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U.S. Restaurants Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies68
  • 7D1.3%
  • 3M-15.5%
  • 1Y-11.3%
  • YTDn/a

Over the last 7 days, the Restaurants industry has risen 1.3%, driven by gains from McDonald's of 2.7%. During this same period, the Dutch Bros underperformed, falling 5.2%. In the past year, the industry is down 11%. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

Has the U.S. Restaurants Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$268.9bUS$123.8bUS$7.2b19.5x37.2x2.2x
Thu, 16 Oct 2025US$320.5bUS$122.2bUS$7.2b22x44.8x2.6x
Sat, 13 Sep 2025US$316.2bUS$121.9bUS$7.1b22.4x44.4x2.6x
Mon, 11 Aug 2025US$322.0bUS$121.5bUS$7.1b22.4x45.1x2.7x
Wed, 09 Jul 2025US$347.2bUS$119.1bUS$7.1b25.1x48.9x2.9x
Fri, 06 Jun 2025US$330.8bUS$118.8bUS$7.1b23.8x46.7x2.8x
Sun, 04 May 2025US$312.8bUS$117.2bUS$6.9b22.7x45.4x2.7x
Tue, 01 Apr 2025US$296.6bUS$114.5bUS$6.5b25.6x45.6x2.6x
Thu, 27 Feb 2025US$307.6bUS$114.3bUS$6.5b27x47.1x2.7x
Sat, 25 Jan 2025US$301.7bUS$107.6bUS$5.9b27x50.9x2.8x
Mon, 23 Dec 2024US$303.1bUS$107.6bUS$5.9b24.4x51.2x2.8x
Wed, 20 Nov 2024US$298.5bUS$108.2bUS$5.9b25.7x50.4x2.8x
Fri, 18 Oct 2024US$287.1bUS$108.9bUS$5.6b27x51.4x2.6x
Sun, 15 Sep 2024US$265.0bUS$109.3bUS$5.6b24.3x47.2x2.4x
Tue, 13 Aug 2024US$252.9bUS$108.3bUS$5.6b19.7x44.8x2.3x
Thu, 11 Jul 2024US$249.5bUS$108.1bUS$5.9b19.4x41.9x2.3x
Sat, 08 Jun 2024US$268.6bUS$107.9bUS$6.0b22.8x45.1x2.5x
Mon, 06 May 2024US$268.5bUS$109.2bUS$6.2b20.1x43.4x2.5x
Wed, 03 Apr 2024US$275.5bUS$107.7bUS$6.0b19x45.9x2.6x
Fri, 01 Mar 2024US$258.6bUS$107.3bUS$5.9b19.5x43.7x2.4x
Sun, 28 Jan 2024US$235.2bUS$105.7bUS$5.0b19.9x47.2x2.2x
Tue, 26 Dec 2023US$236.0bUS$105.7bUS$5.0b21.2x47.3x2.2x
Thu, 23 Nov 2023US$224.9bUS$105.4bUS$5.0b19.5x45.1x2.1x
Sat, 21 Oct 2023US$203.8bUS$104.8bUS$4.7b17.7x43.3x1.9x
Mon, 18 Sep 2023US$219.9bUS$104.5bUS$4.7b18x46.7x2.1x
Wed, 16 Aug 2023US$223.3bUS$104.8bUS$4.5b19.9x49.6x2.1x
Fri, 14 Jul 2023US$238.0bUS$101.3bUS$3.4b21.7x70.4x2.3x
Sun, 11 Jun 2023US$220.8bUS$100.5bUS$3.4b20.6x65.1x2.2x
Tue, 09 May 2023US$215.4bUS$98.9bUS$3.3b19.9x64.6x2.2x
Thu, 06 Apr 2023US$201.5bUS$96.7bUS$2.8b21.4x71.9x2.1x
Sat, 04 Mar 2023US$174.1bUS$88.5bUS$4.1b22.4x42x2x
Mon, 30 Jan 2023US$178.1bUS$87.9bUS$4.3b20.5x41.7x2x
Wed, 28 Dec 2022US$161.8bUS$87.8bUS$4.3b18.3x37.9x1.8x
Fri, 25 Nov 2022US$167.7bUS$87.2bUS$4.4b19.5x38.1x1.9x
Price to Earnings Ratio

38.1x


Total Market Cap: US$167.7bTotal Earnings: US$4.4bTotal Revenue: US$87.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Restaurants Industry Price to Earnings3Y Average 48.4x202320242025
Current Industry PE
  • Investors are pessimistic on the American Restaurants industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 37.2x which is lower than its 3-year average PE of 48.4x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Restaurants industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Restaurants compare with similar industries?

US Market-0.39%
Consumer Discretionary-3.22%
Hospitality-0.13%
Restaurants1.28%
Hotels, Resorts and Cruise Lines0.047%
Casinos and Gaming-2.56%
Leisure Facilities-2.84%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MCD McDonald'sUS$304.901.9%
+US$4.1b		4.7%PE25.8x
DASH DoorDashUS$210.653.2%
+US$2.8b		22.0%PE105.2x
EAT Brinker InternationalUS$121.0913.6%
+US$643.4m		-1.5%PE12.1x
YUMC Yum China HoldingsUS$46.383.5%
+US$564.0m		-2.7%PE18.5x
TXRH Texas RoadhouseUS$169.714.9%
+US$527.2m		-13.3%PE25.7x

Latest News

BROS
US$51.62
Dutch Bros
7D
-8.9%
1Y
8.2%
ARMK
US$36.04
Aramark
7D
-4.1%
1Y
-3.2%
SBUX
US$83.69
Starbucks
7D
-1.1%
1Y
-16.6%
QSR
US$68.06
Restaurant Brands International
7D
-1.6%
1Y
-1.2%

QSR: Future Expansion In China Will Drive Confidence Amid Market Volatility

Restaurant Brands International's analyst price target has risen modestly to $78.25 per share, as analysts point to stable earnings consensus and note that expectations for value-focused restaurant chains have improved, even though there is broader market caution. Analyst Commentary Analysts have provided a range of perspectives regarding Restaurant Brands International's valuation and market outlook, reflecting both optimism over improving fundamentals and caution over external industry pressures.
WING
US$227.29
Wingstop
7D
-4.5%
1Y
-30.4%

Impressive Earnings May Not Tell The Whole Story For Wingstop (NASDAQ:WING)

Nov 14
Impressive Earnings May Not Tell The Whole Story For Wingstop (NASDAQ:WING)
CAVA
US$45.23
CAVA Group
7D
-8.9%
1Y
-67.0%

CAVA Group, Inc. (NYSE:CAVA) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely

Nov 14
CAVA Group, Inc. (NYSE:CAVA) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
SG
US$5.72
Sweetgreen
7D
5.3%
1Y
-83.1%
ARCO
US$7.24
Arcos Dorados Holdings
7D
1.5%
1Y
-17.4%
DASH
US$210.65
DoorDash
7D
3.2%
1Y
22.0%

The Price Is Right For DoorDash, Inc. (NASDAQ:DASH) Even After Diving 28%

Nov 13
The Price Is Right For DoorDash, Inc. (NASDAQ:DASH) Even After Diving 28%
TXRH
US$169.71
Texas Roadhouse
7D
4.9%
1Y
-13.3%

Analyst Estimates: Here's What Brokers Think Of Texas Roadhouse, Inc. (NASDAQ:TXRH) After Its Third-Quarter Report

Nov 12
Analyst Estimates: Here's What Brokers Think Of Texas Roadhouse, Inc. (NASDAQ:TXRH) After Its Third-Quarter Report
EAT
US$121.09
Brinker International
7D
13.6%
1Y
-1.5%

EAT: Operational Momentum And Share Repurchases Will Drive Confidence Ahead

Brinker International's consensus analyst price target has decreased from $171 to $159. This change reflects analysts' more cautious outlook on near-term sales momentum and profit growth, even though there is continued optimism for Chili's longer-term transformation initiatives.
DRI
US$171.79
Darden Restaurants
7D
-1.0%
1Y
4.5%

DRI: Future Margin Expansion Will Rely On Managing Beef Inflation Risks

Darden Restaurants' analyst fair value target edged slightly lower to $221.50, as analysts cite persistent beef inflation and recent earnings misses, which are offset by continued solid sales trends and an overall positive long-term outlook. Analyst Commentary Recent street research reveals a range of views on Darden Restaurants following the company's latest quarterly updates.
MCD
US$304.90
McDonald's
7D
1.9%
1Y
4.7%

MCD: Value Focus And Consumer Trends Will Shape Performance Amid Mixed Signals

McDonald's analyst price target edged slightly lower to $330.87 from $331.14, a modest adjustment reflecting analysts' cautious outlook over mixed consumer traffic trends and evolving value strategies, while balancing these factors against resilient revenue growth forecasts. Analyst Commentary Recent Street research on McDonald's reflects a broad mix of optimism and caution, with price targets being adjusted in response to changing consumer dynamics and evolving company strategies.
CMG
US$30.53
Chipotle Mexican Grill
7D
0.2%
1Y
-48.1%

Chipotle Mexican Grill, Inc. (NYSE:CMG) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing

Nov 07
Chipotle Mexican Grill, Inc. (NYSE:CMG) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing
YUMC
US$46.38
Yum China Holdings
7D
3.5%
1Y
-2.7%

YUMC: Share Buybacks And Improving Margins Will Drive Long-Term Upside

Analysts have slightly lowered their price target for Yum China Holdings from $58.48 to $57.99. They cite adjustments in projected profit margins, discount rates, and forward price-earnings ratios as reasons for the change.
SHAK
US$87.11
Shake Shack
7D
-7.3%
1Y
-25.2%

SHAK: Demand Reset And Global Expansion Will Drive Renewed Investor Optimism

Analysts have revised Shake Shack's price target downward from approximately $125 to $114, citing a noticeable slowdown in demand during September and a more balanced risk/reward outlook after softer performance in the fast casual and quick service segments. Analyst Commentary Recent analyst reports on Shake Shack reflect a nuanced perspective on the company's short-term outlook, with opinions split between cautious optimism and ongoing concerns over sales performance and sector trends.