Restaurants Stocks
Restaurants: McDonald's Corporation owns the largest revenue base; Dutch Bros Inc. has the fastest current growth.
How has Restaurants moved against S&P 500?
The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 28% behind S&P 500. Earnings across its companies grew 3% on average over the last four reported quarters — close to flat.
RS ↑2w · 17/34 >200d (−2) · 12/34 lead (+1) · EPS 17/33↑
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 34 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
Is Restaurants outperforming S&P 500?
Restaurants has underperformed S&P 500 by 15.4% over the last 52 weeks. Over 13 weeks the gap is a lead of 6.6%. 10 of 29 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. The Cheesecake Factory Incorporated is the strongest against the sector itself at +59.2%.
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: the companies with the most scale are not necessarily the companies creating the most change.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Bottom line
Restaurants has underperformed S&P 500 by 15.4% over 52 weeks and 6.6% over 13 weeks. 10 of 29 covered companies beat the S&P 500 on Mansfield relative strength, while 11 of 29 beat the sector itself. McDonald's Corporation leads with revenue of $27,447 million, based on 18 of 29 comparable companies through Mar 2026.
4-Factor Sector Score
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
How this score is built, and what the marks mean
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.
| Company | Score | Price stage | Growth & earnings/35 | Capital efficiency/25 | Valuation/20 | Relative strength/20 |
|---|---|---|---|---|---|---|
| 1Brinker International, Inc.EAT | 70.3/100Favorable setup81% evidence | BREAKING OUT | 21.7/35 Revenue 11.8% · PAT 38.9% · OPM change 0.3 pp 83% evidence | 14.1/25 ROCE 8.3% · OPM 11.3% 76% evidence | 15.7/20 P/E 14.4× · PEG 0.35 65% evidence | 18.8/20 RS sector 34.9% · RS bench 30.5% · 1Y 43.6%7 of 12 weeks ahead 100% evidence |
| Exact sum: 21.7 + 14.1 + 15.7 + 18.8 = 70.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 2Domino's Pizza, Inc.DPZ | 63.9/100Thin evidence · provisional58% evidence | TURNING | 23.3/35 Revenue — · PAT — · OPM change 1.1 pp 45% evidence | 21.0/25 ROCE 35.8% · OPM 20% 76% evidence | 10.9/20 P/E 18.4× · PEG — 15% evidence | 8.7/20 RS sector -11.6% · RS bench -14.7% · 1Y -16.5%1 of 12 weeks ahead 100% evidence |
| Exact sum: 23.3 + 21 + 10.9 + 8.7 = 63.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 3The Cheesecake Factory IncorporatedCAKE | 61.9/100Thin evidence · provisional56% evidence | BREAKING OUT | 19.7/35 Revenue — · PAT — · OPM change -0.4 pp 39% evidence | 11.8/25 ROCE 6.5% · OPM 5.6% 76% evidence | 10.4/20 P/E 21.6× · PEG — 15% evidence | 20.0/20 RS sector 59.2% · RS bench 54.3% · 1Y 72%9 of 12 weeks ahead 100% evidence |
| Exact sum: 19.7 + 11.8 + 10.4 + 20 = 61.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 4Arcos Dorados Holdings Inc.ARCO | 58.9/100Mixed-positive evidence75% evidence | ASLEEP | 22.8/35 Revenue 7.9% · PAT 74.1% · OPM change 1 pp 83% evidence | 10.0/25 ROCE 2.3% · OPM 5.2% 76% evidence | 16.5/20 P/E 7.4× · PEG 0.18 65% evidence | 9.6/20 RS sector -1.8% · RS bench -4.6% · 1Y 21.8%0 of 12 weeks ahead 70% evidence |
| Exact sum: 22.8 + 10 + 16.5 + 9.6 = 58.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 5Texas Roadhouse, Inc.TXRH | 58.4/100Mixed-positive evidence71% evidence | BREAKING OUT | 14.7/35 Revenue 13.1% · PAT 2.5% · OPM change -3.1 pp 53% evidence | 13.6/25 ROCE 5.6% · OPM 9% 76% evidence | 13.3/20 P/E 26.4× · PEG 0.65 65% evidence | 16.8/20 RS sector 9.9% · RS bench 6.5% · 1Y 20.5%6 of 12 weeks ahead 100% evidence |
| Exact sum: 14.7 + 13.6 + 13.3 + 16.8 = 58.4 · Decision use: Price leads the evidence: RS versus the benchmark is 6.5%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 6Darden Restaurants, Inc.DRI | 58.1/100Mixed-positive evidence85% evidence | BASING | 25.1/35 Revenue 9.4% · PAT 15.4% · OPM change 2.2 pp 95% evidence | 13.9/25 ROCE 5.1% · OPM 13.9% 76% evidence | 12.4/20 P/E 19.6× · PEG 1.16 65% evidence | 6.7/20 RS sector -4.2% · RS bench -7.3% · 1Y 1.3%0 of 12 weeks ahead 100% evidence |
| Exact sum: 25.1 + 13.9 + 12.4 + 6.7 = 58.1 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -4.2% and the one-year return is 1.3%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth. | ||||||
| 7Restaurant Brands International Inc.QSR | 55.9/100Mixed-positive evidence81% evidence | BASING | 22.6/35 Revenue 9.3% · PAT 6.2% · OPM change 6.2 pp 83% evidence | 13.7/25 ROCE 2.7% · OPM 26.8% 76% evidence | 13.8/20 P/E 26× · PEG 0.49 65% evidence | 5.8/20 RS sector -3.8% · RS bench -6.6% · 1Y 14.5%0 of 12 weeks ahead 100% evidence |
| Exact sum: 22.6 + 13.7 + 13.8 + 5.8 = 55.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 8El Pollo Loco Holdings, Inc.LOCO | 55.4/100Thin evidence · provisional52% evidence | BREAKING OUT | 18.2/35 Revenue — · PAT — · OPM change 0.7 pp 45% evidence | 10.3/25 ROCE 2.3% · OPM 9.7% 76% evidence | 11.2/20 P/E 14.2× · PEG — 15% evidence | 15.7/20 RS sector 24.2% · RS bench 20.9% · 1Y 62.1%11 of 12 weeks ahead 70% evidence |
| Exact sum: 18.2 + 10.3 + 11.2 + 15.7 = 55.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 9Yum! Brands, Inc.YUM | 55.2/100Thin evidence · provisional58% evidence | BASING | 21.3/35 Revenue — · PAT — · OPM change 0.6 pp 45% evidence | 18.9/25 ROCE 14.4% · OPM 31.3% 76% evidence | 10.6/20 P/E 20.1× · PEG — 15% evidence | 4.4/20 RS sector -10.8% · RS bench -13.5% · 1Y 4.5%0 of 12 weeks ahead 100% evidence |
| Exact sum: 21.3 + 18.9 + 10.6 + 4.4 = 55.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 10Starbucks CorporationSBUX | 53.3/100Thin evidence · provisional58% evidence | ASLEEP | 21.1/35 Revenue — · PAT — · OPM change 1.8 pp 45% evidence | 12.7/25 ROCE 4.8% · OPM 8.7% 76% evidence | 9.0/20 P/E 60.1× · PEG — 15% evidence | 10.5/20 RS sector 4% · RS bench 0.9% · 1Y 13.9%1 of 12 weeks ahead 100% evidence |
| Exact sum: 21.1 + 12.7 + 9 + 10.5 = 53.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 11Dine Brands Global, Inc.DIN | 52.1/100Mixed-positive evidence65% evidence | BREAKING OUT | 9.8/35 Revenue 8.4% · PAT -70.9% · OPM change -4 pp 83% evidence | 17.2/25 ROCE 12.3% · OPM 74.1% 76% evidence | 10.5/20 P/E 21.3× · PEG — 15% evidence | 14.6/20 RS sector 7.3% · RS bench 4.2% · 1Y 65.5%9 of 12 weeks ahead 70% evidence |
| Exact sum: 9.8 + 17.2 + 10.5 + 14.6 = 52.1 · Decision use: Price leads the evidence: RS versus the benchmark is 4.2%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 12Dutch Bros Inc.BROS | 50.6/100Mixed-positive evidence71% evidence | BREAKING OUT | 20.3/35 Revenue 28.4% · PAT 63.9% · OPM change -1.3 pp 83% evidence | 7.2/25 ROCE 1.3% · OPM 7.4% 76% evidence | 8.9/20 P/E 79.2× · PEG — 15% evidence | 14.2/20 RS sector 1.9% · RS bench -1.5% · 1Y -3%9 of 12 weeks ahead 100% evidence |
| Exact sum: 20.3 + 7.2 + 8.9 + 14.2 = 50.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 13Yum China Holdings, Inc.YUMC | 49.7/100Thin evidence · provisional58% evidence | BASING | 19.5/35 Revenue — · PAT — · OPM change 0.3 pp 45% evidence | 13.3/25 ROCE 4% · OPM 13.7% 76% evidence | 11.0/20 P/E 15× · PEG — 15% evidence | 5.9/20 RS sector -5.6% · RS bench -8.6% · 1Y 7.4%0 of 12 weeks ahead 100% evidence |
| Exact sum: 19.5 + 13.3 + 11 + 5.9 = 49.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 14Wingstop Inc.WING | 49.3/100Thin evidence · provisional58% evidence | BASING | 20.2/35 Revenue — · PAT — · OPM change 5 pp 45% evidence | 16.7/25 ROCE 8.9% · OPM 27.4% 76% evidence | 9.1/20 P/E 39.6× · PEG — 15% evidence | 3.3/20 RS sector -48.4% · RS bench -50.5% · 1Y -61.5%0 of 12 weeks ahead 100% evidence |
| Exact sum: 20.2 + 16.7 + 9.1 + 3.3 = 49.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 15Super Hi International Holding Ltd.HDL | 48.6/100Mixed-negative evidence75% evidence | BASING | 19.6/35 Revenue 10.1% · PAT -26.3% · OPM change 2.9 pp 83% evidence | 8.3/25 ROCE 2.5% · OPM 6.5% 76% evidence | 14.4/20 P/E 24.3× · PEG 0.41 65% evidence | 6.3/20 RS sector -8.7% · RS bench -19.3% · 1Y -31.4%0 of 11 weeks ahead 70% evidence |
| Exact sum: 19.6 + 8.3 + 14.4 + 6.3 = 48.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 16Biglari Holdings Inc.BH | 47.3/100Thin evidence · provisional58% evidence | BREAKING OUT | 20.6/35 Revenue 8.4% · PAT — · OPM change 4.9 pp 62% evidence | 4.0/25 ROCE -0.5% · OPM -4.2% 76% evidence | 8.7/20 P/E 138.1× · PEG — 15% evidence | 14.0/20 RS sector 6.3% · RS bench 2.8% · 1Y 42.8%6 of 12 weeks ahead 70% evidence |
| Exact sum: 20.6 + 4 + 8.7 + 14 = 47.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 17Chipotle Mexican Grill, Inc.CMG | 45.8/100Thin evidence · provisional58% evidence | BASING | 14.4/35 Revenue — · PAT — · OPM change -3.8 pp 45% evidence | 14.8/25 ROCE 6.7% · OPM 12.9% 76% evidence | 9.7/20 P/E 31.2× · PEG — 15% evidence | 6.9/20 RS sector -13% · RS bench -16.1% · 1Y -18.4%1 of 12 weeks ahead 100% evidence |
| Exact sum: 14.4 + 14.8 + 9.7 + 6.9 = 45.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 18Bloomin' Brands, Inc.BLMN | 44.7/100Mixed-negative evidence71% evidence | LEADER | 11.1/35 Revenue 0.9% · PAT -193.9% · OPM change 0.1 pp 83% evidence | 8.7/25 ROCE 2.4% · OPM 5.6% 76% evidence | 10.3/20 P/E 21.9× · PEG — 15% evidence | 14.6/20 RS sector 16.4% · RS bench 12.8% · 1Y 34.5%12 of 12 weeks ahead 100% evidence |
| Exact sum: 11.1 + 8.7 + 10.3 + 14.6 = 44.7 · Decision use: Price leads the evidence: RS versus the benchmark is 12.8%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 19McDonald's CorporationMCD | 41.9/100Mixed-negative evidence81% evidence | BASING | 18.4/35 Revenue 6.8% · PAT 6.3% · OPM change 0.8 pp 83% evidence | 15.3/25 ROCE 5.5% · OPM 45.3% 76% evidence | 5.1/20 P/E 25.6× · PEG 3.63 65% evidence | 3.1/20 RS sector -17.6% · RS bench -20.3% · 1Y -12.1%0 of 12 weeks ahead 100% evidence |
| Exact sum: 18.4 + 15.3 + 5.1 + 3.1 = 41.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 20The Wendy's CompanyWEN | 40.3/100Mixed-negative evidence75% evidence | TURNING | 11.0/35 Revenue -1.8% · PAT -11.8% · OPM change -3.3 pp 83% evidence | 12.4/25 ROCE 2.3% · OPM 19.2% 76% evidence | 10.9/20 P/E 8.7× · PEG 1.69 65% evidence | 6.0/20 RS sector -12.5% · RS bench -15.6% · 1Y -23.8%3 of 12 weeks ahead 70% evidence |
| Exact sum: 11 + 12.4 + 10.9 + 6 = 40.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 21Cracker Barrel Old Country Store, Inc.CBRL | 38.9/100Mixed-negative evidence79% evidence | BREAKING OUT | 7.8/35 Revenue -4.9% · PAT -55.2% · OPM change -1 pp 95% evidence | 7.2/25 ROCE 0.4% · OPM 0.8% 76% evidence | 7.5/20 P/E 26.8× · PEG 2.29 65% evidence | 16.4/20 RS sector 41.5% · RS bench 36% · 1Y -0.3%9 of 12 weeks ahead 70% evidence |
| Exact sum: 7.8 + 7.2 + 7.5 + 16.4 = 38.9 · Decision use: Price leads the evidence: RS versus the benchmark is 36%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 22CAVA Group, Inc.CAVA | 37.1/100Thin evidence · provisional56% evidence | BASING | 18.9/35 Revenue — · PAT — · OPM change 1.1 pp 39% evidence | 7.2/25 ROCE 2.1% · OPM 5.8% 76% evidence | 8.6/20 P/E 182.3× · PEG — 15% evidence | 2.4/20 RS sector -15.7% · RS bench -18.2% · 1Y -25.4%1 of 12 weeks ahead 100% evidence |
| Exact sum: 18.9 + 7.2 + 8.6 + 2.4 = 37.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 23First Watch Restaurant Group, Inc.FWRG | 34.5/100Adverse evidence68% evidence | TURNING | 18.7/35 Revenue 20.4% · PAT 54.5% · OPM change -0.1 pp 62% evidence | 6.3/25 ROCE 0.1% · OPM 0.3% 76% evidence | 4.9/20 P/E 36.8× · PEG 3.06 65% evidence | 4.6/20 RS sector -19% · RS bench -22% · 1Y -27.5%2 of 12 weeks ahead 70% evidence |
| Exact sum: 18.7 + 6.3 + 4.9 + 4.6 = 34.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 24Kura Sushi USA, Inc.KRUS | 33.1/100Adverse evidence67% evidence | ASLEEP | 17.8/35 Revenue 18.2% · PAT — · OPM change 0.2 pp 71% evidence | 4.6/25 ROCE 0% · OPM 0% 76% evidence | 8.5/20 P/E 678.8× · PEG — 15% evidence | 2.2/20 RS sector -25.1% · RS bench -28% · 1Y -37.7%0 of 12 weeks ahead 100% evidence |
| Exact sum: 17.8 + 4.6 + 8.5 + 2.2 = 33.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 25Cannae Holdings, Inc.CNNE | 32.0/100Adverse evidence64% evidence | FADING | 9.2/35 Revenue -6.5% · PAT — · OPM change -2.3 pp 62% evidence | 3.4/25 ROCE -1.5% · OPM -23% 76% evidence | 11.4/20 P/E 8.1× · PEG — 15% evidence | 8.0/20 RS sector -8.6% · RS bench -11.8% · 1Y -24.4%9 of 12 weeks ahead 100% evidence |
| Exact sum: 9.2 + 3.4 + 11.4 + 8 = 32 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 26Papa John's International, Inc.PZZA | 31.5/100Adverse evidence75% evidence | BASING | 10.1/35 Revenue -2.4% · PAT -62% · OPM change -0.3 pp 83% evidence | 11.2/25 ROCE 3.6% · OPM 4.3% 76% evidence | 6.2/20 P/E 38.3× · PEG 2.49 65% evidence | 4.0/20 RS sector -26.2% · RS bench -28.9% · 1Y -29.1%0 of 12 weeks ahead 70% evidence |
| Exact sum: 10.1 + 11.2 + 6.2 + 4 = 31.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 27Shake Shack Inc.SHAK | 27.3/100Thin evidence · provisional58% evidence | BASING | 10.6/35 Revenue — · PAT — · OPM change -7 pp 45% evidence | 4.6/25 ROCE -0.2% · OPM -0.7% 76% evidence | 8.8/20 P/E 93.5× · PEG — 15% evidence | 3.3/20 RS sector -27.4% · RS bench -30% · 1Y -37.3%0 of 12 weeks ahead 100% evidence |
| Exact sum: 10.6 + 4.6 + 8.8 + 3.3 = 27.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 28Sweetgreen, Inc.SG | 24.9/100Thin evidence · provisional58% evidence | ASLEEP | 8.9/35 Revenue -1.5% · PAT — · OPM change -4.1 pp 62% evidence | 3.1/25 ROCE -4.5% · OPM -21.3% 76% evidence | 9.3/20 P/E 39.2× · PEG — 15% evidence | 3.6/20 RS sector -26.5% · RS bench -28.9% · 1Y -41.4%8 of 12 weeks ahead 70% evidence |
| Exact sum: 8.9 + 3.1 + 9.3 + 3.6 = 24.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 29BJ's Restaurants, Inc.BJRI | 53.2/100Thin evidence · provisional50% evidence | BREAKING OUT | 19.8/35 Revenue — · PAT — · OPM change 3.9 pp 39% evidence | 7.1/25 ROCE 2.2% · OPM 3% 76% evidence | 9.6/20 P/E 32.5× · PEG — 15% evidence | 16.7/20 RS sector 50.2% · RS bench 46.1% · 1Y 100.3%11 of 12 weeks ahead 70% evidence |
| Exact sum: 19.8 + 7.1 + 9.6 + 16.7 = 53.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
Market action
BJ's Restaurants, Inc. has the strongest one-year price move in Restaurants at +100.3%. The Cheesecake Factory Incorporated leads on Mansfield relative strength against the S&P 500 at +54.3%. 10 of 29 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.
Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.
How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.
The same measure taken against Restaurants itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.
Revenue Scale & Growth Durability
McDonald's Corporation has the highest Revenue among the 29 Restaurants companies compared here, at $27,447 million. Darden Restaurants, Inc. is next at $13,211 million. Dutch Bros Inc. has the highest Revenue growth at 28.4%, so level and change sit with different companies. 18 of 29 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: McDonald's Corporation is the scale leader at $27,447 million, 107.8% ahead of Darden Restaurants, Inc.. Dutch Bros Inc.'s growth is 28.4% from a $1,748 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
Investor read: McDonald's Corporation is the scale benchmark; Dutch Bros Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: McDonald's Corporation's growth falls below Dutch Bros Inc.'s for two consecutive comparable reports while operating margin also compresses.
On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.
All-company data · latest reported quarter
In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Full 20-quarter history · every available company
Revenue · reported quarter history
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
CAVA Group, Inc. · CAVA
Chipotle Mexican Grill, Inc. · CMG
Darden Restaurants, Inc. · DRI
Domino's Pizza, Inc. · DPZ
Dutch Bros Inc. · BROS
McDonald's Corporation · MCD
Restaurant Brands International Inc. · QSR
Starbucks Corporation · SBUX
Texas Roadhouse, Inc. · TXRH
Yum China Holdings, Inc. · YUMC
Yum! Brands, Inc. · YUM
Revenue growth · reported quarter history
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Brinker International, Inc. · EAT
CAVA Group, Inc. · CAVA
Chipotle Mexican Grill, Inc. · CMG
Darden Restaurants, Inc. · DRI
Domino's Pizza, Inc. · DPZ
Dutch Bros Inc. · BROS
McDonald's Corporation · MCD
Restaurant Brands International Inc. · QSR
Starbucks Corporation · SBUX
Texas Roadhouse, Inc. · TXRH
Yum China Holdings, Inc. · YUMC
Yum! Brands, Inc. · YUM
Operating Economics & Margin Trend
Dine Brands Global, Inc. has the highest OPM among the 29 Restaurants companies compared here, at 74.1%. McDonald's Corporation is next at 45.3%. Restaurant Brands International Inc. has the highest Margin change at +6.2 percentage points, so level and change sit with different companies. 29 of 29 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Dine Brands Global, Inc. leads opm at 74.1%; Restaurant Brands International Inc. leads margin change at +6.2 percentage points.
Investor read: Dine Brands Global, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current margin change signal.
All-company data · latest reported quarter
| Company | OPM | Margin change | Reported |
|---|---|---|---|
| Dine Brands Global, Inc. DIN | 74% | −4.0 pp | Mar 2026 |
| McDonald's Corporation MCD | 45% | +0.8 pp | Mar 2026 |
| Yum! Brands, Inc. YUM | 31% | +0.6 pp | Jun 2026 |
| Wingstop Inc. WING | 27% | +5.0 pp | Jun 2026 |
| Restaurant Brands International Inc. QSR | 27% | +6.2 pp | Mar 2026 |
| Domino's Pizza, Inc. DPZ | 20% | +1.1 pp | Jun 2026 |
| The Wendy's Company WEN | 19% | −3.3 pp | Mar 2026 |
| Darden Restaurants, Inc. DRI | 14% | +2.2 pp | Jun 2026 |
| Yum China Holdings, Inc. YUMC | 14% | +0.3 pp | Jun 2026 |
| Chipotle Mexican Grill, Inc. CMG | 13% | −3.8 pp | Jun 2026 |
| Brinker International, Inc. EAT | 11% | +0.3 pp | Mar 2026 |
| El Pollo Loco Holdings, Inc. LOCO | 9.7% | +0.7 pp | Jun 2026 |
| Texas Roadhouse, Inc. TXRH | 9.0% | −3.1 pp | Mar 2026 |
| Starbucks Corporation SBUX | 8.7% | +1.8 pp | Jun 2026 |
| Dutch Bros Inc. BROS | 7.4% | −1.3 pp | Mar 2026 |
| Super Hi International Holding Ltd. HDL | 6.5% | +2.9 pp | Mar 2026 |
| CAVA Group, Inc. CAVA | 5.8% | +1.1 pp | Jun 2026 |
| The Cheesecake Factory Incorporated CAKE | 5.6% | −0.4 pp | Jun 2026 |
| Bloomin' Brands, Inc. BLMN | 5.6% | +0.1 pp | Mar 2026 |
| Arcos Dorados Holdings Inc. ARCO | 5.2% | +1.0 pp | Mar 2026 |
| Papa John's International, Inc. PZZA | 4.3% | −0.3 pp | Mar 2026 |
| BJ's Restaurants, Inc. BJRI | 3.0% | +3.9 pp | Jun 2026 |
| Cracker Barrel Old Country Store, Inc. CBRL | 0.8% | −1.0 pp | Jun 2026 |
| First Watch Restaurant Group, Inc. FWRG | 0.3% | −0.1 pp | Mar 2026 |
| Kura Sushi USA, Inc. KRUS | 0.0% | +0.2 pp | Jun 2026 |
| Shake Shack Inc. SHAK | -0.7% | −7.0 pp | Jun 2026 |
| Biglari Holdings Inc. BH | -4.2% | +4.9 pp | Mar 2026 |
| Sweetgreen, Inc. SG | -21% | −4.1 pp | Mar 2026 |
| Cannae Holdings, Inc. CNNE | -23% | −2.3 pp | Mar 2026 |
Full 20-quarter history · every available company
OPM · reported quarter history
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Brinker International, Inc. · EAT
CAVA Group, Inc. · CAVA
Chipotle Mexican Grill, Inc. · CMG
Darden Restaurants, Inc. · DRI
Domino's Pizza, Inc. · DPZ
Dutch Bros Inc. · BROS
McDonald's Corporation · MCD
Restaurant Brands International Inc. · QSR
Starbucks Corporation · SBUX
Texas Roadhouse, Inc. · TXRH
Yum China Holdings, Inc. · YUMC
Yum! Brands, Inc. · YUM
Margin change · reported quarter history
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Brinker International, Inc. · EAT
CAVA Group, Inc. · CAVA
Chipotle Mexican Grill, Inc. · CMG
Darden Restaurants, Inc. · DRI
Domino's Pizza, Inc. · DPZ
Dutch Bros Inc. · BROS
McDonald's Corporation · MCD
Restaurant Brands International Inc. · QSR
Starbucks Corporation · SBUX
Texas Roadhouse, Inc. · TXRH
Yum China Holdings, Inc. · YUMC
Yum! Brands, Inc. · YUM
Profit Scale & Acceleration
McDonald's Corporation has the highest Net profit among the 29 Restaurants companies compared here, at $8,677 million. Restaurant Brands International Inc. is next at $1,423 million. Arcos Dorados Holdings Inc. has the highest Profit growth at 74.1%, so level and change sit with different companies. 18 of 29 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: McDonald's Corporation leads with $8,677 million of TTM profit, 509.8% above Restaurant Brands International Inc.. Arcos Dorados Holdings Inc. shows 74.1% growth from a $235 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
Investor read: McDonald's Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
All-company data · latest reported quarter
Full 20-quarter history · every available company
Net profit · reported quarter history
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Brinker International, Inc. · EAT
CAVA Group, Inc. · CAVA
Chipotle Mexican Grill, Inc. · CMG
Darden Restaurants, Inc. · DRI
Domino's Pizza, Inc. · DPZ
Dutch Bros Inc. · BROS
McDonald's Corporation · MCD
Restaurant Brands International Inc. · QSR
Starbucks Corporation · SBUX
Texas Roadhouse, Inc. · TXRH
Yum China Holdings, Inc. · YUMC
Yum! Brands, Inc. · YUM
Profit growth · reported quarter history
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Brinker International, Inc. · EAT
CAVA Group, Inc. · CAVA
Chipotle Mexican Grill, Inc. · CMG
Darden Restaurants, Inc. · DRI
Domino's Pizza, Inc. · DPZ
Dutch Bros Inc. · BROS
McDonald's Corporation · MCD
Restaurant Brands International Inc. · QSR
Starbucks Corporation · SBUX
Texas Roadhouse, Inc. · TXRH
Yum China Holdings, Inc. · YUMC
Yum! Brands, Inc. · YUM
Return On Capital Employed
Domino's Pizza, Inc. has the highest ROCE among the 29 Restaurants companies compared here, at 35.8%. Yum! Brands, Inc. is next at 14.4%. The same company also holds the highest ROCE change, at +5.2 percentage points. 29 of 29 companies report a comparable reading, the latest through Jun 2026. Its ROCE series carries 18 reported observations across the 20-quarter window.
What the numbers say: Domino's Pizza, Inc. leads ROCE at 35.8%, 21.4 percentage points above Yum! Brands, Inc.. Domino's Pizza, Inc. has the strongest latest improvement at +5.2 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.
Investor read: Domino's Pizza, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roce change signal.
All-company data · latest reported quarter
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Domino's Pizza, Inc. DPZ | 36% | +5.2 pp | Jun 2026 |
| Yum! Brands, Inc. YUM | 14% | +1.9 pp | Jun 2026 |
| Dine Brands Global, Inc. DIN | 12% | −0.4 pp | Mar 2026 |
| Wingstop Inc. WING | 8.9% | −0.1 pp | Jun 2026 |
| Brinker International, Inc. EAT | 8.3% | +0.1 pp | Mar 2026 |
| Chipotle Mexican Grill, Inc. CMG | 6.7% | −0.3 pp | Jun 2026 |
| The Cheesecake Factory Incorporated CAKE | 6.5% | +4.2 pp | Jun 2026 |
| Texas Roadhouse, Inc. TXRH | 5.6% | −2.4 pp | Mar 2026 |
| McDonald's Corporation MCD | 5.5% | +0.3 pp | Mar 2026 |
| Darden Restaurants, Inc. DRI | 5.1% | +1.2 pp | Jun 2026 |
| Starbucks Corporation SBUX | 4.8% | +0.6 pp | Jun 2026 |
| Yum China Holdings, Inc. YUMC | 4.0% | +0.6 pp | Jun 2026 |
| Papa John's International, Inc. PZZA | 3.6% | −0.5 pp | Mar 2026 |
| Restaurant Brands International Inc. QSR | 2.7% | +0.7 pp | Mar 2026 |
| Super Hi International Holding Ltd. HDL | 2.5% | +1.1 pp | Mar 2026 |
| Bloomin' Brands, Inc. BLMN | 2.4% | +0.1 pp | Mar 2026 |
| Arcos Dorados Holdings Inc. ARCO | 2.3% | +0.3 pp | Mar 2026 |
| The Wendy's Company WEN | 2.3% | −0.2 pp | Mar 2026 |
| El Pollo Loco Holdings, Inc. LOCO | 2.3% | +0.1 pp | Jun 2026 |
| BJ's Restaurants, Inc. BJRI | 2.2% | +0.5 pp | Jun 2026 |
| CAVA Group, Inc. CAVA | 2.1% | +0.6 pp | Jun 2026 |
| Dutch Bros Inc. BROS | 1.3% | −0.1 pp | Mar 2026 |
| Cracker Barrel Old Country Store, Inc. CBRL | 0.4% | −0.5 pp | Jun 2026 |
| First Watch Restaurant Group, Inc. FWRG | 0.1% | 0.0 pp | Mar 2026 |
| Kura Sushi USA, Inc. KRUS | 0.0% | 0.0 pp | Jun 2026 |
| Shake Shack Inc. SHAK | -0.2% | −1.7 pp | Jun 2026 |
| Biglari Holdings Inc. BH | -0.5% | +0.7 pp | Mar 2026 |
| Cannae Holdings, Inc. CNNE | -1.5% | −0.5 pp | Mar 2026 |
| Sweetgreen, Inc. SG | -4.5% | −0.7 pp | Mar 2026 |
Full 20-quarter history · every available company
ROCE · reported quarter history
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Brinker International, Inc. · EAT
CAVA Group, Inc. · CAVA
Chipotle Mexican Grill, Inc. · CMG
Darden Restaurants, Inc. · DRI
Domino's Pizza, Inc. · DPZ
Dutch Bros Inc. · BROS
McDonald's Corporation · MCD
Restaurant Brands International Inc. · QSR
Starbucks Corporation · SBUX
Texas Roadhouse, Inc. · TXRH
Yum China Holdings, Inc. · YUMC
Yum! Brands, Inc. · YUM
ROCE change · reported quarter history
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Brinker International, Inc. · EAT
CAVA Group, Inc. · CAVA
Chipotle Mexican Grill, Inc. · CMG
Darden Restaurants, Inc. · DRI
Domino's Pizza, Inc. · DPZ
Dutch Bros Inc. · BROS
McDonald's Corporation · MCD
Restaurant Brands International Inc. · QSR
Starbucks Corporation · SBUX
Texas Roadhouse, Inc. · TXRH
Yum China Holdings, Inc. · YUMC
Yum! Brands, Inc. · YUM
Valuation Against Growth & Quality
Arcos Dorados Holdings Inc. has the lowest PEG among the 29 Restaurants companies compared here, at 0.18×. Brinker International, Inc. is next at 0.35×. The same company also holds the lowest P/E, at 7.43×. 11 of 29 companies report a comparable reading, the latest through Mar 2026. Its PEG series carries 6 reported observations across the 20-quarter window.
What the numbers say: Arcos Dorados Holdings Inc. has the lowest comparable PEG at 0.18×, 48.6% below Brinker International, Inc.. Only 11 of 29 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/e signal.
All-company data · latest reported quarter
Full 20-quarter history · every available company
PEG · reported quarter history
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Arcos Dorados Holdings Inc. · ARCO
Brinker International, Inc. · EAT
Chipotle Mexican Grill, Inc. · CMG
Darden Restaurants, Inc. · DRI
Domino's Pizza, Inc. · DPZ
McDonald's Corporation · MCD
Restaurant Brands International Inc. · QSR
Starbucks Corporation · SBUX
Texas Roadhouse, Inc. · TXRH
The Cheesecake Factory Incorporated · CAKE
Yum China Holdings, Inc. · YUMC
Yum! Brands, Inc. · YUM
P/E · reported quarter history
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Brinker International, Inc. · EAT
CAVA Group, Inc. · CAVA
Chipotle Mexican Grill, Inc. · CMG
Darden Restaurants, Inc. · DRI
Domino's Pizza, Inc. · DPZ
Dutch Bros Inc. · BROS
McDonald's Corporation · MCD
Restaurant Brands International Inc. · QSR
Starbucks Corporation · SBUX
Texas Roadhouse, Inc. · TXRH
Yum China Holdings, Inc. · YUMC
Yum! Brands, Inc. · YUM
What can make this comparison misleading?
This Restaurants comparison names 4 specific ways its own evidence can mislead, all listed below. All 29 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.
Keep these limits visible
- A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
- A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
- The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
- An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
How was this comparison built?
This comparison is built from the reported filings of 29 Restaurants companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
Restaurants company comparison FAQs
These 22 answers restate the Restaurants comparison above in question form. Every one is computed from the same 29 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.
Is the Restaurants sector outperforming S&P 500?
Restaurants has underperformed S&P 500 by 15.4% over 52 weeks and 6.6% over 13 weeks. 10 of 29 covered companies beat the S&P 500 on Mansfield relative strength, while 11 of 29 beat the sector itself.
Which Restaurants company is largest by revenue?
McDonald's Corporation leads with revenue of $27,447 million, based on 18 of 29 comparable companies through Mar 2026.
Which Restaurants company is growing fastest?
Dutch Bros Inc. has the fastest current revenue growth at 28.4%, across 18 of 29 comparable companies.
Which Restaurants company has the strongest 4-Factor Sector Score?
Brinker International, Inc. ranks first at 70.3/100 with 81.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which Restaurants company has the lowest comparable PEG?
Arcos Dorados Holdings Inc. has the lowest comparable PEG at 0.18, among 11 of 29 companies whose earnings and growth are steady enough for the ratio to mean anything.
How much history does this Restaurants comparison include?
The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
Which Restaurants company is the biggest?
McDonald's Corporation is the largest, with trailing-twelve-month revenue of $27,447 million, ahead of Darden Restaurants, Inc. at $13,211 million. That covers 18 of 29 companies with comparable reporting through Mar 2026.
Which Restaurants company has the best profit margins?
Dine Brands Global, Inc. has the highest operating margin at 74.1%, from 29 of 29 comparable companies. Restaurant Brands International Inc. shows the biggest recent improvement, at +6.2 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.
Which Restaurants company makes the most profit?
McDonald's Corporation earns the most, at $8,677 million of trailing-twelve-month net profit, from 18 of 29 comparable companies. Arcos Dorados Holdings Inc. has the fastest profit growth at 74.1%, though growth off a small or recovering profit base overstates how much has actually changed.
Which Restaurants company earns the highest return on capital?
Domino's Pizza, Inc. leads on return on capital employed at 35.8%, across 29 of 29 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
Which Restaurants stock is the cheapest?
On PEG — where a LOWER number is cheaper — Arcos Dorados Holdings Inc. screens cheapest at 0.18×. Only 11 of 29 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Is the Restaurants sector beating the market?
Restaurants has underperformed S&P 500 by 15.4% over the last 52 weeks and 6.6% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 10 of 29 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which Restaurants stock has the strongest price momentum?
The Cheesecake Factory Incorporated has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Which Restaurants company scores highest for research priority?
Brinker International, Inc. scores 70.3 out of 100 with 81.1% evidence confidence, from 21.7 points on growth and earnings, 14.1 on capital efficiency, 15.7 on valuation and 18.8 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
How many Restaurants companies does this comparison cover, and over what period?
It compares 29 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
What is the total market cap of the Restaurants sector?
The 29 Restaurants companies on this page carry $546,525 million of combined market value. McDonald's Corporation is the largest at $190,657 million, about 35% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.
What is the Restaurants sector's P/E ratio?
The median price-to-earnings ratio across the 29 Restaurants companies on this page is 26×, measured on the 29 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.
How is the Restaurants sector performing?
10 of the 29 covered Restaurants companies are beating S&P 500 on Mansfield relative strength. The sector itself is 15.4% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.
How many Restaurants stocks are listed in the US?
This comparison covers 29 listed Restaurants companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.
Why are some values on this page blank?
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
Is this investment advice?
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.