Chipotle cut its annual outlook for the second time this year, suggesting that honey chicken and burrito giveaways haven’t been enough to offset a traffic slump https://t.co/4hEMyvcvd9 ...

HIGHLIGHTS RETURN TO POSITIVE COMPARABLE SALES AND TRANSACTIONS IN JUNENEWPORT BEACH, Calif., July 23, 2025 /PRNewswire/ -- Chipotle Mexican Grill, Inc. (NYSE: CMG) today reported financial results for its second quarter ended June 30, 2025.Second quarter highlights, year over year: Total revenue increased 3.0% to $3.1 billion Comparable restaurant sales decreased 4.0% Operating margin was 18.2%, a decrease from 19.7% Restaurant level operating margin1 was 27.4%, a decrease from 28.9% Diluted earnings per ...

Core Insights - The return of McDonald's Snack Wrap has led to unexpected high demand, resulting in a temporary depletion of lettuce supplies [1][5][8] - The company issued a directive to franchisees to conserve shredded lettuce for McChicken sandwiches due to supply shortages [2][5] - McDonald's acknowledged that the surge in demand was beyond their initial projections, despite following typical supply forecasting processes [5][11] Supply Chain Management - The lettuce supply shortage was resolved and remains stable as of the latest update [8] - Other ingredient shortages have also been temporary, with frequent restocking occurring [8] Customer Engagement - The decision to bring back the Snack Wrap was influenced by strong customer demand, including social media buzz and petitions [11] - McDonald's U.S. President had previously indicated plans to relaunch the Snack Wrap due to its "cult following" [9][11]

Core Insights - The return of McDonald's Snack Wrap has led to unexpected high demand, resulting in a temporary depletion of lettuce supplies [1][5][8] - The company issued a directive to franchisees to pause adding shredded lettuce to McChicken sandwiches to manage supply shortages [2][5] - McDonald's had not anticipated such a surge in demand after the Snack Wrap's nine-year absence from the menu [5][11] Supply Chain Management - The supply shortage of lettuce has been resolved and is currently stable, with other ingredient outages also being temporary [8] - McDonald's typically follows a standard process for projecting supply needs but was caught off guard by the pent-up demand for the Snack Wrap [5][8] Customer Engagement - The decision to bring back the Snack Wrap was influenced by customer enthusiasm, including social media buzz and petitions [11] - McDonald's U.S. President had previously indicated that the Snack Wrap had a "cult following," which contributed to its relaunch [9][11]

Group 1: Meme Stock Revival - Shares in Krispy Kreme surged by as much as 25%, GoPro jumped 49%, and Beyond Meat rose 11% in a revival of meme stocks [1][2] - The rally was driven by social media buzz and short squeezes, despite little change in the companies' business fundamentals [2][3] - The recent surge in meme stocks is reminiscent of the GameStop chaos from four years ago [3] Group 2: Trading Activity - Krispy Kreme experienced record call volume with over 100,000 contracts traded, about 71 times the average daily volume over the past four years [5] - GoPro saw its highest call volume since 2021 with over 56,000 contracts traded [6] - Other stocks with high short interest, such as Campbell's Co., Aehr Test Systems, Polaris, and Wendy's, also attracted buyers this week [10] Group 3: Market Context - The meme stock rally coincided with broader market optimism, as the S&P 500 reached another all-time high and Bitcoin doubled in less than a year [5] - The revival of meme stocks began last week with significant movements in Opendoor Technologies, which surged over 300% [2][7]

Core Thesis - Yum China Holdings possesses a wide economic moat characterized by strong brand recognition, experienced management, and an efficient supply chain with significant leverage over suppliers [1] Business Model and Expansion - The company is pursuing an aggressive business model that includes expansion into third-party delivery services [1]

About Luckin Coffee Inc. BEIJING, July 23, 2025 (GLOBE NEWSWIRE) -- Luckin Coffee Inc. ("Luckin Coffee" or the "Company") (OTC: LKNCY) will release its second quarter 2025 financial results before the U.S. market opens on Wednesday, July 30, 2025. The Company will hold a conference call on Wednesday, July 30, 2025 at 8:00 am Eastern Time (or Wednesday, July 30, 2025 at 8:00 pm Beijing Time) to discuss the financial results and take questions live. Participants may access the call by dialing the following nu ...

DUBLIN, Ohio, July 23, 2025 /PRNewswire/ -- What happens when two iconic pig-tailed provocateurs join forces in the kitchen? They create a meal that is pure punishment in a bag: introducing the Wendy's® x Wednesday™ Meal of Misfortune. Designed by Wednesday Addams, the other pig-tailed outcast herself, the limited-time Meal of Misfortune is centered around the "Dips of Dread," four inferno-inspired mystery sauces, along with "Rest in 10- Piece" Nuggets, small "Cursed & Crispy" Fries and a small "Raven's Blo ...

Core Insights - McDonald's has successfully reintroduced the Snack Wrap, which has garnered positive customer response and increased sales traffic [1][2][3] Sales Performance - From July 10 to July 12, McDonald's locations experienced a double-digit increase in traffic compared to the year-to-date daily average [2] - U.S. same-store sales have risen by 7% in the third quarter, as per Evercore ISI estimates [2] - Some locations faced temporary shortages of lettuce due to high demand, which has since been resolved [2][3] Customer Engagement - A Numerator survey indicated that 90% of respondents who purchased the Snack Wrap would buy it again [5] - The average respondent in the survey visited McDonald's 56 times this year, significantly higher than the typical diner who visited 25 times [6] Product Details - The revived Snack Wraps are priced at $2.99 each and are available in two flavors: spicy and ranch [7] - Over two-thirds of survey respondents opted for the ranch flavor, while 20% chose spicy and 12% purchased both [7] Future Outlook - McDonald's is set to report its second-quarter earnings on August 6, which will not reflect the impact of the Snack Wraps as they were launched after the quarter ended [8]

There's definitely been some progress. You know, Starbucks has already made some changes, like bringing back the Continental Bar so people don't have to, you know, complain to baristas about their drink being too sweet or too dark or too late. They've also started renovating some stores.You know, they started redesigning the menu. So definitely things that are going to make a difference. And, you know, they do say that people are hanging out in stores more because they want to bring back that feeling of, yo ...