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Restaurants '26: Dairy & Cheese Buyers
9 tickers · $143.82B total market cap
Group: Restaurants
Restaurants '26: Dairy & Cheese Buyers tracks 9 publicly listed stocks in this theme: BH, BJRI, BROS, CAKE, DPZ, MYTFF, PZZA, SBUX, SHAK. See the constituent table for details.
Constituents
Build 20260415T080833
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Starbucks CorporationSBUX | 01/28/2026 (AMC) | 05/05/2026 (AMC) | -3.37% | — | 7.09% | — | $112.19B | 14.0000 |
Domino's Pizza, Inc.DPZ | 02/23/2026 (BMO) | 04/27/2026 (BMO) | 7.69% | — | -10.87% | — | $12.41B | 23.0000 |
Dutch Bros Inc.BROS | 02/12/2026 | 05/13/2026 | 4.68% | — | -2.01% | — | $9.01B | 18.0000 |
Shake Shack Inc.SHAK | 02/26/2026 (AMC) | 04/30/2026 (AMC) | -2.64% | — | 7.04% | — | $4.14B | 4.0000 |
The Cheesecake Factory IncorporatedCAKE | 02/18/2026 (AMC) | 04/29/2026 (AMC) | -0.83% | — | -3.59% | — | $3.05B | 10.0000 |
Papa John's International, Inc.PZZA | 02/26/2026 | — | 1.42% | — | 11.61% | — | $1.15B | 12.0000 |
Biglari Holdings Inc.BH | 02/28/2026 (AMC) | 05/08/2026 (AMC) | -13.25% | — | -13.66% | — | $1.05B | 4.0000 |
BJ's Restaurants, Inc.BJRI | 02/25/2026 | — | -7.07% | — | -4.07% | — | $814.0M | 9.0000 |
—MYTFF | — | — | — | — | — | — | — | 6.0000 |
| Average | -1.67% | — | -1.06% | — | $17.98B | 11.1111 | ||
| Median | -1.73% | — | -2.80% | — | $3.60B | 10.0000 | ||
| Std Dev | 6.18% | — | 8.40% | — | $35.82B | 6.0635 | ||
| Min | -13.25% | — | -13.66% | — | $814.0M | 4.0000 | ||
| Max | 7.69% | — | 11.61% | — | $112.19B | 23.0000 | ||
| % Positive Tickers | 37.50% | — | 37.50% | — |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.