Restaurant valuations are diverging between market-share winners and losers, with casual dining outpacing quick service. Fast-casual chains like Shake Shack and Cava can take market share this year but already trade at 100x and 124x 2025 EPS, respectively.   

For analysis on current restaurant valuations, Alix Steel and Paul Sweeney speak with Bloomberg Intelligence Senior Restaurant Analyst Michael Halen.

Restaurant valuations are diverging between market-share winners and losers, with casual dining outpacing quick service. Fast-casual chains like Shake Shack and Cava can take market share this year but already trade at 100x and 124x 2025 EPS, respectively.&nbsp; &nbsp; For analysis on current restaurant valuations, Alix Steel and Paul Sweeney speak with Bloomberg Intelligence Senior Restaurant Analyst Michael Halen.

Listen for five-minute conversations on today's biggest winners and losers in the stock market. 

Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

Listen for five-minute conversations on today's biggest winners and losers in the stock market.&nbsp;
Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

Listen for news on today's biggest winners and losers in the stock market.

Stock Movers

Deep Dive: Restaurant Valuations

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/59842b26-e926-4f8c-8f8c-b307010f6573/transcript

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Bailey Lipschultz, Katie Greifeld, Carol Massar and Tim Stenovec

-Meta (META) shares soar on news the company is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector of competition with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud. Coreweave (CRWV) shares tumbled on Meta's cloud infrastructure business. 

-Bending Spoons (BSP) shares surged on their first day of trading after the company and some of its backers raised $1.68 billion. The Milan, Italy-based company, which acquires struggling software businesses, finished Wednesday at $40.50 each, above the IPO price of $29 per share.

-Caterpillar (CAT) shares fell the most since April 2025 after Michael Burry, made famous in The Big Short for his bets against the US housing market ahead of the 2008 crisis, said he shorted the industrial heavyweight for the first time. 

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Bailey Lipschultz, Katie Greifeld, Carol Massar and Tim Stenovec
-Meta (META) shares soar on news the company is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector of competition with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud. Coreweave (CRWV) shares tumbled on Meta's cloud infrastructure business.&nbsp;
-Bending Spoons (BSP) shares surged on their first day of trading after the company and some of its backers raised $1.68 billion. The Milan, Italy-based company, which acquires struggling software businesses, finished Wednesday at $40.50 each, above the IPO price of $29 per share.
-Caterpillar (CAT) shares fell the most since April 2025 after Michael Burry, made famous in The Big Short for his bets against the US housing market ahead of the 2008 crisis, said he shorted the industrial heavyweight for the first time.&nbsp;

Stock Movers: Meta Rises on Cloud Infrastructure, Coreweave Sinks, Bending Spoons IPOs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9c3d7483-3143-4ed1-878e-b47a014cd3ad/transcript

Today's biggest winners and losers in the stock market.


On this episode of Stock Movers:


- AOL owner Bending Spoons (BSP) shares rose 14% above their initial public offering price after the company and some of its backers raised $1.68 billion. The trading gives Bending Spoons a market value of over $20 billion. That compares with a valuation of about $14.5 billion in 2025, after a funding round comprised of $270 million in primary capital and $440 million in secondary capital and a $2.8 billion debt package, according to PitchBook data.


- Nike (NKE) executives gave a cautious outlook and warned about elevated consumer anxiety, adding to investor concerns about the sportswear company’s painfully slow turnaround. Nike expects a slowdown in the coming quarter compared to the current period, citing the timing of wholesale shipments in North America among other factors. Shares fell immediately after the earnings release, before eventually trading higher.


- Meta (META) is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector of competition with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud. Shares rallied on the Bloomberg News report.

Today's biggest winners and losers in the stock market.
 On this episode of Stock Movers:
 - AOL owner Bending Spoons (BSP) shares rose 14% above their initial public offering price after the company and some of its backers raised $1.68 billion. The trading gives Bending Spoons a market value of over $20 billion. That compares with a valuation of about $14.5 billion in 2025, after a funding round comprised of $270 million in primary capital and $440 million in secondary capital and a $2.8 billion debt package, according to PitchBook data.
 - Nike (NKE) executives gave a cautious outlook and warned about elevated consumer anxiety, adding to investor concerns about the sportswear company&rsquo;s painfully slow turnaround. Nike expects a slowdown in the coming quarter compared to the current period, citing the timing of wholesale shipments in North America among other factors. Shares fell immediately after the earnings release, before eventually trading higher.
 - Meta (META) is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector of competition with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud. Shares rallied on the Bloomberg News report.

AOL Owner Bending Spoons Jumps After IPO, Nike Rises, Meta Plans New Cloud Business 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a778097c-74eb-4d29-85da-b47a013b8884/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shares of Klarna (KLAR) rise after a Swedish Patent and Market court ordered Alphabet Inc.'s Google was ordered to pay almost $2 billion to Klarna Group Plc's Pricerunner unit in a dispute over the search-engine giant's abuse of power in the market for comparison shopping services.
- Shares of Meta (META) soared after Bloomberg News reported that the Facebook parent is developing plans for a cloud-infrastructure business to sell access to AI computing power and models, competing with industry leaders like Amazon Web Services and Google Cloud.
- Shares of Alcoa (AA) traded at the lowest level since mid-December after announcing plans to buy South32 aluminum assets in a cash and stock transaction for an upfront consideration of approximately $4.1 billion. The transaction is expected to close in the first half of 2027, subject to the approval of South32’s shareholders, the receipt of required regulatory approvals, and the satisfaction of certain other customary closing conditions.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Shares of Klarna (KLAR) rise after a Swedish Patent and Market court ordered Alphabet Inc.'s Google was ordered to pay almost $2 billion to Klarna Group Plc's Pricerunner unit in a dispute over the search-engine giant's abuse of power in the market for comparison shopping services. - Shares of Meta (META) soared after Bloomberg News reported that the Facebook parent is developing plans for a cloud-infrastructure business to sell access to AI computing power and models, competing with industry leaders like Amazon Web Services and Google Cloud. - Shares of Alcoa (AA) traded at the lowest level since mid-December after announcing plans to buy South32 aluminum assets in a cash and stock transaction for an upfront consideration of approximately $4.1 billion. The transaction is expected to close in the first half of 2027, subject to the approval of South32&rsquo;s shareholders, the receipt of required regulatory approvals, and the satisfaction of certain other customary closing conditions.

Klarna Rises; Meta Soars on Cloud Report; Alcoa Falls on South32 Acquistion

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/108a206e-80e7-42c9-8905-b47a00fb488b/transcript

Deep Dive: Restaurant Valuations

In 1 playlist(s)

Stock Movers

Social links

Follow podcast

Recent clips