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Income statement, balance sheet, and cash flow—connected to the customer situation, marketing choices, operating indicators, and real competitive alternatives.

54 earnings analyses

Primary sources · US GAAP · USD millions

FY2025 · FWRG

First Watch Restaurant Group FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

First Watch Restaurant Group reported $1.2B in revenue and $28M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · PTLO

Portillo's FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Portillo's reported $732M in revenue and $44M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · DPZ

Domino's Pizza FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Domino's Pizza reported $4.9B in revenue and $954M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · WEN

The Wendy's Company FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

The Wendy's Company reported $2.2B in revenue and $343M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · CAKE

The Cheesecake Factory FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

The Cheesecake Factory reported $3.8B in revenue and $187M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · YUM

Yum! Brands FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Yum! Brands reported $8.2B in revenue and $2.6B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · BYD

Boyd Gaming FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Boyd Gaming reported $4.1B in revenue and $748M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · CHH

Choice Hotels International FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Choice Hotels International reported $1.6B in revenue and $448M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · WH

Wyndham Hotels & Resorts FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Wyndham Hotels & Resorts reported $1.4B in revenue and $402M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · WING

Wingstop FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Wingstop reported $697M in revenue and $179M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · TNL

Travel + Leisure Co. FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Travel + Leisure Co. reported $4B in revenue and $553M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · CZR

Caesars Entertainment FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Caesars Entertainment reported $11.5B in revenue and $1.9B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · H

Hyatt Hotels FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Hyatt Hotels reported $7.1B in revenue and -$52M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · DKNG

DraftKings FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

DraftKings reported $6.1B in revenue and -$16M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · BROS

Dutch Bros FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Dutch Bros reported $1.6B in revenue and $161M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · HLT

Hilton Worldwide FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Hilton Worldwide reported $12B in revenue and $2.7B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · RCL

Royal Caribbean Group FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Royal Caribbean Group reported $17.9B in revenue and $4.9B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · MGM

MGM Resorts International FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

MGM Resorts International reported $17.5B in revenue and $1B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · MAR

Marriott International FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Marriott International reported $26.2B in revenue and $4.1B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · LVS

Las Vegas Sands FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Las Vegas Sands reported $13B in revenue and $2.8B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · CMG

Chipotle Mexican Grill FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Chipotle Mexican Grill reported $11.9B in revenue and $1.9B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · CCL

Carnival Corporation FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Carnival Corporation reported $26.6B in revenue and $4.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · ARKR

Ark Restaurants FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Ark Restaurants reported $166M in revenue and -$4M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2025 · JACK

Jack in the Box FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin

Jack in the Box reported $1.5B in revenue and -$18M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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