QSR, FSR & Consumer Company Estimates, Brinker, Starbucks, First Watch, Sysco & More
Analysts are looking for solid 4Q24E & 2025E sales and EBITDA growth for the public fast-food companies. This segment is boosted by a number of innovative fast-growing chains which are taking share from legacy players that continue to struggle with a punk economy.
Analysts are looking for legacy sit-down restaurant chains to improve their EBITDA profits over the next 5 quarters even as the economy continues to pressure consumer discretionary spending. Expected results should benefit from the continued strength of Texas Roadhouse, Brinker & Darden while turnarounds at Denny’s & Cracker Barrel should also lead to improved relevancy and profits.
Analysts estimate solid growth over the next 5 quarters for the largest consumer companies which are expected to generate profits at a faster rate than their top line as they improve their margins in an inflationary cost environment. While most of these companies exhibit pricing restraint, a pick-up in volume and sales helps to leverage careful cost containment exercised over the last several years. Growth does vary by category, with travel up and home-related goods still under pressure.