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RESTAURANTS News & Analysis

Where does the supply chain crisis stand now?
Markets
Where does the supply chain crisis stand now?
There are signs the tide may be turning even as challenges continue in some sectors.
Jakir Hossain | 30 May 2022
How will spending habits change in 2021?
Stocks
How will spending habits change in 2021?
Morningstar’s Dave Sekera examines which sectors are poised for a comeback when consumer behaviour normalises.
Dave Sekera, CFA | 08 December 2020
What history can teach us about the post-COVID economy
Markets
What history can teach us about the post-COVID economy
Morningstar's Preston Caldwell examines how habits, fear, and sunk costs can reshape economic behaviour.
Preston Caldwell | 25 November 2020
How covid changed consumer behaviour and company valuations
Markets
How covid changed consumer behaviour and company valuations
Morningstar's Dave Sekera on what consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and...
Dave Sekera, CFA | 20 October 2020
Drive-thru and digital: how covid is reshaping restaurants
Stocks
Drive-thru and digital: how covid is reshaping restaurants
The pandemic has forced the closure of scores of outlets and is forcing a rethink on how food is consumed, according to Morningstar.
Lex Hall | 08 October 2020
History’s lessons for navigating the post-pandemic world
Markets
History’s lessons for navigating the post-pandemic world
Consumer habits will likely change, fear may cause us to interact differently and unrecoverable costs could reset business models, say Morningstar...
Preston Caldwell | 10 September 2020
Coronavirus impact: will e-commerce offset lower foot traffic?
Stocks
Coronavirus impact: will e-commerce offset lower foot traffic?
In the luxury sector alone, share price falls of up to 35 per cent have created opportunities in a sector that was previously overvalued.
Emma Rapaport | 25 March 2020
10 reasons why Morningstar is lovin’ McDonalds
Stocks
10 reasons why Morningstar is lovin’ McDonalds
At McDonald’s in 2020, expect more chicken sandwiches, expect more plant-based meat offerings and expect less fraternising between management...
Lex Hall | 07 January 2020
McDonald’s new CEO well-suited to take over from ousted Easterbrook
Stocks
McDonald’s new CEO well-suited to take over from ousted Easterbrook
Easterbrook's exit is a surprise, but there is no change to our fair value estimate for the wide-moat firm, and we see shares as modestly...
R.J. Hottovy, CFA | 05 November 2019