweight" rating for First Watch but lowered the price target from $22 to $19, indicating a more cautious outlook [2][6]. - The guidance for 2026 suggests a slowdown in revenue growth to 12% to 14% and same-store sales growth of 1% to 3% [4][6]. - CEO Chris Tomasso cited macroeconomic pressures affecting the entire restaurant sector as a reason for the cautious stance [5].

Cava Group (CAVA) reported $274.99 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 20.9%. EPS of $0.04 for the same period compares to $0.05 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $268.17 million, representing a surprise of +2.54%. The company delivered an EPS surprise of +55.64%, with the consensus EPS estimate being $0.03.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wa ...

CAVA Group (NYSE:CAVA) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsBrett Schulman - Co-Founder and CEOBrian Vaccaro - Managing Director of Equity ResearchJacob Aiken-Phillips - Director of Consumer and Retail ResearchJohn Ivankoe - Managing Director and Head of the U.S. Restaurants Equity Research TeamMatt Milanovich - SVP of FinanceSharon Zackfia - Partner and Group Head of the Consumer SectorTricia Tolivar - CFOConference Call ParticipantsAndrew Charles - Managing Director and ...

CAVA Group (NYSE:CAVA) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsBrett Schulman - CEOBrian Vaccaro - Managing Director of Equity ResearchJacob Aiken-Phillips - Director of Consumer and Retail ResearchJohn Ivankoe - Managing Director and Head of the U.S. Restaurants Equity Research TeamMatt Milanovich - SVP of FinanceSharon Zackfia - Partner and Group Head of the Consumer SectorTricia Tolivar - CFOConference Call ParticipantsBrian Harbour - Executive Director and Senior Equity R ...

CAVA Group (NYSE:CAVA) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Speaker13Good afternoon, ladies and gentlemen, and welcome to the CAVA Q4 and full year 2025 earnings conference call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question and answer session. If at any time during this call you require immediate assistance, please press star zero for the operator. This call is being recorded on Tuesday, February 24th, 2026. I would now like to turn t ...