Group 1 - Starbucks Corp's China operations are attracting bids of up to $10 billion, with the company retaining a 30% stake in the equity [1] - The stock has increased by 30.5% over the past 12 months, and is currently trading at its highest level since April 2 [2] - The stock's recent performance has been supported by its ascending 20-day moving average [2] Group 2 - Options traders are showing bullish sentiment, with a 50-day call/put volume ratio of 2.11, ranking in the 98th percentile of annual readings [3] - The Schaeffer's put/call open interest ratio (SOIR) of 0.88 stands in the 12th percentile of readings from the past 12 months, indicating strong bullish sentiment [3] - Options are currently considered affordable, with a Schaeffer's Volatility Index (SVI) of 29%, which is in the 16th percentile of its annual range [4] Group 3 - The equity has historically outperformed low volatility expectations, as indicated by its Schaeffer's Volatility Scorecard (SVS) of 98 out of 100 [4]

Core Concept - The article announces the upcoming launch of CARBONE Riviera, a seafood-focused restaurant by Major Food Group in partnership with Bellagio Resort & Casino, set to open this fall in Las Vegas [1][2][3]. Company Overview - Major Food Group, co-founded by Mario Carbone, Jeff Zalaznick, and Rich Torrisi, has established a global presence with over fifty restaurants and has been recognized as one of the most creative companies in the hospitality industry [10]. - MGM Resorts International operates Bellagio, which is known for its luxury offerings and award-winning dining experiences [9]. Restaurant Concept - CARBONE Riviera is described as an evolution of the CARBONE brand, emphasizing a seafood-driven dining experience while maintaining the legacy of Italian-American cuisine [3][4]. - The restaurant will feature a grand seafood display and a whole fish program, showcasing various seafood delicacies prepared with theatrical flair [5][6]. Design and Experience - The restaurant is designed by Martin Brudnizki and will occupy the former Picasso space, known for its culinary excellence [3][4]. - Guests will experience a luxurious atmosphere with personalized service led by charismatic captains, enhancing the overall dining experience [6]. Additional Offerings - Alongside the restaurant, Bellagio will introduce a luxury Riva mini yacht experience, allowing guests to enjoy scenic views of the Fountains of Bellagio [7].

Core Insights - Happy Belly Food Group Inc. has opened its 27th Heal Wellness location in Calgary, Alberta, with the grand opening scheduled for July 12, 2025 [1][2] - The company is experiencing significant growth and brand recognition across Canada, positioning Heal as a national smoothie bowl brand [3][4] - Happy Belly's strategy combines organic growth with strategic acquisitions, leading to a robust franchise pipeline and expansion plans [2][7] Company Expansion - The new Heal Wellness location is part of a broader expansion strategy, with more units under construction in Alberta, Ontario, and Prince Edward Island [4] - A total of 195 units for Heal Wellness are secured under development agreements across Canada, indicating a strong growth trajectory [4][7] - The Happy Belly portfolio includes 616 retail locations under contract, showcasing a disciplined approach to growth through careful partner selection and prime real estate [7] Brand Development - Heal Wellness aims to provide quick, fresh wellness foods, focusing on smoothie bowls and smoothies made with superfood ingredients [8] - The brand is gaining customer loyalty and recognition, with existing franchisees expanding into multi-unit ownership, reflecting confidence in the operational model [3][4] - The company's asset-light approach and strong franchise engagement are unlocking value for stakeholders and signaling long-term growth potential [3][4]

Pershing Square Capital Management's billionaire chief has sold most of his fund's stake in Chipotle over seven years, and is now piling into his new favorite stock.For some investors, earnings season is the highlight of each quarter. This is the six-week period where most S&P 500 companies report their quarterly operating results, which gives investors a good bead on the health of corporate America and Wall Street.But an argument can be made that the quarterly filing of Form 13Fs with the Securities and Ex ...

Russian copycat brands have won over local consumers, but a fight with the likes of McDonald's and Starbucks is brewing https://t.co/WyFp1RZYU0 ...

Group 1 - Wendy's CEO Kirk Tanner is stepping down after approximately 14 months in his role and will become the CEO of The Hershey Company starting August 18 [2][4] - Tanner succeeds Michele Buck, who has been CEO of The Hershey Company for seven years and will assist Tanner in a senior advisory role during the transition [4] - Wendy's has appointed Ken Cook, the current CFO, as interim CEO while searching for a permanent replacement [5] Group 2 - Wendy's is facing challenges, including a nearly 31% decline in stock value since the beginning of the year, attributed to fewer sales [8] - Analysts indicate that Tanner's departure comes at a difficult time for Wendy's, as the chain has underperformed compared to its peers [7] - The Hershey Company is also experiencing increased costs due to tariffs and high cocoa prices, although analysts believe significant changes are not necessary for stabilization [10]

这些小店何以受到食客青睐？哪些风味更受大家喜爱？哪里能找到好吃的？一起来看榜单。 "不敢相信'苍蝇馆子'能被那么多食客认可" 黎豪图摄（人民视觉） 在广东广州，一家28年社区老店梁新记小食店今年首次登上"必吃榜"。 李欣摄 初到一地，想尝尝特色美食，吃什么？朋友家人小聚，想要可口饭菜，去哪儿吃？打开手机软件搜 一搜，看看网友点评，已经成为不少消费者的必选动作。 近日，2025大众点评"必吃榜"正式揭晓，基于过去一年平台上的3.63亿条真实评价，144座城市及 地区的3091家餐厅登上榜单，其中近八成为市井街巷的烟火小店。 最是烟火气，抚慰凡人心。今年，一批街头看似不起眼的档口小摊纷纷登上"必吃榜"。 "有的食客在长沙吃过了，还想到株洲再来顿地道的。"上榜商户田记爆头龙虾老板张国美说，寻着 味来吃饭的顾客越来越多了。他店里的招牌菜"干爆虾"选用个大腮白的"爆头龙虾"，遵循传统湘菜快油 爆炒的烹饪手法，以180度热油炒至壳脆，再辅以香料猛火爆炒。现在，这道菜已经从本地人的夜宵搭 子变成了游客的"必点菜"。 消费者"因食而游"的半径持续扩大，市井街巷的烟火小店受到不少食客青睐。图为广西壮族自治区贺州 市八步区江南中 ...

Kura Sushi (KRUS) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of a loss of $0.02 per share. This compares to break-even earnings per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +350.00%. A quarter ago, it was expected that this company would post a loss of $0.08 per share when it actually produced a loss of $0.14, delivering a surprise of -75%.Over the last four quarters, the compa ...

Financial Data and Key Metrics Changes - Total sales for the fiscal third quarter were $74 million, compared to $63.1 million in the prior year period, representing a growth of approximately 17.5% [15][20] - Comparable sales growth was negative 2.1%, with traffic down 2.9% and price/mix up 0.8% [8][15] - Cost of goods sold as a percentage of sales improved to 28.3% from 29.2% in the prior year quarter [9][17] - Labor costs as a percentage of sales increased to 33.1% from 32.6% in the prior year quarter due to wage inflation [17][19] - Restaurant level operating profit margin was 18.2%, down from 20% in the prior year quarter [9][19] - Adjusted EBITDA increased to $5.4 million from $4.5 million in the prior year quarter, a 20% increase [20] Business Line Data and Key Metrics Changes - The company opened three new restaurants during the third quarter and two more subsequent to the quarter end, achieving its unit development guidance of 14 new restaurants for the fiscal year [9][10] - The class of 2025 restaurants has performed well, with many exceeding expectations shortly after opening [10] Market Data and Key Metrics Changes - Comparable sales in the West Coast market were flat, while the Southwest market saw a decline of 2.5% [15][17] - The company is focusing on smaller DMAs, with successful openings in Bakersfield, California, and plans for further expansion into markets like Des Moines, Richmond, and Tulsa [11] Company Strategy and Development Direction - The company is implementing a new reservation system, which has been rolled out across all restaurants ahead of schedule, and is expected to drive operational efficiencies and improve customer experience [7][13] - There is a renewed focus on intellectual property collaborations, with seven to eight lined up for fiscal 2026, which is a record for the company [11][12] - The company aims to achieve a 50-50 split between new and existing markets by fiscal 2027, with ongoing development in previously unexplored DMAs [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about sequential improvement in comparable sales performance each month of the quarter [8][15] - The company is confident in achieving a 20% plus operating margin in fiscal 2026, supported by a strong pipeline of IP collaborations and the reservation system [46][47] - Management noted that labor inflation is expected to moderate in the upcoming quarter, which should help with labor cost leverage [32] Other Important Information - The company has $93 million in cash and no debt at the end of the fiscal third quarter [20] - General and administrative expenses as a percentage of sales were reduced to 11.8% from 14% in the prior year quarter, attributed to lower public company costs and operational efficiencies [18][19] Q&A Session Summary Question: Can you elaborate on the new reservation system and its impact on same-store sales? - Management noted that the reservation system rollout began in late February and showed sequential improvement in sales performance, particularly in May when the first IP campaign was introduced [25][26][29] Question: What are the expectations regarding labor costs and inflation? - The company expects mid to low single-digit labor inflation in Q4, which should improve labor cost leverage if sales are positive [31][32] Question: Can you provide insights on tariff implications and their impact on costs? - Management indicated that they do not foresee a significant impact from tariffs on food and beverage costs, and they are negotiating with suppliers to share any potential cost increases [40][41][42] Question: What is the outlook for restaurant margins moving forward? - Management acknowledged that achieving a 20% margin in fiscal 2025 is challenging but remains confident in reaching that target in fiscal 2026 due to improved sales and operational efficiencies [44][46] Question: How is the company managing general and administrative expenses? - The company is focused on maintaining tight control over hiring and operational efficiencies, which has led to a reduction in G&A expenses as a percentage of sales [79][81] Question: Can you discuss the performance of new store openings? - The class of 2025 openings has been strong, particularly in the Pacific Northwest, and management is optimistic about future openings in new markets [56][57] Question: What are the expectations for the light rice initiative? - The light rice option has been well-received in test markets, and management is confident it will drive increased sales and customer satisfaction [122][124]

Starbucks has received proposals from prospective investors in its China business, most of whom are eyeing a controlling stake in the operation https://t.co/YvwMquc8CF ...