The Fast Casual Comeback Tour

The Fast Casual Comeback Tour

Fast casual restaurant stocks were hit hard over the past year, but many have snapped back over the past month. In today’s episode of Motley Fool Money, Emily Flippen is joined by Fool analysts Sanmeet Deo and Jason Hall to break down what has caused the rebound, how consumer tastes have changed, and if fast casual stocks are set up for continued strong performance in the year ahead. Companies discussed: CAVA, CMG, SG, WING, EAT, SBUX, MAMA, JBFCF, YUM Host: Emily Flippen, Sanmeet Deo, Jason Hall Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2291)

Are Mega-Mergers Back?

Are Mega-Mergers Back?

Mergers could be back in 2026 as companies try to get deals done while regulators allow them. But are buyouts always a good idea? We discuss a potential deal in pharma today, plus we go over the lates...

3 Aug 18min

Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the mar...

2 Aug 25min

Insurance-palooza! All You Need to Know to Protect Your Income and Wealth

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It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wea...

1 Aug 27min

When Leverage Goes Wrong on Wall Street

When Leverage Goes Wrong on Wall Street

The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Pl...

31 Jul 40min

Microsoft Shows the Mag7 What AI Investment Looks Like

Microsoft Shows the Mag7 What AI Investment Looks Like

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyle...

30 Jul 21min

The Consumer Is All Right!

The Consumer Is All Right!

Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Whe...

29 Jul 20min

Paypal to Stripe: You’re Going to Have to Do Better Than That

Paypal to Stripe: You’re Going to Have to Do Better Than That

Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPa...

28 Jul 25min

The Hottest IPO of 2026 Will Shock You

The Hottest IPO of 2026 Will Shock You

Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO along with NVIDIA potentially guaranteeing hundreds ...

27 Jul 20min

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