United States eating places industry landscape illustrating listed-company operations, infrastructure and market activity

Prism Finance USA · comparison snapshot

Eating Places Stocks in USA: Revenue Cohort 2

Name: Eating Places Stocks in USA: Revenue Cohort 2 comparison snapshot
Creator: Fliar BI Prism

A five-company eating places cohort selected by latest filing revenue, then compared across market path, filings, profitability, readiness, Prism attention and industry context.

Snapshot: 31 August 2026Not investment adviceRanked by Prism readiness

Readiness leaderCheesecake Factory · 42

Strongest available pathCheesecake Factory · +133.0%

Widest latest marginTexas Roadhouse · 6.7%

Companies compared5 · U.S.-listed

01 · Readiness ranking

Five companies, one comparable score

Companies are ordered by the Fliar BI Prism readiness score used by the Prism Finance USA source pack. The score is a research signal, not a recommendation.

Readiness #1CAKE · Nasdaq

Cheesecake Factory

A U.S.-listed issuer classified by the SEC in Eating Places

Founded 1978Calabasas$5.45B market cap

View full Companies Radar profile

42Cautious

Snapshot price$109.5as of page date

Monthly-close return+133.0%five-year window

FY2025 revenue$3.75BCHEESECAKE FACTORY INC

Net margin4.0%FY2025

P/E snapshot29.7xone ratio, not a verdict

Prism attention20.9%share across these five

Filing track recordRevenue, USD billions

+4.7%

FY2024–FY2025 · 2 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 4.7%

52-week position88% through range

$43.07$118.5

News mentions5.4K

Community mentions4.4Kpartial coverage

U.S.-scope patents0

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal57/100
Management stability90/100
Market position20/100
Capital-event signal15/100
Innovation pulse11/100

Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 11 M&A involvements, 5 asset-acquisition events and 14 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 8 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #2TXRH · Nasdaq

Texas Roadhouse

A U.S.-listed issuer classified by the SEC in Eating Places

Founded 1993Wilmington$12.84B market cap

View full Companies Radar profile

41Cautious

Snapshot price$195.6as of page date

Monthly-close return+114.2%five-year window

FY2022 revenue$4.01BTexas Roadhouse, Inc.

Net margin6.7%FY2022

P/E snapshot31.3xone ratio, not a verdict

Prism attention15.8%share across these five

Filing track recordRevenue, USD billions

+63.4%

FY2018–FY2022 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 13.1%

52-week position67% through range

$153.8$216.3

News mentions4.1K

Community mentions3.0Kpartial coverage

U.S.-scope patents0

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal71/100
Management stability90/100
Market position7/100
Capital-event signal0/100
Innovation pulse7/100

Management signal

No leadership-churn flag in the model; 11 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 3 M&A involvements, 0 asset-acquisition events and 1 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 3 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #3FWRG · Nasdaq

First Watch

A U.S.-listed issuer classified by the SEC in Eating Places

Founded 1983Bradenton, Florida$782.5M market cap

View full Companies Radar profile

38Cautious

Snapshot price$12.68as of page date

Monthly-close return-41.2%five-year window

FY2025 revenue$1.22BFirst Watch Restaurant Group, Inc.

Net margin1.6%FY2025

P/E snapshot45.3xone ratio, not a verdict

Prism attention11.4%share across these five

Filing track recordRevenue, USD billions

+103.3%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 19.4%

52-week position30% through range

$9.97$19.08

News mentions3.0K

Community mentions780partial coverage

U.S.-scope patents0

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal50/100
Management stability90/100
Market position12/100
Capital-event signal15/100
Innovation pulse7/100

Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 4 M&A involvements, 2 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 3 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #4PZZA · Nasdaq

Papa John

A U.S.-listed issuer classified by the SEC in Eating Places

Founded 1984Louisville, Kentucky$773.0M market cap

View full Companies Radar profile

38Cautious

Snapshot price$23.48as of page date

Monthly-close return-81.5%five-year window

FY2025 revenue$2.05BPAPA JOHNS INTERNATIONAL INC

Net margin1.5%FY2025

P/E snapshot29.4xone ratio, not a verdict

Prism attention2.9%share across these five

Filing track recordRevenue, USD billions

-2.3%

FY2022–FY2025 · 4 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR -0.8%

52-week position2% through range

$22.77$55.74

News mentions742

Community mentions6.4Kpartial coverage

U.S.-scope patents11

Prism InsightsWhat sits behind the readiness signal
Observed risk 8/100higher means more observed risk

Earnings signal53/100
Management stability90/100
Market position18/100
Capital-event signal24/100
Innovation pulse9/100

Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 19 M&A involvements, 1 asset-acquisition events and 20 contract events.

Innovation activity

Prism records 15 lifetime product-launch events, 0 in the latest 360 days, and 5 company announcements in that window.

Recent risk watch

Recent available records contain 0 lawsuit, 0 regulatory and 1 layoff events across their stated windows.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #5CBRL · Nasdaq

Cracker Barrel

A U.S.-listed issuer classified by the SEC in Eating Places

Founded 1969Lebanon, Tennessee$1.23B market cap

View full Companies Radar profile

34Cautious

Snapshot price$55.24as of page date

Monthly-close return-60.5%five-year window

FY2025 revenue$3.48BCRACKER BARREL OLD COUNTRY STORE, INC

Net margin1.3%FY2025

P/E snapshot48.0xone ratio, not a verdict

Prism attention49.0%share across these five

Filing track recordRevenue, USD billions

+23.5%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 5.4%

52-week position86% through range

$24.85$60.26

News mentions12.8K

Community mentions4.8Kpartial coverage

U.S.-scope patents0

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal47/100
Management stability65/100
Market position8/100
Capital-event signal5/100
Innovation pulse27/100

Management signal

No leadership-churn flag in the model; 10 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 2 M&A involvements, 1 asset-acquisition events and 3 contract events.

Innovation activity

Prism records 2 lifetime product-launch events, 1 in the latest 360 days, and 6 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

02 · Side-by-side

The comparisons that change the picture

Every bar preserves its own meaning. Price return, revenue scale, profitability and attention are deliberately not blended into one recommendation.

Available monthly-close return

Dated window printed on each company card; not a forecast.

Cheesecake Factory

+133.0%

Texas Roadhouse

+114.2%

First Watch

-41.2%

Cracker Barrel

-60.5%

Papa John

-81.5%

Latest revenue

USD billions, official filing scope shown on each company card.

Texas Roadhouse

$4.01B

Cheesecake Factory

$3.75B

Cracker Barrel

$3.48B

Papa John

$2.05B

First Watch

$1.22B

Latest profit margin

Company-card labels distinguish continuing-operations and net-income scope.

Texas Roadhouse

6.7%

Cheesecake Factory

4.0%

First Watch

1.6%

Papa John

1.5%

Cracker Barrel

1.3%

Prism news attention

Normalized share across these five names; attention is not quality.

Cracker Barrel

49.0%

Cheesecake Factory

20.9%

Texas Roadhouse

15.8%

First Watch

11.4%

Papa John

2.9%

03 · Prism readout

What the signals say—and what they do not

The headline share is normalized eating places news attention across these five names. Partial community coverage and U.S.-scope patent records are displayed separately and are not blended into it.

Scale + attention

Cracker Barrel leads the conversation

It holds 49.0% of measured eating places news attention and also carries the basket's largest revenue base at $3.48B.

Price path

Cheesecake Factory leads the available price paths

Its monthly-close return is +133.0% for the five-year window. At the other end, Papa John is -81.5% for its five-year window. Windows printed on each card must be compared carefully; price history is not a forecast.

Profitability

Texas Roadhouse has the widest latest margin

Its FY2022 net margin is 6.7%. Its revenue history in this snapshot spans only the periods printed on its card, so longer histories are not treated as equivalent.

Price vs operating signals

Papa John shows why one ratio is not a verdict

It has the basket's lowest snapshot P/E at 29.4x while its five-year window price return is -81.5%. Valuation, price path and readiness answer different questions.

04 · Research areas

Deeper Prism readout where coverage is dense

Shown only for companies with more than 800 available Prism news records. Counts describe the available research corpus, not company quality.

Areas of research · CAKE

Cheesecake Factory

5,432available Prism news records

Prism top themes

Price action & investor response

Earnings & financial performance

Macro demand & rates

Capital allocation & transactions

Leadership & governance

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+4.1%660 latest 12m vs 634 prior 12m

Machine-classified coverage tone

76.4% positive+3.4 pp vs preceding four quarters

24Q3

24Q4

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

stock performance 25family-owned eatery 15stock price 14historic restaurant 14mom-and-pop restaurant 14place-based restaurant 12chocolate swirl cheesecake 12oreo cheesecake 12

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-11–2026-06-13 · trend and themes shown through 2026-06

Areas of research · TXRH

Texas Roadhouse

4,100available Prism news records

Prism top themes

Price action & investor response

205

Earnings & financial performance

152

Macro demand & rates

Capital allocation & transactions

Leadership & governance

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+39.6%1,270 latest 12m vs 910 prior 12m

Machine-classified coverage tone

87.6% positive+0.5 pp vs preceding four quarters

24Q3

24Q4

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

ribeye steak 139skirt steak 134t-bone steak 120hanger steak 117flank steak 101sirloin steak 95flat iron steak 94beef ribs 69

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-22–2026-06-12 · trend and themes shown through 2026-06

Areas of research · FWRG

First Watch

2,969available Prism news records

Prism top themes

Earnings & financial performance

Capital allocation & transactions

Leadership & governance

Price action & investor response

Legal, arbitration & regulatory

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+74.0%912 latest 12m vs 524 prior 12m

Machine-classified coverage tone

81.7% positive+5.2 pp vs preceding four quarters

24Q3

24Q4

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

donation-based eatery 93non-profit dining 93free meal initiative 93local eatery review 56late-night eatery 36all-night restaurant 31family-owned eatery 30egg sandwich 29

Keyword tag occurrences in available Prism news records.

Coverage: 2011-01-17–2026-06-22 · trend and themes shown through 2026-06

Areas of research · CBRL

Cracker Barrel

12,763available Prism news records

Prism top themes

Macro demand & rates

151

Earnings & financial performance

140

Price action & investor response

Leadership & governance

Legal, arbitration & regulatory

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+140.4%3,656 latest 12m vs 1,521 prior 12m

Machine-classified coverage tone

65.2% positive-11.8 pp vs preceding four quarters

24Q4

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

26Q3

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

TXRH

Texas Roadhouse

through 2026-04-09

Earnings releases 24Leadership changes 19Company announcements 7Business contracts 1M&A 1

2026-04-09
Earnings releases
Texas Roadhouse, Inc. announced today that it will release first quarter 2026 financial results on Thursday, May 7, 2026 after the market close.
2026-02-05
Company announcements
Primarily, what's new at Texas Roadhouse in 2026 includes new locations, technology upgrades to improve efficiency, and ongoing beverage menu testing.
2026-02-03
M&A
Texas Roadhouse is buying 13 restaurants from one of its largest U.S. franchisees as it continues its efforts to operate more of its own stores.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

FWRG

First Watch

through 2025-11-04

Company announcements 9Earnings releases 4Leadership changes 4Asset acquisitions 2M&A 1

2025-11-04
Company announcements
The chain said it now expects to reach annual earnings before interest, taxes, depreciation and amortization (EBITDA) of $123 million, the high end of its guidance for the year.
2025-02-14
M&A
First Watch Restaurants continues to broaden its presence in the food service industry with the acquisition of The Egg & I Restaurants.
2024-11-11
Asset acquisitions
The First Watch breakfast-and-lunch chain has agreed to acquire 15 restaurants and the rights to open additional stores in North and South Carolina from a franchisee for $49 million.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

PZZA

Papa John

through 2026-04-14

Leadership changes 19Company announcements 18Earnings releases 12M&A 10Business contracts 7

2026-04-14
Company announcements
PAPA JOHN'S TO CLOSE HUNDREDS OF RESTAURANTS Seven & i did not disclose which specific locations will be affected by the closures.
2026-03-12
M&A
Irth Capital this month offered to pay $47 a share to buy Papa John's International, in a second attempt after it tried to buy the pizza chain alongside Apollo Global Management last year, said two sources familiar with the matter.
2025-11-06
Earnings releases
Total revenues of $508.2 million increased $1.3 million, or 0.3%, in the third quarter of 2025 compared with the prior year period.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

CBRL

Cracker Barrel

through 2026-03-06

Earnings releases 17Company announcements 10Leadership changes 9Board updates 8Business contracts 2

2026-03-06
Earnings releases
Total revenue took a hit, decreasing by 7.9% compared to the year before.
2026-02-03
Board updates
Egan-Jones, the third firm, recommended on Friday that shareholders vote against Masino, board chair Carl Berquist and directors Dávila, Gisel Ruiz and Darryl Wade.
2026-01-12
Company announcements
From January 12‑14, 2026, Cracker Barrel management is meeting with investors at the 2026 ICR Conference, using a January 2026 investor presentation that highlights the company’s operational reset, balance sheet position, and guest‑experience trends.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

07 · Industry landscape

Eating Places Industry in USA

A bottom-of-page sector lens combining Prism's exact U.S. market-growth extraction with tightly matched U.S.-primary eating places news. It adds context to the stock basket without turning industry signals into a recommendation.

Prism market forecast extraction

food service market

17 sources91.3% extraction confidence

2024 extracted base$822.60B–$1.07T

2034 extracted forecast$4.27T

Implied source CAGR7.8%

Inflation in Demand for Outsourcing Servicesshift from unorganised to organised in foodwork that food aggregators are doing

Multi-source card returned by Prism's /special_extraction market-growth service. Extracted geography mix: Global, United States, India, USA. This is a dated market benchmark, not a forecast for the five-stock basket.

Prism news insights

U.S. Eating Places news pulse

167,678available Prism news records

Latest 12m volume+0.8%72111 vs 71537 records

Positive classified tone55.9%+0.2 pp vs prior four quarters

24Q4

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

26Q3

Available U.S.-primary Prism records matching eating, place, food. Metadata counts can overlap; coverage volume and tone are not measures of industry output.

Recurring Prism themes

employee benefits and workplace culture initiatives

15,199

workforce reductions and layoff announcements

9,457

corporate social responsibility (csr) programs

8,487

climate-related displacement and refugee crises

6,589

food safety regulation compliance

6,334

seafood and shellfish categories

6,005

Metadata occurrences; one record can contribute more than one theme.

Frequent industry keywords

food rescue donations 4,640workplace vaccination requirements 4,588public health orders vaccines 4,505vaccine policy controversies 4,463vaccine mandate legislation 4,382vaccine mandate compliance 4,318vaccine policy ethics 3,904meal distribution funding 3,557

Counts cover the matched industry corpus, not the broader company-news totals above.

Curated signal map

Opportunity and caution, side by side

Evidence prompts—not probabilities.

Opportunity · market driver

Inflation in Demand for Outsourcing Services

17 forecast sources

A recurring driver in the extracted market evidence provides a measurable research thread for the sector.

Prism /special_extraction market-growth card

Opportunity · demand

employee benefits and workplace culture initiatives

15,199 matched theme records

The largest current Prism news theme shows where sector attention and reported activity are concentrating.

Prism U.S. news metadata

Opportunity · innovation

Innovation and product activity

4,850 matched news records

Technology, product and R&D metadata provide an auditable view of the sector's innovation conversation.

Unique news records matching the curated innovation rule

Caution · market restraint

Catering to Client Expectations

4,362 macro/risk records

The extracted restraint and the measured macro-news pulse belong in the downside research frame.

Prism market-growth restraint plus U.S. news metadata

Caution · news pulse

Coverage growth can reverse

+0.8% news volume

The latest 12 months contain 72,111 matched records versus 71,537 in the previous window.

Available Prism coverage through 2026-05-05

Caution · sentiment

Classified tone is not demand

55.9% positive · +0.2pp

Machine-classified news tone is useful context, but it is not revenue, output or a return forecast.

Eight-quarter Prism sentiment series

Opportunity and caution cards are curated research prompts grounded in the counts shown; they are not probabilities, recommendations or forecasts. News coverage runs 2024-01-01–2026-05-05; the latest quarter may be partial.

Explore the broader U.S. industrial landscape →

08 · Scope and sources

How to read this snapshot

Basket and ranking

Five U.S.-listed issuers classified under SEC SIC 5812 (Eating Places), selected as the first five names that pass all live publication gates from the latest filing revenue candidate pool ranked 6–13. Every candidate has complete cached readiness evidence. This is a research cohort, not a recommendation.

Companies are ordered by the Fliar BI Prism readiness score used by the Prism Finance USA source pack. The score is a research signal, not a recommendation.

Evidence used

Official annual filingsFY revenue history and latest profitability
U.S. exchange market snapshotDated price, 52-week range, P/E, market capitalisation and monthly-close return
Fliar BI PrismReadiness, company and industry news, community context and U.S.-scope patent records
Prism market-growth extractionDated third-party Eating Places Industry in USA market benchmark with source-count, geography and confidence context

Important: Research and educational information only. Not investment advice, a recommendation, or a live-price service. Market figures are dated as of 31 August 2026.

09 · Final derived analysis

Conclusions, comparisons, anomalies, explanations and decisions

A final evidence-linked synthesis of the metrics already displayed above. Every named company opens its actual Companies Radar profile.

Conclusions

Cheesecake Factory leads the readiness ranking

Its Prism readiness score is 42/100, the highest in this five-company comparison.

Open Cheesecake Factory in Companies Radar

Scale and margin leadership sit with Texas Roadhouse and Texas Roadhouse

Texas Roadhouse has the largest displayed latest revenue at $4.01B; Texas Roadhouse has the widest displayed latest margin at 6.7%.

Open Texas Roadhouse in Companies Radar

Comparisons

Strongest versus weakest available price path

Cheesecake Factory is +133.0% for its five-year window; Papa John is -81.5% for its five-year window.

Open Cheesecake Factory in Companies Radar Open Papa John in Companies Radar

Largest versus smallest displayed revenue base

The latest displayed revenue ranges from $4.01B for Texas Roadhouse to $1.22B for First Watch. Entity and filing-period labels remain visible on the company cards.

Open Texas Roadhouse in Companies Radar Open First Watch in Companies Radar

Anomalies

Cracker Barrel has the widest attention-readiness rank gap

It ranks #1 by measured news attention (49.0%) and #5 by Prism readiness. The gap is a review flag, not evidence that either measure is wrong.

Open Cracker Barrel in Companies Radar

First Watch shows a price-operating divergence to inspect

Its displayed filing-revenue change is +103.3% while its available monthly-close return is -41.2%. The signs differ, but the two measures cover different windows and do not establish causality.

Open First Watch in Companies Radar

Explanations

Attention measures coverage volume, not quality

Cracker Barrel's 49.0% share says it appears most often in the matched Prism corpus. It does not score whether that coverage is favourable or whether the company is investable.

Open Cracker Barrel in Companies Radar

Different windows explain why signals can disagree

Revenue comes from the printed filing periods, price paths use the dated monthly-close windows, and Prism signals use their stated event windows. No causal attribution is made across them.

Research decisions

Verify the readiness leader in Companies Radar

Open Cheesecake Factory's company profile and inspect the underlying management, market-activity, innovation and risk evidence before relying on the 42/100 score.

Open Cheesecake Factory in Companies Radar

Stress-test the largest divergence before forming a view

Compare First Watch's profile with Cheesecake Factory's profile, then reconcile the displayed filing and price windows. This is a next-research action, not a buy or sell decision.

Open First Watch in Companies Radar Open Cheesecake Factory in Companies Radar

Method boundary: These are deterministic comparisons of the displayed snapshot fields. They flag relationships for further research, do not establish causality and are not investment recommendations.