Left off the menu: Restaurant stocks have missed out on the AI-fueled rally

2025-11-26 11:03:21 ET

Restaurant stocks have lagged broader retail this year by a significant margin, primarily because traffic and same-store sales have decelerated while costs for labor, food, rent, and interest remain at elevated levels to pressure margins. At the same time, consumers have shifted toward value formats and at-home consumption due to affordability issues, so many restaurant concepts look more cyclical to investors and less defensible than other retail categories....

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