{"id":1048,"date":"2026-01-08T20:58:10","date_gmt":"2026-01-08T12:58:10","guid":{"rendered":"http:\/\/longzhuplatform.com\/?p=1048"},"modified":"2026-01-08T20:58:10","modified_gmt":"2026-01-08T12:58:10","slug":"macquarie-warns-of-delayed-qsr-recovery-eps-cuts-delivery-outpaces-dine-in","status":"publish","type":"post","link":"http:\/\/longzhuplatform.com\/?p=1048","title":{"rendered":"Macquarie Warns Of Delayed QSR Recovery; EPS Cuts, Delivery Outpaces Dine-In"},"content":{"rendered":"<p><\/p> <div> <p>The QSR sector remains under pressure as demand continues to stay subdued, according to Macquarie\u2019s 2026 outlook. The brokerage notes that food delivery continues to outperform dine-in, delaying a broader recovery across quick service restaurant chains. Reflecting the weak demand environment, Macquarie has cut EPS estimates by 7\u201323% and expects a meaningful recovery only in the second half of calendar year 2026. While consolidation among players like Devyani and Sapphire is underway, near-term stock performance may remain range-bound as synergies take time to materialise. Macquarie prefers larger, pan-India operators such as Jubilant FoodWorks and Westlife Foodworld, which are better positioned to benefit when demand revives. For investors, staggered accumulation via SIPs could be a prudent strategy.<\/p> <\/div> <p>QSR, Devyani International, Sapphire Foods, Jubilant FoodWorks, Westlife Foodworld#Macquarie #Warns #Delayed #QSR #Recovery #EPS #Cuts #Delivery #Outpaces #DineIn1767877090<\/p> ","protected":false},"excerpt":{"rendered":"<p>The QSR sector remains under pressure as demand continues to stay subdued, according to Macquarie\u2019s 2026 outlook. The brokerage notes that food delivery continues to outperform dine-in, delaying a broader recovery across quick service restaurant chains. Reflecting the weak demand environment, Macquarie has cut EPS estimates by 7\u201323% and expects a meaningful recovery only in [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1049,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[330,327,331,321,333,329,323,325,332,320,328,322,326,324],"class_list":["post-1048","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-content-marketing","tag-cuts","tag-delayed","tag-delivery","tag-devyani-international","tag-dinein","tag-eps","tag-jubilant-foodworks","tag-macquarie","tag-outpaces","tag-qsr","tag-recovery","tag-sapphire-foods","tag-warns","tag-westlife-foodworld"],"acf":[],"_links":{"self":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/1048","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1048"}],"version-history":[{"count":0,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/1048\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/media\/1049"}],"wp:attachment":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1048"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1048"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1048"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}