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QQQ is trending amid a sharp intraday reversal, prompting discussions about potential market manipulation and the strength of the AI sector following Nvidia's earnings; traders are actively debating whether this pullback represents a buying opportunity or the start of a deeper correction, with some pointing to possible Yen carry trade issues.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing volatility, sparking debates about a potential market bottom and the influence of large institutional players. Community discussions revolve around whether this dip presents a buying opportunity or signals a deeper correction, with some pointing to macro factors and potential liquidations as drivers. Sentiment is mixed, with bullish and bearish arguments clashing amidst the price swings.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia's stock is trending amid upgrades from analysts, though some community members express concern over valuation relative to competitors and potential interconnect hurdles in the AI sector. Despite strong earnings, the stock experienced a selloff, leading to discussions about a possible short squeeze and whether AI constitutes a bubble.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing heavy volatility, sparking discussions about a potential market correction and whether dip-buying strategies will continue to pay off. Some community members are pointing to broader macroeconomic concerns and the influence of crypto markets, while others are eyeing key support levels for potential reversals. The conversation highlights uncertainty around near-term market direction.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending due to strong Q3 earnings and raised FY26 guidance, sparking bullish sentiment among investors; discussions include the impact of e-commerce growth and a planned move to the Nasdaq. Community members are debating whether Walmart's performance signals broader economic strength or if it's a safe haven during market uncertainty, while also pondering its valuation relative to tech companies.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending downwards, frustrating investors who cite strong deliveries and question the stock's valuation relative to peers. Community members speculate about market manipulation and potential short squeezes while bracing for upcoming earnings. Despite the negative price action, some investors remain optimistic, viewing the current dip as a buying opportunity based on the company's long-term potential.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as the price of Bitcoin fluctuates, impacting MicroStrategy's value as a major BTC holder; the community is closely watching key support levels. Discussions revolve around analyst Tom Lee's commentary and potential short squeezes, with some expressing concerns about solvency and potential liquidation. Recent whale activity and overall market sentiment add to the volatility.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares

SOXL is trending as traders assess its volatile movements amidst optimism in the AI sector. Community discussions revolve around dip-buying strategies and potential profit-taking points, especially with upcoming earnings from key semiconductor players like NVDA. The ongoing government shutdown and concerns about AI valuations add to the uncertainty surrounding this leveraged ETF.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is trending following a target price increase from UBS and rising memory prices linked to AI data-center demand, fueling discussions about its growth potential. Community members are weighing the bullish outlook against concerns of an overbought condition after the stock's significant year-to-date gains. Discussions also focus on potential short-term pullbacks versus long-term opportunities in the semiconductor space.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending amidst overall crypto market volatility and the launch of new ETFs, sparking debates on their potential impact. Community discussions revolve around whether XRP can decouple from Bitcoin's influence and the significance of upcoming ISO20022 compliance. Some traders express frustration with price stagnation, while others remain optimistic about long-term utility and institutional adoption.

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As the U.S. government shutdown deepens economic uncertainty, investors may turn to consumer staples ETFs like XLP, FTXG and PBJ for stability.  

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Grubhub will reportedly pay $7.1 million to settle a class action lawsuit alleging it falsely advertised partnerships with thousands of restaurants.According to a Reuters report, on Tuesday, the restaurants filed a preliminary settlement in the federal court in Chicago. The report added that the settlement requires a judge’s approval.Reuters noted that the plaintiffs’ lawyers said in a court filing that the settlement class includes about 387,000 businesses. The filing stated that the online food delivery platform Grubhub advertised without the consent of these businesses that they participated in its delivery services.The report said that Grubhub listed these restaurants on its website and affiliated platforms without formal agreements, prompting allegations that the company damaged the reputation of these businesses. The restaurants claimed this unauthorized inclusion led to consumer confusion and a decline in sales.Grubhub had agreed to pay $25 million last year to settle another lawsuit brought by the Federal Trade Commission and Illinois' attorney general, which claimed that the online food delivery firm listed restaurants without their consent. The lawsuit alleged that the company misled customers about order fees and also duped drivers about pay.Reuters said Grubhub has denied any wrongdoing in settling both cases. The report, citing a statement from Grubhub, noted the claims in the lawsuit "have not been part of our business model for some time." According to the company, the lawsuit settlement will allow Grubhub to focus on its business operations.The report noted that the settlement applies to the period from early 2019 through April 2024. Eligible class members will receive an initial payment of $50, with additional compensation calculated based on how long their business appeared on Grubhub and its affiliated platforms, Reuters said.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/travis-kelce-joins-american-eagle-after-sydney-sweeney/chsUdGWRdld">Travis Kelce Joins American Eagle After Sydney Sweeney, Retail Investors Call It ‘Solid Culture Play’</a>

In this photo illustration, the app for Grubhub, a mobile food ordering and delivery service headquartered in Chicago, is shown on a cell phone on November 13, 2024 in Chicago, Illinois.  (Photo Illustration by Scott Olson/Getty Images)

Grubhub Agrees To Pay $7.1M To Restaurants On False Partnership Advertisement Claims: Report

According to a Reuters report, on Tuesday, the restaurants filed a preliminary settlement in the federal court in Chicago.

Equity

According to a Reuters report, the restaurants on Tuesday filed a preliminary settlement in the federal court in Chicago.


Invest Like Warren Buffett With These ETFs

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Cava Group Inc. (CAVA) shares fell over 22% in after-hours trading on Tuesday, after the Mediterranean-style restaurant chain missed comparable sales estimates for the second quarter and lowered its view for the full year.If the losses hold in Wednesday's session, it would mark the stock's worst session decline on record. <a href="https://stocktwits.com/RoggyLin/message/624775529">Cava</a> was among the top five trending tickers on Stocktwits late Tuesday.The performance is another indicator of the softness in the restaurant sector, as high inflation and economic uncertainty prompt consumers to curb dining out.Cava was listed on the New York Stock Exchange in June 2023. As of their last close, its shares are down about 50% from their all-time high in November 2024, and 25% down year-to-date.The company now expects same-store sales growth of 4% to 6% this year, down from its prior range of 6% to 8%.In the second quarter, revenue rose 20% to $280.6 million, just shy of analysts' estimate of $285.5 million. Same-store sales rose 2.1%, missing expectations of a 601% growth.Adjusted net profit rose to $0.16 per share, from $0.14 last year and above expectations of $0.13.On Stocktwits, retail sentiment for CAVA shifted to 'extremely bullish' (96/100) as of late Tuesday, up from 'bullish' the previous day, with message volume surging over 1,800% in the last 24 hours.<figure class="image"><img style="aspect-ratio:636/69;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_13_at_7_33_25_AM_png_24d72fc028.webp" alt="Screenshot 2025-08-13 at 7.33.25 AM.png" width="636" height="69"><figcaption>CAVA sentiment and message volume as of August 12 | Source: Stocktwits</figcaption></figure>User posts ranged from calls to "buy the dip" and claims the stock was "oversold" to predictions it could fall to around $50 in the coming days."$CAVA I'm cautiously bullish," said a user. "Same store sales could be flat to negative but honestly the market might overlook this. This is a longer term play and the CEO is a smart dude. I'd say it moves towards $100 after earnings."<stembedurl>https://stocktwits.com/RoggyLin/message/624775529</stembedurl>Rival restaurant chains have also struggled this quarter. Chipotle Mexican Grill (CMG) <a href="https://stocktwits.com/news-articles/markets/equity/chipotle-stock-slumps-on-forecast-cut-q2-sales-miss-retail-smells-buying-opportunity/ch8yNkRR5uZ">reported</a> same-store sales declines, while salad chain Sweetgreen (SG) <a href="https://stocktwits.com/news-articles/markets/equity/consumers-ditching-15-salads-sweetgreen-stock-nosedives-after-full-year-outlook-cut-but-retail-stays-hopeful/chrVwJZRd3n">cut its outlook</a> for the second straight quarter.The Future Fund managing partner, Gary Black, noted the similarity in commentary with Chipotle and Sweetgreen after Cava blamed its earnings miss on “ongoing uncertainty among consumers.”“At 2025 P/E of 147x, the miss will get amplified by both the likely decline in FY’25 estimates and a downward re-rating of the multiple,” he <a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/1955368174553010227">said</a> on X.According to Koyfin data, CAVA’s forward price-to-earnings ratio is a lot higher than CMG’s 32.7x or even Wingstop Inc.’s 76.4x.Cava said it opened 16 new restaurants in the quarter, taking the total to over 400. The company also announced that it is investing in food-robotics startup Hyphen, which automates the portioning of plates and bowls.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A person walks past a Cava restaurant chain location in Pasadena, California. (Photo by Mario Tama/Getty Images)

Cava Stock Nosedives After Sales Outlook Cut, Poised For Worst Day Ever — But Retail Traders Smell Opportunity

Second-quarter revenue rose 20% while same-store sales grew by only 2.1%.

Subway is bringing in former Burger King executive Jonathan Fitzpatrick as its next chief executive, with a mandate to improve sales in the U.S. and help the company expand globally.&nbsp;He will take over on July 28, becoming the first CEO since private equity firm Roark Capital acquired the company for $9.6 billion last year. Fitzpatrick’s appointment comes as Subway works to reverse a years-long sales decline in the U.S. and expand its global presence.&nbsp;Fitzpatrick will succeed John Chidsey, who helped guide the chain through its sale. Chidsey was the former CEO of Burger King before taking over the helm at Subway in 2019.&nbsp;In a statement, Fitzpatrick said he plans to collaborate with franchisees and staff to boost profitability and grow the brand internationally.Fitzpatrick has over two decades of experience in the franchising and quick-service restaurant sectors. Before working at Burger King, he served as the President and CEO of Driven Brands, which saw 17 consecutive quarters of same-store sales growth.&nbsp;Subway said the Fitzpatrick will be closely with the Interim CEO, Carrie Walsh, to ensure a seamless transition.&nbsp;For the first time in around two decades, the company’s U.S. store count fell below 20,000 at the end of 2024 – a net loss of 631 stores from the previous year. At its peak, the restaurant chain had around 27,000 locations open across the U.S. in 2015.The U.S. stock market was trending in the green during midday trade on Monday. The&nbsp;<a href="http://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> was up 0.6% after the S&amp;P 500 hit a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/s-and-p-500-nasdaq-hit-fresh-record-highs-with-tech-earnings-trade-talks-in-focus/ch8AXpAR5rh">new record high</a>. The&nbsp;<a href="http://stocktwits.com/symbol/QQQ">Invesco QQQ Series 1 Trust (QQQ)</a> gained 0.75% with the Nasdaq 100 also hitting a new all-time high.&nbsp;Food and beverage ETFs also edged upwards with the broader market. The&nbsp;<a href="http://stocktwits.com/symbol/PBJ">Invesco Food &amp; Beverage ETF (PBJ)</a> gained 0.17% and the&nbsp;<a href="http://stocktwits.com/symbol/EATZ">AdvisorShares Restaurant ETF (EATZ)</a> climbed 2.14%.&nbsp;On Stockwits, retail sentiment around PBJ dipped to ‘neutral’ from ‘bullish’ a day ago.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/s-and-p-500-nasdaq-hit-fresh-record-highs-with-tech-earnings-trade-talks-in-focus/ch8AXpAR5rh">S&amp;P 500, Nasdaq Hit Fresh Record Highs With Tech Earnings, Trade Talks in Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

A general view of Subway shop sign branding on February 3, 2024 in Maldon, United Kingdom. (Photo by John Keeble/Getty Images)

Subway Taps Ex-Burger King Executive Jonathan Fitzpatrick As CEO To Lead Turnaround

Subway has now tapped a second former Burger King executive as CEO, with Jonathan Fitzpatrick succeeding John Chidsey, who also led Burger King before taking the helm at the sandwich chain.

Subway Taps Ex-Burger King Executive Jonathan Fitzpatrick As CEO To Lead Turnaround: Report 

Wonder, the parent company of Grubhub, is reportedly in talks with lenders to raise between $400 million and $500 million to refinance the food delivery platform’s outstanding debt.According to a report by Bloomberg, the company has approached private credit firms and is exploring financing terms that would include a payment-in-kind (PIK) feature.&nbsp;It added that the structure would allow Wonder to defer a portion of its interest payments until the debt matures, reducing immediate cash obligations. The proposed financing would carry an interest rate of around 13%, including the PIK component.The report noted that private credit lenders usually offer PIK structures to fast-growing technology companies that have predictable revenue, particularly those still investing heavily in customer acquisition and product development.The report also noted that private credit lenders have considered financing proposals for Grubhub in the past, but a deal was never completed.Bloomberg data showed that Grubhub currently has $500 million of notes outstanding, originally issued in 2019 with a 5.5% coupon. The maturity date for these notes is July 2027.Wonder acquired Grubhub in 2023 from Just Eat Takeaway.com for approximately $650 million, comprising $150 million in cash and the assumption of $500 million in debt. The company has since been working to reposition Grubhub within the increasingly competitive food delivery sector.Recently, food delivery has faced regulatory pressure, particularly in New York City, where a cap on fees that platforms can charge restaurants has tightened profit margins.&nbsp;Grubhub,&nbsp;<a href="http://stocktwits.com/symbol/DASH">DoorDash (DASH)</a>, and&nbsp;<a href="http://stocktwits.com/symbol/UBER">Uber Technologies (UBER)</a> recently agreed to settle a lawsuit over the feed cap in exchange for proposed changes to the law, which the city is expected to introduce later this year.&nbsp;Bloomberg said that Wonder declined to comment on the report.The <a href="http://stocktwits.com/symbol/XLY">Consumer Discretionary Sector Select SPDR Fund (XLY)</a> moved 0.6% higher in midday trade on Friday. On Stocktwits, retail sentiment around the ETF was in ‘bearish’ territory.&nbsp;Get updates to this developing story <a href="https://stocktwits.com/news-articles/markets/equity/grubhub-owner-wonder-reportedly-in-talks-for-500-m-debt-refinancing/ch8kHoKR5qp">directly on Stocktwits.</a>Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/humana-loses-lawsuit-over-medicare-bonus-cuts-stock-slides/ch8ks9QR5q8">Humana Loses Lawsuit Over Medicare Bonus Cuts, Stock Slides</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Grubhub Owner Wonder Reportedly In Talks For $500M Debt Refinancing

According to a report by Bloomberg, the company has approached private credit firms and is exploring financing terms that would include a payment-in-kind (PIK) feature. 

Wine giant Vinarchy, formed after the recent merger of Accolade and Pernod Ricard's Australian and New Zealand operations, is setting its sights on Canada and Latin America to promote Australian wines, as shifting U.S. trade policies unsettle global industry sales.In an interview with the Financial Times, executive chair Ben Clarke said the company's brands, such as Jacob's Creek, are gaining traction in Canada, after a ban on U.S. wines in reaction to&nbsp;President Donald Trump's policies.Clarke also said its Spanish wine brands would appeal to Latin American customers.The rise of the new challenger and changes to the trade landscape are already weighing on American alcohol producers.In early March, Canada removed all U.S. wine from its liquor stores and restaurants, effectively banning its sale in the country.&nbsp;This action was a retaliatory response to the U.S. tariffs imposed on Canadian goods, particularly aluminum and steel.&nbsp;The ban includes wine, beer, and spirits, making them the only U.S. products completely barred from the Canadian market.In recent months, shares of key U.S. alcohol companies have suffered.Molson Coors Beverage Co. (TAP), Sam Adams brewer Boston Beer Co. (SAM), and Constellation Brands (STZ) shares are down 4.7% to 19.1% year to date.U.S.-listed shares of Belgium's Anheuser-Busch InBev (BUD) are up 35%, as the company offsets pressures with its strong performance of light and non-alcoholic beverages.Adelaide-based Vinarchy, formed just last month, is owned by a Bain-led consortium and has annual revenues of $1.5 billion and 1,600 employees. It has 11 wineries in Australia, New Zealand, South Africa, and Spain, and&nbsp;The FT <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/a78dc2e8-bde3-42f3-b487-08e43b1c4564">report</a> also noted that Australian wine accounted for 16% of volumes in Canada, similar to the U.S. and South Africa, while exports to China rose 41% in March.For updates and corrections, email newsroom[at]stocktwits[dot]com.

General view of bottles of Italian red wine during the Vinum Alba 2025 on April 26, 2025 in Alba, Italy. (Photo by Stefano Guidi/Getty Images)

Jacob's Creek Maker Eyes Growth In Canada, Latin America As Trump Tariffs Tarnish US Alcohol Appeal

In early March, Canada removed all U.S. wine from its liquor stores and restaurants, effectively banning its sale in the country.

Bank of America has warned that most U.S. restaurants and fast-food chains will likely fall short of the first-quarter earnings estimates currently projected by Wall Street analysts.The move follows sweeping U.S. tariffs introduced this month, which are expected to drive up prices and dampen demand across various sectors, particularly discretionary spending areas such as dining out.In a recent note, BofA Securities analyst Sara Senatore said dining activity recovered slightly in March but was likely not enough to boost sales for the entire quarter, according to a Seeking Alpha report.BofA's credit and debit card data shows a month-over-month pickup in restaurant spending across all segments — except fine dining — with overall growth improving to flat (0.0%) in March from a 4% decline in February.Spending at restaurant chains also saw a smaller drop, easing to -4.2% from -7.5% the previous month. The bank attributes the rebound to more favorable weather and a calendar shift that negatively impacted February.Despite the improvement, the analyst said Q1 consensus estimates for most restaurants remain elevated.Senatore added that the impact of recent policy changes and uncertainty, including changes in consumer sentiment, traffic, and the cost of goods, will fully emerge this month.According to The Fly, BofA adjusted lower price targets on several chains, including McDonald's (MCD), Restaurant Brands (QSR), Chipotle Mexican Grill (CMG), Starbucks (SBUX), Domino's Pizza (DPZ), and Papa John's (PZZA).For updates and corrections, email newsroom[at]stocktwits[dot]com.

McDonald's Drive Thru sign seen outside a McDonald's fast food restaurant, in Edmonton, Alberta, on April 19, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Most Restaurant Chains To Miss Q1 Earnings Estimates, Warns Wall Street Analyst

BofA also cut price targets on key names, including McDonald's, Chipotle, and Domino's

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