Raymond James notes high short interest in restaurant stocks

Published 28/05/2025, 13:34
Raymond James notes high short interest in restaurant stocks

On Wednesday, Raymond (NSE:RYMD) James released data indicating an uptick in short interest among restaurant stocks, with significant short positions held in large cap quick-service restaurants (QSRs) and growth-oriented companies. According to the firm, total short interest in the sector, which encompasses 29 stocks, climbed by 6.0% in the first half of May. This rise was particularly notable in large cap QSRs, with Starbucks (NASDAQ:SBUX) seeing a 31% increase, equating to an additional 10.4 million shares being shorted. Growth stocks like Dutch Bros (NYSE:BROS), Wingstop (NASDAQ:WING), and Shake Shack (NYSE:SHAK) also experienced a 5.9% rise in short interest. For deeper insights into restaurant stock valuations and performance metrics, InvestingPro subscribers can access comprehensive analysis of over 1,400 US stocks, including detailed Fair Value assessments and financial health scores.

In contrast, casual dining stocks witnessed a 6.4% decrease in short interest. Despite these mixed trends, small and mid-cap restaurant companies significantly outperformed major indices on Tuesday, with several stocks surging between 4% to 8%. Leading casual dining operator Dine Brands Global (NYSE:DIN) has shown similar momentum, posting a 6.85% return over the past week while maintaining an attractive 8.33% dividend yield. Analysts at Raymond James attribute this performance to a combination of factors: positive casual dining comparable sales in May, stronger-than-anticipated consumer confidence as reported by the Conference Board, and a cautious market sentiment reflected by the high short interest in nearly half of the restaurant stocks monitored by Raymond James.

The report also noted that year-over-year industry comparable sales are expected to soften in the coming months, potentially setting up a favorable situation for traders as the second-quarter earnings season approaches. Historical data from the Black Box Casual Dining Index showed varied performance from April to July 2024, with a slight decline of 0.2% in April, an uptick of 1.2% in May, followed by declines of 1.2% and 4.4% in the subsequent two months, respectively. InvestingPro analysis reveals that restaurant stocks like Dine Brands Global are trading at compelling valuations, with a P/E ratio of just 6.25x and strong free cash flow yields. Subscribers can access detailed financial health scores and exclusive ProTips for informed investment decisions.

Raymond James emphasizes that the current high level of short interest in the restaurant sector, which has increased by 13.8% compared to three months ago and 17.9% over the past six months, could lead to volatility as the market anticipates the upcoming quarterly earnings reports. The firm’s analysis suggests that investors may see opportunities in the restaurant stock segment as the industry’s comparative sales figures evolve and the market sentiment continues to adjust. Companies like Dine Brands Global have shown resilience despite the challenging environment, maintaining their dividend payments and demonstrating strong profitability metrics according to InvestingPro data.

In other recent news, Dine Brands Global, Inc. reported its first-quarter 2025 financial results, showing a revenue increase of 4.1% to $214.8 million, surpassing the forecast of $204.54 million. However, the company’s earnings per share (EPS) of $1.03 fell short of the expected $1.36. In the second quarter, Dine Brands disclosed revenue of $215 million, aligning with consensus estimates but missing expectations in gross profit, adjusted earnings per share, and adjusted EBITDA. Despite these financial challenges, the company noted improvements in same-store sales trends for both Applebee’s and IHOP since February, maintaining its full-year financial guidance.

Shareholders recently approved key proposals during the Annual Meeting, including the election of directors and amendments to the stock incentive plan. Ernst & Young LLP was ratified as the independent auditor for fiscal year 2025. Analysts from Benchmark reiterated a Hold rating on Dine Brands following the earnings miss, reflecting a cautious approach while acknowledging the company’s progress. The company is focusing on enhancing value platforms and expanding its menu offerings to engage customers.

Additionally, Dine Brands is advancing its dual-brand restaurant concept, which has shown strong performance, particularly in international markets. The company continues to invest in remodeling and development efforts, with plans to open more dual-brand locations. These developments highlight Dine Brands’ strategic focus on growth and operational improvements amid challenging market conditions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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