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McDonald's revived its MONOPOLY promotion as a digital-first campaign in October, driving significant app user growth and helping its stock gain 9.6% over the past year.
Modern fast-food stocks reported mixed Q3 results, with Chipotle's (CMG) stock falling 10.5% despite a 7.5% increase in year-over-year revenue.
Analysts identify CAVA as a potential breakout restaurant stock for 2026, projecting 21.1% sales growth as it leads a pack of fast-casual contenders.
The fast-casual restaurant sector is facing significant pressure as inflation-weary consumers reject higher prices. This has forced market leaders like Chipotle and Cava to lower sales forecasts and pivot their strategies to focus on value and operational efficiency to protect margins.