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Restaurant Industry 11 December 2025 - 25 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.
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.
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.
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

Arby’s has closed at least 14 U.S. restaurants in 2025, with shutdowns reported in California, Delaware, Florida, Maryland, New Jersey, South Carolina, Tennessee, and Washington. The company has not released a full list of affected locations. Rising food, labor, and rent costs are pressuring fast-food chains to trim underperforming stores. Closures have been confirmed in cities including Memphis, Fresno, and North Charleston.
30 December 2025
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

Hooters CEO Neil Kiefer said 110 recently acquired restaurants had not used the original wing sauce for about 20 years, serving a substitute instead. The company’s new owners are restoring the original recipe and standardizing operations as part of a turnaround plan. Renewed media coverage on December 25 put the sauce issue at the center of Hooters’ comeback efforts.
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

Many McDonald’s restaurants are open on Christmas Day 2025, but hours vary by location and are set by franchisees. The company will implement new global franchising standards on January 1, 2026, aimed at tightening value delivery across its system. Franchisees will retain pricing control, but McDonald’s will evaluate value outcomes more closely. Analyst price targets for the stock remain in the low-to-mid $300s.
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 shares closed Dec. 12 at $36.14, up 3.64%, marking a fourth consecutive gain but still 45.60% below the 52-week high. The company opened its 4,000th restaurant and announced a $1.8 billion share repurchase. Management cited ongoing macroeconomic and operational challenges, with uneven comparable sales in 2025. Trading volume Friday reached about 28 million shares, above the 50-day average.
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)

Chipotle shares rose 3.64% Friday to $36.14, capping a four-day rally even as major U.S. indexes fell. The company announced a new $1.8 billion share repurchase authorization and opened its 4,000th restaurant in Manhattan, Kansas. The stock gained about 7.5% for the week but remains well below its 52-week high. Next earnings are scheduled for Feb. 3, 2026.
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)

Leon has begun closing underperforming restaurants and cutting jobs as it enters a restructuring process, with several sites in Manchester and Brighton already shut. The chain, which operates around 71 UK locations and employs about 1,100 people, has hired Quantuma and is preparing a Company Voluntary Arrangement. Sales fell to £62.5m in 2024, with an annual loss of about £8.4m. Leon says it will keep trading during the process.
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 shares rose 3.6% to $36.13 on December 12 after opening its 4,000th restaurant in Manhattan, Kansas. The company marked the milestone by ringing the NYSE Opening Bell and reaffirmed plans for 315 to 345 new locations in 2025. Market cap stood near $52.5 billion. Analyst Bernstein maintained an Outperform rating.
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 shares fell about 5% to $234.46 on December 11, 2025, extending a year-to-date drop of nearly 15%, despite continued revenue and net income growth. Q3 results showed system-wide sales up 10% and adjusted EPS beating estimates, but domestic same-store sales dropped 5.6%, the steepest fall in five years.
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 shares rose 7% to $146 intraday on December 11, 2025, after outperforming short-term trading models and drawing institutional interest. The stock remains 24% below its 52-week high and 46% above its low. Chili’s same-store sales have grown by high teens to low 20% in recent quarters, driving improved margins and over $500 million in debt reduction.
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