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U.S. Restaurants Industry Analysis

UpdatedApr 30, 2026
DataAggregated Company Financials
Companies64
  • 7D-2.5%
  • 3M-5.4%
  • 1Y-9.6%
  • YTDn/a

Over the last 7 days, the Restaurants industry has dropped 4.0%, driven by McDonald's declining 3.1%. However, the industry is down 10% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Apr 2026US$269.5bUS$128.6bUS$6.9b21x38.8x2.1x
Sat, 28 Mar 2026US$256.2bUS$128.6bUS$6.9b19x37x2x
Mon, 23 Feb 2026US$279.6bUS$127.8bUS$7.2b21.7x38.8x2.2x
Wed, 21 Jan 2026US$297.0bUS$125.6bUS$7.2b20.2x41.5x2.4x
Fri, 19 Dec 2025US$291.9bUS$125.5bUS$7.2b20.4x40.8x2.3x
Sun, 16 Nov 2025US$272.9bUS$124.0bUS$7.2b19x37.7x2.2x
Tue, 14 Oct 2025US$310.6bUS$122.2bUS$7.2b21.6x43.4x2.5x
Thu, 11 Sep 2025US$313.0bUS$121.9bUS$7.1b22.2x44x2.6x
Sat, 09 Aug 2025US$331.6bUS$121.5bUS$7.1b22.4x46.9x2.7x
Mon, 07 Jul 2025US$347.8bUS$119.1bUS$7.1b24.7x49x2.9x
Wed, 04 Jun 2025US$322.7bUS$118.8bUS$7.1b24x45.5x2.7x
Fri, 02 May 2025US$301.6bUS$117.1bUS$6.9b22.6x43.9x2.6x
Sun, 30 Mar 2025US$296.6bUS$114.5bUS$6.5b25.4x45.6x2.6x
Tue, 25 Feb 2025US$306.6bUS$114.9bUS$6.5b25.8x47x2.7x
Thu, 23 Jan 2025US$296.1bUS$107.6bUS$5.9b26.7x50x2.8x
Sat, 21 Dec 2024US$300.3bUS$108.3bUS$5.9b24.4x50.8x2.8x
Mon, 18 Nov 2024US$297.1bUS$108.2bUS$5.9b26.1x50.2x2.7x
Wed, 16 Oct 2024US$286.3bUS$108.9bUS$5.6b26.8x51.3x2.6x
Fri, 13 Sep 2024US$261.6bUS$109.3bUS$5.6b23.7x46.6x2.4x
Sun, 11 Aug 2024US$252.9bUS$108.3bUS$5.6b19.9x44.8x2.3x
Tue, 09 Jul 2024US$261.1bUS$108.1bUS$6.0b20.1x43.9x2.4x
Thu, 06 Jun 2024US$262.4bUS$107.9bUS$6.0b22.9x44x2.4x
Sat, 04 May 2024US$265.9bUS$109.2bUS$6.2b20.1x43x2.4x
Mon, 01 Apr 2024US$276.8bUS$107.7bUS$6.0b19.1x46.3x2.6x
Wed, 28 Feb 2024US$256.1bUS$107.3bUS$5.9b19.3x43.2x2.4x
Fri, 26 Jan 2024US$235.2bUS$105.7bUS$5.0b19.8x47.2x2.2x
Sun, 24 Dec 2023US$235.7bUS$105.7bUS$5.0b21.2x47.3x2.2x
Tue, 21 Nov 2023US$224.5bUS$105.4bUS$5.0b20x45x2.1x
Thu, 19 Oct 2023US$206.0bUS$104.8bUS$4.7b18.2x43.8x2x
Sat, 16 Sep 2023US$218.6bUS$104.5bUS$4.7b18.4x46.4x2.1x
Mon, 14 Aug 2023US$225.7bUS$104.8bUS$4.5b19.8x50.1x2.2x
Wed, 12 Jul 2023US$233.7bUS$101.3bUS$3.4b21.5x69.1x2.3x
Fri, 09 Jun 2023US$219.9bUS$100.5bUS$3.4b20.8x64.9x2.2x
Sun, 07 May 2023US$214.9bUS$98.9bUS$3.3b20.3x64.4x2.2x
Price to Earnings Ratio

64.4x


Total Market Cap: US$214.9bTotal Earnings: US$3.3bTotal Revenue: US$98.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Restaurants Industry Price to Earnings3Y Average 47x202420252026
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 39.6x which is lower than its 3-year average PE of 47.0x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Restaurants industry have grown 29% per year over the last three years.
  • Revenues for these companies have grown 9.2% 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-0.18%
Consumer Discretionary-1.16%
Hospitality-2.14%
Restaurants-2.49%
Casinos and Gaming0.05%
Hotels, Resorts and Cruise Lines-2.51%
Leisure Facilities-5.39%
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
SBUX StarbucksUS$105.506.0%
+US$6.8b		28.6%PE80.4x
YUM Yum! BrandsUS$159.840.5%
+US$215.4m		6.2%PE28.3x
YUMC Yum China HoldingsUS$48.690.6%
+US$81.6m		12.4%PE18x
SHAK Shake ShackUS$100.611.5%
+US$61.2m		14.7%PE88.6x
CAKE Cheesecake FactoryUS$62.671.3%
+US$39.3m		30.1%PE21x

Latest News

SBUX
US$105.50
Starbucks
7D
6.0%
1Y
28.6%
DPZ
US$332.31
Domino's Pizza
7D
-10.8%
1Y
-31.0%
MCD
US$290.08
McDonald's
7D
-3.3%
1Y
-9.3%

McDonald's: Value Strategy Holds, But Not A Q1 Catalyst

Apr 29
CMG
US$32.99
Chipotle Mexican Grill
7D
-6.0%
1Y
-34.7%
WING
US$171.21
Wingstop
7D
-8.3%
1Y
-34.1%

WING: Digital Initiatives And Unit Expansion Will Support Longer Term Upside

Wingstop's fair value estimate edges down from $400.00 to about $386.52 as analysts recalibrate price targets in light of softer revenue growth expectations, partially offset by firmer profit margin assumptions and slightly higher future P/E multiples. Analyst Commentary Recent Street research on Wingstop shows a split tape, with many firms trimming price targets while a separate group of bullish analysts continues to highlight longer term growth drivers, brand strength, and execution on technology and development.
YUM
US$159.84
Yum! Brands
7D
0.5%
1Y
6.2%

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.
CAVA
US$91.11
CAVA Group
7D
-5.8%
1Y
-1.4%
ARCO
US$8.66
Arcos Dorados Holdings
7D
-8.5%
1Y
13.2%
CAKE
US$62.67
Cheesecake Factory
7D
1.3%
1Y
30.1%

CAKE: Elevated P/E And Mixed Q4 Delivery Will Constrain Forward Returns

Analysts have lifted Cheesecake Factory's average price target by several dollars to a range of roughly $58 to $75, as they refresh models after mixed Q4 results and an updated 2026 outlook. They still see a fair value of $50 based on current assumptions for revenue growth, margins and future P/E.
DASH
US$169.33
DoorDash
7D
-4.3%
1Y
-13.7%
YUMC
US$48.69
Yum China Holdings
7D
0.6%
1Y
12.4%

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.
DRI
US$196.29
Darden Restaurants
7D
-1.7%
1Y
-2.2%

DRI: Value Discipline And Core Brand Consistency Will Support Long-Term Upside

The analyst price target for Darden Restaurants has been adjusted higher to reflect a fair value increase of about $4, supported by recent Street research that highlights steady same-store sales expectations at Olive Garden and LongHorn, along with multiple price target increases across major firms. Analyst Commentary Recent Street research shows a cluster of bullish analysts raising price targets on Darden Restaurants, with several firms adjusting their views higher by between $1 and $10.
CBRL
US$31.04
Cracker Barrel Old Country Store
7D
5.0%
1Y
-27.2%

CBRL: Menu And Operations Changes Will Gradually Support Cautious Traffic Recovery

Analysts now estimate Cracker Barrel Old Country Store's fair value at about $31.38 per share, a slight adjustment from roughly $31.57. The revision reflects a balance between higher revenue expectations, more conservative profit margins, and a higher assumed future P/E, following recent price target increases and differing views on how quickly traffic may recover.
SHAK
US$100.61
Shake Shack
7D
1.5%
1Y
14.7%

SHAK: Project Catalyst And Loyalty Rollout Will Support Margin Upside

Analysts have nudged the fair value estimate for Shake Shack higher from $140.00 to about $142.47, citing updated expectations for revenue growth, profit margins, and a lower future P/E multiple, supported by a wave of recent price target hikes and upgrades across the Street. Analyst Commentary Recent research updates show a clear tilt toward more constructive views on Shake Shack, with several bullish analysts lifting price targets and initiating coverage at premium levels.
NDLS
US$12.09
Noodles
7D
22.4%
1Y
51.1%
MB
US$7.89
MasterBeef Group
7D
31.5%
1Y
146.6%