John Ivankoe

Q: What is John Ivankoe's success rate?

John Ivankoe currently has a success rate of 93.51074357324318.

Q: What is the average return of John Ivankoe's calls?

Their stock ratings have generated an average return of 10.394647524537573.

JP Morgan | Consumer Cyclical

John Ivankoe is an analyst from JP Morgan specializing in the Consumer Cyclical sector. Ranked #1826 out of 4553 analysts, they have issued 38 stock ratings with a success rate of 93.51% and an average return of 10.39%.

John Ivankoe has a well-established track record, with 38 ratings issued in the Consumer Cyclical sector. They have consistently delivered a success rate of 93.51% and an average return of 10.39%, underscoring their expertise and ability to identify winning opportunities for investors.

#1826

Out of 4553

Total Ratings

+93.51%

Success Rate

+10.39%

Average Return

Recent Ratings Analysis

MCD

Buy

Feb 24, 2026

Target

$325.00

Current

$333.01

Performance

-0.01%

John Ivankoe rated MCD as Overweight on Feb 24, 2026, setting a price target of 325. Shares have remained stable near 333.01, leaving the 325 target still in play.

YUM

Buy

Feb 24, 2026

Target

$170.00

Current

$165.23

Performance

-0.43%

On Feb 24, 2026, YUM was given a Overweight rating by John Ivankoe, with a target price of 170. The stock traded sideways with a -0.43% move, keeping the bullish thesis unresolved.

QSR

Buy

Feb 24, 2026

Target

$77.00

Current

$67.62

Performance

-1.73%

QSR received a Overweight rating from John Ivankoe on Feb 24, 2026, aiming for 77. Price action was muted, as shares hovered around 67.62 despite the bullish outlook.

DPZ

Buy

Feb 24, 2026

Target

$460.00

Current

$403.94

Performance

-2.48%

On Feb 24, 2026, John Ivankoe published a Overweight outlook on DPZ, with a target of 460. So far, the stock has neither confirmed nor rejected the Buy case, holding within range of 403.94.

EAT

Buy

Jan 29, 2026

Target

$187.00

Current

$144.90

Performance

-9.80%

John Ivankoe on Jan 29, 2026 assigned EAT a Overweight rating, with a price target of 187. The call has struggled to gain traction, with shares losing 9.80%.

SYY

Buy

Jan 28, 2026

Target

$87.00

Current

$89.13

Performance

6.73%

On Jan 28, 2026, John Ivankoe reaffirmed SYY with a Overweight rating, targeting 87. The recommendation was supported by strong follow-through as the stock rose from 89.13 to 89.13.

WEN

Hold

Dec 03, 2025

Target

$12.00

Current

$7.49

Performance

-12.50%

WEN was rated Neutral by John Ivankoe on Dec 03, 2025, with a price objective of 12. Investors who stayed cautious avoided some of the 12.50% decline.

CMG

Hold

Oct 30, 2025

Target

$40.00

Current

$37.50

Performance

15.28%

On Oct 30, 2025, John Ivankoe initiated coverage on CMG with a Neutral rating and target of 40. The Hold stance underestimated the stock’s strength as it gained 15.28%.

CAKE

Sell

Oct 30, 2025

Target

$52.00

Current

$65.94

Performance

34.27%

John Ivankoe issued a Underweight recommendation for CAKE on Oct 30, 2025, price target set at 52. The bearish outlook played out, as shares fell from 65.94 to 65.94.

TXRH

Hold

Oct 07, 2025

Target

$182.00

Current

$181.78

Performance

9.14%

On Oct 07, 2025, TXRH was evaluated by John Ivankoe, who gave a Neutral rating and target of 182. Investors who stayed in despite the Hold saw upside of 9.14%.

BRCB

Hold

Oct 07, 2025

Target

$24.00

Current

$12.61

Performance

-42.29%

John Ivankoe rated BRCB as Neutral on Oct 07, 2025, setting a price target of 24. The cautious Hold call aligned with subsequent weakness, as shares slipped 42.29%.

DRI

Buy

Oct 06, 2025

Target

$230.00

Current

$212.06

Performance

9.72%

On Oct 06, 2025, DRI was given a Overweight rating by John Ivankoe, with a target price of 230. The stock rallied 9.72% after the rating, narrowing the gap to the target of 230 and validating the bullish stance.

SBUX

Buy

Jul 30, 2025

Target

$105.00

Current

$97.93

Performance

5.57%

SBUX received a Overweight rating from John Ivankoe on Jul 30, 2025, aiming for 105. Momentum has favored the Buy call, with shares climbing from 97.93 to 97.93, rewarding those who trusted the recommendation.

USFD

Hold

Jun 25, 2025

Target

$85.00

Current

$95.88

Performance

25.84%

On Jun 25, 2025, John Ivankoe published a Neutral outlook on USFD, with a target of 85. The Hold call missed some of the bullish momentum as shares advanced toward 85.

SHAK

Sell

Jun 25, 2025

Target

$110.00

Current

$92.13

Performance

-31.19%

John Ivankoe on Jun 25, 2025 assigned SHAK a Underweight rating, with a price target of 110. Market strength contradicted the bearish call as shares gained -31.19%.

CAVA

Buy

Jun 25, 2025

Target

$95.00

Current

$85.77

Performance

15.92%

On Jun 25, 2025, John Ivankoe reaffirmed CAVA with a Overweight rating, targeting 95. The recommendation was supported by strong follow-through as the stock rose from 85.77 to 85.77.

BLMN

Hold

Jun 25, 2025

Target

$10.00

Current

$5.71

Performance

-35.26%

BLMN was rated Neutral by John Ivankoe on Jun 25, 2025, with a price objective of 10. Investors who stayed cautious avoided some of the 35.26% decline.

BROS

Buy

Feb 13, 2025

Target

$80.00

Current

$50.85

Performance

-39.13%

On Feb 13, 2025, John Ivankoe initiated coverage on BROS with a Overweight rating and target of 80. The Buy call has yet to be validated as shares remain 29.15 away from the target.

Frequency Asked Questions

Who is John Ivankoe?

John Ivankoe is an analyst from JP Morgan specializing in the Consumer Cyclical sector.

What is John Ivankoe's success rate?

John Ivankoe currently has a success rate of +93.51%.

How many ratings has John Ivankoe issued?

John Ivankoe has issued 38 stock ratings so far.

What is the average return of John Ivankoe's calls?

Their stock ratings have generated an average return of +10.39%.

What is John Ivankoe's ranking?

John Ivankoe is ranked #1826 out of 4553 analysts.

What types of ratings does John Ivankoe give?

Their ratings include Buy, Hold, and Sell recommendations, depending on the stock’s outlook.

How can I follow John Ivankoe?

You can follow John Ivankoe by clicking the "Follow Analyst" button on this page to receive updates on their stock calls.

What is the most recent rating by John Ivankoe?

Their latest rating was a Buy on MCD issued on 2026-02-24.