Key Takeaways McDonald's relies on value, loyalty and menu innovation as global comparable sales increased 3.6% in Q3.Yum! Brands recorded about $10B in Q3 digital system sales, with digital making up nearly 60% of transactions.Dutch Bros delivered 25% Q3 revenue growth and plans roughly 175 new system shops in 2026.The U.S. restaurant industry is navigating a softer demand backdrop as consumers remain cautious on discretionary spending. Value sensitivity, mixed traffic trends and ongoing cost pressure con ...