
DPZ-28.38%22.1%

BROS-30.86%17.3%

SBUX+20.70%13.5%

PZZA-55.43%11.5%

CAKE+76.66%9.6%

BJRI+94.48%8.7%

MTYFF-12.44%5.8%

BH+18.94%3.8%
JMKE+3.42%3.8%

SHAK-35.36%3.8%
As of Sep 10, 2026, 5:04 AM ET
Restaurants '26: Dairy & Cheese Buyers Constituents
Domino's Pizza, Inc.DPZ | 22.1% | -4.16% | -8.15% | -7.59% | -5.56% | -22.88% | -20.14% | -31.10% | -28.38% | -22.34% | -34.47% | $10.63B |
Dutch Bros Inc.BROS | 17.3% | -2.01% | -9.92% | -12.34% | -2.92% | -26.56% | -16.14% | -28.24% | -30.86% | 38.94% | 22.57% | $7.77B |
Starbucks CorporationSBUX | 13.5% | -1.93% | -7.24% | -3.86% | -5.76% | 18.80% | 2.06% | 0.63% | 20.70% | 9.76% | -8.80% | $114.05B |
Papa John's International, Inc.PZZA | 11.5% | -4.96% | -8.81% | -9.31% | -4.76% | -43.05% | -31.00% | -45.92% | -55.43% | -51.18% | -80.77% | $711.7M |
The Cheesecake Factory IncorporatedCAKE | 9.6% | -3.36% | -7.55% | -6.57% | -4.38% | 105.25% | 59.94% | 100.60% | 76.66% | 185.55% | 151.25% | $5.15B |
BJ's Restaurants, Inc.BJRI | 8.7% | -0.50% | -6.67% | -11.47% | -1.58% | 54.25% | 59.98% | 69.67% | 94.48% | 108.85% | 54.84% | $1.28B |
MTY Food Group Inc.MTYFF | 5.8% | -6.39% | -6.49% | -4.22% | -4.72% | -12.78% | -21.02% | -15.07% | -12.44% | -18.95% | -50.30% | $549.1M |
Biglari Holdings Inc.BH | 3.8% | 1.63% | -3.33% | -5.50% | -6.56% | 9.62% | -6.02% | 68.39% | 18.94% | 121.13% | 120.85% | $1.14B |
Jersey Mike's Subs Inc.JMKE | 3.8% | 7.44% | -0.40% | 0.81% | 9.55% | 3.42% | 3.42% | 3.42% | 3.42% | 3.42% | 3.42% | $5.21B |
Shake Shack Inc.SHAK | 3.8% | -6.51% | -9.84% | -11.81% | -6.82% | -22.37% | -34.37% | -34.17% | -35.36% | -34.08% | -25.42% | $2.54B |
| Theme return | — | -2.74% | -7.71% | -7.83% | -3.24% | -0.57% | -2.08% | -1.12% | -5.21% | 25.28% | 16.21% | — |
| Average | 10.0% | -2.08% | -6.84% | -7.19% | -3.35% | 6.37% | -0.33% | 8.82% | 5.17% | 34.11% | 15.32% | $14.90B |
| Median | 9.1% | -2.68% | -7.39% | -7.08% | -4.74% | -4.68% | -11.08% | -7.22% | -4.51% | 6.59% | -2.69% | $3.85B |
| Std Dev | 5.9% | 3.99% | 2.81% | 3.97% | 4.56% | 42.21% | 32.39% | 49.15% | 46.44% | 74.55% | 70.45% | $33.20B |
| Min | 3.8% | -6.51% | -9.92% | -12.34% | -6.82% | -43.05% | -34.37% | -45.92% | -55.43% | -51.18% | -80.77% | $549.1M |
| Max | 22.1% | 7.44% | -0.40% | 0.81% | 9.55% | 105.25% | 59.98% | 100.60% | 94.48% | 185.55% | 151.25% | $114.05B |
| % Positive Tickers | 20.00% | 0.00% | 10.00% | 10.00% | 50.00% | 40.00% | 50.00% | 50.00% | 60.00% | 50.00% |
About this theme
Restaurants '26: Dairy & Cheese Buyers tracks 10 publicly listed stocks in this theme: DPZ, BROS, SBUX, PZZA, CAKE, BJRI, MTYFF, BH, JMKE, SHAK. See the constituent table for details.