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Unveiling Cava (CAVA) Q4 Outlook: Wall Street Estimates for Key Metrics
ZACKS· 2026-02-19 15:16
Wall Street analysts forecast that Cava Group (CAVA) will report quarterly earnings of $0.03 per share in its upcoming release, pointing to a year-over-year decline of 40%. It is anticipated that revenues will amount to $268.17 million, exhibiting an increase of 17.9% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prio ...
Syrup-Soaked Spring Break: Snag the Denny's Spring Break Pass for Free Eats
Globenewswire· 2026-02-19 15:00
SPARTANBURG, S.C., Feb. 19, 2026 (GLOBE NEWSWIRE) -- This Spring Break, Denny’s is serving up a must-pack accessory – the Denny’s Spring Break Pass. Sunny side up season is around the corner and, with this exclusive pass, America’s Diner is making sure no family fun falls to the waist-side with a crossbody designed to keep the vacation tank full. This isn't just a trendy crossbody bag; it’s a scannable ticket to a craveable breakfast all Spring Break long. Each bag features a unique QR code that unlocks a f ...
Cheesecake Factory (CAKE) Earnings Transcript
Yahoo Finance· 2026-02-19 14:22
Core Insights - The restaurant industry is facing challenges, but the company has shown resilience with steady revenue and improved operational metrics [1][4][25] - The company achieved record annual revenue and adjusted diluted earnings per share, supported by strong operational execution and culinary innovation [4][14][25] - The company plans to open up to 26 new restaurants in 2026, reflecting confidence in its development pipeline and commitment to long-term growth [6][24] Financial Performance - Total revenues for the fourth quarter were $961.6 million, with adjusted diluted earnings per share at $1, finishing toward the higher end of expectations [14][19] - Comparable sales for The Cheesecake Factory declined by 2.2% in the fourth quarter, while North Italia saw an 8% increase in sales [10][15] - Adjusted restaurant-level profit margins for The Cheesecake Factory increased to 17.6%, with North Italia at 17.5% and Flower Child at 18.5% [12][14] Operational Highlights - The company opened seven new restaurants in the fourth quarter, contributing to a total of 25 new openings for the year, achieving approximately 7% unit growth [5][24] - Labor productivity and guest satisfaction improved, supported by high retention rates among staff [7][11] - The introduction of new menu items has resonated well with guests, enhancing the overall dining experience [8][33] Market Trends - Industry sales decelerated in the fourth quarter, with the Black Box Casual Dining Index declining by 40 basis points [10] - The company’s off-premise sales mix was 22%, indicating a stable demand for delivery and takeout options [10][76] - The company anticipates total revenues for fiscal 2026 to be approximately $3.9 billion, with inflation across commodities and labor expected to be in the low to mid-single digits [21][22] Strategic Initiatives - The company plans to launch a dedicated rewards app to enhance guest experience and engagement, expected in the second quarter [61][66] - There is a focus on menu innovation, particularly with the introduction of bites and bowls, which have shown strong attachment rates [9][33] - The company is committed to disciplined capital allocation, increasing share repurchase authorization and raising quarterly dividends [6][25]
The Cheesecake Factory Incorporated Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-19 13:30
The North Italia concept continues to show strong demand with new openings exceeding $9 million in annualized AUVs, despite temporary headwinds from sales transfer and regional fires.Strategic capital allocation remains a priority, evidenced by an increased share repurchase authorization and a raised quarterly dividend for early 2026.Operational stability was underpinned by industry-leading retention rates for both hourly staff and management, which near historical highs.The company achieved record annual r ...
How To Earn $500 A Month From Texas Roadhouse Stock Ahead Of Q4 Earnings
Benzinga· 2026-02-19 13:09
Earnings Report - Texas Roadhouse, Inc. is set to release its fourth-quarter earnings on February 19, with analysts expecting earnings of $1.5 per share, a decrease from $1.73 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $1.5 billion, up from $1.44 billion reported last year [1] Analyst Ratings - Mizuho analyst Nick Setyan has maintained an Outperform rating for Texas Roadhouse and raised the price target from $190 to $200 [2] Dividend Information - Texas Roadhouse currently has an annual dividend yield of 1.46%, translating to a quarterly dividend of 68 cents per share, or $2.72 annually [2] - To achieve a monthly income of $500 from dividends, an investment of approximately $412,235 or around 2,206 shares is required [3] - For a more modest monthly income of $100, an investment of $82,410 or around 441 shares is needed [3] Dividend Yield Calculation - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on changes in stock price and dividend payments [4][5] - For example, if a stock pays an annual dividend of $2 and is priced at $50, the yield is 4%. If the price rises to $60, the yield drops to 3.33% [4] Stock Performance - Texas Roadhouse shares fell slightly to close at $186.87 on Wednesday [5]
Steak 'N Shake Says Bitcoin Caused Sales To Rise 'Dramatically' And The Coins Are Flowing To Strategic Reserve That Funds Staff Bonuses
Yahoo Finance· 2026-02-19 11:01
Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady retu ...
MTY Reports Fourth Quarter Results for Fiscal 2025
Globenewswire· 2026-02-19 11:00
GAAP Measures: Segment profits increased by 48% to reach $87.3 million during the quarter primarily due to a one-time catch up of gift card breakage income on unutilized gift cards.Net income attributable to owners increased to $32.1 million, or $1.40 per diluted share compared to a loss of $(55.3) million, or $(2.34) per diluted share in Q4-24.Cash flows provided by operating activities of $46.2 million compared to $43.7 million in Q4-24, an increase of $2.5 million mainly attributable to a higher net inco ...
Wendy’s is ‘undervalued’ and could face takeover by Nelson Peltz
Yahoo Finance· 2026-02-19 10:45
This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter. Dive Brief: Trian Fund Management and its founder Nelson Peltz, owner of over 16% of Wendy’s stock, said the fast food chain is “currently undervalued,” in a Wednesday filing with the Securities and Exchange Commission. Peltz is considering either purchasing additional stocks that would allow him and Trian Management to control the company, or disposing of s ...
Chipotle Mexican Grill Stock Is Interesting, but Here's What I'd Buy Instead
The Motley Fool· 2026-02-19 10:30
Core Insights - Dutch Bros presents a significant growth opportunity compared to Chipotle Mexican Grill, which has faced challenges in maintaining customer traffic and sales growth [2][4]. Group 1: Chipotle Mexican Grill - Chipotle's menu features fresh ingredients without artificial flavors, but it experienced a 1.7% decline in same-restaurant sales last year, primarily due to a 2.9-percentage-point drop in customer traffic [4][5]. - The company opened 321 new locations last year, bringing its total to over 4,000, indicating potential for further expansion despite recent sales challenges [5]. - Chipotle's stock price fell 36.4% over the past year, with a current P/E ratio of 32, which is still higher than the S&P 500's 29 [6][8]. Group 2: Dutch Bros - Dutch Bros operates drive-thru beverage locations, focusing on customer service and high-quality products, including coffee and energy drinks [9]. - The company reported a 5.6% increase in same-store sales last year, driven by a 3.2-percentage-point increase in customer traffic [9]. - Dutch Bros opened approximately 150 new locations last year, with over 1,100 locations across 25 states, highlighting its substantial growth potential, especially in underserved regions [11]. - Despite a 35.1% decline in stock price over the past year, the P/E ratio has decreased from 240 to a more reasonable 84, indicating a potential for better valuation [11].
The Zacks Analyst Blog Applied Materials, McDonald's, Texas Instruments and Lulu's Fashion Lounge
ZACKS· 2026-02-19 09:52
Core Insights - The article highlights the performance and outlook of several companies, including Applied Materials, McDonald's, Texas Instruments, and Lulu's Fashion Lounge Holdings, based on recent research reports from Zacks Equity Research. Group 1: Applied Materials, Inc. (AMAT) - Shares have outperformed the Zacks Electronics - Semiconductors industry over the past six months, increasing by 126.3% compared to the industry's 22.1% [4] - The company benefits from a rebound in the semiconductor industry, particularly in the foundry and logic sectors, along with consistent progress in its services and strength in various business segments [5] - Concerns include increasing U.S.-China tensions, export restrictions on semiconductor manufacturing equipment, slow memory market recovery, and rising operating costs [6] Group 2: McDonald's Corp. (MCD) - Shares have outperformed the Zacks Retail - Restaurants industry over the past six months, with a growth of 7.2% compared to 2.9% for the industry [7] - The company reported fourth-quarter 2025 results that exceeded Zacks Consensus Estimates, with year-over-year increases in both earnings and revenues [8] - McDonald's is focusing on aggressive unit expansion, targeting 50,000 restaurants worldwide by 2027, despite facing financial pressures and declining earnings estimates for fiscal 2026 [9] Group 3: Texas Instruments Inc. (TXN) - Shares have outperformed the Zacks Semiconductor - General industry over the past six months, increasing by 17.7% compared to 2.9% for the industry [10] - The company is experiencing solid demand in data centers, which enhances its prospects in the enterprise systems market, supported by a focus on expanding its product portfolio [11] - Growth may be hindered by a slow recovery in the industrial market, rising manufacturing costs, and ongoing U.S.-China tech tensions [12] Group 4: Lulu's Fashion Lounge Holdings, Inc. (LVLU) - Shares have significantly outperformed the Zacks Retail - Apparel and Shoes industry, with a remarkable increase of 250.1% compared to 18.6% for the industry [13] - The company is expanding its multi-channel growth strategy, including a full entry into all Nordstrom stores by February 2026, following a 143% year-over-year growth in wholesale revenue [14] - Despite the growth, liquidity is constrained, with only $6.8 million in credit headroom and $1.9 million in cash, alongside persistent net losses and declining active customers [15]