|
|
|
|
|
01.09.26 - 14:57
|
Restaurants Face GLP-1 Squeeze As Adopt-Or-Die Inflection Arrives (ZeroHedge)
|
|
|
Restaurants Face GLP-1 Squeeze As Adopt-Or-Die Inflection Arrives
Bernstein's latest GLP-1 tracker has Eli Lilly's Mounjaro leading script growth, with downstream effects compounding pressure on the restaurant industry already facing weakening consumer confidence, as gas prices nationwide remain above a politically sensitive $4 a gallon in late summer.
Turning to UBS's latest note on the restaurant industry, Dennis Geiger, who covers U.S. restaurants and consumer discretionary names, wrote in a note on Sunday that restaurant investors are struggling to identify opportunities across the space amid sharp share-price volatility, weakening consumer confidence, growing uncertainty over the second-half outlook, and increasing GLP-1 adoption.
He points to a widening divide across the industry:
Fast casual: Cava and Chipotle remain preferred, while Wingstop is attracting interest after its selloff. Investors see the NFL season, easier comparisons, and new value promotions as potential catalys...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
24.08.26 - 13:54
|
Here Are Monday′s Top Wall Street Analyst Research Calls: AstraZeneca, Celestica, Chipotle Mexican Grill, Domino’s Pizza, Fortune Brands, Golar LNG, Jersey Mike’s Subs, Roku, and More (24/7 Wall St.)
|
|
|
Wall Street analysts reshuffled the deck on Monday with a wave of upgrades, downgrades, and fresh initiations spanning pharma giants, fast-casual chains, and streaming players. Find out which names got bullish bets and which lost their analyst backing....
|
|
|
|
|
20.08.26 - 21:12
|
Which Restaurant Stock Has Dominated in 2026: McDonald’s, Chipotle, or Starbucks? (24/7 Wall St.)
|
|
|
This year's restaurant-stock scoreboard has rewarded structural change over stability. Investors this year have paid a premium for the company that's remaking itself rather than the one that already looks predictable. The numbers don't lie: Starbucks (NASDAQ:SBUX) stock is up 23% year to date at $103.32. Meanwhile, McDonald's (NYSE:MCD) stock is down 12% year to ... Which Restaurant Stock Has Dominated in 2026: McDonald's, Chipotle, or Starbucks?...
|
|
|
|
|
|
|
|