restructuring
“These increases were partially offset by lower realignment and restructuring charges of $1.5 million, as the 2024 realignment program was larger in scope.”
BROS 10-Q
Confirmed
Restaurant Chains
9 names are moving together; 78% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SHAK | Shake Shack, Inc. | Consumer Cyclical | -3.2% | Group member |
| INTR | Inter & Co. Inc. | Financial Services | +0.5% | Group member |
| BROS | Dutch Bros Inc. | Consumer Cyclical | -3.6% | Most structurally connected |
| MSGE | Madison Square Garden Entertain | Communication Services | -1.9% | Group member |
| CAVA | CAVA Group, Inc. | Consumer Cyclical | -3.6% | Group member |
| WHR | Whirlpool Corporation | Consumer Cyclical | -0.6% | Group member |
| CAKE | The Cheesecake Factory Incorpor | Consumer Cyclical | -1.9% | Group member |
| SPHR | Sphere Entertainment Co. | Communication Services | -5.4% | Group member |
| DRI | Darden Restaurants, Inc. | Consumer Cyclical | -0.5% | Group member |
Why we believe this
Cohort
9 namesParticipation
78% this sessionObserved history
1 daily buildsFiling coverage
8/9 membersrestructuring affecting expense
“These increases were partially offset by lower realignment and restructuring charges of $9.7 million and lower nonrecurring equity offering expenses of $1.5 million.”
BROS 10-K
credit / rates
“Financing Activities The decrease in financing activities cash flows was primarily driven by the net payoff of our 2022 Credit Facility, partially offset by proceeds from our 2025 Credit Facility, resulting in a net reduction of outstanding debt.”
BROS 10-K
Restaurant Chains can stay leader-led if CAVA and the next software names fail to join while BROS keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.