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U.S. Restaurants Industry Analysis

UpdatedApr 27, 2026
DataAggregated Company Financials
Companies64
  • 7D-2.7%
  • 3M-4.0%
  • 1Y-7.3%
  • YTDn/a

Over the last 7 days, the Restaurants industry has dropped 1.7%, driven by McDonald's declining 3.9%. The industry has fallen 7.1% in the last year. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 27 Apr 2026US$279.3bUS$128.6bUS$6.9b20.7x40.2x2.2x
Wed, 25 Mar 2026US$265.3bUS$128.6bUS$6.9b19.7x38.3x2.1x
Fri, 20 Feb 2026US$282.8bUS$127.8bUS$7.2b21.4x39.1x2.2x
Sun, 18 Jan 2026US$297.0bUS$125.6bUS$7.2b20.5x41.5x2.4x
Tue, 16 Dec 2025US$293.1bUS$125.2bUS$7.1b20.7x41.1x2.3x
Thu, 13 Nov 2025US$267.1bUS$123.7bUS$7.2b19.3x37.3x2.2x
Sat, 11 Oct 2025US$318.8bUS$122.2bUS$7.2b21.3x44.6x2.6x
Mon, 08 Sep 2025US$312.6bUS$121.9bUS$7.1b22.1x43.9x2.6x
Wed, 06 Aug 2025US$328.1bUS$120.3bUS$7.2b22x45.8x2.7x
Fri, 04 Jul 2025US$347.5bUS$119.1bUS$7.1b24.8x48.9x2.9x
Sun, 01 Jun 2025US$307.1bUS$118.6bUS$7.1b23.7x43.4x2.6x
Tue, 29 Apr 2025US$302.3bUS$116.4bUS$6.7b25.7x45x2.6x
Thu, 27 Mar 2025US$307.8bUS$114.5bUS$6.5b26.2x47.4x2.7x
Sat, 22 Feb 2025US$308.8bUS$114.9bUS$6.5b25.9x47.3x2.7x
Mon, 20 Jan 2025US$294.5bUS$107.6bUS$5.9b26.1x49.7x2.7x
Wed, 18 Dec 2024US$311.6bUS$108.1bUS$5.9b25x52.8x2.9x
Fri, 15 Nov 2024US$303.9bUS$108.2bUS$5.9b25.9x51.3x2.8x
Sun, 13 Oct 2024US$285.0bUS$108.9bUS$5.6b26.8x51x2.6x
Tue, 10 Sep 2024US$255.7bUS$109.3bUS$5.6b23.5x45.5x2.3x
Thu, 08 Aug 2024US$249.1bUS$107.9bUS$5.6b20.8x44.1x2.3x
Sat, 06 Jul 2024US$258.5bUS$108.1bUS$6.0b20.8x43.4x2.4x
Mon, 03 Jun 2024US$264.1bUS$107.9bUS$6.0b23.9x44.1x2.4x
Wed, 01 May 2024US$272.6bUS$108.1bUS$6.1b19.2x45x2.5x
Fri, 29 Mar 2024US$276.5bUS$107.7bUS$6.0b19.1x46.2x2.6x
Sun, 25 Feb 2024US$256.1bUS$106.7bUS$5.8b20x43.9x2.4x
Tue, 23 Jan 2024US$232.6bUS$105.7bUS$5.0b19.7x46.7x2.2x
Thu, 21 Dec 2023US$236.7bUS$105.7bUS$5.0b20.6x47.5x2.2x
Sat, 18 Nov 2023US$224.1bUS$105.4bUS$5.0b20x45x2.1x
Mon, 16 Oct 2023US$201.5bUS$104.8bUS$4.7b17x42.8x1.9x
Wed, 13 Sep 2023US$219.8bUS$104.5bUS$4.7b18.4x46.7x2.1x
Fri, 11 Aug 2023US$228.0bUS$104.8bUS$4.5b20.1x50.6x2.2x
Sun, 09 Jul 2023US$231.1bUS$101.3bUS$3.4b20.9x68.3x2.3x
Tue, 06 Jun 2023US$219.8bUS$100.3bUS$3.4b20x64.6x2.2x
Thu, 04 May 2023US$214.7bUS$98.0bUS$3.2b20.9x66.7x2.2x
Price to Earnings Ratio

66.7x


Total Market Cap: US$214.7bTotal Earnings: US$3.2bTotal Revenue: US$98.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Restaurants Industry Price to Earnings3Y Average 47.1x202420252026
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 40.2x which is lower than its 3-year average PE of 47.1x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Restaurants industry have grown 32% per year over the last three years.
  • Revenues for these companies have grown 9.6% 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 Market0.33%
Consumer Discretionary-0.89%
Hospitality-3.48%
Restaurants-2.72%
Casinos and Gaming-1.93%
Hotels, Resorts and Cruise Lines-4.45%
Leisure Facilities-6.71%
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
QSR Restaurant Brands InternationalUS$80.902.5%
+US$689.5m		27.2%PE31.1x
BROS Dutch BrosUS$57.445.2%
+US$359.0m		-6.6%PE91.6x
ARMK AramarkUS$46.281.5%
+US$178.7m		40.2%PE38.4x
BH.A Biglari HoldingsUS$1.68k7.7%
+US$75.3m		48.4%PS2.7x
CHA Chagee HoldingsUS$10.743.5%
+US$66.9m		-68.9%PE12x

Latest News

CMG
US$34.21
Chipotle Mexican Grill
7D
-4.5%
1Y
-32.8%

Chipotle Mexican Grill (CMG): The Digital Burrito Powerhouse Tests Throughput and Loyalty

Chipotle Mexican Grill (CMG) , the global vanguard of the fast-casual movement, enters the weekend of Sunday, April 26, 2026 , in a state of calculated expansion. The company is scheduled to release its Q1 2026 earnings report on Wednesday, April 29, 2026, after the market close.
YUM
US$160.28
Yum! Brands
7D
-1.0%
1Y
8.5%

YUM: Group Repricing And Buybacks Will Shape Future Risk Reward Balance

Yum! Brands' analyst price target is updated to $172.25 from $171.92, reflecting minor tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E in light of a series of recent price target increases from major research firms.
SG
US$7.14
Sweetgreen
7D
2.4%
1Y
-62.9%
FWRG
US$13.28
First Watch Restaurant Group
7D
3.3%
1Y
-29.8%

FWRG: Unit Expansion And Marketing Investments Will Drive Long Term Upside

Analysts have trimmed the blended price target for First Watch Restaurant Group by about $0.17 to $19.33 as they factor in slower same-restaurant sales growth and softer recent EBITDA results, while still highlighting long term plans for unit expansion and brand awareness initiatives. Analyst Commentary Recent research updates paint a mixed picture, with most firms trimming price targets while still highlighting First Watch Restaurant Group's long term expansion plans and brand building efforts.
QSR
US$80.90
Restaurant Brands International
7D
2.5%
1Y
27.2%

QSR: China Expansion And Execution On Turnaround Plans Will Shape Balanced Outlook

The analyst price target for Restaurant Brands International has been raised by about $3 to $82.93, as analysts factor in updated views on fair value, discount rates, margins and long term growth following recent research updates. Analyst Commentary Recent research updates on Restaurant Brands International show a cluster of higher price targets following the company’s investor day, alongside a smaller group of more cautious revisions.
MCD
US$299.36
McDonald's
7D
-2.5%
1Y
-5.5%
EAT
US$138.67
Brinker International
7D
-12.4%
1Y
-13.7%

Brinker International: Sell On Misleading Growth And Balance Sheet Struggles

Apr 24
ARMK
US$46.28
Aramark
7D
1.5%
1Y
40.2%
SBUX
US$98.67
Starbucks
7D
-0.3%
1Y
17.6%

Starbucks Q2 FY26 Results Preview: The Market Is Warming Up To Niccol's Turnaround

Apr 23
DASH
US$176.78
DoorDash
7D
-6.9%
1Y
-5.9%
YUMC
US$48.81
Yum China Holdings
7D
0.2%
1Y
4.5%

YUMC: Store Expansion And Buybacks Will Support Future Re Rating

Analysts have nudged their consolidated price target for Yum China higher by roughly $0.19, reflecting slightly adjusted assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E after recent mixed target moves and heightened conviction from firms covering the stock. Analyst Commentary Recent Street research on Yum China shows a mix of optimism and caution, with price targets both raised and trimmed and the stock added to a key regional conviction list.
BROS
US$57.44
Dutch Bros
7D
5.2%
1Y
-6.6%

BROS: National Store Additions And Index Inclusion Will Support Premium P E Multiples

Analysts have trimmed their Dutch Bros fair value estimate slightly, with the updated price target easing by about $0.40 to $75.71. They factor in a marginally higher discount rate and a slightly lower assumed future P/E, while still citing supportive research that highlights what they view as overblown competitive concerns and generally constructive views from recent initiations and upgrades.
TXRH
US$159.78
Texas Roadhouse
7D
-2.5%
1Y
-4.1%

Texas Roadhouse: Too Expensive, Look To Add Closer To Fair Value (Downgrade)

Apr 20
WING
US$189.37
Wingstop
7D
-4.9%
1Y
-15.7%
CHA
US$10.74
Chagee Holdings
7D
3.5%
1Y
-68.9%

Chagee: Burden Of Proof Is High

Apr 08
BH.A
US$1,683.78
Biglari Holdings
7D
7.7%
1Y
48.4%