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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Consumer Cyclical sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Restaurant Chains industry is 7/10 across 7 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 7-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
The industry average barely moved, from 6.86 to 7, but two four-point swings in opposite directions sit underneath it. Darden Restaurants (DRI) climbed from 5 to 9, while Yum! Brands (YUM) fell from 9 to 5 in a quarter when Taco Bell posted 7% same-store sales growth. The pressure mix flipped as well. Pricing-pressure flags rose from 1 to 3 calls (Domino's, Darden and McDonald's), and cost-pressure flags fell from 5 to 2 (Chipotle and Darden).
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Consumer Demand | 7 | 223 |
| Inflation | 5 | 2111 |
| Labor Market | 3 | 21 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.