Sector Alpha Week of 2026-09-16
Not SEBI Registered !! Not Investment advice !!
20-quarter listed-company comparison

Restaurants Stocks

Restaurants: Starbucks Corporation owns the largest revenue base; Dutch Bros Inc. has the fastest current growth.

01 · the industry itself · before any single company

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 40% behind S&P 500. Earnings across its companies grew 4% on average over the last four reported quarters — close to flat.

ASLEEP · 1y −19.7%~Price down, no fundamental support6 of 35 companies ahead of S&P 500 by 5% or more over three months3 are 20% or more behind over a year while earnings grew 20% or more

RS — · 11/35 >200d (−9) · 6/35 lead (−16) · EPS 18/34↑

20020262025202420232022 250347 TRAILING 12-MONTH EPS · 100 AT THE START0100131Jun 22Dec 22Jun 23Dec 23Jun 24Dec 24Jun 25Dec 25Jun 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 18 reportingJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 23 reportingSep 2022 · trailing 12-month earnings per share at 96, against 100 at the start · no comparable year yet · 23 reportingDec 2022 · trailing 12-month earnings per share at 98, against 100 at the start · no comparable year yet · 19 reportingMar 2023 · trailing 12-month earnings per share at 96, against 100 at the start · down 0.6% on a year ago · 23 reportingJun 2023 · trailing 12-month earnings per share at 106, against 100 at the start · up 5.6% on a year ago · 22 reportingSep 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 19.2% on a year ago · 23 reportingDec 2023 · trailing 12-month earnings per share at 112, against 100 at the start · up 26.7% on a year ago · 25 reportingMar 2024 · trailing 12-month earnings per share at 113, against 100 at the start · up 18.3% on a year ago · 23 reportingJun 2024 · trailing 12-month earnings per share at 115, against 100 at the start · up 12.3% on a year ago · 23 reportingSep 2024 · trailing 12-month earnings per share at 119, against 100 at the start · up 11.4% on a year ago · 24 reportingDec 2024 · trailing 12-month earnings per share at 118, against 100 at the start · up 0.4% on a year ago · 23 reportingMar 2025 · trailing 12-month earnings per share at 113, against 100 at the start · down 4.4% on a year ago · 21 reportingJun 2025 · trailing 12-month earnings per share at 120, against 100 at the start · up 5.0% on a year ago · 23 reportingSep 2025 · trailing 12-month earnings per share at 119, against 100 at the start · up 6.1% on a year ago · 26 reportingDec 2025 · trailing 12-month earnings per share at 126, against 100 at the start · up 3.3% on a year ago · 22 reportingMar 2026 · trailing 12-month earnings per share at 128, against 100 at the start · down 3.4% on a year ago · 22 reportingJun 2026 · trailing 12-month earnings per share at 131, against 100 at the start · up 10.4% on a year ago · 9 reporting · thin coverageNot reported yet — earnings trail price by a quarter or two131No earnings on file this far back — the price series reaches further than the filings do
20020262025202420232022 250347 TRAILING 12-MONTH EPS · 100 AT THE START0100131Jun 22Jun 23Jun 24Jun 25Jun 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 18 reportingJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 23 reportingSep 2022 · trailing 12-month earnings per share at 96, against 100 at the start · no comparable year yet · 23 reportingDec 2022 · trailing 12-month earnings per share at 98, against 100 at the start · no comparable year yet · 19 reportingMar 2023 · trailing 12-month earnings per share at 96, against 100 at the start · down 0.6% on a year ago · 23 reportingJun 2023 · trailing 12-month earnings per share at 106, against 100 at the start · up 5.6% on a year ago · 22 reportingSep 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 19.2% on a year ago · 23 reportingDec 2023 · trailing 12-month earnings per share at 112, against 100 at the start · up 26.7% on a year ago · 25 reportingMar 2024 · trailing 12-month earnings per share at 113, against 100 at the start · up 18.3% on a year ago · 23 reportingJun 2024 · trailing 12-month earnings per share at 115, against 100 at the start · up 12.3% on a year ago · 23 reportingSep 2024 · trailing 12-month earnings per share at 119, against 100 at the start · up 11.4% on a year ago · 24 reportingDec 2024 · trailing 12-month earnings per share at 118, against 100 at the start · up 0.4% on a year ago · 23 reportingMar 2025 · trailing 12-month earnings per share at 113, against 100 at the start · down 4.4% on a year ago · 21 reportingJun 2025 · trailing 12-month earnings per share at 120, against 100 at the start · up 5.0% on a year ago · 23 reportingSep 2025 · trailing 12-month earnings per share at 119, against 100 at the start · up 6.1% on a year ago · 26 reportingDec 2025 · trailing 12-month earnings per share at 126, against 100 at the start · up 3.3% on a year ago · 22 reportingMar 2026 · trailing 12-month earnings per share at 128, against 100 at the start · down 3.4% on a year ago · 22 reportingJun 2026 · trailing 12-month earnings per share at 131, against 100 at the start · up 10.4% on a year ago · 9 reporting · thin coverageNot reported yet — earnings trail price by a quarter or two131No earnings on file this far back — the price series reaches further than the filings do
Restaurants, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

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 35 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.

02 · sector relative strength, before individual stocks

Is Restaurants outperforming S&P 500?

Restaurants has underperformed S&P 500 by 15.6% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 8.6%. 6 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 +50.9%.

-8.6%Sector vs S&P 500 · 13 weeks
-15.6%Sector vs S&P 500 · 52 weeks
6/29Stocks leading S&P 500
13/29Stocks leading sector

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 15.6% over 52 weeks and 8.6% over 13 weeks. 6 of 29 covered companies beat the S&P 500 on Mansfield relative strength, while 13 of 29 beat the sector itself. Starbucks Corporation leads with revenue of $38,339 million, based on 21 of 29 comparable companies through Jun 2026.

Companies
29
complete canonical membership
Combined market value
$504.2B
McDonald's Corporation
Revenue growing
16/21
positive TTM year-on-year growth
Beating S&P 500
6/29
positive Mansfield relative strength
Comparing 5 of 29
03 · research priority, made explicit

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.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Brinker International, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 81.1% evidence confidence.
Texas Roadhouse, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Bloomin' Brands, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
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.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Brinker International, Inc.EAT 70.3/100Favorable setup81% evidence LEADER 21.6/35 Revenue 11.8% · PAT 38.9% · OPM change 0.3 pp 83% evidence 13.4/25 ROCE 8.3% · OPM 11.3% 76% evidence 15.6/20 P/E 14.4× · PEG 0.35 65% evidence 19.7/20 RS sector 38.4% · RS bench 24.6% · 1Y 54.5%12 of 12 weeks ahead 100% evidence
Exact sum: 21.6 + 13.4 + 15.6 + 19.7 = 70.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Darden Restaurants, Inc.DRI 69.9/100Favorable setup85% evidence ASLEEP 24.2/35 Revenue 9.4% · PAT 15.1% · OPM change 0.9 pp 95% evidence 18.0/25 ROCE 16.1% · OPM 14.1% 76% evidence 12.7/20 P/E 19.4× · PEG 1.14 65% evidence 15.0/20 RS sector 8.7% · RS bench -2.3% · 1Y 12.6%3 of 12 weeks ahead 100% evidence
Exact sum: 24.2 + 18 + 12.7 + 15 = 69.9 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
3Restaurant Brands International Inc.QSR 69.3/100Favorable setup85% evidence TURNING 26.1/35 Revenue 6.5% · PAT 51.4% · OPM change 8.4 pp 95% evidence 13.8/25 ROCE 3.1% · OPM 28.4% 76% evidence 14.5/20 P/E 19.5× · PEG 0.48 65% evidence 14.9/20 RS sector 7.2% · RS bench -3.5% · 1Y 17.6%1 of 12 weeks ahead 100% evidence
Exact sum: 26.1 + 13.8 + 14.5 + 14.9 = 69.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Domino's Pizza, Inc.DPZ 62.6/100Thin evidence · provisional58% evidence ASLEEP 23.5/35 Revenue — · PAT — · OPM change 1.1 pp 45% evidence 21.1/25 ROCE 35.8% · OPM 20% 76% evidence 10.9/20 P/E 18.4× · PEG — 15% evidence 7.1/20 RS sector -15.6% · RS bench -24.4% · 1Y -29.7%3 of 12 weeks ahead 100% evidence
Exact sum: 23.5 + 21.1 + 10.9 + 7.1 = 62.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Yum! Brands, Inc.YUM 62.0/100Mixed-positive evidence85% evidence ASLEEP 23.6/35 Revenue 10.3% · PAT 54.8% · OPM change -2 pp 95% evidence 18.1/25 ROCE 14.4% · OPM 30.2% 76% evidence 15.1/20 P/E 20.1× · PEG 0.35 65% evidence 5.2/20 RS sector -6.4% · RS bench -15.9% · 1Y -5.3%0 of 12 weeks ahead 100% evidence
Exact sum: 23.6 + 18.1 + 15.1 + 5.2 = 62 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -6.4% and the one-year return is -5.3%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
6The Cheesecake Factory IncorporatedCAKE 61.0/100Thin evidence · provisional56% evidence LEADER 19.9/35 Revenue — · PAT — · OPM change -0.4 pp 39% evidence 11.3/25 ROCE 6.5% · OPM 5.6% 76% evidence 10.3/20 P/E 21.6× · PEG — 15% evidence 19.5/20 RS sector 50.9% · RS bench 36.1% · 1Y 77.8%12 of 12 weeks ahead 100% evidence
Exact sum: 19.9 + 11.3 + 10.3 + 19.5 = 61 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7Arcos Dorados Holdings Inc.ARCO 59.7/100Mixed-positive evidence75% evidence ASLEEP 23.3/35 Revenue 7.9% · PAT 74.1% · OPM change 1 pp 83% evidence 9.9/25 ROCE 2.3% · OPM 5.2% 76% evidence 16.5/20 P/E 7.4× · PEG 0.18 65% evidence 10.0/20 RS sector 0.6% · RS bench -9.4% · 1Y 14.9%0 of 12 weeks ahead 70% evidence
Exact sum: 23.3 + 9.9 + 16.5 + 10 = 59.7 · 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 FADING 18.4/35 Revenue — · PAT — · OPM change 0.7 pp 45% evidence 10.1/25 ROCE 2.3% · OPM 9.7% 76% evidence 11.2/20 P/E 14.2× · PEG — 15% evidence 15.7/20 RS sector 17.7% · RS bench 6.2% · 1Y 46.6%8 of 12 weeks ahead 70% evidence
Exact sum: 18.4 + 10.1 + 11.2 + 15.7 = 55.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9Yum China Holdings, Inc.YUMC 50.6/100Thin evidence · provisional58% evidence ASLEEP 19.5/35 Revenue — · PAT — · OPM change 0.3 pp 45% evidence 13.2/25 ROCE 4% · OPM 13.7% 76% evidence 11.0/20 P/E 15× · PEG — 15% evidence 6.9/20 RS sector -8.4% · RS bench -17.8% · 1Y -5.5%1 of 12 weeks ahead 100% evidence
Exact sum: 19.5 + 13.2 + 11 + 6.9 = 50.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10Texas Roadhouse, Inc.TXRH 50.2/100Mixed-positive evidence71% evidence ASLEEP 14.8/35 Revenue 13.1% · PAT 2.5% · OPM change -3.1 pp 53% evidence 12.9/25 ROCE 5.6% · OPM 9% 76% evidence 13.5/20 P/E 26.4× · PEG 0.65 65% evidence 9.0/20 RS sector -0.6% · RS bench -10.6% · 1Y 7.5%9 of 12 weeks ahead 100% evidence
Exact sum: 14.8 + 12.9 + 13.5 + 9 = 50.2 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
11McDonald's CorporationMCD 48.5/100Mixed-negative evidence85% evidence ASLEEP 17.0/35 Revenue 6.3% · PAT 4.7% · OPM change -1.2 pp 95% evidence 21.2/25 ROCE 22.7% · OPM 46.5% 76% evidence 5.8/20 P/E 21.9× · PEG 3.99 65% evidence 4.5/20 RS sector -12.7% · RS bench -21.6% · 1Y -17.8%0 of 12 weeks ahead 100% evidence
Exact sum: 17 + 21.2 + 5.8 + 4.5 = 48.5 · Decision use: Strong business, demanding price: keep it on the quality list, but require either earnings upgrades or valuation compression.
12Nathan's Famous, Inc.NATH 47.5/100Mixed-negative evidence75% evidence BASING 10.0/35 Revenue 8.7% · PAT -12% · OPM change -7.6 pp 83% evidence 17.5/25 ROCE 14.7% · OPM 15% 76% evidence 9.1/20 P/E 20.8× · PEG 2.06 65% evidence 10.9/20 RS sector 2.5% · RS bench -7.9% · 1Y -4.2%0 of 12 weeks ahead 70% evidence
Exact sum: 10 + 17.5 + 9.1 + 10.9 = 47.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
13Super Hi International Holding Ltd.HDL 47.3/100Mixed-negative evidence75% evidence ASLEEP 18.8/35 Revenue 10.1% · PAT -26.3% · OPM change 2.9 pp 83% evidence 8.3/25 ROCE 2.5% · OPM 6.5% 76% evidence 14.1/20 P/E 24.3× · PEG 0.41 65% evidence 6.1/20 RS sector -8% · RS bench -19.3% · 1Y -39.4%0 of 12 weeks ahead 70% evidence
Exact sum: 18.8 + 8.3 + 14.1 + 6.1 = 47.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
14Wingstop Inc.WING 45.8/100Thin evidence · provisional58% evidence ASLEEP 20.1/35 Revenue — · PAT — · OPM change 5 pp 45% evidence 16.1/25 ROCE 8.9% · OPM 27.4% 76% evidence 9.1/20 P/E 39.6× · PEG — 15% evidence 0.5/20 RS sector -46.6% · RS bench -52.4% · 1Y -60.1%0 of 12 weeks ahead 100% evidence
Exact sum: 20.1 + 16.1 + 9.1 + 0.5 = 45.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
15Starbucks CorporationSBUX 45.3/100Mixed-negative evidence85% evidence ASLEEP 16.0/35 Revenue 4.5% · PAT -24.8% · OPM change 0.6 pp 95% evidence 13.0/25 ROCE 4.8% · OPM 10.5% 76% evidence 4.3/20 P/E 60.1× · PEG 5.08 65% evidence 12.0/20 RS sector 6.1% · RS bench -4.5% · 1Y 15.1%2 of 12 weeks ahead 100% evidence
Exact sum: 16 + 13 + 4.3 + 12 = 45.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
16Bloomin' Brands, Inc.BLMN 45.2/100Mixed-negative evidence71% evidence FADING 11.2/35 Revenue 0.9% · PAT -193.9% · OPM change 0.1 pp 83% evidence 8.7/25 ROCE 2.4% · OPM 5.6% 76% evidence 10.1/20 P/E 21.9× · PEG — 15% evidence 15.2/20 RS sector 12.5% · RS bench 1.3% · 1Y 17.7%10 of 12 weeks ahead 100% evidence
Exact sum: 11.2 + 8.7 + 10.1 + 15.2 = 45.2 · Decision use: Price leads the evidence: RS versus the benchmark is 1.3%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
17Biglari Holdings Inc.BH 45.1/100Thin evidence · provisional58% evidence LEADER 20.4/35 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 12.0/20 RS sector 5.8% · RS bench -5.1% · 1Y 13.9%11 of 12 weeks ahead 70% evidence
Exact sum: 20.4 + 4 + 8.7 + 12 = 45.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
18Chipotle Mexican Grill, Inc.CMG 42.6/100Mixed-negative evidence85% evidence FADING 12.2/35 Revenue 7.3% · PAT -7.9% · OPM change -2.5 pp 95% evidence 14.7/25 ROCE 6.7% · OPM 15.7% 76% evidence 4.7/20 P/E 31.2× · PEG 6.18 65% evidence 11.0/20 RS sector -0.9% · RS bench -11.1% · 1Y -14.3%5 of 12 weeks ahead 100% evidence
Exact sum: 12.2 + 14.7 + 4.7 + 11 = 42.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
19The Wendy's CompanyWEN 40.9/100Mixed-negative evidence75% evidence FADING 10.6/35 Revenue -1.8% · PAT -11.8% · OPM change -3.3 pp 83% evidence 12.4/25 ROCE 2.3% · OPM 19.2% 76% evidence 11.3/20 P/E 8.7× · PEG 1.69 65% evidence 6.6/20 RS sector -7.5% · RS bench -17% · 1Y -24.7%7 of 12 weeks ahead 70% evidence
Exact sum: 10.6 + 12.4 + 11.3 + 6.6 = 40.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
20Cannae Holdings, Inc.CNNE 39.6/100Mixed-negative evidence64% evidence BREAKING OUT 9.4/35 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 15.4/20 RS sector 6.3% · RS bench -4.5% · 1Y -20.5%8 of 12 weeks ahead 100% evidence
Exact sum: 9.4 + 3.4 + 11.4 + 15.4 = 39.6 · Decision use: Price leads the evidence: RS versus the benchmark is -4.5%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
21Dutch Bros Inc.BROS 38.6/100Mixed-negative evidence71% evidence ASLEEP 20.6/35 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 1.9/20 RS sector -23.4% · RS bench -31.2% · 1Y -29.4%5 of 12 weeks ahead 100% evidence
Exact sum: 20.6 + 7.2 + 8.9 + 1.9 = 38.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
22Cracker Barrel Old Country Store, Inc.CBRL 38.5/100Mixed-negative evidence79% evidence ASLEEP 7.6/35 Revenue -4.9% · PAT -55.2% · OPM change -1 pp 95% evidence 7.2/25 ROCE 0.4% · OPM 0.8% 76% evidence 7.7/20 P/E 26.8× · PEG 2.29 65% evidence 16.0/20 RS sector 20.6% · RS bench 8.4% · 1Y -0.6%10 of 12 weeks ahead 70% evidence
Exact sum: 7.6 + 7.2 + 7.7 + 16 = 38.5 · Decision use: Price leads the evidence: RS versus the benchmark is 8.4%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
23CAVA Group, Inc.CAVA 36.1/100Thin evidence · provisional56% evidence ASLEEP 19.0/35 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 1.3/20 RS sector -25.3% · RS bench -32.8% · 1Y -21.7%0 of 12 weeks ahead 100% evidence
Exact sum: 19 + 7.2 + 8.6 + 1.3 = 36.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
24First Watch Restaurant Group, Inc.FWRG 35.5/100Mixed-negative evidence68% evidence ASLEEP 19.0/35 Revenue 20.4% · PAT 54.5% · OPM change -0.1 pp 62% evidence 6.3/25 ROCE 0.1% · OPM 0.3% 76% evidence 5.3/20 P/E 36.8× · PEG 3.06 65% evidence 4.9/20 RS sector -22.4% · RS bench -30.5% · 1Y -34.6%5 of 12 weeks ahead 70% evidence
Exact sum: 19 + 6.3 + 5.3 + 4.9 = 35.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
25Kura Sushi USA, Inc.KRUS 32.6/100Adverse evidence67% evidence ASLEEP 18.2/35 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 1.3/20 RS sector -34.3% · RS bench -41.2% · 1Y -51.8%0 of 12 weeks ahead 100% evidence
Exact sum: 18.2 + 4.6 + 8.5 + 1.3 = 32.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
26Papa John's International, Inc.PZZA 31.0/100Adverse evidence75% evidence ASLEEP 9.9/35 Revenue -2.4% · PAT -62% · OPM change -0.3 pp 83% evidence 11.2/25 ROCE 3.6% · OPM 4.3% 76% evidence 6.6/20 P/E 38.3× · PEG 2.49 65% evidence 3.3/20 RS sector -41% · RS bench -47.2% · 1Y -57.5%0 of 12 weeks ahead 70% evidence
Exact sum: 9.9 + 11.2 + 6.6 + 3.3 = 31 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
27Shake Shack Inc.SHAK 30.4/100Thin evidence · provisional58% evidence ASLEEP 10.9/35 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 6.1/20 RS sector -26.9% · RS bench -34.6% · 1Y -43.1%5 of 12 weeks ahead 100% evidence
Exact sum: 10.9 + 4.6 + 8.8 + 6.1 = 30.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
28Sweetgreen, Inc.SG 30.1/100Thin evidence · provisional58% evidence BASING 9.1/35 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 8.6/20 RS sector -0.9% · RS bench -10.8% · 1Y -22.9%2 of 12 weeks ahead 70% evidence
Exact sum: 9.1 + 3.1 + 9.3 + 8.6 = 30.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
29BJ's Restaurants, Inc.BJRI 52.7/100Thin evidence · provisional50% evidence LEADER 19.6/35 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 16.4/20 RS sector 38% · RS bench 24.4% · 1Y 100.3%12 of 12 weeks ahead 70% evidence
Exact sum: 19.6 + 7.1 + 9.6 + 16.4 = 52.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 29 companies
04 · what price has already done

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 +36.1%. 6 of 29 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-09-16.

Price and relative strength

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.

05 · compare level, then change

Revenue Scale & Growth Durability

Starbucks Corporation has the highest Revenue among the 29 Restaurants companies compared here, at $38,339 million. McDonald's Corporation is next at $27,703 million. Dutch Bros Inc. has the highest Revenue growth at 28.4%, so level and change sit with different companies. 21 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Starbucks Corporation is the scale leader at $38,339 million, 38.4% ahead of McDonald's Corporation. 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.

LeaderStarbucks Corporation · $38,339 million
Gap38.4% versus #2 · McDonald's Corporation
Persistence6/8 recent comparable periods
Coverage21/29 companies · 543 observations

Investor read: Starbucks 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: Starbucks Corporation's growth falls below Dutch Bros Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenue · company comparison
21/29 level · 21/29 change

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.

CompanyRevenueRevenue growthReported
Starbucks Corporation SBUX$9.3B-1.4%Jun 2026
McDonald's Corporation MCD$7.1B3.7%Jun 2026
Darden Restaurants, Inc. DRI$3.7B14%Jun 2026
Chipotle Mexican Grill, Inc. CMG$3.3B9.3%Jun 2026
Yum China Holdings, Inc. YUMC$3.3B9.7%Jun 2026
Restaurant Brands International Inc. QSR$2.5B4.6%Jun 2026
Yum! Brands, Inc. YUM$2.2B12%Jun 2026
Texas Roadhouse, Inc. TXRH$1.6B3.1%Mar 2026
Brinker International, Inc. EAT$1.5B3.2%Mar 2026
Arcos Dorados Holdings Inc. ARCO$1.2B13%Mar 2026
Domino's Pizza, Inc. DPZ$1.2B3.5%Jun 2026
Bloomin' Brands, Inc. BLMN$1.1B1.0%Mar 2026
The Cheesecake Factory Incorporated CAKE$979M11%Jun 2026
Cracker Barrel Old Country Store, Inc. CBRL$797M-2.9%Jun 2026
The Wendy's Company WEN$541M3.4%Mar 2026
Papa John's International, Inc. PZZA$479M-7.5%Mar 2026
Dutch Bros Inc. BROS$464M31%Mar 2026
CAVA Group, Inc. CAVA$438M32%Jun 2026
Shake Shack Inc. SHAK$367M3.1%Jun 2026
BJ's Restaurants, Inc. BJRI$358M8.9%Jun 2026
First Watch Restaurant Group, Inc. FWRG$331M17%Mar 2026
Super Hi International Holding Ltd. HDL$226M14%Mar 2026
Wingstop Inc. WING$184M7.6%Jun 2026
Sweetgreen, Inc. SG$162M-2.4%Mar 2026
El Pollo Loco Holdings, Inc. LOCO$126M0.0%Jun 2026
Biglari Holdings Inc. BH$97M2.1%Mar 2026
Cannae Holdings, Inc. CNNE$96M-6.8%Mar 2026
Kura Sushi USA, Inc. KRUS$86M16%Jun 2026
Nathan's Famous, Inc. NATH$35M13%Mar 2026
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.

Brinker International, Inc. · EAT

$876M
$926M
$980M
$1.0B
$956M
$1.0B
$1.1B
$1.1B
$1.0B
$1.1B
$1.1B
$1.2B
$1.1B
$1.4B
$1.4B
$1.5B
$1.3B
$1.5B
$1.5B

CAVA Group, Inc. · CAVA

$124M
$159M
$136M
$139M
$203M
$173M
$176M
$259M
$233M
$244M
$332M
$281M
$292M
$438M

Chipotle Mexican Grill, Inc. · CMG

$2.0B
$2.0B
$2.0B
$2.2B
$2.2B
$2.2B
$2.4B
$2.5B
$2.5B
$2.5B
$2.7B
$3.0B
$2.8B
$2.8B
$2.9B
$3.1B
$3.0B
$3.0B
$3.1B
$3.3B

Darden Restaurants, Inc. · DRI

$2.3B
$2.3B
$2.4B
$2.6B
$2.4B
$2.5B
$2.8B
$2.8B
$2.7B
$2.7B
$3.0B
$3.0B
$2.8B
$2.9B
$3.2B
$3.3B
$3.0B
$3.1B
$3.3B
$3.7B

Domino's Pizza, Inc. · DPZ

$998M
$1.3B
$1.1B
$1.1B
$1.4B
$1.0B
$1.0B
$1.4B
$1.1B
$1.1B
$1.1B
$1.4B
$1.1B
$1.1B
$1.1B
$1.5B
$1.2B

Dutch Bros Inc. · BROS

$130M
$140M
$152M
$186M
$199M
$202M
$197M
$250M
$265M
$254M
$275M
$325M
$338M
$343M
$355M
$416M
$424M
$444M
$464M

McDonald's Corporation · MCD

$6.2B
$6.0B
$5.7B
$5.7B
$5.9B
$5.9B
$5.9B
$6.5B
$6.7B
$6.4B
$6.2B
$6.5B
$6.9B
$6.4B
$6.0B
$6.8B
$7.1B
$7.0B
$6.5B
$7.1B

Restaurant Brands International Inc. · QSR

$1.5B
$1.5B
$1.5B
$1.6B
$1.7B
$1.7B
$1.6B
$1.8B
$1.8B
$1.8B
$1.7B
$2.1B
$2.3B
$2.3B
$2.1B
$2.4B
$2.4B
$2.5B
$2.3B
$2.5B

Starbucks Corporation · SBUX

$8.1B
$8.1B
$7.6B
$8.2B
$8.4B
$8.7B
$8.7B
$9.2B
$9.4B
$8.6B
$9.1B
$9.1B
$9.4B
$8.8B
$9.5B
$9.6B
$9.9B
$9.5B
$9.3B

Texas Roadhouse, Inc. · TXRH

$869M
$896M
$987M
$1.0B
$993M
$1.0B
$1.2B
$1.2B
$1.1B
$1.2B
$1.3B
$1.3B
$1.3B
$1.4B
$1.4B
$1.5B
$1.5B
$1.6B

Yum China Holdings, Inc. · YUMC

$2.6B
$2.3B
$2.7B
$2.1B
$2.7B
$2.1B
$2.9B
$2.7B
$2.9B
$2.5B
$3.0B
$2.7B
$3.1B
$2.6B
$3.0B
$2.8B
$3.2B
$2.8B
$3.3B

Yum! Brands, Inc. · YUM

$1.6B
$1.9B
$1.5B
$1.6B
$1.6B
$2.0B
$1.6B
$1.7B
$1.7B
$2.0B
$1.6B
$1.8B
$1.8B
$2.4B
$1.8B
$1.9B
$2.0B
$2.5B
$2.1B
$2.2B

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

1.3%
9.1%
10%
11%
5.3%
6.0%
5.4%
3.4%
12%
12%
26%
27%
21%
18%
6.9%
3.2%

CAVA Group, Inc. · CAVA

12%
28%
27%
27%
28%
35%
39%
28%
21%
20%
32%

Chipotle Mexican Grill, Inc. · CMG

17%
14%
11%
17%
14%
11%
15%
14%
18%
13%
13%
6.4%
3.0%
7.5%
4.9%
7.4%
9.3%

Darden Restaurants, Inc. · DRI

6.1%
9.5%
14%
6.4%
12%
9.7%
6.8%
6.8%
1.0%
6.0%
6.2%
11%
10%
7.3%
5.9%
14%

Domino's Pizza, Inc. · DPZ

3.2%
7.1%
3.7%
-3.8%
-3.9%
-22%
7.1%
5.2%
2.9%
2.5%
4.3%
6.2%
6.4%
3.5%

Dutch Bros Inc. · BROS

44%
53%
44%
30%
34%
33%
26%
40%
30%
28%
35%
29%
28%
25%
29%
31%

McDonald's Corporation · MCD

-2.9%
-5.3%
-1.4%
4.1%
14%
14%
8.1%
4.6%
-0.1%
2.7%
-0.3%
-3.5%
5.4%
3.0%
9.7%
9.4%
3.7%

Restaurant Brands International Inc. · QSR

14%
15%
9.3%
9.6%
8.3%
6.4%
7.8%
9.4%
17%
25%
26%
21%
16%
6.9%
7.4%
7.4%
4.6%

Starbucks Corporation · SBUX

1.9%
3.3%
8.3%
14%
12%
11%
-1.7%
4.5%
-1.0%
0.3%
2.3%
3.8%
5.4%
5.5%
8.8%
-1.4%

Texas Roadhouse, Inc. · TXRH

14%
14%
13%
19%
14%
13%
15%
13%
15%
13%
24%
8.0%
19%
3.1%

Yum China Holdings, Inc. · YUMC

-13%
5.1%
-8.9%
9.3%
25%
8.5%
19%
1.4%
0.9%
5.4%
4.1%
0.8%
4.0%
4.4%
8.8%
9.7%

Yum! Brands, Inc. · YUM

2.1%
2.1%
6.8%
6.3%
3.1%
4.2%
0.8%
-2.9%
4.5%
6.9%
16%
12%
9.6%
8.4%
6.5%
15%
12%
06 · compare level, then change

Operating Economics & Margin Trend

McDonald's Corporation has the highest OPM among the 29 Restaurants companies compared here, at 46.5%. Yum! Brands, Inc. is next at 30.2%. Restaurant Brands International Inc. has the highest Margin change at +8.4 percentage points, so level and change sit with different companies. 29 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: McDonald's Corporation leads opm at 46.5%; Restaurant Brands International Inc. leads margin change at +8.4 percentage points.

LeaderMcDonald's Corporation · 46.5%
Gap54% versus #2 · Yum! Brands, Inc.
Persistence3/8 recent comparable periods
Coverage29/29 companies · 543 observations

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 margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
Operating margin · company comparison
29/29 level · 29/29 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
McDonald's Corporation MCD47%−1.2 ppJun 2026
Yum! Brands, Inc. YUM30%−2.0 ppJun 2026
Restaurant Brands International Inc. QSR28%+8.4 ppJun 2026
Wingstop Inc. WING27%+5.0 ppJun 2026
Domino's Pizza, Inc. DPZ20%+1.1 ppJun 2026
The Wendy's Company WEN19%−3.3 ppMar 2026
Chipotle Mexican Grill, Inc. CMG16%−2.5 ppJun 2026
Nathan's Famous, Inc. NATH15%−7.6 ppMar 2026
Darden Restaurants, Inc. DRI14%+0.9 ppJun 2026
Yum China Holdings, Inc. YUMC14%+0.3 ppJun 2026
Brinker International, Inc. EAT11%+0.3 ppMar 2026
Starbucks Corporation SBUX11%+0.6 ppJun 2026
El Pollo Loco Holdings, Inc. LOCO9.7%+0.7 ppJun 2026
Texas Roadhouse, Inc. TXRH9.0%−3.1 ppMar 2026
Dutch Bros Inc. BROS7.4%−1.3 ppMar 2026
Super Hi International Holding Ltd. HDL6.5%+2.9 ppMar 2026
CAVA Group, Inc. CAVA5.8%+1.1 ppJun 2026
The Cheesecake Factory Incorporated CAKE5.6%−0.4 ppJun 2026
Bloomin' Brands, Inc. BLMN5.6%+0.1 ppMar 2026
Arcos Dorados Holdings Inc. ARCO5.2%+1.0 ppMar 2026
Papa John's International, Inc. PZZA4.3%−0.3 ppMar 2026
BJ's Restaurants, Inc. BJRI3.0%+3.9 ppJun 2026
Cracker Barrel Old Country Store, Inc. CBRL0.8%−1.0 ppJun 2026
First Watch Restaurant Group, Inc. FWRG0.3%−0.1 ppMar 2026
Kura Sushi USA, Inc. KRUS0.0%+0.2 ppJun 2026
Shake Shack Inc. SHAK-0.7%−7.0 ppJun 2026
Biglari Holdings Inc. BH-4.2%+4.9 ppMar 2026
Sweetgreen, Inc. SG-21%−4.1 ppMar 2026
Cannae Holdings, Inc. CNNE-23%−2.3 ppMar 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

2.9%
4.3%
5.0%
4.4%
-2.1%
4.0%
5.9%
5.5%
2.4%
5.8%
6.2%
6.1%
5.0%
12%
11%
9.8%
8.7%
12%
11%

CAVA Group, Inc. · CAVA

89%
-13%
-6.1%
-8.8%
-1.1%
3.3%
1.6%
3.6%
6.9%
5.6%
4.7%
7.0%
5.9%
5.8%

Chipotle Mexican Grill, Inc. · CMG

12%
8.1%
9.4%
15%
15%
14%
16%
17%
16%
14%
16%
20%
17%
15%
17%
18%
16%
14%
13%
16%

Darden Restaurants, Inc. · DRI

12%
11%
12%
13%
9.8%
9.0%
13%
14%
9.4%
11%
13%
13%
9.8%
10%
13%
13%
9.9%
10%
13%
14%

Domino's Pizza, Inc. · DPZ

18%
17%
17%
17%
18%
19%
18%
18%
19%
18%
18%
19%
19%
20%
20%
19%
20%

Dutch Bros Inc. · BROS

-88%
-5.1%
-9.3%
1.4%
2.6%
1.9%
-0.1%
7.8%
9.3%
0.9%
9.3%
9.9%
9.6%
4.6%
8.7%
13%
9.8%
7.7%
7.4%

McDonald's Corporation · MCD

45%
40%
42%
45%
47%
44%
45%
47%
48%
44%
44%
47%
47%
45%
45%
48%
47%
45%
44%
47%

Restaurant Brands International Inc. · QSR

36%
27%
31%
33%
33%
21%
28%
31%
32%
26%
31%
32%
25%
28%
21%
20%
27%
25%
27%
28%

Starbucks Corporation · SBUX

18%
15%
12%
16%
14%
14%
15%
17%
18%
13%
17%
14%
12%
6.9%
9.9%
2.9%
9.0%
8.7%
11%

Texas Roadhouse, Inc. · TXRH

7.1%
7.2%
9.1%
8.4%
7.6%
6.8%
8.6%
8.1%
6.6%
7.2%
10%
11%
8.0%
9.6%
9.3%
9.7%
6.5%
9.0%

Yum China Holdings, Inc. · YUMC

7.0%
28%
7.2%
3.8%
12%
2.0%
14%
9.7%
11%
4.4%
13%
9.9%
12%
5.8%
13%
11%
13%
6.6%
14%

Yum! Brands, Inc. · YUM

33%
27%
33%
34%
33%
29%
32%
34%
36%
30%
33%
34%
34%
28%
31%
32%
34%
29%
31%
30%

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

−5.6 pp
−5.0 pp
−0.3 pp
+0.9 pp
+1.1 pp
+4.5 pp
+1.8 pp
+0.3 pp
+0.6 pp
+2.6 pp
+5.7 pp
+4.8 pp
+3.7 pp
+3.7 pp
+0.1 pp
+0.3 pp

CAVA Group, Inc. · CAVA

−97.6 pp
+11.4 pp
+9.4 pp
+10.4 pp
+4.7 pp
+3.6 pp
+4.0 pp
+1.1 pp
+0.1 pp
+0.3 pp
+1.1 pp

Chipotle Mexican Grill, Inc. · CMG

+2.3 pp
+2.8 pp
+5.5 pp
+6.1 pp
+1.9 pp
+0.9 pp
+0.8 pp
+0.8 pp
+2.5 pp
+0.9 pp
+0.2 pp
+0.4 pp
−1.5 pp
−1.0 pp
−0.5 pp
−3.8 pp
−2.5 pp

Darden Restaurants, Inc. · DRI

−2.4 pp
−1.7 pp
+0.5 pp
+0.5 pp
−0.4 pp
+1.5 pp
+0.4 pp
−0.2 pp
+0.4 pp
−0.3 pp
+0.2 pp
−0.2 pp
+0.1 pp
+0.2 pp
0.0 pp
+0.9 pp

Domino's Pizza, Inc. · DPZ

−1.8 pp
−1.6 pp
+1.3 pp
+2.4 pp
+1.9 pp
+1.5 pp
−1.2 pp
0.0 pp
+0.7 pp
−0.5 pp
+1.8 pp
+1.1 pp
+0.3 pp
+1.1 pp

Dutch Bros Inc. · BROS

−9.6 pp
+90.9 pp
+7.0 pp
+9.2 pp
+6.4 pp
+6.7 pp
−1.0 pp
+9.4 pp
+2.1 pp
+0.3 pp
+3.7 pp
−0.6 pp
+3.2 pp
+0.2 pp
+3.1 pp
−1.3 pp

McDonald's Corporation · MCD

−0.3 pp
+2.3 pp
+3.5 pp
+3.2 pp
+1.9 pp
+0.3 pp
+0.4 pp
−1.0 pp
−0.6 pp
−0.6 pp
+0.9 pp
+0.5 pp
+1.0 pp
−0.1 pp
0.0 pp
−0.3 pp
−1.2 pp

Restaurant Brands International Inc. · QSR

−0.9 pp
−3.2 pp
−6.4 pp
−2.9 pp
−1.8 pp
−0.8 pp
+5.2 pp
+3.2 pp
+0.7 pp
−6.5 pp
+2.0 pp
−10.7 pp
−11.9 pp
+1.9 pp
−2.5 pp
+6.2 pp
+8.4 pp

Starbucks Corporation · SBUX

−7.5 pp
−4.0 pp
−0.2 pp
+2.8 pp
+1.4 pp
+4.0 pp
−1.6 pp
+1.5 pp
−2.9 pp
−6.3 pp
−5.9 pp
−6.8 pp
−11.5 pp
−2.9 pp
+1.8 pp
+0.6 pp

Texas Roadhouse, Inc. · TXRH

−1.6 pp
+0.5 pp
−0.4 pp
−0.5 pp
−0.3 pp
−1.0 pp
+0.4 pp
+1.5 pp
+2.5 pp
+1.4 pp
+2.4 pp
−1.3 pp
+1.7 pp
−3.1 pp

Yum China Holdings, Inc. · YUMC

−5.7 pp
+4.8 pp
−25.6 pp
+7.1 pp
+5.9 pp
−0.7 pp
+2.4 pp
−1.7 pp
+0.2 pp
+1.0 pp
+1.4 pp
+0.8 pp
+1.0 pp
+0.4 pp
+0.8 pp
+0.3 pp

Yum! Brands, Inc. · YUM

−1.5 pp
+0.5 pp
+2.0 pp
−1.1 pp
+0.1 pp
+2.6 pp
+1.3 pp
+0.7 pp
+0.4 pp
−2.0 pp
−2.1 pp
−1.8 pp
−2.2 pp
−0.2 pp
+1.5 pp
+0.6 pp
−2.0 pp
07 · compare level, then change

Profit Scale & Acceleration

McDonald's Corporation has the highest Net profit among the 29 Restaurants companies compared here, at $8,787 million. Yum! Brands, Inc. is next at $2,217 million. Arcos Dorados Holdings Inc. has the highest Profit growth at 74.1%, so level and change sit with different companies. 21 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: McDonald's Corporation leads with $8,787 million of TTM profit, 296.3% above Yum! Brands, 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.

LeaderMcDonald's Corporation · $8,787 million
Gap296.3% versus #2 · Yum! Brands, Inc.
Persistence5/8 recent comparable periods
Coverage21/29 companies · 544 observations

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.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profit · company comparison
21/29 level · 15/29 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
McDonald's Corporation MCD$2.4B4.8%Jun 2026
Starbucks Corporation SBUX$1.0B87%Jun 2026
Yum! Brands, Inc. YUM$853M128%Jun 2026
Restaurant Brands International Inc. QSR$665M152%Jun 2026
Darden Restaurants, Inc. DRI$405M33%Jun 2026
Chipotle Mexican Grill, Inc. CMG$404M-7.3%Jun 2026
Yum China Holdings, Inc. YUMC$331M5.8%Jun 2026
Domino's Pizza, Inc. DPZ$140M-6.7%Jun 2026
Brinker International, Inc. EAT$128M7.6%Mar 2026
Texas Roadhouse, Inc. TXRH$126M-27%Mar 2026
Sweetgreen, Inc. SG$126MMar 2026
The Wendy's Company WEN$61M-18%Mar 2026
The Cheesecake Factory Incorporated CAKE$50M-3.3%Jun 2026
Cracker Barrel Old Country Store, Inc. CBRL$43M231%Jun 2026
Arcos Dorados Holdings Inc. ARCO$36M157%Mar 2026
Bloomin' Brands, Inc. BLMN$36M-23%Mar 2026
Wingstop Inc. WING$30M-67%Jun 2026
Dutch Bros Inc. BROS$24M9.1%Mar 2026
CAVA Group, Inc. CAVA$24M-7.7%Jun 2026
BJ's Restaurants, Inc. BJRI$9M29%Jun 2026
El Pollo Loco Holdings, Inc. LOCO$8M14%Jun 2026
Papa John's International, Inc. PZZA$7M-22%Mar 2026
Super Hi International Holding Ltd. HDL$4M-67%Mar 2026
Nathan's Famous, Inc. NATH$3M-25%Mar 2026
Shake Shack Inc. SHAK$0M-100%Jun 2026
Kura Sushi USA, Inc. KRUS$0M-100%Jun 2026
First Watch Restaurant Group, Inc. FWRG$-3M1,400%Mar 2026
Biglari Holdings Inc. BH$-15M-116%Mar 2026
Cannae Holdings, Inc. CNNE$-36M-397%Mar 2026
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

$13M
$28M
$37M
$40M
$-30M
$28M
$51M
$54M
$7M
$42M
$49M
$57M
$39M
$119M
$119M
$107M
$100M
$129M
$128M

CAVA Group, Inc. · CAVA

$-3M
$-20M
$-8M
$-12M
$-2M
$7M
$7M
$14M
$20M
$18M
$26M
$18M
$15M
$24M

Chipotle Mexican Grill, Inc. · CMG

$204M
$133M
$158M
$260M
$257M
$224M
$292M
$342M
$313M
$282M
$359M
$456M
$387M
$332M
$387M
$436M
$382M
$331M
$303M
$404M

Darden Restaurants, Inc. · DRI

$231M
$193M
$247M
$282M
$193M
$187M
$287M
$315M
$195M
$212M
$313M
$308M
$207M
$215M
$323M
$304M
$258M
$237M
$307M
$405M

Domino's Pizza, Inc. · DPZ

$120M
$156M
$102M
$101M
$158M
$109M
$148M
$157M
$126M
$142M
$147M
$169M
$150M
$131M
$139M
$182M
$140M

Dutch Bros Inc. · BROS

$-117M
$-8M
$-16M
$-2M
$2M
$-3M
$-9M
$10M
$13M
$-4M
$16M
$22M
$22M
$6M
$22M
$38M
$27M
$29M
$24M

McDonald's Corporation · MCD

$2.2B
$1.6B
$1.1B
$1.2B
$2.0B
$1.9B
$1.8B
$2.3B
$2.3B
$2.0B
$1.9B
$2.0B
$2.3B
$2.0B
$1.9B
$2.3B
$2.3B
$2.2B
$2.0B
$2.4B

Restaurant Brands International Inc. · QSR

$329M
$262M
$270M
$346M
$530M
$336M
$277M
$351M
$364M
$726M
$328M
$399M
$357M
$361M
$223M
$264M
$440M
$274M
$445M
$665M

Starbucks Corporation · SBUX

$1.8B
$816M
$675M
$914M
$879M
$855M
$908M
$1.1B
$1.2B
$773M
$1.1B
$910M
$781M
$384M
$559M
$133M
$293M
$511M
$1.0B

Texas Roadhouse, Inc. · TXRH

$54M
$55M
$77M
$75M
$64M
$62M
$89M
$84M
$66M
$75M
$116M
$123M
$87M
$119M
$116M
$127M
$87M
$126M

Yum China Holdings, Inc. · YUMC

$111M
$476M
$110M
$83M
$227M
$58M
$313M
$214M
$267M
$107M
$307M
$228M
$319M
$126M
$313M
$233M
$305M
$153M
$331M

Yum! Brands, Inc. · YUM

$528M
$330M
$399M
$224M
$331M
$371M
$300M
$418M
$416M
$463M
$314M
$367M
$382M
$423M
$253M
$374M
$397M
$535M
$432M
$853M

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

-47%
-331%
0.0%
38%
35%
50%
-3.9%
5.6%
457%
183%
143%
88%
156%
8.4%
7.6%

CAVA Group, Inc. · CAVA

186%
157%
86%
-10%
-17%
-7.7%

Chipotle Mexican Grill, Inc. · CMG

38%
26%
68%
85%
32%
22%
26%
23%
33%
24%
18%
7.8%
-4.4%
-1.3%
-0.3%
-22%
-7.3%

Darden Restaurants, Inc. · DRI

-16%
-3.1%
16%
12%
1.0%
13%
9.1%
-2.2%
6.2%
1.4%
3.2%
-1.3%
25%
10%
-5.0%
33%

Domino's Pizza, Inc. · DPZ

-13%
-16%
1.3%
6.9%
47%
-20%
30%
-0.7%
7.6%
19%
-7.8%
-5.4%
7.7%
-6.7%

Dutch Bros Inc. · BROS

-117%
550%
120%
69%
38%
73%
23%
383%
9.1%

McDonald's Corporation · MCD

-46%
-7.8%
16%
63%
94%
17%
7.2%
7.1%
-12%
-2.7%
-1.1%
-3.2%
11%
1.0%
7.3%
6.2%
4.8%

Restaurant Brands International Inc. · QSR

-12%
61%
28%
2.6%
1.5%
-31%
116%
18%
14%
-1.9%
-50%
-32%
-34%
23%
-24%
100%
152%

Starbucks Corporation · SBUX

-42%
-50%
4.8%
35%
25%
39%
-9.6%
16%
-20%
-36%
-50%
-47%
-85%
-62%
33%
87%

Texas Roadhouse, Inc. · TXRH

-3.9%
19%
13%
16%
12%
3.1%
21%
30%
46%
32%
59%
-5.7%
46%
-27%

Yum China Holdings, Inc. · YUMC

-57%
105%
-88%
185%
158%
18%
84%
-1.9%
6.5%
19%
18%
2.0%
2.2%
-4.4%
21%
5.8%

Yum! Brands, Inc. · YUM

-43%
-37%
12%
-25%
87%
26%
25%
4.7%
-12%
-8.2%
-8.6%
-19%
1.9%
3.9%
26%
71%
128%
08 · compare level, then change

Return On Capital Employed

Domino's Pizza, Inc. has the highest ROCE among the 29 Restaurants companies compared here, at 35.8%. McDonald's Corporation is next at 22.7%. 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%, 13.1 percentage points above McDonald's Corporation. 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.

LeaderDomino's Pizza, Inc. · 35.8%
Gap57.7% versus #2 · McDonald's Corporation
Persistence7/8 recent comparable periods
Coverage29/29 companies · 545 observations

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.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
Return on capital · company comparison
29/29 level · 29/29 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Domino's Pizza, Inc. DPZ36%+5.2 ppJun 2026
McDonald's Corporation MCD23%+0.9 ppJun 2026
Darden Restaurants, Inc. DRI16%+2.4 ppJun 2026
Nathan's Famous, Inc. NATH15%−5.2 ppMar 2026
Yum! Brands, Inc. YUM14%+1.9 ppJun 2026
Wingstop Inc. WING8.9%−0.1 ppJun 2026
Brinker International, Inc. EAT8.3%+0.1 ppMar 2026
Chipotle Mexican Grill, Inc. CMG6.7%−0.3 ppJun 2026
The Cheesecake Factory Incorporated CAKE6.5%+4.2 ppJun 2026
Texas Roadhouse, Inc. TXRH5.6%−2.4 ppMar 2026
Starbucks Corporation SBUX4.8%+0.6 ppJun 2026
Yum China Holdings, Inc. YUMC4.0%+0.6 ppJun 2026
Papa John's International, Inc. PZZA3.6%−0.5 ppMar 2026
Restaurant Brands International Inc. QSR3.1%+1.0 ppJun 2026
Super Hi International Holding Ltd. HDL2.5%+1.1 ppMar 2026
Bloomin' Brands, Inc. BLMN2.4%+0.1 ppMar 2026
Arcos Dorados Holdings Inc. ARCO2.3%+0.3 ppMar 2026
The Wendy's Company WEN2.3%−0.2 ppMar 2026
El Pollo Loco Holdings, Inc. LOCO2.3%+0.1 ppJun 2026
BJ's Restaurants, Inc. BJRI2.2%+0.5 ppJun 2026
CAVA Group, Inc. CAVA2.1%+0.6 ppJun 2026
Dutch Bros Inc. BROS1.3%−0.1 ppMar 2026
Cracker Barrel Old Country Store, Inc. CBRL0.4%−0.5 ppJun 2026
First Watch Restaurant Group, Inc. FWRG0.1%0.0 ppMar 2026
Kura Sushi USA, Inc. KRUS0.0%0.0 ppJun 2026
Shake Shack Inc. SHAK-0.2%−1.7 ppJun 2026
Biglari Holdings Inc. BH-0.5%+0.7 ppMar 2026
Cannae Holdings, Inc. CNNE-1.5%−0.5 ppMar 2026
Sweetgreen, Inc. SG-4.5%−0.7 ppMar 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

1.4%
2.1%
2.7%
2.5%
-1.1%
2.1%
3.4%
3.1%
1.3%
3.2%
3.7%
3.7%
2.9%
8.1%
8.2%
7.2%
5.8%
8.4%
8.3%

CAVA Group, Inc. · CAVA

36%
-3.0%
-0.9%
1.3%
0.4%
1.1%
1.8%
1.5%
1.5%
1.9%
1.6%
2.1%

Chipotle Mexican Grill, Inc. · CMG

4.5%
2.9%
3.5%
6.0%
5.7%
5.0%
6.2%
7.0%
6.2%
5.6%
6.5%
8.1%
6.4%
5.5%
6.2%
7.0%
5.9%
5.3%
5.1%
6.7%

Darden Restaurants, Inc. · DRI

10%
12%
14%
14%
14%
14%
14%
14%
13%
14%
14%
15%
15%
13%
13%
14%
14%
14%
15%
16%

Domino's Pizza, Inc. · DPZ

16%
21%
16%
16%
23%
18%
18%
24%
18%
16%
17%
44%
30%
31%
19%
46%
32%
36%

Dutch Bros Inc. · BROS

-38%
-2.3%
-2.9%
0.5%
0.8%
0.5%
0.0%
2.1%
2.0%
0.2%
1.7%
2.0%
1.7%
0.8%
1.4%
2.3%
1.7%
1.3%
1.3%

McDonald's Corporation · MCD

20%
20%
22%
22%
23%
22%
22%
24%
24%
24%
24%
24%
24%
23%
23%
22%
22%
23%
23%
23%

Restaurant Brands International Inc. · QSR

2.5%
2.0%
2.1%
2.5%
2.7%
1.6%
2.1%
2.6%
2.8%
2.2%
2.6%
3.1%
2.6%
2.9%
2.0%
2.1%
2.9%
2.8%
2.7%
3.1%

Starbucks Corporation · SBUX

6.5%
5.6%
4.5%
6.3%
5.7%
6.4%
6.7%
8.1%
8.8%
5.3%
7.2%
6.2%
5.3%
2.8%
4.2%
1.3%
4.2%
4.1%
4.8%

Texas Roadhouse, Inc. · TXRH

3.3%
3.5%
4.8%
4.6%
3.9%
3.6%
5.3%
5.1%
3.9%
4.3%
6.6%
6.9%
4.8%
6.3%
5.9%
6.1%
3.9%
5.6%

Yum China Holdings, Inc. · YUMC

2.0%
6.4%
2.0%
0.8%
3.3%
0.4%
4.1%
2.6%
3.4%
1.1%
4.0%
2.9%
3.9%
1.6%
4.5%
3.4%
4.5%
2.2%
5.2%
4.0%

Yum! Brands, Inc. · YUM

11%
12%
12%
13%
11%
13%
12%
13%
14%
13%
11%
13%
13%
13%
11%
13%
12%
12%
12%
14%

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

−2.5 pp
0.0 pp
+0.7 pp
+0.6 pp
+2.4 pp
+1.1 pp
+0.3 pp
+0.6 pp
+1.6 pp
+4.9 pp
+4.5 pp
+3.5 pp
+2.9 pp
+0.3 pp
+0.1 pp

CAVA Group, Inc. · CAVA

−38.5 pp
+3.4 pp
+2.0 pp
+0.5 pp
+1.1 pp
+0.4 pp
+0.1 pp
+0.1 pp
+0.6 pp

Chipotle Mexican Grill, Inc. · CMG

+1.2 pp
+2.1 pp
+2.7 pp
+1.0 pp
+0.5 pp
+0.6 pp
+0.3 pp
+1.1 pp
+0.2 pp
−0.1 pp
−0.3 pp
−1.1 pp
−0.5 pp
−0.2 pp
−1.1 pp
−0.3 pp

Darden Restaurants, Inc. · DRI

+3.7 pp
+2.0 pp
+0.5 pp
+0.3 pp
−0.5 pp
+0.6 pp
+0.2 pp
+0.2 pp
+1.6 pp
−0.9 pp
−1.0 pp
−0.8 pp
−0.9 pp
+1.0 pp
+1.1 pp
+2.4 pp

Domino's Pizza, Inc. · DPZ

+0.1 pp
+2.7 pp
+2.5 pp
+2.0 pp
−5.1 pp
−1.8 pp
−0.7 pp
+20.2 pp
+11.6 pp
+14.2 pp
+1.6 pp
+1.8 pp
+2.4 pp
+5.2 pp

Dutch Bros Inc. · BROS

+38.9 pp
+2.8 pp
+2.9 pp
+1.6 pp
+1.2 pp
−0.3 pp
+1.7 pp
−0.1 pp
−0.3 pp
+0.6 pp
−0.3 pp
+0.3 pp
0.0 pp
+0.5 pp
−0.1 pp

McDonald's Corporation · MCD

+2.7 pp
+2.4 pp
+0.7 pp
+1.5 pp
+1.3 pp
+1.6 pp
+1.9 pp
−0.1 pp
−0.2 pp
−0.7 pp
−1.8 pp
−1.8 pp
−1.5 pp
−0.6 pp
+0.1 pp
+0.9 pp

Restaurant Brands International Inc. · QSR

+0.2 pp
−0.4 pp
0.0 pp
+0.1 pp
+0.1 pp
+0.6 pp
+0.5 pp
+0.5 pp
−0.2 pp
+0.7 pp
−0.6 pp
−1.0 pp
+0.3 pp
−0.1 pp
+0.7 pp
+1.0 pp

Starbucks Corporation · SBUX

−0.8 pp
+0.8 pp
+2.2 pp
+1.8 pp
+3.1 pp
−1.1 pp
+0.5 pp
−1.9 pp
−3.5 pp
−2.5 pp
−3.0 pp
−4.9 pp
−1.1 pp
+1.3 pp
+0.6 pp

Texas Roadhouse, Inc. · TXRH

+0.6 pp
+0.1 pp
+0.5 pp
+0.5 pp
0.0 pp
+0.7 pp
+1.3 pp
+1.8 pp
+0.9 pp
+2.0 pp
−1.0 pp
+1.3 pp
−2.4 pp

Yum China Holdings, Inc. · YUMC

+1.3 pp
−6.0 pp
+2.1 pp
+1.8 pp
+0.1 pp
+0.7 pp
−0.1 pp
+0.3 pp
+0.5 pp
+0.5 pp
+0.5 pp
+0.5 pp
+0.6 pp
+0.6 pp
+0.7 pp
+0.6 pp

Yum! Brands, Inc. · YUM

+0.4 pp
+1.7 pp
+0.1 pp
+0.1 pp
+2.1 pp
+0.1 pp
−0.7 pp
−0.2 pp
−0.9 pp
−0.7 pp
−0.8 pp
−0.1 pp
−0.7 pp
−0.4 pp
+1.7 pp
+1.9 pp
09 · compare level, then change

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×. 15 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 15 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.

LeaderArcos Dorados Holdings Inc. · 0.18×
Gap48.6% versus #2 · Brinker International, Inc.
Persistence0/8 recent comparable periods
Coverage15/29 companies · 105 observations

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.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
Valuation · company comparison
15/29 level · 29/29 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Chipotle Mexican Grill, Inc. CMG6.231.2Jun 2026
Starbucks Corporation SBUX5.160.1Jun 2026
Domino's Pizza, Inc. DPZ4.618.4Jun 2026
McDonald's Corporation MCD4.021.9Jun 2026
First Watch Restaurant Group, Inc. FWRG3.136.8Mar 2026
Papa John's International, Inc. PZZA2.538.3Mar 2026
Cracker Barrel Old Country Store, Inc. CBRL2.326.8Jun 2026
Nathan's Famous, Inc. NATH2.120.8Mar 2026
Yum China Holdings, Inc. YUMC2.015.0Jun 2026
El Pollo Loco Holdings, Inc. LOCO2.014.2Jun 2026
The Wendy's Company WEN1.78.7Mar 2026
Darden Restaurants, Inc. DRI1.119.4Jun 2026
Texas Roadhouse, Inc. TXRH0.726.4Mar 2026
Restaurant Brands International Inc. QSR0.519.5Jun 2026
Super Hi International Holding Ltd. HDL0.424.3Mar 2026
Yum! Brands, Inc. YUM0.420.1Jun 2026
Brinker International, Inc. EAT0.414.4Mar 2026
The Cheesecake Factory Incorporated CAKE0.321.6Jun 2026
Arcos Dorados Holdings Inc. ARCO0.27.4Mar 2026
Dutch Bros Inc. BROS79.2Mar 2026
CAVA Group, Inc. CAVA182.3Jun 2026
Wingstop Inc. WING39.6Jun 2026
Shake Shack Inc. SHAK93.5Jun 2026
BJ's Restaurants, Inc. BJRI32.5Jun 2026
Biglari Holdings Inc. BH138.1Mar 2026
Sweetgreen, Inc. SG39.2Mar 2026
Bloomin' Brands, Inc. BLMN21.9Mar 2026
Cannae Holdings, Inc. CNNE8.1Mar 2026
Kura Sushi USA, Inc. KRUS678.8Jun 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Showing the 12 largest of 19 companies with a series here. The remaining 7 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

0.2
0.3
0.3
0.6
1.3
0.2

Brinker International, Inc. · EAT

0.4
0.6
0.4

Chipotle Mexican Grill, Inc. · CMG

0.9
1.0
0.9
1.3
2.3
2.2
2.1
2.2
2.2
5.1
6.2

Darden Restaurants, Inc. · DRI

2.5
1.7
1.3
1.7
2.6
2.2
3.5
2.9
1.9
3.4
1.1

Domino's Pizza, Inc. · DPZ

1.9
4.5
5.3
4.6

McDonald's Corporation · MCD

0.8
0.5
0.7
0.9
4.3
3.6
4.0

Restaurant Brands International Inc. · QSR

1.0
0.9
1.3
1.1
0.8
0.5
0.5

Starbucks Corporation · SBUX

1.0
1.1
1.2
5.1

Texas Roadhouse, Inc. · TXRH

1.9
1.4
1.7
1.9
1.7
1.1
0.9
0.7

The Cheesecake Factory Incorporated · CAKE

0.3

Yum China Holdings, Inc. · YUMC

0.6
0.9
0.9
1.1
1.1
1.1
2.7
2.5
2.0

Yum! Brands, Inc. · YUM

1.2
1.0
0.8
2.3
4.3
1.1
0.4

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

17.9
11.6
11.4
8.7
16.4
19.6
18.4
15.9
9.5
13.1
14.6
21.4
18.6
23.8
21.3
21.2
14.2
15.3
14.4

CAVA Group, Inc. · CAVA

204.7
145.5
227.7
275.2
71.7
77.4
54.8
182.3

Chipotle Mexican Grill, Inc. · CMG

72.9
76.4
65.8
49.0
52.3
43.4
46.2
53.2
43.1
51.4
61.9
61.4
53.9
54.3
44.4
50.1
34.7
32.5
29.4
31.2

Darden Restaurants, Inc. · DRI

24.2
19.8
17.8
16.5
16.7
20.0
18.6
19.9
19.2
18.6
19.6
17.1
17.6
18.9
21.3
22.8
22.1
18.1
22.6
19.4

Domino's Pizza, Inc. · DPZ

38.9
41.7
29.6
29.7
27.7
25.1
26.5
28.1
29.9
32.1
25.1
25.7
26.5
26.3
27.1
24.2
21.5
18.4

Dutch Bros Inc. · BROS

581.3
1,055.7
183.3
165.6
110.5
154.1
158.3
145.5
104.7
95.7
79.2

McDonald's Corporation · MCD

24.7
26.6
25.9
30.0
28.7
31.3
29.8
27.2
23.0
25.4
23.7
22.1
26.5
25.3
27.4
24.9
25.8
25.4
25.4
21.9

Restaurant Brands International Inc. · QSR

25.3
22.6
21.6
19.1
17.2
19.9
20.5
23.6
22.9
20.8
20.5
17.6
18.1
20.5
22.6
25.1
22.8
29.0
26.0
19.5

Starbucks Corporation · SBUX

31.9
31.5
24.5
22.3
29.8
34.6
33.8
30.2
25.5
25.2
21.8
29.4
29.8
35.5
39.8
52.4
70.8
66.1
60.1

Texas Roadhouse, Inc. · TXRH

30.9
25.6
23.2
20.5
22.4
23.7
25.5
25.3
21.8
27.1
30.8
31.2
30.2
27.9
26.1
28.9
27.4
26.4

Yum China Holdings, Inc. · YUMC

37.7
21.9
20.9
27.4
23.4
52.6
42.3
31.9
30.0
21.5
20.0
14.9
19.9
20.7
21.8
18.5
17.8
19.0
18.7
15.0

Yum! Brands, Inc. · YUM

23.6
26.7
21.5
22.8
24.3
28.0
31.1
28.1
23.8
23.4
24.6
24.3
26.1
25.7
31.4
29.2
29.6
27.3
25.1
20.1
10 · before the conclusion, check the blind spots

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.
11 · evidence and freshness

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 2026-09-16. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-09-16 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

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 2026-09-16. 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 15.6% over 52 weeks and 8.6% over 13 weeks. 6 of 29 covered companies beat the S&P 500 on Mansfield relative strength, while 13 of 29 beat the sector itself.

Which Restaurants company is largest by revenue?

Starbucks Corporation leads with revenue of $38,339 million, based on 21 of 29 comparable companies through Jun 2026.

Which Restaurants company is growing fastest?

Dutch Bros Inc. has the fastest current revenue growth at 28.4%, across 21 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 15 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?

Starbucks Corporation is the largest, with trailing-twelve-month revenue of $38,339 million, ahead of McDonald's Corporation at $27,703 million. That covers 21 of 29 companies with comparable reporting through Jun 2026.

Which Restaurants company has the best profit margins?

McDonald's Corporation has the highest operating margin at 46.5%, from 29 of 29 comparable companies. Restaurant Brands International Inc. shows the biggest recent improvement, at +8.4 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 $8,787 million of trailing-twelve-month net profit, from 21 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 15 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 15.6% over the last 52 weeks and 8.6% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 6 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 21.6 points on growth and earnings, 13.4 on capital efficiency, 15.6 on valuation and 19.7 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 $504,246 million of combined market value. McDonald's Corporation is the largest at $175,891 million, about 35% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-09-16.

What is the Restaurants sector's P/E ratio?

The median price-to-earnings ratio across the 29 Restaurants companies on this page is 24.3×, 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 2026-09-16.

How is the Restaurants sector performing?

6 of the 29 covered Restaurants companies are beating S&P 500 on Mansfield relative strength. The sector itself is 15.6% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-09-16.

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.

Not SEBI Registered !! Not Investment advice !!

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