Dec. 31 at 1:32 PM
Food, beverage, and restaurant stocks struggled through much of 2025 amid inflation, softer demand, and policy uncertainty, and a broad sector rebound in 2026 looks unlikely. However, Wall Street sees selective turnaround opportunities among companies with strong brands, scalable growth strategies, and exposure to favorable consumption trends.
Analysts are particularly optimistic about Dutch Bros, which is expected to grow its store base by about 15% in 2026 and deliver mid-single-digit same-store sales growth driven by traffic, loyalty programs, and expansion beyond its West Coast roots. Monster Beverage is seen as a long-term growth play, supported by strong international momentum, product innovation, and untapped customer segments, with overseas sales growing at a double-digit annual pace. Domino’s Pizza continues to gain market share in a fragmented restaurant industry, benefiting from scale, digital capabilities, and competitors’ strategic challenges.
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