Cheesecake Factory has doubled in 2026 as strong earnings fuel optimism, but a richer valuation, North Italia weakness and inflation raise fresh investor questions.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Microsoft topped earnings estimates while the Fed held rates steady, as mixed results from Meta and Qualcomm and upbeat reports from Starbucks and Chipotle shaped trading.
The Fed monetary policy decision today kept interest rates steady once again, with turbulence to follow during Fed Chair Warsh's presser.
Chipotle says cyclospora didn’t directly impact its lettuce, but the parasitic outbreak has still taken a bite out of its sales. The decline in sales was modest, Chief Executive Scott Boatwright said. Federal health officials have linked one outbreak of cyclospora-related illnesses to shredded iceberg lettuce that U.S. produce giant Taylor Farms sourced from Mexico.
Today Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.
Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
Darden combines earnings growth, cash returns and a lower valuation multiple, but estimate cuts and inflation keep investors weighing the stock's outlook.
DRI enters fiscal 2027 with growth from LongHorn, digital initiatives and new restaurants, while inflation and cautious spending test margins.
DRI is balancing digital growth, brand diversification and value-focused pricing as inflation and consumer spending trends shape its margin outlook.
Chipotle's menu innovation, rewards momentum and expansion plans support growth. Yet, food and labor inflation remain headwinds.
Inflation has not been kind to this once high-flying restaurant growth stock.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.90%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.85%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...
June S&P 500 E-Mini futures (ESM26) are down -0.31%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.88% this morning as investors continue to pull back from the AI trade, while cautiously awaiting the key U.S. jobs report.
Fast food has become more of a luxury for U.S. consumers in recent years, as menu prices have continued to climb amid inflation. The average restaurant menu prices increased by 31% between February 2020 and April 2025, according to Bureau of Labor Statistics data analyzed by the National ...
Can MCD protect franchisee margins as beef inflation, energy costs and value pricing pressure restaurant economics?