Key Takeaways PZZA, SG and SHAK to report Q4 amid soft consumer sentiment and traffic pressures.Digital ordering, loyalty programs and menu innovation likely supported Q4 sales trends.Sector earnings are seen up 2.9% year over year, slower than the 16.6% rise in Q3.The restaurant industry enters the fourth-quarter 2025 earnings season amid an increasingly value-conscious consumer environment. As the year progressed, operators placed greater emphasis on affordability, bundled offerings and targeted promotion ...

CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS AND NON-GAAP FINANCIAL MEASURES Q4 2025 SUPPLEMENTAL INFORMATION February 24, 2026 FORWARD LOOKING STATEMENTS In addition to historical information, this presentation may contain a number of "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995, which are subject to known and unknown risks, uncertainties and other important factors that may cause actual results to be materially different from the statements made herein. ...

Cannae (NYSE:CNNE) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Speaker5Good afternoon, ladies and gentlemen, and welcome to the Cannae Holdings, Inc. 4th Quarter and Full Year 2025 Financial Results Conference Call. During today's presentation, all parties will be in a listen-only mode. Following the company's prepared remarks, the conference will be open for questions with instructions to follow at that time. As a reminder, this conference call is being recorded and a replay is available through 11 ...

Key Takeaways DPZ's Q4 revenues rose 6.4% to $1.54B, beat estimates, and shares jumped 5.6% premarket.Domino's posted 392 net store openings and 4.9% global retail sales growth in Q4.DPZ gross margin expanded 50 bps, while FY25 revenues hit $4.94B with higher net income.Domino's Pizza, Inc. (DPZ) reported fourth-quarter fiscal 2025 results with earnings missing the Zacks Consensus Estimate but increasing on a year-over-year basis. However, total revenues surpassed the estimate and increased from the prior y ...

Core Viewpoint - U.S. equity markets faced volatility as resilient labor market data contrasted with a cautious outlook from Walmart, leading to concerns over consumer spending and geopolitical tensions impacting risk appetite [1]. Major Market Indexes Performance Recap - Major benchmarks ended in negative territory, with the S&P 500 declining 0.28% to 6,861.89, the Nasdaq Composite slipping 0.31% to 22,682.73, and the Dow Jones Industrial Average falling 267 points, or 0.54%, to close at 49,395.16 [2]. Small-Cap vs. Large-Cap Performance - The small-cap Russell 2000 managed a late-day recovery, finishing up 0.25%, indicating that smaller domestic-focused firms found support despite headwinds faced by larger retail and tech companies [3]. Economic Data Insights - Initial jobless claims fell to 206,000, significantly lower than the projected 223,000, marking the lowest level since early January, complicating the Federal Reserve's interest rate cut path [4]. - The U.S. trade deficit unexpectedly widened to -$70.3 billion in December, exceeding the forecasted -$56 billion, while the Philadelphia Fed Manufacturing Index rose to 16.3 in February from 12.6 the previous month, indicating strength in the industrial sector [5]. Corporate News and Stock Movements - Walmart reported better-than-expected fourth-quarter earnings and revenue but saw its stock fall 1.4% due to a disappointing profit forecast, overshadowing a $30 billion share buyback announcement [6]. - Deere & Company shares surged 11.6% after reporting higher-than-expected quarterly profits and raising full-year net income guidance to $4.5 billion to $5.0 billion [7]. - Etsy's stock increased by 21.2% following a significant earnings beat, while Booking Holdings dropped 7.1% amid competition concerns [8]. - Other notable stock movements included Occidental Petroleum rising 9.4%, Blue Owl Capital falling 5.9%, Robinhood Markets tumbling 11.3%, and Nvidia edging higher due to a partnership with Meta Platforms [8]. Upcoming Market Events - Investors are focused on upcoming corporate reports from Newmont Corp. and Consolidated Edison, as well as monitoring Live Nation Entertainment, Texas Roadhouse, and Sprouts Farmers Market for insights into consumer spending [9]. - Nvidia's earnings report is highly anticipated on February 25th, with geopolitical developments in Iran supporting oil prices, which rose 2.6% to $66.71 per barrel [10].

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Graham Bell taking you through to that closing bell with a global simulcast. Carol Massar and Tim Stenovec join us right now.Welcome to our audiences across all of our bloomberg platforms, television, radio. Our partnership with youtube, a bit of a flip flop from what we saw yesterday. Carol Massar With stocks on the back foot, though, some of this seems to be tied to fears about what might be going on over ...

Group 1 - The article discusses Premium Brands' (PBH:CA) ambitious revenue target of $10 billion for FY 2027, with a present value estimate of approximately $110 per share [1] - The author is an equity analyst and founder of Goulart's Restaurant Stocks, focusing on the U.S. restaurant industry, including various segments from quick-service to fine dining [2] - The research firm applies advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly in micro and small-cap stocks [2] Group 2 - The analyst has a strong academic background with an MBA in Controllership and Accounting Forensics, and a Bachelor's in Business Administration [2] - The article emphasizes the importance of strategic insights in uncovering investment opportunities within the consumer discretionary and food & beverage sectors [2] - The author's research has been featured on multiple financial platforms, indicating a recognized expertise in the field [2]

Core Insights - The article highlights the expertise of a seasoned equity analyst specializing in the U.S. restaurant industry, covering various segments from quick-service to fine dining [1] - The analyst employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly focusing on micro and small-cap companies often overlooked by mainstream analysts [1] Industry Focus - The research firm, Goulart's Restaurant Stocks, is dedicated to thematic research and valuation efforts within the restaurant sector, indicating a comprehensive approach to understanding market dynamics [1] - The analyst also covers related sectors such as consumer discretionary, food & beverage, and casinos & gaming, showcasing a broad understanding of interconnected industries [1] Academic and Professional Background - The analyst possesses an MBA in Controllership and Accounting Forensics, along with a Bachelor's in Business Administration, providing a strong academic foundation for investment analysis [1] - Specialized training in valuation, financial modeling, and restaurant operations enhances the analyst's capability to assess investment opportunities effectively [1]

Group 1 - Lhasa City has exposed 25 fire hazard points related to electric bicycles, including residential areas, shopping malls, driving schools, and restaurants [1][2] - Four locations identified as high-risk due to fire hazards include iron craft product stores and construction sites [1][2] - Violations of the Fire Protection Law of the People's Republic of China were noted, particularly regarding the improper parking of electric bicycles blocking evacuation routes [1][2] Group 2 - Specific locations with identified hazards include residential complexes like Shibao Oujun and East City No. 1, where electric bicycles were found blocking evacuation routes [1][2] - Other locations include various small businesses and public rental housing, all of which have been cited for similar violations [1][2] - The report also highlights fire hazards in places with hot work operations, where personnel were found operating without proper certification [2]

Group 1 - KFC has adjusted the prices of its delivery products by an average of 0.8 yuan starting January 26, while dine-in prices remain unchanged [1] - The price adjustment is a response to changes in operational costs and aims to maintain stable and healthy operations [1] - Popular promotional meal prices, such as "Crazy Thursday" and "Weekend Crazy Combo," will remain unchanged [1] Group 2 - KFC's last price adjustment occurred on December 24, 2024, with an average increase of 2%, affecting prices by 0.5 to 2 yuan [1] - The number of KFC stores in China is expected to exceed 12,600 by September 2025, with "KFC Coffee" rapidly growing to over 1,800 locations [1] - In early 2024, KFC reduced its delivery fee from 9 yuan to 6 yuan and will charge a packaging service fee to enhance delivery service experience [2] Group 3 - McDonald's has also been adjusting its product prices, with increases of 0.5 to 1 yuan starting December 15, 2025, while maintaining certain combo prices [2] - McDonald's confirmed price adjustments for breakfast items and Happy Meals in February 2025, with increases of 0.5 yuan [2] - McDonald's delivery fee will also be adjusted to 6 yuan by the end of 2024, with additional packaging service fees based on the number of items ordered [2]