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Your McDonald's Stock Thesis Has One Loose End
Trefis4h agoneutral
Your McDonald's Stock Thesis Has One Loose End

McDonald's (MCD) has a pricing problem in the United States, its second-largest business. Its value menu of 10 items for under $3 each has not delivered what management expected. The shares lost 19.3% over the past year (as of September 23, 2026), while the S&P 500 returned 13%. The fix is not settled, because it depends on franchisees charging the prices McDonald's recommends.

One Reason McDonald's Stock Looks Better Than Its Price
Trefis5h agoneutral
One Reason McDonald's Stock Looks Better Than Its Price

New restaurants give McDonald's (MCD) more growth than its weak U.S. results suggest. Value meals and slow visits are part of the story, but not all of it. McDonald's shares fell 4.8% on September 23, the day the company laid out a new plan at its Investor Day. The price appears to reflect the U.S. troubles and the plan's cost. So how much are the new restaurants actually adding.

Will GLP-1s hurt food stocks?  Assessing the changing consumer.
Yahoo Finance Video1d agoneutralVIDEO
Will GLP-1s hurt food stocks? Assessing the changing consumer.

Market Hang's panel discusses the growing number of corporations dropping insurance coverage for GLP-1 weight-loss medications due to costs. Today's Market Hang panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, StockBrokers.com director of investor research Jessica Inskip, and The Wealth Consulting Group chief market strategist Talley Léger.

Will GLP-1s hurt food stocks?  Assessing the changing consumer.
Yahoo Finance Video1d agoneutralVIDEO
Will GLP-1s hurt food stocks? Assessing the changing consumer.

Market Hang's panel discusses the growing number of corporations dropping insurance coverage for GLP-1 weight-loss medications due to costs. Today's Market Hang panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, tockBrokers.com director of investor research Jessica Inskip, and The Wealth Consulting Group chief market strategist Talley Léger.

Chipotle (CMG) Is Piloting Palantir (PLTR) for Food Safety. Does It Matter for Investors?
Insider Monkey1d agoneutral
Chipotle (CMG) Is Piloting Palantir (PLTR) for Food Safety. Does It Matter for Investors?

Chipotle Mexican Grill Inc (NYSE:CMG) spent this summer doing damage control, including removing affected jalapeños from restaurants after they were linked to a salmonella outbreak, while the broader restaurant industry faced a cyclospora outbreak linked to iceberg lettuce, and navigating a landscape that’s seen over 12,800 illnesses caused by foodborne outbreaks in the US. Now […]

2 Restaurant Stocks to Consider Right Now and 1 Facing Headwinds
StockStory3d agoneutral
2 Restaurant Stocks to Consider Right Now and 1 Facing Headwinds

From fast food to fine dining, restaurants play a vital societal role. But the side dish is that they’re quite difficult to operate because high inventory and labor costs generally lead to thin margins at the store level. This leaves little room for error if demand dries up, and it seems like the market has some reservations as the industry’s returns were flat over the past six months while the S&P 500 was up 16.4%.

Why Has McDonald's Gone Quiet On Its Low-Income Customer?
Trefis7d agoneutral
Why Has McDonald's Gone Quiet On Its Low-Income Customer?

McDonald's (MCD) stock fell 14.2% over the past 12 months, versus roughly 14.3% for the S&P 500, and now sits near its 52-week low. Over roughly the same stretch, management changed how it explains weak traffic. It used to point at customers outside its control. It now points at its own restaurants, and that makes the stock a different bet.

Chipotle (CMG) Stock Could Be 18% Overvalued On Manager Expansion Plans
Simply Wall St.7d agoneutral
Chipotle (CMG) Stock Could Be 18% Overvalued On Manager Expansion Plans

Chipotle Mexican Grill has seen its share price fall over the past year, which puts fresh focus on a basic question for investors who care about fundamentals. Are the cash flows that Chipotle can generate over time enough to support where the stock trades today? The stock has declined 15.1% over the past year, which puts recent price weakness front and center for anyone weighing what Chipotle’s cash flows are worth. Plans to place apprentice managers in every company-owned restaurant and add...

What Are You Actually Paying For In Cava Stock?
Trefis8d agoneutral
What Are You Actually Paying For In Cava Stock?

Cava (CAVA) stock is down about 44% over the past three months, while the S&P 500 was roughly flat. A fall that size usually leaves something cheap behind. It has not here. Cava still trades at 88 times earnings against about 23 for the S&P 500, and much of what you are paying for is restaurants that are not open yet.

Chipotle Stock Looks Expensive Until You Price The New Restaurants
Trefis8d agoneutral
Chipotle Stock Looks Expensive Until You Price The New Restaurants

Chipotle Mexican Grill (CMG) trades at about 28.4 times its trailing adjusted earnings, the basis that adds stock-based compensation back to normalized net income. That is a steep price for a chain whose existing restaurants are guided to low single-digit sales growth for 2026. On what analysts expect Chipotle to earn by 2027, the same price is about 24.1 times. Those forward multiples sit on analyst-consensus earnings, which are not defined the same way as the trailing adjusted figure, so part