Core Viewpoint - Loop Capital upgraded Shake Shack Inc. from Hold to Buy and raised its price target to $127 from $98, indicating a positive outlook on the stock following a significant selloff [1] Group 1: Company Fundamentals - The upgrade reflects Shake Shack's strong fundamentals, including unit growth in the low double-digit to mid-teen range [2] - The company is noted for industry-leading store-level returns and expectations for stable to modestly positive same-store sales over the next 12 to 18 months [2] Group 2: Market Performance - Shake Shack shares have declined more than 30% since July, which Loop Capital views as an attractive buying opportunity [1] - The new price target implies roughly 23x the firm's 2026 EV/EBITDA estimate, justified by Shake Shack's growth trajectory and profitability outlook [2]

Core Points - New York City's Mayor-elect Zohran Mamdani is advocating for a boycott of Starbucks as union workers strike nationwide, highlighting his pro-union stance and political influence [1][2] - The strike coincides with "Red Cup Day," a significant sales event for Starbucks, with workers in over 25 cities participating [3][11] - Starbucks Workers United, representing around 9,000 baristas, accuses the company of refusing to negotiate fairly, while Starbucks claims to offer competitive wages and benefits [4][10] Company Actions - Starbucks reported that approximately 99.9% of its stores remained operational during the strike [3] - The company has faced accusations of anti-union tactics, including store closures and employee firings related to union activities, which it denies [10][14] - The current strike marks the fourth organized action by the union since 2023, indicating ongoing tensions in labor relations [5][12] Union Position - Workers United has filed over 1,000 charges against Starbucks for alleged unfair labor practices, reflecting deepening conflicts between the union and the company [7] - The union warns that strikes may escalate if negotiations do not progress, emphasizing the urgency of reaching a fair contract [4][10]

Core Insights - Berkshire Hathaway disclosed a $4.3 billion investment in Alphabet, marking a significant shift in its investment strategy as Warren Buffett prepares to step down as CEO [1][3] - The company reduced its stake in Apple to 238.2 million shares, down from 280 million, having sold nearly three-quarters of its original holdings [2][5] - Berkshire's total equity portfolio is valued at $283.2 billion, with Apple remaining its largest holding at $60.7 billion [2] Investment Strategy - The investment in Alphabet is notable as it is Berkshire's tenth-largest U.S. stock holding, contrasting with Buffett's historical reluctance to invest in technology companies [3] - Buffett has previously expressed regret for not investing in Google sooner, indicating a potential shift in investment philosophy [4] Stock Transactions - Between July and September, Berkshire was a net seller of stocks for the twelfth consecutive quarter, selling $12.5 billion worth while purchasing $6.4 billion [5] - The company sold 6% of its Bank of America shares, continuing a trend of divesting from the bank [5][6] - Berkshire also divested from homebuilder DR Horton and increased its stakes in companies like Chubb and Domino's Pizza [6]

Core Point - President Trump's trade deal with four Latin American countries is expected to lower prices for coffee, bananas, and beef, which have been problematic for several American companies [1] Group 1: Trade Deal Impact - The trade deal aims to reduce costs associated with importing coffee, bananas, and beef [1] - Lower prices for these commodities could benefit American companies that rely on these imports [1]

Core Insights - Noble Roman's, Inc. announced its third quarter 2025 financial data and recent company highlights [1] - A conference call is scheduled for November 17th at 4 PM ET to discuss the earnings summary [1] - The company will file its third quarter 10Q after auditors complete their review, pending a technical determination regarding the valuation of the company's Warrant Liability [1]

While consumers cling to their kitchens, many restaurants are struggling. But some chains are boosting business. Here’s what restaurants are changing to fill seats: https://t.co/1rYb24LmM9 https://t.co/EJlxCwrlCG ...

Core Insights - Yum! Brands Inc. is exploring a potential sale of Pizza Hut due to its underperformance and the need for strategic action to realize the brand's full value [1][2][4] Financial Performance - Pizza Hut's same-store sales dropped by 1% in Q3 2025, with overall system sales remaining flat at $3.2 billion, also reflecting a 1% decline when excluding foreign exchange effects [3] - Yum! Brands reported total revenue of $1.98 billion for Q3, an 8% increase year-over-year, and net income of $397 million, up 4% [5] - The overall system sales for Yum! Brands grew by 5% year-over-year, driven by 9% growth at Taco Bell and 6% at KFC, indicating strong performance from other brand divisions despite Pizza Hut's struggles [5] Strategic Initiatives - Yum! Brands has retained Goldman Sachs and Barclays as financial advisors to evaluate potential deals and guide the strategic review process for Pizza Hut [4] - The company is focusing on capturing the Gen Z market through various initiatives, including the introduction of customizable drink options at Taco Bell [7][8]

Eateries are turning to deals and better operations to compete at a time when many consumers cling to their kitchens https://t.co/dSPF7Iipur ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Luckin Coffee could be returning to the Nasdaq five years after the company was delisted due to financial fraud. Jinyi Guo, the CEO of the mobile-only Chinese coffee chain, said at a recent government event in Xiamen that the company is preparing to relist on the U.S. stock market and expand its footprint in America as well. Chinese media reports that Guo said once the company is relisted on the Nasdaq, it will help Lucki ...

Core Viewpoint - Analysts expect Jack In The Box (JACK) to report quarterly earnings of $0.46 per share, reflecting a significant year-over-year decline of 60.3%, with revenues projected at $321.46 million, down 8% from the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 1.6%, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Projections - Analysts project 'Revenues- Franchise' to reach $185.39 million, a decrease of 6.3% year-over-year [5]. - 'Revenues- Company restaurant sales' are expected to be $136.31 million, indicating a 10% decline from the previous year [6]. - 'Revenues- Franchise rental revenues' are estimated at $81.45 million, down 6.7% from the year-ago quarter [6]. Restaurant Counts - The consensus estimate for 'Del Taco - Restaurant Counts (EOP) - Total' is 586, down from 594 in the same quarter last year [7]. - 'Jack in the Box - Restaurant Counts (EOP) - Total' is projected at 2,136, compared to 2,191 in the previous year [8]. - The total system for 'Franchise (Jack in the Box + Del Taco)' is expected to reach 2,443, down from 2,502 in the same quarter last year [9]. Market Performance - Jack In The Box shares have shown a return of -13.7% over the past month, contrasting with the S&P 500 composite's +1.4% change, indicating expected underperformance in the near future [11].