industry intelligence
Measured conclusion
Latest qualified tape
Industry Sentiment Dossier
Restaurants sentiment intelligence
Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.
Weighted tone52.5Neutral is 50
Constructive but selective
54/100 narrative breadth
71/100 evidence confidence
214 qualified equities from 332 latest records
Executive Evidence Brief
A balanced headline masks a selective company tape
Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.
Evidence that supports the read
Evidence confidence is 71/100 across 214 qualified equities.
Direct company coverage supplies 99% of the measured article set.
Positive one-week price responses appear across 57% of measured equities.
Conditions that limit conviction
No material evidence constraint is currently dominant.
Narrative Breadth
How widely tone is shared
54Breadth
Constructive198.9%
Balanced19289.7%
Cautious31.4%
Score Distribution
Shape of the company tape
0Strong caution
3Cautious
192Balanced
16Constructive
3Strongly constructive
Evidence Quality
Reliability of the read
71/100 group confidence
High confidence105
Usable evidence38
Developing71
3116 relevant story observations across 1566 publisher signals. 99% is direct company evidence.
13-Week Trajectory
Weighted tone and participation
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50
The path uses a fixed quality sample of up to 180 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.
Market Confirmation
How price is responding to the news tape
Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.
Internal Leadership
Country map
Strongest tone
🇲🇽 Mexico54.76 equities · 77/100 confidence🇧🇷 Brazil54.65 equities · 69/100 confidence🇮🇳 India53.910 equities · 70/100 confidence🇦🇹 Austria53.65 equities · 73/100 confidence🇺🇸 United States53.150 equities · 82/100 confidence🇯🇵 Japan53.040 equities · 48/100 confidence🇸🇦 Saudi Arabia52.56 equities · 54/100 confidence🇭🇰 Hong Kong51.828 equities · 59/100 confidenceWeakest tone
🇹🇭 Thailand49.45 equities · 56/100 confidence🇬🇧 United Kingdom51.216 equities · 64/100 confidence🇨🇦 Canada51.56 equities · 60/100 confidence🇸🇬 Singapore51.57 equities · 60/100 confidence🇭🇰 Hong Kong51.828 equities · 59/100 confidence🇸🇦 Saudi Arabia52.56 equities · 54/100 confidence🇯🇵 Japan53.040 equities · 48/100 confidence🇺🇸 United States53.150 equities · 82/100 confidence14 thin groups are withheld because they contain fewer than 5 qualified securities.
Narrative Dispersion
Parent-sector context
Strongest tone
Consumer Cyclical52.5214 equities · 71/100 confidencePeer Comparison
Where this read sits in the ranked tape
Oil & Gas Integrated57.070/100 confidence · 102 equitiesDiscount Stores56.575/100 confidence · 50 equitiesHealthcare Plans55.778/100 confidence · 34 equitiesBanks - Diversified55.775/100 confidence · 123 equitiesAuto Manufacturers52.168/100 confidence · 191 equitiesAirports & Air Services52.165/100 confidence · 58 equitiesRestaurants52.161/100 confidence · 332 equitiesDrug Manufacturers - Specialty & Generic52.159/100 confidence · 648 equitiesConglomerates52.153/100 confidence · 449 equitiesDiversified Telecommunication Services50.056/100 confidence · 1 equitiesCoking Coal49.961/100 confidence · 31 equitiesInsurance49.072/100 confidence · 2 equitiesSoftware41.082/100 confidence · 1 equities
Catalyst Lens
What is moving the narrative
Market update14065.4% of equities · tone 52.0
Earnings7032.7% of equities · tone 53.7
Guidance10.5% of equities · tone 41.0
Deals and strategy10.5% of equities · tone 50.0
Regulatory and legal10.5% of equities · tone 50.0
Capital return10.5% of equities · tone 50.0
Publisher Lens
Where the latest observations came from
TradingView5324.8% of equities · tone 51.0
simplywall.st157.0% of equities · tone 56.1
MarketBeat157.0% of equities · tone 52.0
TipRanks115.1% of equities · tone 50.7
TradingKey104.7% of equities · tone 52.5
finance.yahoo.com94.2% of equities · tone 54.8
Market source83.7% of equities · tone 54.7
Moomoo62.8% of equities · tone 52.2
Positioning Lens
What deserves attention
Score rank#81among 157 measured industries
Parent spread+0.6versus Consumer Cyclical
Cross-company dispersion4.3higher values mean a less uniform tape
Security Evidence
The equities behind the read
Constructive leaders
761171
Hiday Hidaka Corp.
News confirmed by price · +3.6% 1W
Earnings · 36/100 confidence · 3 direct storiesSBUB3468
Starbucks Corporation
News confirmed by price · +1.4% 1W
Earnings · 69/100 confidence · 5 direct stories322166
Yossix Holdings Co.,Ltd.
News confirmed by price · +2.2% 1W
Market update · 24/100 confidence · 2 direct stories356364
Food & Life Companies Ltd.
News confirmed by price · +2.0% 1W
Earnings · 75/100 confidence · 7 direct storiesQSR62
Restaurant Brands International Inc
Balanced read · -0.2% 1W
Earnings · 89/100 confidence · 51 direct storiesSBUX62
Starbucks Corporation
Balanced read · -0.5% 1W
Earnings · 89/100 confidence · 20 direct storiesSBUX62
Starbucks Corporation
Balanced read · +0.3% 1W
Earnings · 89/100 confidence · 17 direct stories820062
Ringer Hut Co.,Ltd.
News confirmed by price · +2.0% 1W
Market update · 24/100 confidence · 2 direct storiesCautious laggards
BRCB39
Black Rock Coffee Bar, Inc. Class A Common Stock
Balanced read · +2.3% 1W
Market update · 75/100 confidence · 60 direct stories742141
Kappa Create Co., Ltd.
Caution confirmed by price · -4.7% 1W
Guidance · 48/100 confidence · 2 direct stories60304342
Guangzhou Restaurant Group Company Limited
Caution confirmed by price · -4.4% 1W
Earnings · 47/100 confidence · 2 direct stories319343
Eternal Hospitality Group Co.,Ltd.
Price moving ahead of tone · -4.3% 1W
Market update · 36/100 confidence · 3 direct stories355744
United & Collective Co., Ltd.
Balanced read · +1.5% 1W
Earnings · 24/100 confidence · 2 direct storiesPZZA45
Papa John's International Inc
Price moving ahead of tone · -18.2% 1W
Market update · 88/100 confidence · 45 direct storiesWEN45
The Wendy’s Co
Price moving ahead of tone · +4.5% 1W
Earnings · 82/100 confidence · 14 direct storiesHVT45
The Heavitree Brewery PLC
Balanced read · +0.0% 1W
Market update · 36/100 confidence · 3 direct storiesAttention leaders
WING54
Wingstop Inc
Price moving ahead of tone · -4.2% 1W
Market update · 75/100 confidence · 60 direct storiesBLMN57
Bloomin Brands Inc
Price moving ahead of tone · +9.1% 1W
Earnings · 75/100 confidence · 60 direct storiesBROS51
Dutch Bros Inc
Balanced read · +2.9% 1W
Market update · 75/100 confidence · 60 direct storiesNDLS56
Noodles & Company
Price moving ahead of tone · +21.2% 1W
Market update · 75/100 confidence · 60 direct storiesBRCB39
Black Rock Coffee Bar, Inc. Class A Common Stock
Balanced read · +2.3% 1W
Market update · 75/100 confidence · 60 direct storiesDRI51
Darden Restaurants Inc
Balanced read · +3.7% 1W
Market update · 75/100 confidence · 60 direct storiesCMG47
Chipotle Mexican Grill Inc
Price moving ahead of tone · +17.1% 1W
Market update · 75/100 confidence · 57 direct storiesARKR47
Ark Restaurants Corp
Price moving ahead of tone · -4.9% 1W
Earnings · 75/100 confidence · 56 direct storiesLatest Evidence Ledger
Recent company-level observations
SBUX62
Starbucks (SBUX) Stock Could Be 49% Overvalued After Q2 Beat
simplywall.st · Earnings · Balanced read
89/100 confidence · 100% direct evidenceMCDC3449
Scott Bessent Tells Robert Reich 'McDonald's Problem Is Called Burger King, Professor' Amid Clash Over the 'K-Shaped' Economy: 'No Wonder Bill Clinton...'
finance.yahoo.com · Earnings · Balanced read
76/100 confidence · 100% direct evidencePTLO50
5 Insightful Analyst Questions From Portillo's’s Q2 Earnings Call
StockStory · Earnings · Balanced read
89/100 confidence · 100% direct evidenceC1MG3451
Computer Modelling Group Ltd. Announces Substantial Issuer Bid
finance.yahoo.com · Market update · Price moving ahead of tone
74/100 confidence · 100% direct evidenceEAT59
CPI, Cisco earnings, and more: What investors need to watch Wednesday
finance.yahoo.com · Earnings · News confirmed by price
90/100 confidence · 100% direct evidenceMCD57
McDonald's still a tasty pick for investors, market expert says
finance.yahoo.com · Earnings · Balanced read
90/100 confidence · 99% direct evidenceMCD50
McDonald's still a tasty pick for investors, market expert says
finance.yahoo.com · Earnings · Balanced read
90/100 confidence · 100% direct evidenceRRGB57
Red Robin Gourmet Burgers, Inc. to Appoint Scott Hudler Chief Marketing Officer
Franchising.com · Market update · Price moving ahead of tone
88/100 confidence · 100% direct evidenceMCD50
What Are Wall Street Analysts' Target Price for McDonald's Stock?
Barchart.com · Earnings · Balanced read
82/100 confidence · 100% direct evidenceSBUX57
GRND Stock Has Soared 250% Since Its 2022 IPO Crash, Leaving Starbucks, Target and Ethereum Behind
Benzinga · Earnings · Balanced read
84/100 confidence · 100% direct evidenceSBUB3468
GRND Stock Has Soared 250% Since Its 2022 IPO Crash, Leaving Starbucks, Target and Ethereum Behind
finance.yahoo.com · Earnings · News confirmed by price
69/100 confidence · 100% direct evidenceARCO50
Arcos Dorados: The Quarter Being Reported Has Everything Going Its Way (NYSE:ARCO)
Seeking Alpha · Market update · Balanced read
75/100 confidence · 100% direct evidencePZZA45
Papa John's International, Inc. (NASDAQ:PZZA) Receives Average Recommendation of "Reduce" from Brokerages
MarketBeat · Market update · Price moving ahead of tone
88/100 confidence · 100% direct evidenceGYG50
Guzman y Gomez (ASX:GYG): Could the Next Growth Update Reignite This ASX Stock?
Kalkine · Market update · Balanced read
58/100 confidence · 100% direct evidenceVSTD48
Vestand Inc. converts all Class B shares to Class A, BS1 Fund loses majority voting power
Investing.com UK · Market update · Price moving ahead of tone
78/100 confidence · 100% direct evidence356364
Food & Life Companies (TSE:3563) Is Up 7.5% After Strong EPS And KYOTARU Divestment News - Has The Bull Case Changed?
simplywall.st · Earnings · News confirmed by price
75/100 confidence · 100% direct evidenceWEN45
Wendy's (WEN) Could Be 9% Undervalued After Dividend Cut And Outlook Withdrawal
finance.yahoo.com · Earnings · Price moving ahead of tone
82/100 confidence · 100% direct evidenceSTKS46
STKS Maintained by Piper Sandler -- Price Target Lowered to $4.0
GuruFocus · Earnings · Price moving ahead of tone
86/100 confidence · 100% direct evidenceReproducible Method
How to read this dossier
The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.
Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.
Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.
Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.
Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.
This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.