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McDonald's chicken and beverage growth faces rivals. By Alejandra García - October 12, 2026 A chicken sandwich from McDonald's is shown in Chicago, Illinois, May 6, 2021. McDonald's is betting on chicken and beverages to fuel its next phase of growth, but new consumer spending data suggests the fast-food giant faces stiff competition from rivals that specialize in those areas. At its September investor day, McDonald's outlined plans to gain an additional 1.5 percentage points of global market share in both chicken and beverages by 2030. The chain identified the categories as significant opportunities to expand its business beyond beef. CEO Chris Kempczinski told CNBC the size of those markets underscores the potential upside. "Chicken is a $130 billion category. We have about a 20% share of chicken. Beverages is about a $230 billion category. We have a 10% share of beverages," Kempczinski said, saying McDonald's has more room to grow in those areas than in the $50 billion global beef category, where it has about a 40% share. But new data indicates McDonald's could have a tough task in gaining spending from chicken and drink rivals. Many of the restaurant chains winning the most spending from McDonald's diners specialize in those two segments, according to exclusive data shared by Consumer Edge, which tracks credit and debit card transactions. Among McDonald's customers, Chick-fil-A gained 0.58 percentage points of limited-service restaurant spending in the third quarter compared with a year earlier, making it the biggest gainer among the chains tracked by Consumer Edge. Coffee businesses are also capturing more spending from McDonald's customers. Drive-thru-only chain 7 Brew added 0.4 percentage points, while Starbucks, Dutch Bros. Coffee and Dunkin' also ranked among the top 10 gainers. Together, the four coffee chains added 0.88 percentage points of spending share. McDonald's remained by far the largest individual chain in customers' overall limited-service restaurant spending, but its share declined from a year earlier. Restaurant Brands International-owned Burger King, meanwhile, gained 0.24 percentage points, the largest increase among burger chains. "There's a big battle for a smaller amount of restaurant spend as people become more selective in what they spend," said Michael Gunther, Consumer Edge senior vice president. The data says only so much about the competitive landscape for McDonald's in the chicken and drink spaces, in part because they don't track exactly what customers are ordering at the counter. "If they [McDonald's] are able to attract diners with interesting options, it could work," Gunther added. While McDonald's has struggled with sluggish sales, executives have said they saw signs of improvement toward the end of the third quarter. At its investor day, McDonald's said U.S. comparable sales were slightly negative in July and August, but the company said it expected September to turn positive. Consumer Edge data similarly showed McDonald's year-over-year spending share declines narrowing across every income group in September. Wall Street has also questioned how quickly the chicken and beverage strategy can deliver. Bernstein analyst Danilo Gargiulo said after McDonald's investor day that U.S. beverage launches had not generated enough sales to offset broader weakness, while the company's next chicken platform - which includes hand-breaded chicken and grilled chicken menu items - was further away than he expected. "The scale of investment required to deliver [the company's growth plan] McDonald's Next was above our expectations and introduces additional pressure on near-term earnings," said Gargiulo in his note. He has a market perform rating on the stock and $295 price target. Shares closed around $235 on Friday. The new era of interactive journalism

Dutch Bros (NYSE:BROS) shares climb 4% - time to Buy? Dutch Bros Inc. (NYSE:BROS - Get Free Report) shares rose 4% during mid-day trading on Thursday. The stock traded as high as $40.16 and last traded at $39.6950. 1,118,621 shares changed hands during trading, a decline of 74% from the average daily volume of 4,271,330 shares. The stock had previously closed at $38.18. Key headlines impacting Dutch Bros. Here are the key news stories impacting Dutch Bros this week: * Dutch Bros continues to report strong operating momentum. Second-quarter 2026 revenue increased 32.5% year over year to $550.9 million, while the company raised its full-year revenue, same-shop sales, and adjusted EBITDA outlook. * Long-term growth expectations remain favorable as Dutch Bros expands beyond its regional base, including a potential first San Francisco location at Fisherman's Wharf and broader national expansion plans. * Analyst price targets remain well above recent trading levels, with a reported six-month median target of $80.50. However, targets reflect longer-term expectations and may not offset near-term concerns about spending and execution. * Institutional positioning was mixed in the latest quarter: major firms including FMR and T. Rowe Price increased holdings, while Millennium, UBS, Point72, and D.E. Shaw reduced theirs. * Investors are increasingly focused on capital requirements and integration risk. Dutch Bros agreed to acquire real estate and site assets for up to 65 Salad and Go locations and completed the purchase of 31 Arizona franchise stores for approximately $63.5 million. These deals could pressure near-term margins and returns while management integrates the assets. * The company has cited cost headwinds from coffee and its newer food program. In addition, reported insider activity has been heavily weighted toward selling, including substantial sales by Executive Chairman Travis Boersma and smaller sales by CEO Christine Barone, which may weigh on sentiment. Analysts set New price targets. BROS has been the topic of a number of analyst reports. Jefferies Financial Group dropped their price objective on shares of Dutch Bros from $75.00 to $60.00 and set an "overweight" rating on the stock in a report on Tuesday, September 29th. Melius Research reduced their target price on shares of Dutch Bros from $95.00 to $70.00 and set a "buy" rating for the company in a research note on Friday, September 18th. Raymond James Financial set a $59.00 target price on shares of Dutch Bros in a research report on Friday, September 18th. Weiss Ratings upgraded shares of Dutch Bros from a "hold (c)" rating to a "hold (c+)" rating in a research note on Thursday. Finally, Freedom Capital raised Dutch Bros to a "strong-buy" rating in a report on Wednesday, July 1st. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Dutch Bros currently has an average rating of "Moderate Buy" and a consensus price target of $71.88. Discover more Share price tracker Dividend stock research NYSE stock quotes Dutch Bros price performance. The firm has a market capitalization of $6.64 billion, a P/E ratio of 52.78, a P/E/G ratio of 1.41 and a beta of 2.31. The business's fifty day moving average is $46.11 and its 200 day moving average is $54.57. The company has a current ratio of 1.35, a quick ratio of 1.19 and a debt-to-equity ratio of 0.20. Dutch Bros (NYSE:BROS - Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $0.33 earnings per share for the quarter, topping analysts' consensus estimates of $0.29 by $0.04. The firm had revenue of $550.85 million during the quarter, compared to analysts' expectations of $525.38 million. Dutch Bros had a net margin of 4.91% and a return on equity of 10.01%. The firm's revenue for the quarter was up 32.5% compared to the same quarter last year. During the same period last year, the firm posted $0.26 earnings per share. As a group, analysts forecast that Dutch Bros Inc. will post 0.88 EPS for the current year. Insider buying and selling at Dutch Bros. In related news, Director Todd Penegor acquired 2,000 shares of Dutch Bros stock in a transaction dated Thursday, August 13th. The stock was acquired at an average cost of $51.56 per share, with a total value of $103,120.00. Following the purchase, the director directly owned 7,358 shares in the company, valued at $379,378.48. The trade was a 37.33% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 38.90% of the stock is currently owned by corporate insiders. Institutional investors weigh in on Dutch Bros. Several hedge funds have recently modified their holdings of BROS. Wellington Management Group LLP increased its stake in Dutch Bros by 38.0% in the 2nd quarter. Wellington Management Group LLP now owns 3,090,882 shares of the company's stock valued at $221,956,000 after buying an additional 851,075 shares during the period. Bank of America Corp DE lifted its position in Dutch Bros by 33.4% in the 1st quarter. Bank of America Corp DE now owns 1,814,815 shares of the company's stock worth $91,939,000 after buying an additional 454,036 shares in the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of Dutch Bros by 3.2% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,204,326 shares of the company's stock valued at $60,994,000 after buying an additional 37,683 shares during the period. Bank of New York Mellon Corp boosted its stake in shares of Dutch Bros by 58.1% during the 1st quarter. Bank of New York Mellon Corp now owns 1,044,545 shares of the company's stock valued at $52,917,000 after buying an additional 384,011 shares during the period. Finally, Wasatch Advisors LP grew its holdings in shares of Dutch Bros by 17.8% during the 2nd quarter. Wasatch Advisors LP now owns 1,038,903 shares of the company's stock valued at $74,604,000 after acquiring an additional 157,098 shares in the last quarter. 85.54% of the stock is owned by hedge funds and other institutional investors. About Dutch Bros. Dutch Bros Inc is a drive-thru beverage company that operates the Dutch Bros coffeehouse brand. The company serves a broad menu of handcrafted beverages, including specialty coffees, cold brews, teas, energy drinks, lemonades, smoothies and flavored sodas, along with a selection of snacks and other food items. Dutch Bros was founded in 1992 by brothers Dane and Travis Boersma in Grants Pass, Oregon. From its original pushcart operation, the company developed a drive-thru-focused model built around convenience, customized drinks and customer service. Further reading. 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