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U.S. Restaurants Industry Analysis

UpdatedJul 31, 2026
DataAggregated Company Financials
Companies65
  • 7D10.5%
  • 3M8.2%
  • 1Y-7.4%
  • YTDn/a

Over the last 7 days, the Restaurants industry has risen 6.3%, driven by gains from DoorDash of 8.9%. During this same period, the Serve Robotics underperformed, falling 18%. However, the industry is down 11% over the past year. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 31 Jul 2026US$299.0bUS$133.8bUS$7.4b28.2x40.6x2.2x
Sun, 28 Jun 2026US$283.7bUS$132.6bUS$7.4b24.1x38.5x2.1x
Tue, 26 May 2026US$263.8bUS$132.2bUS$7.3b21x36.3x2x
Thu, 23 Apr 2026US$282.5bUS$128.6bUS$6.9b20.6x40.7x2.2x
Sat, 21 Mar 2026US$265.9bUS$128.7bUS$6.9b19.8x38.4x2.1x
Mon, 16 Feb 2026US$269.1bUS$126.7bUS$7.2b20.8x37.5x2.1x
Wed, 14 Jan 2026US$301.4bUS$125.6bUS$7.2b20.5x42.1x2.4x
Fri, 12 Dec 2025US$285.9bUS$125.2bUS$7.1b22.3x40.1x2.3x
Sun, 09 Nov 2025US$268.2bUS$123.7bUS$7.2b19.2x37.5x2.2x
Tue, 07 Oct 2025US$319.6bUS$122.2bUS$7.2b22.4x44.7x2.6x
Thu, 04 Sep 2025US$313.0bUS$121.9bUS$7.1b22.6x44x2.6x
Sat, 02 Aug 2025US$324.2bUS$119.8bUS$7.1b22.3x45.4x2.7x
Mon, 30 Jun 2025US$328.2bUS$119.1bUS$7.1b23.7x46.2x2.8x
Wed, 28 May 2025US$315.0bUS$118.6bUS$7.1b23.7x44.5x2.7x
Fri, 25 Apr 2025US$295.7bUS$116.4bUS$6.7b25.3x44x2.5x
Sun, 23 Mar 2025US$299.0bUS$114.5bUS$6.5b25.5x46x2.6x
Tue, 18 Feb 2025US$329.0bUS$114.2bUS$6.4b26.7x51.5x2.9x
Thu, 16 Jan 2025US$289.9bUS$107.6bUS$5.9b26.1x48.9x2.7x
Sat, 14 Dec 2024US$313.0bUS$108.2bUS$5.9b25x53x2.9x
Mon, 11 Nov 2024US$302.9bUS$110.7bUS$6.1b25.4x49.3x2.7x
Wed, 09 Oct 2024US$279.8bUS$109.4bUS$5.6b24.9x49.9x2.6x
Fri, 06 Sep 2024US$255.4bUS$109.3bUS$5.6b23.7x45.5x2.3x
Sun, 04 Aug 2024US$243.3bUS$107.5bUS$5.9b22.3x41.2x2.3x
Tue, 02 Jul 2024US$262.4bUS$108.1bUS$6.0b21.6x44.1x2.4x
Thu, 30 May 2024US$263.3bUS$107.9bUS$6.0b23.6x44x2.4x
Sat, 27 Apr 2024US$275.7bUS$108.1bUS$6.1b19.2x45.5x2.6x
Mon, 25 Mar 2024US$272.9bUS$107.7bUS$6.0b18.7x45.6x2.5x
Wed, 21 Feb 2024US$250.4bUS$106.6bUS$5.8b20x42.9x2.3x
Fri, 19 Jan 2024US$232.5bUS$105.7bUS$5.0b19.4x46.7x2.2x
Sun, 17 Dec 2023US$232.0bUS$105.7bUS$5.0b20.5x46.4x2.2x
Tue, 14 Nov 2023US$218.4bUS$104.7bUS$4.8b20.8x45.1x2.1x
Thu, 12 Oct 2023US$208.6bUS$104.8bUS$4.7b17.3x44.3x2x
Sat, 09 Sep 2023US$221.8bUS$104.5bUS$4.7b18.2x47.1x2.1x
Mon, 07 Aug 2023US$229.8bUS$103.3bUS$4.0b20.8x57.6x2.2x
Price to Earnings Ratio

57.6x


Total Market Cap: US$229.8bTotal Earnings: US$4.0bTotal Revenue: US$103.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Restaurants Industry Price to Earnings3Y Average 44.5x202420252026
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 39.9x which is lower than its 3-year average PE of 44.6x.
  • 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 24% per year over the last three years.
  • Revenues for these companies have grown 8.9% 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 Market0.50%
Consumer Discretionary2.18%
Hospitality8.10%
Restaurants10.46%
Hotels, Resorts and Cruise Lines8.74%
Leisure Facilities4.93%
Casinos and Gaming-0.46%
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
DASH DoorDashUS$197.5316.4%
+US$12.1b		-21.1%PE92.9x
CMG Chipotle Mexican GrillUS$38.5220.3%
+US$7.8b		-10.2%PE34.4x
MCD McDonald'sUS$268.442.1%
+US$4.0b		-10.5%PE22x
SBUX StarbucksUS$105.852.6%
+US$3.0b		18.7%PE60.8x
YUM Yum! BrandsUS$157.006.5%
+US$2.2b		8.9%PE24.7x

Latest News

SBUX
US$105.85
Starbucks
7D
2.6%
1Y
18.7%
WING
US$134.34
Wingstop
7D
-0.6%
1Y
-62.9%
YUMC
US$46.47
Yum China Holdings
7D
7.8%
1Y
-0.4%
EAT
US$209.86
Brinker International
7D
13.4%
1Y
33.2%
CMG
US$38.52
Chipotle Mexican Grill
7D
20.3%
1Y
-10.2%
DRI
US$206.97
Darden Restaurants
7D
6.6%
1Y
2.6%
DASH
US$197.53
DoorDash
7D
16.4%
1Y
-21.1%
MCD
US$268.44
McDonald's
7D
2.1%
1Y
-10.5%
Narrative Update • Jul 27

MCD: NEXT Automation And AI Will Support Long Term Cash Compounding

McDonald's price target narrative is being revised slightly lower to about $323.90 from roughly $331.29, as analysts factor in softer near term sales trends and a mixed restaurant backdrop while still expecting brand strength and market share gains over time. Analyst Commentary Recent Street research on McDonald's reflects a split view, with most analysts trimming price targets while still highlighting the company's brand strength and long term positioning.
CHA
US$11.19
Chagee Holdings
7D
-0.3%
1Y
-49.4%
Narrative Update • Jul 24

CHA: Share Repurchase Program Will Support Future Upside Potential

Analysts have reduced their price target for Chagee Holdings to $19.71 from $35.88 as they now apply lower revenue growth and profit margin assumptions, partly offset by a slightly higher future P/E multiple. What's in the News Chagee Holdings opened its first San Diego location at Westfield UTC, the company’s 10th U.S. teahouse and its first pet-friendly concept, designed around San Diego’s outdoor and dog-friendly culture.
YUM
US$157.00
Yum! Brands
7D
6.5%
1Y
8.9%
ARCO
US$8.19
Arcos Dorados Holdings
7D
-1.1%
1Y
23.2%
RICK
US$25.72
RCI Hospitality Holdings
7D
-0.5%
1Y
-28.2%
PZZA
US$30.23
Papa John's International
7D
-0.4%
1Y
-28.7%
Narrative Update • Jul 07

PZZA: Takeover Interest And Cost Efficiencies Will Support Multiple Despite Operational Headwinds

The analyst price target for Papa John's International has been revised from about $49.71 to $45.00, as analysts factor in a lower assumed future P/E multiple, slightly softer revenue expectations, and a modestly higher projected profit margin, with sentiment still influenced by ongoing acquisition interest and the potential for cost efficiencies over time. Analyst Commentary Recent research on Papa John's International highlights that acquisition interest continues to play an important role in how the stock is being valued, even as the company works through traffic pressure, comparable sales challenges, and brand repositioning efforts.
STKS
US$1.79
ONE Group Hospitality
7D
-1.1%
1Y
-39.5%
Narrative Update • Jul 02

STKS: Future Expansion Pipeline Will Support Bullish Long Term Outlook

Analysts have lowered their price target for ONE Group Hospitality to $5.25 from $6.00, citing updated assumptions that combine higher modeled revenue growth and a higher forward P/E multiple with a lower projected profit margin. What’s in the News for ONE Group Hospitality ONE Group Hospitality issued earnings guidance for the second quarter ending June 28, 2026, with expected total GAAP revenues of US$202 million to US$206 million and consolidated comparable sales of 1% to 2%.
VENU
US$2.24
Venu Holding
7D
-8.2%
1Y
-83.5%
ARKR
US$5.65
Ark Restaurants
7D
-4.9%
1Y
-34.3%