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 ...

Group 1 - Goulart Restaurant Stocks has released new traffic data in preparation for Q2 FY 2025, indicating a proactive approach rather than a reactive one post-earnings [1] - The article emphasizes the importance of fresh traffic data for understanding market trends and potential investment opportunities in the restaurant sector [1]

Starbucks has launched free “study rooms” in some of its China outlets, the company’s latest initiative to help boost consumer traffic as domestic competition surges in its second-biggest market. https://t.co/MrHBdJwg9J ...

From @WSJopinion: There’s no such thing as a free fast-food lunch. According to a new study, California has about 18,000 fewer fast-food jobs than if its $20 minimum-wage law had never passed. https://t.co/VHHZSq6hYd ...

Domino's Pizza (DPZ 3.94%), the world's largest pizza delivery company, released its second quarter results for fiscal 2025 on July 21, 2025. The main takeaway was modest headline misses on both revenue and earnings per share (GAAP). Revenue was $1,145.1 million. Revenue was slightly below analyst estimates, and revenue increased from $1,097.7 million in the second quarter of 2024 to $1,145.1 million in 2025. Diluted earnings per share (GAAP) came in at $3.81, missing the $3.94 GAAP consensus estimate and f ...

This is a very busy week for earnings. In addition to two of the MAG7s reporting, Alphabet and Tesla, we're also getting a bunch of S&P 500 names, including some big prominent tech companies, restaurants, some gold miners. I want to cover them because gold nearing its all-time high again, holding over $3,300 an ounce for most of this quarter.What's that going to mean for earnings. Uh, we're going to find out this week. So, let's dive right in and talk about some of these other redhot and prominent stocks we ...

Core Points - The Wendy's Company has appointed Pete Suerken as President, U.S., effective immediately, succeeding Abigail Pringle who will leave the company after a transition period [1][2] - Suerken has a strong background in the food and restaurant industries, having served as President and CEO of Wendy's Quality Supply Chain Co-op since 2021 and previously held leadership roles at Resin Technology Inc. and Restaurant Supply Chain Solutions [2] - Interim CEO Ken Cook emphasized the importance of delivering exceptional customer experiences, increasing profitability, and accelerating growth as key priorities for the U.S. business under Suerken's leadership [3] Company Overview - Wendy's was founded in 1969 by Dave Thomas in Columbus, Ohio, and is known for its made-to-order square hamburgers and commitment to quality [5] - The company operates over 7,000 restaurants worldwide and employs hundreds of thousands of people, aiming to become the world's most thriving and beloved restaurant brand [5]

Core Insights - Domino's Pizza reported second-quarter revenue of $1.15 billion, surpassing analyst expectations of $1.14 billion, with a year-over-year increase of 4.3% driven by higher supply chain revenues, U.S. franchise royalties, and advertising revenues [1] Group 1: Financial Performance - The company achieved an EBIT upside due to lower general and administrative expenses, with strong same-store sales growth in both U.S. and international markets [1][2] - Analysts have maintained FY25 same-store sales guidance, reflecting a cautious outlook despite potential benefits from a stable macro environment and strong product performance [2] - The company reaffirmed its international guidance, noting strengths in Canada, Mexico, and India, which offset weaknesses in Australia and Japan [3] Group 2: Strategic Initiatives - Domino's completed the nationwide rollout of DoorDash in Q2 2025 and plans to promote its availability on aggregator platforms to drive incremental sales, aiming for over $1 billion in additional revenue [4] - The company is expected to regain clarity on its unit growth strategy following the closure of 200 units in Q1 2025 and the ongoing CEO search [6] Group 3: Analyst Ratings and Market Sentiment - RBC Capital Markets reiterated an Outperform rating with a price target of $550, while Benchmark raised its price target from $535 to $540, maintaining a Buy rating [8] - Investor sentiment may remain volatile until detailed 2026 guidance is provided in the upcoming third-quarter call [5] Group 4: Shareholder Activity - Berkshire Hathaway has increased its stake in Domino's from 1.3 million shares to 2.6 million shares, valued at approximately $1.204 billion as of Q1 2025 [9]

Company Announcement - BJ's Restaurants, Inc. will release its second quarter 2025 results after the market closes on July 31, 2025 [1] - An investor conference call is scheduled for the same day at 1:30 p.m. Pacific Time, which will be broadcast live over the Internet [1] - An archive of the presentation will be available for 30 days following the call [1] Company Overview - BJ's Restaurants, Inc. is a national casual-dining brand founded in 1978, operating over 200 restaurants across 31 states [2] - The company offers a diverse menu featuring signature deep-dish pizzas, slow-roasted wings, and the world-famous Pizookie® dessert [2] - BJ's is recognized as the most decorated restaurant-brewery in the U.S., winning the 2025 Vibe Vista Award for Best Beer Program and the 2024 Best Overall Beverage [2] - The company has been a pioneer in craft brewing since 1996, serving award-winning proprietary handcrafted beers brewed in four states [2] - BJ's provides various dining options including dine-in, take-out, delivery, and large party catering [2]

Group 1 - Chipotle Mexican Grill is expected to report fiscal Q2 results on July 23, 2025, with earnings projected at $0.33 per share and sales of $3.11 billion, indicating no growth in earnings and a 5% increase in sales year-over-year [1] - In Q1, Chipotle's revenue rose by 6% to $2.88 billion, while adjusted EPS increased by 7% to $0.29, but comparable sales fell by 0.4% due to a 2.3% decline in transactions [2] - The company anticipates low single-digit comparable sales growth for 2025, with traffic expected to improve in the latter half of the year [2] Group 2 - Chipotle has historically experienced a decline in stock price after earnings announcements 55% of the time, with an average one-day drop of 4.9% [1][6] - Over the past five years, there have been 20 earnings data points, with positive one-day returns observed approximately 45% of the time, increasing to 50% when considering the last three years [6] - The median of positive one-day returns is 7.2%, while the median of negative returns is -4.9% [6]