集团主要于香港从事餐厅营运业务。一木投资(四季10)有限公司为公司的间接全资附属公司，专注于该 地区的餐厅营运。董事会认为，订立租赁协议为集团带来扩大其餐厅网络的重大机遇，符合其整体业务 发展策略。 CLASSIFIED GP(08232)发布公告，于2025年12月29日，租户一木投资(四季10)有限公司(公司间接全资 附属公司)就该物业的租赁与业主香港房屋委员会订立租赁协议，自2025年12月29日起至2028年12月28 日止(包括首尾两日)固定期限为三年，以营运集团的其中一间餐厅。 该物业位于香港九龙黄大仙启钻苑(第二期)启钻商场107号舖。 ...

BUKIT MERTAJAM, MALAYSIA, Dec. 29, 2025 (GLOBE NEWSWIRE) -- CCH Holdings Ltd (Nasdaq: CCHH) (“CCH” or the “Company”), a Malaysia-based specialty hotpot restaurant chain, today said it expects in 2026 to announce a series of positive corporate developments, including the acquisition of multiple Malaysian restaurant chains, the introduction of new business ventures in Malaysia, and the expansion of the Company’s business to the U.S. and Africa. These anticipated milestones are expected to help the Company gro ...

Market Performance - Major indexes, including the S&P 500, achieved gains during the holiday-shortened trading period, with the S&P 500 reaching new all-time highs [1][6] - Each of the three major indexes rose more than 1% last week, marking their fourth positive week in the last five [6] Airline Industry - A significant winter storm caused thousands of flight cancellations and delays in the Northeast U.S. during a busy holiday travel period, with over 50 million expected to fly [2][3] - Major airlines, including American, Delta, United, Southwest, and JetBlue, waived change fees for travelers affected by the storm, provided they travel by the end of the year [3] Technology Sector - Nvidia's acquisition of Groq's top talent is being described as a "non-exclusive licensing agreement," potentially to avoid antitrust issues [9][10] - This agreement is noted to be Nvidia's largest acquisition on record, highlighting the company's significant size and influence in the tech industry [10] Restaurant Industry - Fast-food chains like McDonald's and Taco Bell are focusing on value offerings to attract price-conscious consumers, with McDonald's extending its $5 value meal [11][12] - In contrast, fast-casual restaurants like Chipotle and Cava are avoiding discounting strategies and focusing on quality instead [12]

现炒，餐饮行业的救命稻草。 作者 | 肖思佳 编辑 | 乔芊 2025年，餐饮行业渡过了艰难的一年。 北京市统计局数据显示：2025年上半年，北京住宿和餐饮业利润总额2.47亿元，同比骤降67%。其中餐饮业3522家单位，营业利润总额1.88亿元，同比 下降2.3%。 大环境承压下，餐饮品牌们加速分化。要么在逆境中主动谋变：比如海底捞的部分门店，在工作日中午上线了锅底9.9元的"迷你捞"套餐，试图以更少的菜 品份量和客单价，撬动更广泛的潜在客流。要么则已经陷入经营危机：比如曾靠模仿南城香走红、一度被视作"穷鬼快餐"代表的餐饮品牌"红功夫"，在今 年11月陷入大面积爆发闭店危机，全国只余1家门店仍艰难支撑，其余门店均已挂上暂停营业的标识。 过去十年，快餐品牌的核心逻辑是：靠高度标准化实现规模扩张，以此降低成本。但在如今增长放缓、供给扩张的双重挤压下，行业整体在菜品、店型和营 销等都高度同质化，过去的模型也面临挑战。于是，各大餐饮品牌不得不在低价的恶性竞争中寻找生存空间。但这种"以价换量"的经营方式，终究只是饮鸩 止渴，无法构建长远、可持续的盈利能力。 但在这样的背景下，南城香却在今年完成了逆势增长：2025年1 ...

Andy Wiederhorn Appointed Chief Executive Officer; Roger Gondek to Assume Twin Peaks President Role DALLAS, Dec. 29, 2025 (GLOBE NEWSWIRE) -- Twin Hospitality Group Inc. (Nasdaq: TWNP), the parent company of Twin Peaks Restaurant, today announced the appointment of Andy Wiederhorn as Chief Executive Officer, effective immediately, following the termination of Chief Executive Officer Kim Boerema. Additionally, Roger Gondek, currently Chief Operating Officer of Twin Peaks Restaurant, will also assume the role ...

12月29日，京东旗下餐饮品牌七鲜小厨宣布启动全国经营合伙人招募计划，首批聚焦京津冀、长三角、 珠三角三大核心区域，覆盖北京、天津、上海、苏州、杭州、广州、深圳、佛山、东莞、珠海、中山等 重点城市。 目前，其哈尔滨首店已开业，深圳、广州、上海、天津等地新店将于2026年1月集中开业，品牌计划同 年完成国内所有一二线城市的布局。 12月25日至27日的 "随单赠巧克力" 活动期间，北京地区日订单量突破2万单，同时带动周边3公里范围 内部分品质餐厅外卖单量增长，部分商圈整体增幅接近10%。 此次全国合伙人合作模式中，七鲜小厨将提供供应链体系、智能厨房设备及统一的食安与运营管理标 准；合伙人负责提供场地及本地化运营，保障门店品质统一。 作为依托标准化供应链、透明化生产与高效履约服务的餐饮品牌，七鲜小厨将通过全国布局，进一步拓 展市场覆盖范围，为消费者提供相关餐饮服务。 本文系观察者网独家稿件，未经授权，不得转载。 针对餐饮外卖市场食品安全痛点，七鲜小厨以 "新鲜现炒、食材透明、后厨直播" 为核心特色，定价在 10-20元区间，提供高性价比餐饮选择。 该模式已在北京市场得到验证，目前北京地区已开设30家门店，基本覆盖 ...

Core Insights - Long-term investors should focus on quality stocks to build sustainable wealth, especially during market volatility [1][2] Group 1: Toast - Toast's shares have decreased by approximately 16% over the last six months due to concerns in the restaurant sector and competitive pressures [4][5] - The company offers a comprehensive cloud-based technology platform for restaurants, creating significant switching costs for customers and providing an economic moat [6][7] - Toast controls only 15% of the U.S. restaurant market, indicating substantial growth potential as it expands into new locations and markets [9] - In Q3 2025, Toast reported revenue of $1.63 billion, a 30% year-over-year increase in annual recurring revenue, and generated GAAP earnings of $105 million [10] Group 2: Chipotle - Chipotle's shares have fallen about 40% over the past year due to a slowdown in customer traffic and multiple sales forecast reductions [11][12] - The company has cut its same-store sales growth forecast for three consecutive quarters, now expecting a decline in the low single-digit range for the full year [13] - Despite rising ingredient costs, Chipotle has chosen not to implement aggressive price increases, which has compressed operating margins [14] - For the first nine months of 2025, Chipotle's total revenue was $8.94 billion, with a net income of $1.2 billion [17] Group 3: Lululemon - Lululemon's shares are down about 45% from a year ago, primarily due to softening demand in the U.S. and impacts from tariffs [18] - International markets, especially China, are becoming key growth drivers, with international revenue increasing by 33% and China by 46% year-over-year in Q3 2025 [19] - Lululemon maintains high gross margins (around 55-58%) and is expanding its product lines, aiming for 35% new product styles by spring 2026 [21] - The company generated $885 million in free cash flow and $1.7 billion in net income over the trailing 12 months, indicating strong profitability [22]

Group 1: Chevron (CVX) - Chevron returned $6 billion to shareholders in Q3, comprising $3.4 billion in dividends and $2.6 billion in share repurchases, with a quarterly dividend of $1.71 per share, yielding approximately 4.5% [3] - Piper Sandler analyst Ryan Todd reiterated a buy rating on Chevron with a price target of $178, while TipRanks' AI Analyst has an "outperform" rating and a price target of $164, indicating confidence in the company's solid position despite challenges [4] - Todd highlighted Chevron's capital efficiency, noting its upstream capital expenditure per barrel of oil equivalent is 29% below the peer average, and projected a conservative annual growth outlook of 10% for free cash flow [5] Group 2: Darden Restaurants (DRI) - Darden announced a quarterly dividend of $1.50 per share, with an annualized dividend of $6 per share, yielding 3.2% [8] - BTIG analyst Peter Saleh maintained a buy rating on Darden with a price target of $225, while TipRanks' AI Analyst has a price target of $218, reflecting optimism despite mixed results in Q2 [9] - Saleh noted that Darden's strategy of under-pricing inflation and focusing on delivery has driven strong sales momentum, although high beef prices have impacted margins [11] Group 3: Ares Capital (ARCC) - Ares Capital announced a dividend of 48 cents per share, with an annualized dividend of $1.92, yielding 9.5% [14] - RBC Capital analyst Kenneth Lee reaffirmed a buy rating on Ares Capital with a price target of $23, while TipRanks' AI Analyst has an "outperform" rating with a price target of $24, indicating strong confidence in the company [15] - Lee emphasized Ares Capital's dominant market position and strong earnings support for dividends, despite a potential decline in net interest income and return on equity in the BDC space [17]

Core Insights - Restaurants that effectively balance affordability, streamline operations, and enhance brand appeal are positioned to stand out in 2026 [1] Group 1 - The ability to maintain affordability is crucial for restaurants to attract and retain customers [1] - Streamlining operations can lead to increased efficiency and reduced costs, which are essential for profitability [1] - Creating a strong brand appeal helps restaurants differentiate themselves in a competitive market [1]

We recently published 9 Stocks Jim Cramer Talked About.  Texas Roadhouse, Inc. (NASDAQ:TXRH) is one of the stocks on Jim Cramer talked about. Texas Roadhouse, Inc. (NASDAQ:TXRH) is a casual dining restaurant firm based in Kentucky. Wells Fargo upgraded the shares in December after bumping the rating to Overweight and setting a $195 share price target. The bank commented that it believes the recent dip in Texas Roadhouse, Inc. (NASDAQ:TXRH)’s share price is a good entry point as the restaurant struggles wi ...