Tag: Casual Dining

GLP-1 Prediction for 2026: Smarter Portions Will Become Prevalent

GLP-1 drugs are reshaping consumer habits, pushing food makers and restaurants to rethink portions, menus, and indulgence. Circana forecasts lasting demand for protein-rich, wellness-focused options as health-conscious behaviors persist even beyond GLP-1 use.

Winner, Loser Disparity Widens Among Casual Dining Eateries

Casual-dining stocks have significantly outperformed the market over the past three years, with Brinker International especially posting eye-opening returns, while chains such as Applebee’s continue to struggle. Clearly, consumers are rewarding brands that offer differentiated experiences.

Brinker’s Spectacular Turnaround Isn’t Over Yet

Brinker International’s unexpected turnaround has propelled Chili’s to stunning same-store sales growth of nearly 26% in fiscal 2025, defying industry trends and revitalizing a brand that seemed stagnant for decades. Chili’s transformation is rewriting the playbook for restaurant chains.

Column: Future for Casual Dining Stocks Could be Grim

The near-term pressures on casual dining operators right now are obvious. Fears of a recession are rising. Consumer confidence is falling. Labor shortages have driven up wages and in some cases forced operators to limit …