Wednesday May 20, 2026, 07:00:00
Recently, Domino’s, Pizza Hut, and Papa Johns all reported their Q1 2026 U.S. same-store sales. In this report, we discuss how these same-store sales results — and potential results for full-year 2026 — relate to these three concepts’ average unit volumes (AUVs). We further discuss what this means for the companies, and their stocks.
Tuesday May 19, 2026, 07:00:00
McDonald’s, Wendy’s, and Burger King each recently reported their Q1 2026 U.S. same-store sales. In this report, we discuss how these same-store sales results — and potential results for full-year 2026 — relate to these three concepts’ average unit volumes (AUVs). We further discuss what this means for the companies, and their stocks.
Thursday May 14, 2026, 09:10:06
Data out today from the U.S. Census shows that restaurants’ market share (with grocery stores/supermarkets making up the other component) was 56.7% in April 2026, -30 basis points below the all-time monthly record of 57.0% set in February 2026.
Tuesday September 22, 2026
Wednesday September 16, 2026
Tuesday September 15, 2026
Tuesday September 22, 2026
Wednesday September 16, 2026
Tuesday September 15, 2026