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U.S. Restaurants Industry Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies69
  • 7D1.6%
  • 3M-6.5%
  • 1Y-7.9%
  • YTDn/a

The Restaurants industry is up 1.6% in the last week, with McDonald's up 1.8%. However, the industry is down 7.9% over the past year. Looking forward, 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
Mon, 15 Dec 2025US$293.1bUS$125.2bUS$7.1b21.9x41.1x2.3x
Wed, 12 Nov 2025US$270.4bUS$123.7bUS$7.2b19x37.8x2.2x
Fri, 10 Oct 2025US$321.0bUS$122.2bUS$7.2b21.8x44.8x2.6x
Sun, 07 Sep 2025US$314.7bUS$121.9bUS$7.1b22.1x44.2x2.6x
Tue, 05 Aug 2025US$321.1bUS$119.9bUS$7.2b22.2x44.9x2.7x
Thu, 03 Jul 2025US$347.4bUS$119.1bUS$7.1b24.5x48.9x2.9x
Sat, 31 May 2025US$318.0bUS$118.6bUS$7.1b23.7x44.9x2.7x
Mon, 28 Apr 2025US$302.2bUS$116.4bUS$6.7b25.2x45x2.6x
Wed, 26 Mar 2025US$308.2bUS$114.5bUS$6.5b26.7x47.4x2.7x
Fri, 21 Feb 2025US$323.1bUS$114.6bUS$6.5b26.7x49.8x2.8x
Sun, 19 Jan 2025US$294.5bUS$107.6bUS$5.9b26.1x49.7x2.7x
Tue, 17 Dec 2024US$308.9bUS$108.2bUS$5.9b24.9x52.3x2.9x
Thu, 14 Nov 2024US$304.9bUS$108.2bUS$5.9b25.8x51.3x2.8x
Sat, 12 Oct 2024US$281.6bUS$109.4bUS$5.6b25.5x50.2x2.6x
Mon, 09 Sep 2024US$253.7bUS$109.3bUS$5.6b23.7x45.2x2.3x
Wed, 07 Aug 2024US$241.7bUS$107.5bUS$5.9b20.5x40.8x2.2x
Fri, 05 Jul 2024US$258.5bUS$108.1bUS$6.0b21.3x43.4x2.4x
Sun, 02 Jun 2024US$264.1bUS$107.9bUS$6.0b23.9x44.1x2.4x
Tue, 30 Apr 2024US$275.8bUS$108.1bUS$6.1b19.3x45.5x2.6x
Thu, 28 Mar 2024US$276.9bUS$107.7bUS$6.0b19.1x46.3x2.6x
Sat, 24 Feb 2024US$256.0bUS$106.6bUS$5.9b20x43.8x2.4x
Mon, 22 Jan 2024US$233.6bUS$105.7bUS$5.0b19.4x46.9x2.2x
Wed, 20 Dec 2023US$236.5bUS$105.7bUS$5.0b21.3x47.4x2.2x
Fri, 17 Nov 2023US$224.7bUS$105.4bUS$5.0b19.6x45.1x2.1x
Sun, 15 Oct 2023US$201.5bUS$104.8bUS$4.7b17x42.8x1.9x
Tue, 12 Sep 2023US$219.9bUS$104.5bUS$4.7b18x46.7x2.1x
Thu, 10 Aug 2023US$228.0bUS$104.5bUS$4.5b20.4x51.1x2.2x
Sat, 08 Jul 2023US$231.1bUS$101.2bUS$3.4b20.9x68.7x2.3x
Mon, 05 Jun 2023US$219.7bUS$100.3bUS$3.4b20.9x64.6x2.2x
Wed, 03 May 2023US$214.1bUS$97.7bUS$3.0b21.1x70.7x2.2x
Fri, 31 Mar 2023US$202.1bUS$96.7bUS$2.8b21.9x72.2x2.1x
Sun, 26 Feb 2023US$172.1bUS$89.1bUS$4.0b20.4x42.8x1.9x
Tue, 24 Jan 2023US$176.8bUS$87.9bUS$4.3b20.4x41.4x2x
Thu, 22 Dec 2022US$163.5bUS$87.8bUS$4.3b18.5x38.3x1.9x
Price to Earnings Ratio

38.3x


Total Market Cap: US$163.5bTotal Earnings: US$4.3bTotal Revenue: US$87.8bTotal 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 41.1x 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 19% per year over the last three years.
  • Revenues for these companies have grown 13% 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-0.59%
Consumer Discretionary0.25%
Hospitality2.94%
Restaurants1.59%
Hotels, Resorts and Cruise Lines4.04%
Casinos and Gaming2.97%
Leisure Facilities2.58%
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$316.722.2%
+US$4.9b		6.4%PE26.8x
CMG Chipotle Mexican GrillUS$36.147.5%
+US$3.3b		-44.2%PE31.1x
YUM Yum! BrandsUS$151.066.0%
+US$2.4b		11.9%PE29x
SBUX StarbucksUS$85.352.3%
+US$2.2b		-8.3%PE52.3x
DASH DoorDashUS$227.490.9%
+US$887.9m		26.7%PE113.6x

Latest News

CHA
US$13.65
Chagee Holdings
7D
-0.6%
1Y
n/a

Q3 Update - Revenue sustained only by growth

Revenues did not grow in line with new teahouse openings, and average monthly GMV is down 30% from the previous year. Rate of teahouse growth per quarter is ~5%.
BROS
US$61.16
Dutch Bros
7D
5.3%
1Y
13.3%

BROS: Demand Resilience Will Support Premium Multiples Despite Near Term Margin Pressure

Analysts have nudged their blended price target on Dutch Bros slightly higher to the mid $80s, reflecting modestly stronger long term growth assumptions and resilient same store sales that offset near term margin pressure and a slightly higher discount rate. Analyst Commentary Street research on Dutch Bros remains broadly constructive, even as some valuation assumptions are tempered to reflect a choppier operating backdrop and near term margin pressure.
CMG
US$36.14
Chipotle Mexican Grill
7D
7.5%
1Y
-44.2%
DASH
US$227.49
DoorDash
7D
0.9%
1Y
26.7%
MCD
US$316.72
McDonald's
7D
2.2%
1Y
6.4%
KRUS
US$51.63
Kura Sushi USA
7D
-3.7%
1Y
-47.4%
DPZ
US$431.73
Domino's Pizza
7D
3.2%
1Y
-3.6%
SBUX
US$85.35
Starbucks
7D
2.3%
1Y
-8.3%

SBUX: Turnaround And Labor Disputes Will Shape Traffic And Margin Recovery

Analysts have nudged their average Starbucks price target slightly higher by about $0.20 to approximately $94.20. This reflects a view that while revenue growth and profit margins may face near term pressure amid macro headwinds and a slower turnaround, the company’s long term earnings power and valuation multiple remain intact.
WING
US$235.89
Wingstop
7D
-4.1%
1Y
-21.5%

Wingstop Inc.'s (NASDAQ:WING) 28% Share Price Surge Not Quite Adding Up

Dec 03
Wingstop Inc.'s (NASDAQ:WING) 28% Share Price Surge Not Quite Adding Up
YUM
US$151.06
Yum! Brands
7D
6.0%
1Y
11.9%

YUM: Future Pizza Hut Exit And Taco Bell Strength Will Unlock Outperformance

Analysts have nudged their average price target for Yum! Brands modestly higher toward the mid $160s, reflecting increased confidence in Taco Bell driven growth and potential portfolio optimization, such as a Pizza Hut sale, partly offset by concerns around higher costs and mixed same store sales trends.
CAVA
US$53.15
CAVA Group
7D
-1.3%
1Y
-58.1%

CAVA: Consumer Demand And Expanding Footprint Will Drive Recovery Amid Headwinds

Analysts have lowered their price targets for CAVA Group, with the average target now down approximately $10 to $20 per share. They cite weaker same-store sales, softer consumer demand, and broader macroeconomic pressures weighing on growth expectations.
QSR
US$70.87
Restaurant Brands International
7D
-1.1%
1Y
5.0%

QSR: Earnings Resilience And Global Expansion Will Steady Outlook Amid Sector Headwinds

The consensus analyst price target for Restaurant Brands International has been modestly reduced from $78.25 to $77.93. Analysts cite heightened caution after recent earnings and growing macroeconomic pressures in the sector.
YUMC
US$48.54
Yum China Holdings
7D
5.5%
1Y
-0.6%
SERV
US$12.13
Serve Robotics
7D
-9.6%
1Y
-19.0%
FWRG
US$16.36
First Watch Restaurant Group
7D
-3.7%
1Y
-17.5%
CCHH
US$2.65
CCH Holdings
7D
-79.7%
1Y
n/a