Restaurants Expect Improved Demand in 2026 -- Market Talk

Dow Jones01-15

1540 ET - Restaurant companies seem optimistic that demand can improve this year after a challenging 2025, Baird analysts say after attending the ICR Conference. Management teams think sales will benefit from a combination of internal initiatives like new menu and value offerings, marketing initiatives, improvements to their digital or loyalty offerings and operational improvements, as well as potentially stronger consumer spending due to tax cuts and fiscal stimulus, the analysts say. However, the tone from Portillo's seemed more subdued than comments from others due to headwinds from promotions, they note.(kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

January 14, 2026 15:40 ET (20:40 GMT)

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