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X @Bloomberg
Bloomberg· 2025-08-21 11:42
As fast-casual stocks slump, investors are piling into casual dining chains, sending Cheesecake Factory shares up 30% this year. https://t.co/AB4qNMKf2K ...
Chipotle teams up with Zipline to test drone delivery
CNBC· 2025-08-21 11:30
"The exciting thing about drone delivery is we don't need to have specific drone locations at every restaurant to make this effective," Curt Garner, president and chief strategy and technology officer at Chipotle, told CNBC in an interview. "Because of the coverage radius of drones, it might only be one restaurant in a particular neighborhood that can service the entire neighborhood. So that makes national expansion easier, finding those locations and then equipping them with Zipline."Employees will place t ...
Papa John's Shows Signs Of A Turnaround
Seeking Alpha· 2025-08-21 10:03
Company Overview - Papa John's has shown signs of improvement in its performance, indicating a potential turnaround for the pizza restaurant chain [1] - CEO Todd Penegor is focusing on enhancing the quality of pizzas rather than emphasizing side orders and other menu items [1] Industry Insights - The restaurant industry, particularly pizza chains, is experiencing shifts as companies adapt their strategies to focus on core offerings [1]
Starbucks expands test of coconut water beverages as it leans into health and wellness
CNBC· 2025-08-21 08:45
Core Insights - Starbucks is expanding its test of coconut water beverages, specifically Coco Matcha and Coco Cold Brew, to over 400 stores in major cities, indicating a strong focus on health and wellness [1][2] - The initial test of these beverages began in New York City as part of the "Starting Five" innovation program, which allows for feedback collection before broader rollout [2] - The company emphasizes its long-term commitment to health and wellness, with plans to incorporate real-time feedback and adapt to evolving consumer needs [3] Product Innovation - The Coco Matcha and Coco Cold Brew drinks feature matcha foam or cold brew foam layered over coconut water, showcasing innovation in beverage offerings [1] - Cold foam has gained popularity, with a reported growth of 23% year over year, highlighting consumer interest in such modifiers [3] - Starbucks plans to introduce protein cold foam, which adds 15 grams of protein to cold beverages without added sugar, further enhancing its health-focused product line [4]
X @The Wall Street Journal
The Wall Street Journal· 2025-08-21 08:09
Even as meat prices soar, a new wave of steakhouses is thriving while giving the genre a to-the-studs renovation.Here are the places changing the game—and what you get for your money. 🔗: https://t.co/677jYxGmEF https://t.co/pTZ3S0b3ZQ ...
X @The Wall Street Journal
The Wall Street Journal· 2025-08-21 06:43
Exclusive: McDonald’s is lowering the cost of its combo meals, after consumers were left sticker-shocked by Big Mac meals that climbed to $18 in some places https://t.co/c7MG30aYkE ...
Starbucks Stock Falls 19% in 6 Months: Time to Buy or Stay Away?
ZACKS· 2025-08-20 16:21
Key Takeaways Starbucks stock fell 18.6% in six months, underperforming the industry and the S&P 500.EPS estimates for 2025 and 2026 dropped 11.2% and 6.8% in the past 30 days.U.S. comparable sales fell 2% in 3Q25, with EPS down 45% and margins under pressure.Starbucks Corporation (SBUX) shares have declined 18.6% over the past six months, compared to a 6% decrease in the industry. In the same time frame, the S&P 500 has risen 7.4%.At the same time frame, Starbucks has underperformed other industry players, ...
McDonald's to slash combo meal prices to win back budget-conscious shoppers
Fox Business· 2025-08-20 16:11
McDonald's franchisees will cut the cost of combo meals to revive the chain’s image as an affordable option at a time when many consumers are keeping a close eye on their wallets. After weeks of discussions, McDonald’s and its U.S. franchisees agreed to keep the cost of eight popular combo meals 15% lower than if the items were bought separately, according to company materials seen by The Wall Street Journal. The company promised to provide financial support if the franchisees agreed to the change, people f ...
CMG Stock Slips 18% in a Month: Should You Act Now or Hold Steady?
ZACKS· 2025-08-20 14:51
Key Takeaways Chipotle stock fell 17.6% in a month, underperforming both its industry peers and the S&P 500.Weak Q2 results, flat 2025 comp sales outlook and rising costs are pressuring CMG's performance.Expansion, digital growth and loyalty initiatives remain key drivers of Chipotle's long-term story.Shares of Chipotle Mexican Grill, Inc. (CMG) have declined 17.6% in the past month compared with the Zacks Retail - Restaurants industry’s 1.6% drop. Over the same timeframe, the stock has underperformed the S ...