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Restaurant Industry News 27 November 2025 - 4 February 2026

Chipotle stock rebounds from early drop as CMG traders rethink 2026 outlook

Chipotle stock rebounds from early drop as CMG traders rethink 2026 outlook

Chipotle shares rebounded to $40.00, up 2.1%, after dropping to $36.50 earlier Wednesday. The company reported Q4 revenue of $3.0 billion, but comparable sales fell 2.5% and transactions dropped 3.2%. Chipotle projects flat comparable sales for 2026 and plans 1–2% menu price hikes to offset rising costs, especially for beef. Investors await further details in the upcoming SEC filing.
4 February 2026
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Chipotle stock eyes a volatile open after flat 2026 sales outlook and menu price hike plan

Chipotle stock eyes a volatile open after flat 2026 sales outlook and menu price hike plan

Chipotle shares rose 1.7% in premarket trading Wednesday after a 7% drop on its flat 2026 sales outlook and plans for a 1%–2% menu price hike. Fourth-quarter revenue reached about $3.0 billion, with comparable sales down 2.5% and transactions falling 3.2%. Restaurant-level operating margin dropped to 23.4% from 24.8%. Chipotle opened 132 new restaurants in the quarter.
4 February 2026
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Fatburger owner FAT Brands files Chapter 11 bankruptcy, pulling Twin Peaks parent Twin Hospitality into court

Fatburger owner FAT Brands files Chapter 11 bankruptcy, pulling Twin Peaks parent Twin Hospitality into court

FAT Brands and affiliate Twin Hospitality filed for Chapter 11 bankruptcy in Houston, citing $1.4 billion in debt and missed interest payments. Court documents show FAT Brands has just $2.1 million in cash. Shares of both companies fell by about a third in late trading. Restaurants, including Fatburger, Johnny Rockets, Twin Peaks, and Smokey Bones, will remain open.
28 January 2026
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Why Shake Shack stock is jumping today: Deutsche Bank upgrade lifts SHAK nearly 8%

Why Shake Shack stock is jumping today: Deutsche Bank upgrade lifts SHAK nearly 8%

New York, Jan 6, 2026, 13:52 EST — Regular session Shake Shack Inc shares jumped about 8% on Tuesday after Deutsche Bank upgraded the burger chain’s stock to “buy,” sending the shares back above $90 in regular trading. The stock was last up $6.65 at $90.16, after touching an intraday high of $91.04. TipRanks The call matters because Wall Street is looking for signposts early in 2026 on whether restaurant demand is holding up as costs stay high. A single high-profile upgrade can move a consumer stock quickly, especially when investors start the year reassessing positioning. Deutsche’s note also lands
6 January 2026
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Chipotle stock gets a fresh target hike as Mizuho flags 2026 traffic test

Chipotle stock gets a fresh target hike as Mizuho flags 2026 traffic test

NEW YORK, January 4, 2026, 03:44 ET — Market closed Chipotle Mexican Grill’s price target got a modest lift from Mizuho ahead of the burrito chain’s next earnings report, with the brokerage pointing to pricing as the key lever for 2026 demand. Investing That matters now because investors are watching for proof that Chipotle can grow “transactions” — customer visits — without leaning too hard on price hikes that can deter value-conscious diners. Same-store sales, which track revenue at restaurants open at least a year, are a key read-through for that demand. Investing Mizuho raised its price target to $36
4 January 2026
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Chipotle stock today: CMG breaks losing streak as Mizuho lifts target, earnings in view

Chipotle stock today: CMG breaks losing streak as Mizuho lifts target, earnings in view

NEW YORK, January 3, 2026, 17:01 ET — Market closed With U.S. markets closed on Saturday, Chipotle Mexican Grill shares (NYSE: CMG) last ended up 1.3% at $37.49. The stock traded between $36.75 and $37.67 and changed hands about 12.8 million shares. At Friday’s close, Chipotle was valued at roughly $52.5 billion and traded at about 34 times trailing earnings, a price-to-earnings ratio that compares the share price with per-share profit. Friday’s gain snapped a four-day losing streak and came as the S&P 500 and Dow finished higher, MarketWatch data showed. Chipotle also outperformed McDonald’s, Starbucks and Yum Brands, but
3 January 2026
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Wingstop (WING) stock jumps nearly 8% to start 2026 as Stephens flags it a “Best Idea”

Wingstop (WING) stock jumps nearly 8% to start 2026 as Stephens flags it a “Best Idea”

NEW YORK, January 3, 2026, 16:55 ET — Market closed Wingstop Inc shares closed up 7.7% at $256.84 on Friday, the first full U.S. trading session of 2026, after swinging sharply higher through the day. The gain stood out in a session that left the S&P 500 up 0.2% while the Nasdaq slipped 0.03%, according to a Reuters market wrap. The move matters because it resets positioning early in the year for a high-valuation restaurant name that has shown outsized daily swings. Wingstop’s jump coincided with Stephens naming the company among its 2026 “Best Ideas,” a list of stocks the
3 January 2026
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Arby’s quietly closes more locations as fast-food chains retrench into 2026

Arby’s quietly closes more locations as fast-food chains retrench into 2026

NEW YORK, December 29, 2025, 18:26 ET Arby’s is quietly closing some restaurant locations in the United States, renewing questions about how the 60-year-old sandwich chain is navigating an uneven fast-food market. Yahoo Finance The issue matters now because restaurant operators are heading into 2026 with customers still sensitive to price increases, while labor and rent remain elevated. For franchise-heavy chains, closures can quickly reshape local competition and shift sales to nearby stores. It also underscores how even established brands are tightening their footprints as they chase higher average sales per restaurant. Wendy’s interim CEO Ken Cook, announcing a separate
30 December 2025
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Hooters Comeback 2025: CEO Neil Kiefer Says Many Locations Served the Wrong Wing Sauce for 20 Years After Bankruptcy Reset

Hooters Comeback 2025: CEO Neil Kiefer Says Many Locations Served the Wrong Wing Sauce for 20 Years After Bankruptcy Reset

December 25, 2025 — Hooters is back in the spotlight this Christmas Day as fresh coverage revives one of the most surprising details to emerge from the brand’s post-bankruptcy overhaul: the chain’s leadership says many customers were eating wings that didn’t taste like Hooters for years—because many locations were using a “substitute” sauce instead of the original recipe. Red94 The revelation is more than a quirky food story. It has become a symbol of what the company’s new owner-operators say went wrong during years of fragmentation—and what they believe will fix it: a back-to-basics “re-Hooterization” strategy focused on consistent food
26 December 2025
McDonald’s Corporation (NYSE: MCD) News on Dec. 25, 2025: Christmas Day Hours, 2026 Value Rules, and Wall Street Forecasts

McDonald’s Corporation (NYSE: MCD) News on Dec. 25, 2025: Christmas Day Hours, 2026 Value Rules, and Wall Street Forecasts

McDonald’s Corporation heads into Christmas Day 2025 with two storylines dominating the headlines: the practical question of which restaurants are open today, and the higher-stakes strategic shift now looming for 2026—new global franchising standards designed to sharpen “value leadership” across the system. For consumers, the takeaway is straightforward: many McDonald’s locations are open on Christmas Day, but operating hours are largely a franchise decision and can vary sharply by store. Axios For investors, the conversation is broader. The company is preparing to tighten accountability around value outcomes starting January 1, 2026, while analysts’ price targets cluster in the low-to-mid $300s
25 December 2025
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Chipotle Mexican Grill (CMG) Stock: News, Buyback, Earnings Outlook and What to Watch Before the Market Opens on Dec. 15, 2025

Chipotle Mexican Grill (CMG) Stock: News, Buyback, Earnings Outlook and What to Watch Before the Market Opens on Dec. 15, 2025

Chipotle Mexican Grill, Inc. (NYSE: CMG) enters the week of Monday, December 15, 2025 with investors focused on a familiar question—is the brand’s long-term growth story back in control, or is near-term traffic pressure still the main risk? The latest headlines offer ammunition for both sides. On the bullish end: Chipotle has opened its 4,000th restaurant, showcased new kitchen equipment aimed at improving speed and throughput, and expanded shareholder returns with an additional $1.8 billion share repurchase authorization. Chipotle InvestorRoomOn the cautious end: management has acknowledged macroeconomic pressure on demand and has recently been working through execution issues—notably digital order
14 December 2025
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Chipotle Stock (CMG) Rallies Into the Weekend as $1.8B Buyback, 4,000th Store and Holiday Deals Take Center Stage — Week Ahead Outlook (Updated Dec. 12, 2025)

Chipotle Stock (CMG) Rallies Into the Weekend as $1.8B Buyback, 4,000th Store and Holiday Deals Take Center Stage — Week Ahead Outlook (Updated Dec. 12, 2025)

Updated: Friday, Dec. 12, 2025 (prices as of U.S. market close) Chipotle Mexican Grill, Inc. (NYSE: CMG) ended the week with momentum, closing up 3.64% on Friday to $36.14 and extending its streak to four straight sessions of gains, even as broader U.S. indexes finished lower. MarketWatch+1 While CMG remains well below its 52-week high (data varies by provider), the late-week move came as investors digested a cluster of company updates—from a fresh $1.8 billion share repurchase authorization to a headline growth milestone: Chipotle’s 4,000th restaurant, opened in Manhattan, Kansas. MarketWatch+2SEC+2 Key takeaways for CMG stock today CMG stock this
13 December 2025
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Leon job cuts and restaurant closures: co-founder John Vincent’s turnaround plan (Dec 13, 2025)

Leon job cuts and restaurant closures: co-founder John Vincent’s turnaround plan (Dec 13, 2025)

Updated Saturday, 13 December 2025 — Leon, the UK “naturally fast food” chain known for positioning itself as a healthier alternative on the high street and in travel hubs, is moving into a restructuring process that could see multiple restaurant closures and job losses in the weeks ahead. The company has brought in Quantuma to steer the process and is preparing proposals for a Company Voluntary Arrangement (CVA) — a widely used UK rescue mechanism that can allow a business to renegotiate costs (especially leases) and exit loss-making sites faster.cateringtoday.co.uk+ 3Sky News+ 3restaurantonline.co.uk+ 3 The shake-up comes just weeks after
13 December 2025
Chipotle Stock (CMG) Rallies on 4,000th Restaurant Milestone: Today’s News, Analyst Forecasts, and the 2026 Outlook (Dec. 12, 2025)

Chipotle Stock (CMG) Rallies on 4,000th Restaurant Milestone: Today’s News, Analyst Forecasts, and the 2026 Outlook (Dec. 12, 2025)

Chipotle Mexican Grill, Inc. (NYSE: CMG ) is back in the spotlight on Friday, December 12, 2025 , with shares rising after the company marked a major growth milestone: its 4,000th restaurant . As of the latest trade update, CMG was around $36.13 , up roughly $1.26 (about 3.6%) on the session, with an intraday range of $34.92 to $36.34 and a market cap near $52.5 billion . That price pop comes as investors weigh a mix of upbeat expansion headlines and lingering concerns about consumer demand, menu pricing power, and cost pressures—issues that have kept CMG well below last
12 December 2025
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Wingstop (WING) Stock on December 11, 2025: Price Drop, Q3 Slowdown and Whether the Chicken Chain Is Still a Growth Story

Wingstop (WING) Stock on December 11, 2025: Price Drop, Q3 Slowdown and Whether the Chicken Chain Is Still a Growth Story

Wingstop Inc. (NASDAQ: WING) stock is back under pressure as of December 11, 2025, even though the fast‑casual chicken chain continues to grow restaurants at a torrid pace and roll out new technology aimed at boosting long‑term sales and margins. On Thursday, Wingstop shares traded around $234–$235, down roughly 5% on the day and nearly 15% year to date, while still carrying one of the richest valuations in the restaurant space.StockAnalysis+1 At the same time, Wall Street still sees sizeable upside: consensus 12‑month price targets cluster in the low‑to‑mid $300s, implying 30–45% upside from current levels even after analysts trimmed
11 December 2025
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Brinker International (EAT) Stock: Fresh News, Analyst Forecasts and Turnaround Outlook as of December 11, 2025

Brinker International (EAT) Stock: Fresh News, Analyst Forecasts and Turnaround Outlook as of December 11, 2025

Brinker International, Inc. (NYSE: EAT) — the parent of Chili’s Grill & Bar and Maggiano’s Little Italy — is back in the market spotlight. On December 11, 2025, Brinker shares are trading around $146, up roughly 7% intraday, after bouncing between $135.85 and $146.00 so far in today’s session. That puts the stock about 24% below its 52‑week high near $192 and roughly 46% above its 52‑week low around $100, underscoring how volatile the turnaround story has been for investors over the past year. Investing.com+1 Company snapshot: a Chili’s‑powered turnaround Brinker operates more than 1,600 restaurants worldwide under the Chili’s
11 December 2025
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CMG Stock: Can Chipotle’s Holiday Freebies Turn a Brutal 2025 Into a 2026 Comeback?

CMG Stock: Can Chipotle’s Holiday Freebies Turn a Brutal 2025 Into a 2026 Comeback?

Published: December 7, 2025 Key Takeaways There are two “CMG” tickers in the wild: Chipotle Mexican Grill (NYSE: CMG) and Computer Modelling Group (TSX: CMG). This article focuses on Chipotle Mexican Grill. Where CMG Stock Stands Today As of the latest close, CMG trades around $33.94 per share, giving Chipotle a market cap of roughly $52.5 billion and a price‑to‑earnings ratio near 34x based on trailing earnings of about $1.15 per share. Stock Titan That premium multiple sits well above the restaurant sector median (roughly 23–24x), a gap highlighted by Trefis in its recent work on the stock’s valuation. Trefis
7 December 2025
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Denny’s Santa Rosa Shutdown: How the Coddingtown Closure Fits Into a $620 Million Sale and a Wave of Restaurant Closures

Denny’s Santa Rosa Shutdown: How the Coddingtown Closure Fits Into a $620 Million Sale and a Wave of Restaurant Closures

Published November 27, 2025 Denny’s has closed its longtime Santa Rosa Coddingtown Mall restaurant just weeks after agreeing to a $620 million sale to private equity investors. Here’s what we know about the closure, the buyout, new shutdowns in Canada, and what it all means for Denny’s diners in 2025 and beyond. Santa Rosa loses its Coddingtown Denny’s Diners in Santa Rosa, California are waking up today to the news that one of the city’s most familiar late‑night stops is gone. The Denny’s at Coddingtown Mall, on West Steele Lane, has quietly closed its doors. A sign on the restaurant
27 November 2025
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Stock Market Today

MARA stock jumps 22% into weekend as bitcoin whipsaws; Monday risk test looms

MARA stock jumps 22% into weekend as bitcoin whipsaws; Monday risk test looms

7 February 2026
MARA shares jumped 22.4% to $8.24 Friday, trading higher after hours, as the company moved $87 million in bitcoin to major custodians. About 82.4 million MARA shares changed hands. Bitcoin hovered near $68,928 Saturday. A MARA filing showed its general counsel had shares withheld for taxes on vested stock units, not an open market sale.
Apple stock (AAPL) set for Monday test as memory-chip crunch revives iPhone price question

Apple stock (AAPL) set for Monday test as memory-chip crunch revives iPhone price question

7 February 2026
Apple shares closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. A global DRAM shortage is raising component costs, putting pressure on Apple’s pricing ahead of its Feb. 24 shareholder meeting. CEO Tim Cook said memory prices will rise “sharply” but gave no details on possible iPhone price hikes. Investors await signals before next week’s U.S. inflation data.
Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

7 February 2026
Roivant shares surged 22.4% to $25.82 after Phase 2 data showed its drug brepocitinib outperformed placebo in cutaneous sarcoidosis, with no serious adverse events. The company plans a Phase 3 trial in 2026 and has filed for FDA approval in dermatomyositis. Quarterly revenue reached $2 million, with a $313.7 million loss. Cash holdings stood at $4.5 billion.
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