DPZ-31.36%23.0%
BROS+6.30%18.0%
SBUX+9.49%14.0%
PZZA-27.16%12.0%
CAKE+24.90%10.0%
BJRI+74.02%9.0%
MTYFF-17.25%6.0%
BH+19.35%4.0%
SHAK-58.92%4.0%
As of Jul 27, 2026, 7:41 AM ET
Restaurants '26: Dairy & Cheese Buyers Constituents
Domino's Pizza, Inc.DPZ | 23.0% | 3.09% | 7.55% | 9.56% | -20.05% | -17.21% | -28.57% | -31.36% | $11.02B |
Dutch Bros Inc.BROS | 18.0% | -1.16% | -1.25% | -13.72% | 3.32% | 17.98% | 0.96% | 6.30% | $11.06B |
Starbucks CorporationSBUX | 14.0% | 0.16% | -2.63% | -0.01% | 22.76% | 5.47% | 3.99% | 9.49% | $117.67B |
Papa John's International, Inc.PZZA | 12.0% | 1.89% | -6.85% | -13.95% | -18.57% | -1.36% | -22.68% | -27.16% | $999.2M |
The Cheesecake Factory IncorporatedCAKE | 10.0% | -2.72% | 2.14% | 3.16% | 62.76% | 26.83% | 59.07% | 24.90% | $4.21B |
BJ's Restaurants, Inc.BJRI | 9.0% | 4.16% | 10.01% | 11.72% | 72.08% | 78.47% | 89.28% | 74.02% | $1.41B |
MTY Food Group Inc.MTYFF | 6.0% | 1.26% | 0.65% | -10.08% | -15.25% | -23.26% | -17.47% | -17.25% | $537.8M |
Biglari Holdings Inc.BH | 4.0% | -0.50% | -0.89% | -9.33% | 14.73% | -1.65% | 76.23% | 19.35% | $1.20B |
Shake Shack Inc.SHAK | 4.0% | 0.80% | -6.07% | -0.62% | -30.47% | -41.21% | -41.03% | -58.92% | $2.30B |
| Theme return | — | 0.94% | 1.20% | 0.23% | 8.06% | 6.36% | 7.32% | 0.66% | — |
| Average | 11.1% | 0.78% | 0.30% | -2.59% | 10.15% | 4.90% | 13.31% | -0.07% | $16.71B |
| Median | 10.0% | 0.80% | -0.89% | -0.62% | 3.32% | -1.36% | 0.96% | 6.30% | $2.30B |
| Std Dev | 6.1% | 2.01% | 5.32% | 9.13% | 34.74% | 32.58% | 45.96% | 36.66% | $35.91B |
| Min | 4.0% | -2.72% | -6.85% | -13.95% | -30.47% | -41.21% | -41.03% | -58.92% | $537.8M |
| Max | 23.0% | 4.16% | 10.01% | 11.72% | 72.08% | 78.47% | 89.28% | 74.02% | $117.67B |
| % Positive Tickers | 66.67% | 44.44% | 33.33% | 55.56% | 44.44% | 55.56% | 55.56% |
About this theme
Restaurants '26: Dairy & Cheese Buyers tracks 9 publicly listed stocks in this theme: BH, BJRI, BROS, CAKE, DPZ, MTYFF, PZZA, SBUX, SHAK. See the constituent table for details.
