A McDonald’s restaurant in the San Patricio shopping district in Guaynabo, Puerto Rico.Arcos Dorados Holdings Inc., which operates McDonald’s restaurants in Puerto Rico and Latin America, said it has entered into a new $200 million syndicated revolving credit facility with its subsidiary, Arcos Dorados B.V.The agreement replaces earlier revolving credit facilities totaling $75 million, which the company said “were or will be terminated as part of this transaction.”The credit line has a four-year maturity th ...

Group 1: Coatue Management's Portfolio Changes - Coatue Management's billionaire boss, Philippe Laffont, sold all 322,621 shares of Domino's Pizza during the first quarter of the year, having held the stock since Q4 2023 [6][5] - Laffont's decision to sell Domino's Pizza may be attributed to profit-taking, as he is known for being an active trader who capitalizes on gains [7][8] - The sale of Domino's Pizza comes amid concerns about inflation impacting the company's bottom line, with rising ingredient costs potentially forcing price increases that could alienate customers [9] Group 2: Domino's Pizza Valuation Concerns - Domino's Pizza has a strong track record with 31 consecutive years of same-store sales increases, which has led to a premium valuation [10] - However, the stock's forward price-to-earnings (P/E) ratio has fluctuated between 22 and 27, raising concerns about its valuation in a historically high-priced market [11][12] Group 3: Investment in Hydrogen Stock - Philippe Laffont has made a significant investment in Plug Power, acquiring 4,098,713 shares, which has seen a stock surge of over 60% recently [14] - Plug Power aims to establish a green hydrogen ecosystem, expanding beyond forklifts to include hydrogen vehicles and infrastructure [16] - Despite the potential, Plug Power has faced challenges with profitability, having lost over $7 billion since its inception and continuing to burn cash [19][20]

Din Tai Fung is the top-performing restaurant brand in the US. It’s also a TikTok fan favorite https://t.co/Hy3liZGCZl ...

Core Insights - Domino's Pizza has established itself as a consistent value creator in the restaurant industry, with over 21,000 stores globally and market-beating returns for investors [1][2] Group 1: Long-term Business Expansion - The franchise model allows Domino's to scale efficiently, with 99% of stores being franchise-owned, leading to high-margin, recurring revenue with minimal capital intensity [3][4] - Domino's has achieved 31 consecutive years of same-store sales growth internationally, indicating strong demand for its products [4][6] - The company's vertically integrated supply chain enhances efficiency, lowering per-unit costs and widening margins as new stores are added [5][7] - International markets, particularly in China and India, present significant growth opportunities, with Domino's China surpassing 1,000 stores and being the second largest player in the market [6][7] Group 2: Sustained Capital Return to Shareholders - Domino's management has effectively balanced reinvestment in the business with substantial returns to shareholders, creating a compounding effect [8][11] - The company has aggressively reduced its share count through buybacks, decreasing weighted average diluted shares outstanding from approximately 56.9 million in 2014 to 35.0 million in 2024, a reduction of about 38% [9][10] - This reduction in shares has led to a significant increase in earnings per share (EPS), which grew from $2.90 in 2014 to $16.70 in 2024, reflecting a compound annual growth rate of 19% [12]

How Smashburger Founders’ Sports Bar Chain Is Reshaping The Game-Day Experience https://t.co/ukWs332BbOhttps://t.co/ukWs332BbO ...

OAK BROOK, Ill., Oct. 06, 2025 (GLOBE NEWSWIRE) -- Portillo’s, Inc. (NASDAQ: PTLO) announces the following event: What:PTLO Q3 2025 Earnings Webcast  When:Tuesday, November 4 at 10 a.m. EST  Where:investors.portillos.com  How:Live webcast (web address above)  Contact:Chris Brandon, Vice President of Investor Relations312.931.5578cbrandon@portillos.com   *This webcast event will be archived on the Portillo’s Investor Relations website for replay.*Q3 2025 Earnings Release will go out before market open on Tue ...

BUKIT MERTAJAM, MALAYSIA, Oct. 06, 2025 (GLOBE NEWSWIRE) -- CCH Holdings Ltd (the “Company”), a Malaysia-based specialty hotpot restaurant chain, today announced the closing of its initial public offering (the “Offering”) of 1,250,000 ordinary shares at a public offering price of US$4.00 per ordinary share, for total gross proceeds of US$5,000,000, before deducting estimated underwriting discounts, non-accountable expense allowance, and estimated offering expenses payable by the Company. The Company has gra ...

Richard Drury/DigitalVision via Getty Images By Erica Furfaro & Margaret Vitrano Market and Performance Overview Equities surged in the third quarter, continuing their post-Liberation Day rebound, with the S&P 500 Index up 8.1% and tech-heavy Nasdaq Composite rising 11.2% to record highs. Investor optimism was fueled by better-than-feared tariff outcomes, the passing of the One Big Beautiful Bill Act in July, anticipated interest rate cuts — the Federal Reserve cut 25 bps cut in September and signaled f ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Deutsche Bank upgraded Mobileye (MBLY) to Buy from Hold with a $19 price target as part of a Q3 earnings preview. The firm sees a favorable setup for the shares.BofA upgraded Brinker (EAT) to Buy from Neutral with a price target of $192, up from $190. The disparity between low and high wage earnings is growing sta ...

Group 1: Market Overview - Equities experienced significant growth in Q3 2025, with the S&P 500 Index increasing by 8.1% and the Nasdaq Composite rising by 11.2% to reach record highs [1] - Investor optimism was fueled by favorable tariff results, the One Big Beautiful Bill in July, anticipated interest rate cuts, and strong corporate earnings, particularly in the technology sector and the Magnificent Seven [1] - The Russell 1000 Growth Index rose by 10.5% during the quarter [1] Group 2: ClearBridge Large Cap Growth Strategy Performance - The ClearBridge Large Cap Growth Strategy delivered solid absolute performance in Q3 2025 but underperformed the benchmark due to underexposure to perceived AI winners and holding several stocks viewed as AI losers [1] - The fund's top five holdings can provide insights into its best picks for 2025 [1] Group 3: Chipotle Mexican Grill, Inc. (NYSE:CMG) Analysis - Chipotle Mexican Grill, Inc. (NYSE:CMG) had a one-month return of -1.35% and a 52-week loss of 26.88%, closing at $41.76 per share with a market capitalization of $55.995 billion on October 3, 2025 [2] - The company was repurchased by ClearBridge, which views its recent weaker sales as more macroeconomic than execution-related, indicating potential for recovery in an improving economic environment [3] - Despite acknowledging Chipotle's potential, the company believes certain AI stocks present greater upside potential and less downside risk [3]