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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 2.5%, driven by a pullback from McDonald's of 3.3%. In contrast, Starbucks has gained 6.0%. The industry has fallen 9.6% in the last year. 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
Fri, 01 May 2026US$269.5bUS$128.6bUS$6.9b21x38.8x2.1x
Sun, 29 Mar 2026US$248.0bUS$128.6bUS$6.9b19x35.8x1.9x
Tue, 24 Feb 2026US$279.6bUS$127.8bUS$7.2b21.5x38.8x2.2x
Thu, 22 Jan 2026US$294.0bUS$125.6bUS$7.2b20.5x41.1x2.3x
Sat, 20 Dec 2025US$298.4bUS$125.5bUS$7.2b20.4x41.7x2.4x
Mon, 17 Nov 2025US$272.9bUS$124.0bUS$7.2b19x37.7x2.2x
Wed, 15 Oct 2025US$318.2bUS$122.2bUS$7.2b22x44.5x2.6x
Fri, 12 Sep 2025US$312.0bUS$122.0bUS$7.1b22.5x43.8x2.6x
Sun, 10 Aug 2025US$322.0bUS$121.5bUS$7.1b22.4x45.1x2.7x
Tue, 08 Jul 2025US$347.8bUS$119.1bUS$7.1b25.2x49x2.9x
Thu, 05 Jun 2025US$323.3bUS$118.8bUS$7.1b23.9x45.6x2.7x
Sat, 03 May 2025US$304.0bUS$117.2bUS$6.9b22.7x44.2x2.6x
Mon, 31 Mar 2025US$296.6bUS$114.5bUS$6.5b25.4x45.6x2.6x
Wed, 26 Feb 2025US$308.3bUS$114.9bUS$6.5b26.3x47.4x2.7x
Fri, 24 Jan 2025US$295.3bUS$107.6bUS$5.9b27.3x49.8x2.7x
Sun, 22 Dec 2024US$303.1bUS$107.6bUS$5.9b24.4x51.2x2.8x
Tue, 19 Nov 2024US$297.1bUS$108.2bUS$5.9b26x50.2x2.7x
Thu, 17 Oct 2024US$286.4bUS$108.9bUS$5.6b26.4x51.3x2.6x
Sat, 14 Sep 2024US$263.3bUS$109.3bUS$5.6b24.3x46.9x2.4x
Mon, 12 Aug 2024US$252.9bUS$108.3bUS$5.6b19.9x44.8x2.3x
Wed, 10 Jul 2024US$255.6bUS$108.1bUS$6.0b19.3x43x2.4x
Fri, 07 Jun 2024US$267.8bUS$107.9bUS$6.0b23x44.9x2.5x
Sun, 05 May 2024US$268.5bUS$109.2bUS$6.2b20.1x43.4x2.5x
Tue, 02 Apr 2024US$276.8bUS$107.7bUS$6.0b19.1x46.3x2.6x
Thu, 29 Feb 2024US$257.6bUS$107.3bUS$5.9b19.5x43.5x2.4x
Sat, 27 Jan 2024US$234.7bUS$105.7bUS$5.0b19.9x47.1x2.2x
Mon, 25 Dec 2023US$236.0bUS$105.7bUS$5.0b21.2x47.3x2.2x
Wed, 22 Nov 2023US$224.5bUS$105.4bUS$5.0b19.7x45x2.1x
Fri, 20 Oct 2023US$205.5bUS$104.8bUS$4.7b18x43.7x2x
Sun, 17 Sep 2023US$219.9bUS$104.5bUS$4.7b18x46.7x2.1x
Tue, 15 Aug 2023US$225.1bUS$104.8bUS$4.5b19.8x50x2.1x
Thu, 13 Jul 2023US$237.1bUS$101.3bUS$3.4b21.5x70.1x2.3x
Sat, 10 Jun 2023US$220.8bUS$100.5bUS$3.4b20.6x65.1x2.2x
Mon, 08 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 38.8x 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 28% 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$105.335.8%
+US$6.6b		28.4%PE80.3x
BROS Dutch BrosUS$57.515.4%
+US$378.1m		-4.1%PE91.7x
EAT Brinker InternationalUS$152.245.8%
+US$365.4m		17.1%PE14.3x
SHAK Shake ShackUS$102.465.0%
+US$196.1m		15.5%PE90.2x
YUMC Yum China HoldingsUS$48.450.9%
+US$119.6m		11.8%PE17.5x

Latest News

MCD
US$293.59
McDonald's
7D
-3.0%
1Y
-6.4%
EAT
US$152.24
Brinker International
7D
5.8%
1Y
17.1%
WING
US$164.06
Wingstop
7D
-12.1%
1Y
-36.8%
CMG
US$33.99
Chipotle Mexican Grill
7D
0.3%
1Y
-32.5%
YUMC
US$48.45
Yum China Holdings
7D
0.9%
1Y
11.8%
YUM
US$159.65
Yum! Brands
7D
-0.7%
1Y
7.4%
CAKE
US$62.87
Cheesecake Factory
7D
1.6%
1Y
30.5%

The Cheesecake Factory Q1 Earnings: Slow And Steady Growth

Apr 30
SBUX
US$105.33
Starbucks
7D
5.8%
1Y
28.4%
DPZ
US$339.42
Domino's Pizza
7D
-8.9%
1Y
-29.5%
QSR
US$80.68
Restaurant Brands International
7D
-0.7%
1Y
23.6%

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.
DASH
US$168.65
DoorDash
7D
-4.7%
1Y
-14.0%
BROS
US$57.51
Dutch Bros
7D
5.4%
1Y
-4.1%

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.
DRI
US$200.56
Darden Restaurants
7D
-0.9%
1Y
0.4%

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$31.32
Cracker Barrel Old Country Store
7D
6.0%
1Y
-26.5%

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$102.46
Shake Shack
7D
5.0%
1Y
15.5%

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.
MB
US$8.64
MasterBeef Group
7D
44.0%
1Y
170.0%