According to @StockMarketNerd, Chipotle (CMG) posted a bad quarter and missed already lowered expectations, which investors may read as a sign of consumer weakness (source: @StockMarketNerd). According to @StockMarketNerd, Starbucks (SBUX) outperformed on comparable sales, underscoring a divergence in restaurant comps that traders track for relative strength positioning (source: @StockMarketNerd). According to @StockMarketNerd, service quality at Chipotle has deteriorated and product availability has become inconsistent, pointing to execution issues beyond macro headwinds (source: @StockMarketNerd). According to @StockMarketNerd, macro factors are likely contributing, but execution remains a key drag and the company may be missing the impact of former leader Brian Niccol (source: @StockMarketNerd).

According to The Kobeissi Letter, US same-store sales at McDonald's ($MCD) dropped by 3.6% in Q1 2025, marking the steepest decline since 2020. This metric, which compares revenue from restaurants open at least 13 months, significantly underperformed analyst expectations. For traders, this sharp decline reflects persistent consumer weakness and could signal bearish momentum for $MCD shares, as disappointing sales growth often precedes further downside or increased volatility in related equities. Source: The Kobeissi Letter on Twitter, May 4, 2025.

According to The Kobeissi Letter, McDonald's (MCD) reported a -3.6% decline in US same-store sales for Q1 2025, marking the sharpest drop since 2020 and significantly missing analyst expectations. Same-store sales growth, a key metric for retail and restaurant investors, reflects the performance of locations open for at least 13 months; this notable shortfall signals increasing consumer weakness and may prompt bearish sentiment for MCD and related consumer stocks. Source: The Kobeissi Letter on Twitter (May 4, 2025).