Key Takeaways SBUX's Q4 operating margin fell 500 bps to 9.4%, driving a 34% EPS drop.Starbucks faces high coffee costs and labor spending that may weigh on early 2026.SBUX expects efficiency efforts and lower G&A to help as U.S. comps show improving trends.Starbucks Corporation (SBUX) reported a solid top-line finish to fiscal 2025, but profitability told a more challenging story.In fourth-quarter fiscal 2025, consolidated operating margin declined 500 basis points year over year to 9.4%, pressured primari ...

We recently published 16 Latest Stocks on Jim Cramer’s Radar. Starbucks Corporation (NASDAQ:SBUX) is one of the stocks Jim Cramer's radar. With coffee giant Starbucks Corporation (NASDAQ:SBUX) undertaking a tough turnaround, Cramer has continued to stress that viewers have faith in the firm. His recent comments about the company have warned that the turnaround can be a slow process. In this appearance, the CNBC TV host discussed Starbucks Corporation (NASDAQ:SBUX)’s board member Jørgen Vig Knudstorp buyin ...

Core Points - Denny's is celebrating a 15-year partnership with No Kid Hungry, focusing on combating childhood hunger during the holiday season [1][4] - On Giving Tuesday, December 2, Denny's will match donations up to $15,000, reinforcing its commitment to ending childhood hunger [2] - Since 2011, Denny's has raised over $14.5 million for No Kid Hungry, impacting millions of children facing food insecurity [3] Company Initiatives - Denny's operates a Mobile Relief Diner that has served over 154,000 meals since its launch in 2017, providing assistance to those affected by natural disasters and underserved communities [6] - The Hungry for Education® scholarship program has awarded nearly $2.7 million in scholarships to students proposing actionable ideas to combat childhood hunger [7] - Denny's supports various local and national charities to enhance community health and well-being [7] Company Overview - Denny's is a family dining restaurant brand based in Spartanburg, S.C., with over 70 years of history and a commitment to feeding people [9] - As of September 24, 2025, Denny's operates 1,459 global restaurants, with 1,397 being franchised [10]

Core Insights - Artisan Partners' "Artisan Small Cap Fund" reported strong performance in Q3 2025, with major US indices reaching record highs and the fund's Investor Class returning 8.69% [1] - Wingstop Inc. (NASDAQ:WING) was highlighted as a detractor in the fund's performance, with a one-month return of -8.55% and a 52-week decline of 28.93% [2][3] - Despite challenges, Wingstop's quarterly results exceeded expectations, and the company is optimistic about growth initiatives, including smart kitchen technology and a loyalty program set to launch in 2026 [3] Fund Performance - The Artisan Small Cap Fund's Investor Class fund ARTSX returned 8.69%, Advisor Class fund APDSX returned 8.75%, and Institutional Class fund APHSX returned 8.73% in Q3 2025 [1] - The Russell 2000 Growth Index outperformed the fund with a return of 12.19% during the same period [1] Wingstop Inc. Overview - Wingstop's stock closed at $232.89 on November 14, 2025, with a market capitalization of $6.482 billion [2] - The company's total revenue in Q3 increased by 8.1% year-over-year to $175.7 million [4] - Wingstop is not among the top 30 most popular stocks among hedge funds, with 47 hedge fund portfolios holding its stock at the end of Q2 2025, up from 39 in the previous quarter [4] Growth Initiatives - Wingstop is implementing smart kitchen technology that has reportedly reduced customer service wait times by 40%, enhancing operational efficiency [3] - The planned loyalty program for 2026 aims to improve customer engagement and encourage repeat business [3]

Core Insights - Bill Ackman, a prominent billionaire investor, has made significant investments in three companies: Restaurant Brands International, Uber Technologies, and Amazon, which are considered strong picks in the current market environment [3][4][8]. Company Summaries Restaurant Brands International (QSR) - Restaurant Brands is currently trading at its lowest valuation in recent history, offering a dividend yield of 3.5% [4][6]. - The company has shown robust revenue and earnings growth, benefiting from its portfolio of well-known fast-food brands like Burger King, Popeye's, and Tim Horton's [5]. - The defensive business model positions Restaurant Brands favorably during economic downturns, as consumers may opt for more affordable dining options [5]. Uber Technologies (UBER) - Uber is Ackman's largest holding, with 30.3 million shares valued at over $2.8 billion [6][7]. - The company has transitioned from generating losses to achieving significant free cash flow and profit growth, with gross bookings increasing by 21% in the last quarter [7]. - As Uber's margins improve with scaling, it is viewed as a compelling growth stock opportunity [7]. Amazon (AMZN) - Amazon remains a top holding for Ackman, recognized for its impressive growth in both e-commerce and cloud services [8][9]. - Despite its large market capitalization, Amazon's scale and importance in global infrastructure make it a long-term investment favorite [8]. - The company's focus on reinvesting profits into growth rather than issuing dividends is seen as a strategic advantage for future profitability [9].

This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter. Dive Brief: M&M Custard, which operates 31 Freddy’s Frozen Custard & Steakburgers across six Midwest states, filed for Chapter 11 bankruptcy protection on Friday, according to court documents. The franchisee, which is one of Freddy’s largest operators, listed about $5 million in assets and nearly $28 million in liabilities. M&M Custard’s downfall began i ...

Strategic Acquisition Expected to Strengthen Balance Sheet Through Enhanced EBITDA Generation DALLAS, Texas, Nov. 17, 2025 (GLOBE NEWSWIRE) -- Twin Hospitality Group Inc. (“Twin Hospitality”) (Nasdaq: TWNP), the parent company of Twin Peaks and Smokey Bones, today announced it has entered into a letter of intent to acquire eight Twin Peaks franchised restaurants in Florida from DMD Ventures, LLC for approximately $47 million in cash. The strategic transaction represents an opportunistic investment in a key ...

The pizza chain rolled out its first rebrand in years as it aims to keep selling pizzas to cost-conscious consumers. ...

Strategic Acquisition Expected to Strengthen Balance Sheet Through Enhanced EBITDA Generation DALLAS, Texas, Nov. 17, 2025 (GLOBE NEWSWIRE) -- Twin Hospitality Group Inc. (“Twin Hospitality”) (Nasdaq: TWNP), the parent company of Twin Peaks and Smokey Bones, today announced it has entered into a letter of intent to acquire eight Twin Peaks franchised restaurants in Florida from DMD Ventures, LLC for approximately $47 million in cash. The strategic transaction represents an opportunistic investment in a key ...

LATEST: 🍟 Fast food chain Steak 'n Shake is expanding to El Salvador after its decision to accept Bitcoin at its US locations drove a 15% increase in Q3 same-store sales, beating out every one of its competitors. https://t.co/1bWPYutGkl ...