DPZ-17.39%22.1%
BROS+13.65%17.3%
SBUX+19.11%13.5%
PZZA-24.02%11.5%
CAKE+70.54%9.6%
BJRI+98.57%8.7%
MTYFF-13.05%5.8%
BH+36.40%3.8%
JMKE+6.98%3.8%
SHAK-34.20%3.8%
As of Aug 6, 2026, 4:25 AM ET
Restaurants '26: Dairy & Cheese Buyers Constituents
Domino's Pizza, Inc.DPZ | 22.1% | -0.28% | 10.10% | 19.84% | 5.52% | -12.05% | -8.92% | -21.42% | -17.39% | $12.13B |
Dutch Bros Inc.BROS | 17.3% | 2.45% | 2.63% | -3.54% | -0.23% | 7.29% | 22.51% | 4.84% | 13.65% | $11.35B |
Starbucks CorporationSBUX | 13.5% | 0.98% | 2.66% | 3.81% | 0.71% | 25.88% | 8.14% | 6.63% | 19.11% | $120.81B |
Papa John's International, Inc.PZZA | 11.5% | -3.16% | -2.04% | -14.12% | -0.50% | -21.67% | -5.10% | -25.62% | -24.02% | $978.8M |
The Cheesecake Factory IncorporatedCAKE | 9.6% | -0.49% | 24.30% | 36.96% | 3.84% | 108.62% | 62.57% | 103.89% | 70.54% | $5.23B |
BJ's Restaurants, Inc.BJRI | 8.7% | 0.70% | 1.48% | 14.63% | 0.35% | 72.21% | 78.60% | 89.42% | 98.57% | $1.43B |
MTY Food Group Inc.MTYFF | 5.8% | 1.23% | 2.82% | -8.12% | -1.43% | -12.16% | -20.47% | -14.47% | -13.05% | $553.0M |
Biglari Holdings Inc.BH | 3.8% | 1.26% | 4.35% | -6.19% | 0.13% | 19.72% | 2.63% | 83.91% | 36.40% | $1.25B |
Jersey Mike's Subs Inc.JMKE | 3.8% | -0.64% | 6.98% | 6.98% | 0.61% | 6.98% | 6.98% | 6.98% | 6.98% | $5.39B |
Shake Shack Inc.SHAK | 3.8% | 12.13% | 30.18% | 37.19% | 18.45% | -8.43% | -22.58% | -22.34% | -34.20% | $3.00B |
| Theme return | — | 0.70% | 7.04% | 5.35% | -1.18% | 15.02% | 13.27% | 14.38% | 13.87% | — |
| Average | 10.0% | 1.42% | 8.35% | 8.74% | 2.75% | 18.64% | 12.44% | 21.18% | 15.66% | $16.21B |
| Median | 9.1% | 0.84% | 3.59% | 5.40% | 0.48% | 7.14% | 4.81% | 5.74% | 10.32% | $4.12B |
| Std Dev | 5.9% | 3.85% | 10.01% | 17.24% | 5.60% | 39.41% | 31.95% | 48.25% | 40.48% | $35.09B |
| Min | 3.8% | -3.16% | -2.04% | -14.12% | -1.43% | -21.67% | -22.58% | -25.62% | -34.20% | $553.0M |
| Max | 22.1% | 12.13% | 30.18% | 37.19% | 18.45% | 108.62% | 78.60% | 103.89% | 98.57% | $120.81B |
| % Positive Tickers | 60.00% | 90.00% | 60.00% | 70.00% | 60.00% | 60.00% | 60.00% | 60.00% |
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About this theme
Restaurants '26: Dairy & Cheese Buyers tracks 10 publicly listed stocks in this theme: BH, BJRI, BROS, CAKE, DPZ, JMKE, MTYFF, PZZA, SBUX, SHAK. See the constituent table for details.