What is ahead for restaurant stocks in 2026
2025-12-30_23-15 • 3m 35s
Brian Sullivan (Anchor)
00:00.040
Mister
appetite
for
restaurant
stocks.
It
has
been
it's
been
mixed
this
year.
You
got
consumers
increasingly
hunting
for
value.
Some
fast
casual
names
of
really
sweet
green.
That's
down
79%
Cava,
once
hot
IPO,
down
48%,
Chipotle,
down
38%.
You
know
what's
up?
Yum
Brands,
Brian Sullivan (Anchor)
00:21.040
McDonald's
up
a
little
bit,
and
you
got
eat
as
well.
Some
casual
dining
stocks
have
held
up
relatively
well.
So
let's
get
more
in
the
setup
heading
into
the
New
Year.
and
talk
to
Kate
Rogers,
Kate
about
sort
of
trying
to
figure
out
who's
who's
who's
winning
here.
It's
kind
of
Brian Sullivan (Anchor)
00:35.280
mixed.
Kate Rogers (Business News Reporter)
00:36.440
Totally
mixed,
Brian.
Good
to
see
you.
So
BTIG
sums
it
up
as
a
humbling
year
for
the
restaurant
sector
and
that's
really
putting
it
mildly
for
some
of
these
nasties.
You
mentioned
fast
casual,
quick
service
restaurants
really
took
the
brunt
of
losses
this
year.
Cava,
Shake
Kate Rogers (Business News Reporter)
00:50.400
Shack,
Chipotle,
Blooming
Brands,
all
seeing
major
pullbacks
down
double
digits
year
to
date.
Sweet
Green
actually
the
biggest
lagger
down
around
80%
as
younger
consumers
kind
Then
McDonald's,
for
an
example
here,
adding
value
assessments
into
its
franchisee
standards
recently.
Kate Rogers (Business News Reporter)
01:35.560
Fast
Casual
will
also
aim
to
win
consumers
back.
We're
seeing
this
already
with
Chipotle
and
its
new
protein
and
GLP-1
friendly
menu
ahead
of
the
new
year.
Charles
also
predicts
more
specialty
menu
offerings
to
come.
And
then
finally
guys,
loyalty
programs
in
focus
as
they
Kate Rogers (Business News Reporter)
01:50.480
provide
a
lot
of
data
and
the
ability
to
really
target
consumers
with
offers
in
this
hyper-competitive
landscape.
Back
over
to
you.
Brian Sullivan (Anchor)
01:58.760
All
right,
Kate
Rogers,
Kate.
Thank
you
very
much.
Steve
Grassol,
any
hot
take
on
these
restaurants?
Steve Grasso (Director of Institutional Sales)
02:03.200
Yeah,
I
mean
if
you
if
you're
a
value
menu,
we
see
them
moving
away
from
sweet
greens
where
you
have
to
pay
18
bucks
or
20
bucks
for
a
salad
or
something
that
you
could
probably
make
at
home.
But
if
you
look
at
a
Chili's,
a
Brink's,
parent
company,
those
are
the
ones
that
offer
Steve Grasso (Director of Institutional Sales)
02:17.640
value
menus
and
you
have
to
stick
with
those.
McDonald's
didn't
do
as
well,
but
I
I
do
like
Darden.
I
do
like
Brink's.
I
like
things
where
you
can
get
a
value
meal
because
with
inflation
people
are
looking
looking
to
save
money
than
going
out
on
a
line
where
you
have
to
spend
Steve Grasso (Director of Institutional Sales)
02:33.440
$20
for
a
salad.
I
agree.
Brian Sullivan (Anchor)
02:35.120
I'll
ask
a
bigger
question.
Is
there
any
money
to
be
made
in
restaurants
at
all?
Like
is
there
a
reason
to
own
restaurant
stocks?
Stocks.
? (?)
02:41.360
Trading
stocks.
vehicles
Absolutely.
Well,
McDonald's
has
been
a
great
stock.
I
mean,
it's
been
lower
left
up
or
right,
it
set
some
pullbacks
along
the
way,
but
I
think
you
can
still
own
McDonald's.
I
will
tell
you,
Shake
Shack,
we're
getting
approaching
the
April
low.
The
stock
? (?)
02:52.840
has
been
cut
in
half
since
July.
I
think
between
73
and
75,
which
is
probably
where
it's
going.
I
think
that
gets
interesting
in
the
earnings.
So
So,
these
are
trading
vehicles
and
Shake
Shack
is
the
one
that
I'm
going
to
be
looking
at
over
the
next
couple
weeks
for
sure.
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2
? (?)
03:32.720
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