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U.S. Restaurants Industry Analysis

UpdatedSep 14, 2026
DataAggregated Company Financials
Companies64
  • 7D-3.4%
  • 3M6.7%
  • 1Y-6.8%
  • YTDn/a

Over the last 7 days, the Restaurants industry has dropped 3.4%, driven by Starbucks declining 5.5%. The industry has fallen 7.0% in the last year. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Sep 2026US$296.9bUS$137.3bUS$8.2b23.7x36.4x2.2x
Wed, 12 Aug 2026US$301.0bUS$136.8bUS$8.1b28.5x37.3x2.2x
Fri, 10 Jul 2026US$282.3bUS$132.7bUS$7.4b23.9x38.3x2.1x
Sun, 07 Jun 2026US$255.0bUS$132.2bUS$7.2b20.4x35.2x1.9x
Tue, 05 May 2026US$275.6bUS$129.6bUS$6.9b19.9x40x2.1x
Thu, 02 Apr 2026US$255.6bUS$128.6bUS$7.0b19.2x36.6x2x
Sat, 28 Feb 2026US$286.0bUS$128.5bUS$7.1b21.6x40.4x2.2x
Mon, 26 Jan 2026US$296.8bUS$125.6bUS$7.2b20.8x41.5x2.4x
Wed, 24 Dec 2025US$298.8bUS$125.5bUS$7.2b19.8x41.8x2.4x
Fri, 21 Nov 2025US$268.0bUS$125.3bUS$7.2b18.4x37.3x2.1x
Sun, 19 Oct 2025US$316.4bUS$122.2bUS$7.2b21.4x44.2x2.6x
Tue, 16 Sep 2025US$313.0bUS$122.0bUS$7.1b22.4x44x2.6x
Thu, 14 Aug 2025US$328.0bUS$121.5bUS$7.1b22.9x45.9x2.7x
Sat, 12 Jul 2025US$347.9bUS$119.1bUS$7.1b25x49x2.9x
Mon, 09 Jun 2025US$329.6bUS$118.8bUS$7.1b24.1x46.4x2.8x
Wed, 07 May 2025US$310.5bUS$117.9bUS$7.1b23.5x43.7x2.6x
Fri, 04 Apr 2025US$307.3bUS$114.5bUS$6.5b25x47.3x2.7x
Sun, 02 Mar 2025US$314.8bUS$114.3bUS$6.5b27.8x48.2x2.8x
Tue, 28 Jan 2025US$301.9bUS$107.6bUS$5.9b27.7x50.9x2.8x
Thu, 26 Dec 2024US$305.0bUS$107.6bUS$5.9b24x51.5x2.8x
Sat, 23 Nov 2024US$303.8bUS$108.2bUS$5.9b26.1x51.2x2.8x
Mon, 21 Oct 2024US$288.0bUS$108.9bUS$5.6b27.4x51.6x2.6x
Wed, 18 Sep 2024US$267.1bUS$108.5bUS$5.6b23.9x47.9x2.5x
Fri, 16 Aug 2024US$249.8bUS$108.4bUS$5.6b19.7x44.5x2.3x
Sun, 14 Jul 2024US$252.0bUS$108.1bUS$5.9b21.5x42.4x2.3x
Tue, 11 Jun 2024US$262.3bUS$107.9bUS$6.0b22.3x44x2.4x
Thu, 09 May 2024US$269.0bUS$109.6bUS$6.1b20.3x44.4x2.5x
Sat, 06 Apr 2024US$267.9bUS$107.7bUS$6.0b18.4x44.7x2.5x
Mon, 04 Mar 2024US$262.2bUS$107.3bUS$5.9b19.6x44.1x2.4x
Wed, 31 Jan 2024US$238.7bUS$105.7bUS$5.0b19.9x47.9x2.3x
Fri, 29 Dec 2023US$237.6bUS$105.7bUS$5.0b21x47.7x2.2x
Sun, 26 Nov 2023US$225.7bUS$105.5bUS$5.0b20.6x45.2x2.1x
Tue, 24 Oct 2023US$204.3bUS$104.8bUS$4.7b17.8x43.4x1.9x
Thu, 21 Sep 2023US$218.1bUS$104.5bUS$4.7b18.3x46.3x2.1x
Price to Earnings Ratio

46.3x


Total Market Cap: US$218.1bTotal Earnings: US$4.7bTotal Revenue: US$104.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Restaurants Industry Price to Earnings3Y Average 44.1x202420252026
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 36.4x which is lower than its 3-year average PE of 44.1x.
  • 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 20% per year over the last three years.
  • Revenues for these companies have grown 9.5% 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-0.94%
Consumer Discretionary-1.25%
Hospitality-3.58%
Restaurants-3.40%
Casinos and Gaming-0.56%
Leisure Facilities-1.16%
Hotels, Resorts and Cruise Lines-4.52%
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
ARMK AramarkUS$58.553.1%
+US$466.6m		54.9%PE40.3x
JMKE Jersey Mike's SubsUS$21.714.5%
+US$228.9m		n/aPS6.7x
WING WingstopUS$117.107.2%
+US$215.1m		-56.0%PE27.4x
CHA Chagee HoldingsUS$12.245.0%
+US$110.6m		-26.4%PE12.8x
SG SweetgreenUS$7.103.8%
+US$31.0m		-16.4%PE61.8x

Latest News

DASH
US$201.95
DoorDash
7D
-4.6%
1Y
-21.7%
YUM
US$140.87
Yum! Brands
7D
-6.5%
1Y
-5.4%
MCD
US$252.53
McDonald's
7D
-1.2%
1Y
-16.4%
Seeking Alpha • Sep 12

McDonald's: Finally Lovin' It (Rating Upgrade)

Summary McDonald’s is upgraded to Buy, as its valuation now offers a solid margin of safety amid challenging consumer conditions. MCD’s Q2 showed modest comparable sales growth, strong loyalty engagement, and robust capital returns with a 4.3% combined yield. The company's '> NEXT' plan and product innovation aim to drive a turnaround despite macro headwinds and execution risks. The conservative intrinsic value estimate is above current levels, supporting the Buy rating and reflecting improved risk-reward after recent stock declines. Read the full article on Seeking Alpha
JMKE
US$21.71
Jersey Mike's Subs
7D
4.5%
1Y
n/a
DPZ
US$311.60
Domino's Pizza
7D
-8.6%
1Y
-30.7%
WING
US$117.10
Wingstop
7D
7.2%
1Y
-56.0%
Seeking Alpha • Sep 11

Wingstop: Valuation Improves But Fundamentals Are Questionable

Summary Wingstop is upgraded from sell to hold after a >50% share price decline, but fundamental concerns persist. WING’s valuation has cooled, with a TTM GAAP PE of 26.24, yet still demands 18% LFCF growth to justify current pricing. Same-store sales have declined for five straight quarters, down 7.5% in Q2 2026, raising questions about pricing strategy and value proposition. Further margin compression is likely as Wingstop may need to cut prices or increase promotions to regain customer traffic. Read the full article on Seeking Alpha
SBUX
US$98.74
Starbucks
7D
-5.5%
1Y
19.4%
QSR
US$76.96
Restaurant Brands International
7D
-4.0%
1Y
20.5%
CMG
US$36.20
Chipotle Mexican Grill
7D
-2.1%
1Y
-6.2%
Seeking Alpha • Sep 10

Chipotle's Business Is Bottoming Out, But The Fundamentals Are High (Upgrade)

Summary Chipotle Mexican Grill has stabilized comp sales, with Q2 growth of 2.2% after a previous decline. I upgraded CMG from sell to hold, citing a revamped rewards program and signs of business bottoming, but remain cautious due to valuation. CMG’s TTM GAAP P/E of ~34 and P/S of ~3.9 are difficult to justify amid compressed margins and only moderate growth. While the value pivot may aid comp sales, economic headwinds or poor expansion execution could pressure margins and valuation further. Read the full article on Seeking Alpha
BJRI
US$60.78
BJ's Restaurants
7D
1.5%
1Y
96.5%
ARMK
US$58.55
Aramark
7D
3.1%
1Y
54.9%
Narrative Update • Sep 05

ARMK: AI Data Center Wins Will Drive Multi Year Earnings Repricing

Aramark's updated analyst price target moves from $61.56 to $67.97. Analysts point to stronger long term revenue growth expectations, a slightly lower discount rate, modestly adjusted margin assumptions, and a higher future P/E multiple supported by recent research that highlights commercial execution, Nexus data center opportunities, and raised long term EPS estimates.
SG
US$7.10
Sweetgreen
7D
3.8%
1Y
-16.4%
Narrative Update • Sep 05

SG: Slower Expansion And Margin Assumptions Will Likely Cap Future Share Upside

Analysts have adjusted their price target for Sweetgreen to reflect an updated fair value of $4.40, a discount rate of 9.50%, revenue growth of 5.86%, a profit margin of 7.01% and a future P/E of 12.33, highlighting revised expectations for the stock under current assumptions. What’s in the News for Sweetgreen Sweetgreen rolled out its Fall Harvest menu nationwide, featuring the Autumn Harvest Bowl, a Maple Glazed Salmon plate and a Roasted Bacon Brussels side, supported by the Fall’s Best Dressed campaign that highlights maple glazed brussels sprouts as a key seasonal ingredient.
CHA
US$12.24
Chagee Holdings
7D
5.0%
1Y
-26.4%
Narrative Update • Sep 03

CHA: Buybacks And Overseas Expansion Will Support Fairly Valued Outlook

Analysts lifted the price target for Chagee Holdings from $10.21 to $11.04, citing revised assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of their update. What's in the News for Chagee Holdings Chagee Holdings plans to release its unaudited Q2 2026 results for the quarter ended June 30, 2026, on August 28, 2026, before the U.S. market opens.
DRI
US$209.89
Darden Restaurants
7D
-3.2%
1Y
-1.1%
Narrative Update • Sep 03

DRI: Scale Advantages And Brand Momentum Will Support Future Share Returns

Analysts have lifted the Darden Restaurants price target to $276 from $270.13, reflecting updated views on a slightly lower discount rate, modestly softer revenue growth and margins, and a higher assumed future P/E multiple. This outlook is supported by recent research that points to resilient same-store sales trends, scale benefits, and expectations for solid upcoming results.
THCH
US$1.36
TH International
7D
0.7%
1Y
-46.9%
MB
US$4.33
MasterBeef Group
7D
1.6%
1Y
-58.8%