Casual Dining Poised For Margin Gains, Fast Casual Not So Much -- Market Talk

Dow Jones

Oct 30

1315 ET - Casual dining restaurants have raised prices judiciously and are now seeing the benefits, says Mizuho analyst Nick Setyan. Due to casual dining's growing affordability relative to other restaurants, consumers are now turning to restaurants like Texas Roadhouse, Cheesecake Factory and Chili's for meal-replacement rather than just event-driven occasions. "The consumer is now aware that a casual dining meal is no longer meaningfully more expensive than QSR, and with the growth of third-party delivery, it's no longer less convenient, either," Setyan says. Conversely, fast casual restaurants like Chipotle, Cava and Shake Shack, will likely have to lower prices to grow transactions, hurting their margins. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

October 29, 2025 13:15 ET (17:15 GMT)

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Due to casual dining's growing affordability relative to other restaurants, consumers are now turning to restaurants like Texas Roadhouse, Cheesecake Factory and Chili's for meal-replacement rather than just event-driven occasions. \"The consumer is now aware that a casual dining meal is no longer meaningfully more expensive than QSR, and with the growth of third-party delivery, it's no longer less convenient, either,\" Setyan says. Conversely, fast casual restaurants like Chipotle, Cava and <a href=\"https://laohu8.com/S/SHAK\">Shake Shack</a>, will likely have to lower prices to grow transactions, hurting their margins. (nicholas.miller@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 29, 2025 13:15 ET (17:15 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Casual Dining Poised For Margin Gains, Fast Casual Not So Much -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCasual Dining Poised For Margin Gains, Fast Casual Not So Much -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-30 01:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1315 ET - Casual dining restaurants have raised prices judiciously and are now seeing the benefits, says Mizuho analyst Nick Setyan. Due to casual dining's growing affordability relative to other restaurants, consumers are now turning to restaurants like Texas Roadhouse, Cheesecake Factory and Chili's for meal-replacement rather than just event-driven occasions. \"The consumer is now aware that a casual dining meal is no longer meaningfully more expensive than QSR, and with the growth of third-party delivery, it's no longer less convenient, either,\" Setyan says. Conversely, fast casual restaurants like Chipotle, Cava and <a href=\"https://laohu8.com/S/SHAK\">Shake Shack</a>, will likely have to lower prices to grow transactions, hurting their margins. (nicholas.miller@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 29, 2025 13:15 ET (17:15 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1721429402.USD","symbol_name":"BNP PARIBAS SMART FOOD \"C\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2579156189","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2579156189","pubTimestamp":1761758100,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1315 ET - Casual dining restaurants have raised prices judiciously and are now seeing the benefits, says Mizuho analyst Nick Setyan. Due to casual dining's growing affordability relative to other restaurants, consumers are now turning to restaurants like Texas Roadhouse, Cheesecake Factory and Chili's for meal-replacement rather than just event-driven occasions. \"The consumer is now aware that a casual dining meal is no longer meaningfully more expensive than QSR, and with the growth of third-party delivery, it's no longer less convenient, either,\" Setyan says. Conversely, fast casual restaurants like Chipotle, Cava and Shake Shack, will likely have to lower prices to grow transactions, hurting their margins. 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Due to casual dining's growing affordability relative to other restaurants, consumers are now turning to restaurants like Texas Roadhouse, Cheesecake Factory and Chili's for meal-replacement rather than just event-driven occasions. \"The consumer is now aware that a casual dining meal is no longer meaningfully more expensive than QSR, and with the growth of third-party delivery, it's no longer less convenient, either,\" Setyan says. Conversely, fast casual restaurants like Chipotle, Cava and Shake Shack, will likely have to lower prices to grow transactions, hurting their margins. (nicholas.miller@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 29, 2025 13:15 ET (17:15 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}