Core Viewpoint - A coalition of Starbucks investors is intensifying pressure on the company's board regarding ongoing labor issues, urging votes against the reelection of key board members due to perceived failures in labor relations oversight [2][5][6] Labor Relations and Unionization - Starbucks baristas began unionizing in late 2021, but as of now, the company has not reached its first collective bargaining agreement despite multiple strikes and political support [3] - Starbucks Workers United claims to represent over 12,000 baristas across more than 600 locations, although a company spokesperson indicated that the union represents closer to 550 stores, or less than 5% of its company-owned locations [3] - The company has faced over 700 charges of labor rights violations filed with the National Labor Relations Board, marking a significant historical high [7] Investor Concerns - Investors, including notable funds and officials, argue that the board has retreated from its commitments to improve labor relations, which they believe is inconsistent with the company's turnaround strategy [5][6][12] - The investor coalition highlights a lack of transparency and engagement from the board, noting a decline in shareholder interactions related to labor oversight matters [15] Financial and Legal Implications - Starbucks has faced a $38.9 million settlement over alleged violations of the Fair Workweek Law, affecting over 15,000 workers, which is noted as the largest labor law settlement in New York City's history [9] - Since January 2025, workers have filed more than 125 unfair labor practice charges, including allegations of retaliatory firings and failure to bargain in good faith [8] Governance and Oversight Changes - The board's decision to eliminate the Environmental, Partner, and Community Impact (EPCI) Committee, which was responsible for overseeing labor relations, has raised concerns among investors about the board's commitment to labor oversight [11][12] - The abrupt governance changes have led to questions regarding the board's accountability for the ongoing labor tensions, particularly for board members who have held significant roles in labor oversight [14]

Wingstop reported lower fourth-quarter comparable sales after previously saying that weakness from Hispanic and low-income consumers was weighing on its business. https://t.co/ENaUJEhH9P ...

Wingstop reported lower fourth-quarter comparable sales after previously saying that weakness from Hispanic and low-income consumers was weighing on its business. ...

CRACKER BARREL FISCAL 2026 SECOND QUARTER CONFERENCE CALL [Accessibility Statement] Skip NavigationLEBANON, Tenn., Feb. 18, 2026 /PRNewswire/ -- Cracker Barrel Old Country Store, Inc. ("Cracker Barrel" or the "Company") (Nasdaq: CBRL) plans to release its fiscal 2026 second quarter financial results after the market closes on Wednesday, March 4, 2026 with a conference call to follow at 5:00 p.m. Eastern Time. Company management will discuss financial results for the fiscal second quarter ended January 30, 2 ...

incurred related to the development and implementation of new enterprise resource planning and human capital management technology, which are included in Selling, general and administrative on the Consolidated Statements of Operations.(e)Represents amortization associated with capitalized cloud computing costs related to our system implementation, which are included in Selling, general and administrative on the Consolidated Statements of Operations.(f)Represents the tax effect of the aforementioned adjustme ...

A viral reservation-trading website allows anyone who is willing to pay to get a seat at the world’s coolest restaurants. The industry wants to shut it down https://t.co/Rhtd4KQBDi ...

Core Insights - Domino's Pizza has experienced a remarkable increase of over 6,000% since its IPO in July 2004, including dividends, making it a significant investment for Berkshire Hathaway [8] Investment Activity - In the last quarter of Warren Buffett's tenure as CEO of Berkshire Hathaway, the company purchased shares of Domino's Pizza for the sixth consecutive quarter, accumulating a 9.9% stake in the company [5][14] - The number of shares purchased over the last six quarters includes 1,277,256 in Q3 2024, 1,104,744 in Q4 2024, 238,613 in Q1 2025, 13,255 in Q2 2025, 348,077 in Q3 2025, and 368,055 in Q4 2025, totaling 3,350,000 shares held [6] Company Strengths - Domino's Pizza has built consumer trust through transparent marketing, notably with a campaign in the late 2000s that acknowledged past shortcomings and committed to improvement [9] - The management team has a history of exceeding growth expectations, with a new five-year plan called "Hungry for MORE" that incorporates artificial intelligence to enhance operations and brand value [10] - The company has a strong commitment to shareholder value, regularly repurchasing stock and increasing its annual dividend for over a decade [12] Valuation Metrics - Domino's Pizza's forward price-to-earnings (P/E) ratio has decreased to 19, representing a 29% discount compared to its average forward P/E over the past five years, indicating a favorable valuation for potential investors [13]

>> GOOD MORNING, EVERYONE. I HAD HOPED WE WOULD START BY TALKING ABOUT PRODUCTIVITY AND SOME OF THE DATA. LIKE YOU SAID, NO ONE REALLY KNOWS.THE QUESTION WITH AI AND THE U.S. ECONOMY IS, WHAT HAS HAPPENED THUS FAR. I WILL HIT YOU WITH SOME OF THE OFFICIAL DATA I HAVE BEEN TRACKING, YOU CAN TELL ME THE UTILITY OF IT OR NOT. I ALWAYS GO WITH THE BUREAU OF LABOR STATISTICS.IF YOU LOOK AT THE DATA OVER 50 YEARS, THE CHART IS REALLY INTERESTING. THE SIDE-BY-SIDE BETWEEN ELECTRICITY AND AI. OVER 50 YEARS, THE ANN ...

Group 1 - The discussion centers around the impact of AI on productivity and the economy, with uncertainty about the long-term effects [4][16][19] - Recent productivity growth has been noted, with a current annual percentage rate of 2.7%, but the exact contribution of AI remains unclear [2][6] - There is a distinction between one-time productivity adjustments and sustainable growth driven by technology, with the latter being essential for long-term economic improvement [5][6] Group 2 - The potential for AI to drive productivity gains without causing inflation is acknowledged, but inflation remains above target levels [8][9] - The Federal Reserve is grappling with the implications of AI on job growth and inflation, indicating a complex relationship between productivity and labor market dynamics [17][18] - The conversation reflects historical parallels to the 1990s, where productivity gains were linked to economic growth, but the current context is different [7][12] Group 3 - The construction of data centers and their impact on labor and material costs is a topic of investigation, highlighting the broader economic implications of AI investments [10][11] - The productivity gains observed may be altering the cost structures of firms, affecting profit margins and pricing power [11][19] - The ongoing transformation in the economy is compared to past technological advancements, suggesting a potential shift in economic paradigms [19][20]

A wave of analyst price target cuts made Wendy's (NASDAQ: WEN) stock a very unappealing investment on Tuesday. Those moves closely followed the fast food company's latest set of quarterly earnings, which fell notably short of top-line guidance for this year. The company's stock lost more than 6% of its value that trading session. Unwanted cuts By my count, no less than ten analysts tracking Wendy's made such adjustments that day, following the company's fourth-quarter and full-year 2025 earnings release ...