Hospitality & Restaurants

Papa John's is rebranding itself and will be making exciting changes including adding a drive-thru service.

Is Firehouse Subs publicly traded? Learn more about the restaurant chain now that Restaurant Brands International is acquiring it for $1 billion.

Starbucks employees are trying to unionize. If they're successful, they could change the fate of restaurant workers forever.

Can an investment in Panera Bread stock make you more money than you spend on paninis? Here's how to buy Panera stock.

Starbucks will start offering its holiday beverages and decorative cups on Nov. 4. What will the holiday menu look like?

Carnival stock is rising after the FDA approved Pfizer’s COVID-19 vaccine. What’s CCL’s stock forecast for 2021, and is it a good buy now?

Get returns on your early-morning cravings and late-night munchies with these takeout stocks. Which takeout stocks are good bets for investors?

Investors want to know if Reddit’s WallStreetBets community will target Wendy's (WEN) stock next. Is WEN stock a good buy now?

Carnival has received approval from the CDC to resume sailing from three U.S. ports. Should you buy CCL stock before it rises more?

Las Vegas Sands (LVS) earns revenue through casinos, hotels, food and beverages, and convention or retail operations. The company’s main revenue driver is casino revenue. It’s generated from slot machines and table games. Casino revenue represents ~79% of the total revenues.

The occupancy rate is very important for casino resorts. The occupancy rate shows the relationship between the number of occupied rooms and the total number of rooms.

It’s no big secret that Dunkin’ Donuts has the highest relative leverage in the industry. Leverage comes with a number of risks— a substantial risk is the interest paid on debt.

Starbucks’ main cost driver is its price per pound of coffee beans. The two most consumed coffee beans are Arabica and Robusta blends.

Nuro announced a partnership with Dominos. The company will use Nuro's R2 robot vehicles to deliver pizzas in Houston.

Carnival Corp. (CCL) will provide its business update on April 7. The company will also hold a conference call with investors.

While many companies post negative incomes, can a company post negative revenues? There are examples where companies posted negative revenues.

Learn more about Texas Roadhouse founder Kent Taylor, including information on his COVID-19 response, his net worth, and his family life.

Cruise lines have been through the ringer, but investing in down stocks could mean heightened return upon recovery.

After vaccine rollouts and other recent developments, what is the Carnival stock forecast for 2025?

Unit growth isn’t the only factor that drives revenue. A restaurant can keep adding more restaurants. Eventually, it can capture newer markets. This is what Chipotle is doing.

Valuation multiple Investors should look at valuation multiples when deciding whether to enter or exit a stock. Valuation multiples are driven by perceived growth, risk and uncertainties, and investors’ willingness to pay for a stock. There are various multiples to evaluate a stock. In this article, we’ll use the PE (price-to-earnings) ratio due to its […]

Jack in the Box (JACK) and Restaurant Brands International (QSR) are analysts’ favorites among the companies we’ve reviewed in this series.

With positive same-store sales growth expected in all three of YUM’s divisions, analysts are expecting the leverage to improve the company’s margins.

As of April 21, 2017, Domino’s Pizza (DPZ) was trading at $179.3. Domino’s stock price might have factored in the estimates we discussed in our previous articles.

Valuation multiple We’ve used the forward PE (price-to-earnings) multiple for our analysis, due to its high visibility in Starbucks’s (SBUX) earnings. The forward PE multiple is calculated by dividing a company’s stock price by analysts’ earnings estimates for the next four quarters. Starbucks’s forward PE multiple Starbucks’ lower-than-expected SSSG (same-store sales growth) in fiscal 3Q17, lowering of […]

McDonald’s (MCD) is scheduled to announce its 3Q16 results on October 21, 2016. As of October 13, 2016, it was trading at $115.40, a fall of 9.4% from July 25.

Retail sales in the United States in April didn’t see any growth over March’s sales figures. But the jobless claims reading brought some positive news for the consumer sector.

For 2Q17, Domino’s (DPZ) posted EBIT (earnings before interest and tax) of $113.27 million, which represents an EBIT margin of 18.0%, compared with 18.9% in 2Q16.

In the last four quarters, McDonald’s has beaten analysts’ estimates. In 3Q16, analysts are expecting the company to post EPS of $1.48, a year-over-year rise of 6.1%.

In 2Q17, analysts expect Dunkin’ Brands (DNKN) to post EPS (earnings per share) of $0.62, which represents a rise of 8.8% from its EPS of $0.57 in 2Q16.

In 1Q16, Texas Roadhouse posted EPS of $0.5. This was lower than analysts’ estimate of $0.54. The adjusted EPS was above analysts’ estimate at $0.55.

Why higher gasoline prices can reduce people’s leftover spending at restaurants, which will negatively affect restaurant sales.

For the next four quarters, analysts expect Papa John’s (PZZA) to post revenue of $1.83 billion, which represents growth of 5.5%.

A New York–based fine casual restaurant chain, Shake Shack (SHAK) announced its 4Q15 results on March 7, 2016. SHAK reported an overall revenue of $51.1 million and earnings per share of $0.08.

For the next four quarters, analysts are expecting Shake Shack (SHAK) to post revenues of $427.9 million, which would be a 27.4% YoY (year-over-year) rise.

In 1Q17, Papa John’s (PZZA) restaurants in North America posted SSSG of 2%. Company-owned restaurants posted SSSG of 3%, and franchised restaurants posted SSSG of 1.7%.

Target price On January 13, 2017, Starbucks (SBUX) was trading at $57.85. The company’s share price may already have been factored into the estimates we’ve discussed in this series. In this article, we’ll look at analysts’ recommendations and estimated target prices for the stock over the next 12 months. Despite Starbucks posting strong 4Q16 earnings […]

Owning properties reduces real estate costs A restaurant business that owns its own building is a bit different from a restaurant business that rents its buildings or lands. From a business standpoint, you can think of a restaurant that owns its buildings as the sum of two businesses: restaurant and real estate. Because the real […]

Wall Street analysts’ estimated EBITDA for the fourth quarter is $633 million—compared to $918 million in the same quarter last year.

Performance in 2Q17 In 2Q17, Papa John’s International (PZZA) posted EBIT (earnings before interest and tax) of $37.2 million, which represents an EBIT margin of 8.6%. In comparison, the company posted an EBIT margin of 8.7% in 2Q16. Why Papa John’s margins narrowed Papa John’s EBIT margins were impacted by a rise in the cost of […]