Kraft Heinz’s split into Global Taste Elevation and North American Grocery left investors cold, triggering a 7% stock drop. Instead of unlocking value, the move may simply double down on existing challenges.
Fast-casual giants Chipotle and Cava are losing investor confidence after steep post-earnings stock drops. Rising costs, flat traffic, and pricing fatigue signal deeper concerns about the fast-casual segment as a whole.
McDonald’s stock has fared well lately, though its value edge has fizzled. Consumers are hungry for more than just $5 deals. History suggests resilience, but can the golden arches glitter amid rising costs and shrinking sales?
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.
