War in Iran Not Seen Impacting Restaurant Traffic -- Market Talk

Dow Jones04-03

1247 ET - The pressure on restaurant stocks doesn't correspond to an observed slowdown in restaurant traffic due to higher gas prices from the war in Iran, Mizuho analysts write in a note. Though traffic data suggests some slowdown in March, that primarily reflects a tougher year-over-year comparison to March 2025, and two-year traffic trends are stable, they write. Coffee companies, especially Dutch Bros, seem especially appealing, while casual dining is also well-positioned. If any segment is at risk, it would be quick service restaurants, where visibility is lowest and customers have lower relative household incomes, the analysts write. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

April 02, 2026 12:47 ET (16:47 GMT)

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