Restaurant Demand Seen Improving This Year -- Market Talk

Dow Jones01-06

1508 ET - Demand for restaurant brands may improve this year following a relatively challenging 2025, Baird analysts say in a note. Last year, sales performance for restaurants varied due to pressures on discretionary spending, especially among lower-to-middle income consumers, the analysts say. This year, economic benefits from pro-growth government policies like tax stimulus and less restrictive monetary policy could help the industry's performance improve, they say. Other factors, like lapping harsh winter weather conditions from last year as well as the World Cup, may also contribute, they say. The rollout of GLP-1 weight loss pills could pose headwinds, but will likely have a bigger impact on investor sentiment than on actual demand fundamentals, they add. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

January 05, 2026 15:08 ET (20:08 GMT)

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Other factors, like lapping harsh winter weather conditions from last year as well as the World Cup, may also contribute, they say. The rollout of GLP-1 weight loss pills could pose headwinds, but will likely have a bigger impact on investor sentiment than on actual demand fundamentals, they add. 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