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Restaurant Industry News 25 December 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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McDonald’s stock price: MCD heads into long weekend at $307 as analysts lift targets

McDonald’s stock price: MCD heads into long weekend at $307 as analysts lift targets

McDonald’s shares fell 0.4% to $307.43 at Friday’s close, ahead of the U.S. market holiday for Martin Luther King Jr. Day. The stock moved between $305.84 and $308.52 during the session. Analysts have raised their price targets before the company’s upcoming earnings report, with the average now at $332.87. Markets reopen Tuesday.
17 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
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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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