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Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Morgan Stanley favors these 6 restaurant and food stocks as growth slows

Fri, 18 Apr 2025 10:00:00 -0400

Morgan Stanley is adopting a more cautious view on the U.S. restaurant and food distribution sector as economic growth slows and policy uncertainty grows.

The bank cut its 2025 industry demand growth forecast to 4.1% from 4.8%, citing reduced job creation and weaker disposable income growth.

While not forecasting a recession, Morgan Stanley said the current environment “looks kind of like 2001/02” and flagged a roughly 50% recession probability in its models.

While expecting a soft Q1 and growing concerns about earnings visibility, the firm believes the restaurant and food sector remains relatively resilient within consumer discretionary.

The bank’s analysts favor stocks

Jefferies shares its 2025 outlook for the U.S. food sector

Wed, 25 Dec 2024 04:00:00 -0400

Investment firm Jefferies anticipates continued headwinds for the U.S. food sector in 2025, citing demand softness and persistent pricing challenges.

The firm highlights a shift in consumer behavior as individuals prioritize fresher, healthier options influenced by GLP-1 drug use and reevaluate the price-value equation of iconic food brands. Lower-income households remain financially strained, compounding pressures on the sector.

“While inflation slowed materially from '22/23, elevated price points/lack of deeper discounting forced many consumers to make grocery tradeoffs to stay within budget, leading to a re-evaluation of the price-value equation, in our view, especially for many scaled iconic foods brands,” analysts

Jefferies shares its 2025 outlook for the U.S. food sector

Wed, 25 Dec 2024 04:00:00 -0400

Investment firm Jefferies anticipates continued headwinds for the U.S. food sector in 2025, citing demand softness and persistent pricing challenges.

Jefferies shares its 2025 outlook for the U.S. food sector

Wed, 25 Dec 2024 04:00:00 -0400

Investment firm Jefferies anticipates continued headwinds for the U.S. food sector in 2025, citing demand softness and persistent pricing challenges.

Jefferies shares its 2025 outlook for the U.S. food sector

Wed, 25 Dec 2024 04:00:00 -0400

Investment firm Jefferies anticipates continued headwinds for the U.S. food sector in 2025, citing demand softness and persistent pricing challenges.

Jefferies shares its 2025 outlook for the U.S. food sector

Wed, 25 Dec 2024 04:00:00 -0400

Investment firm Jefferies anticipates continued headwinds for the U.S. food sector in 2025, citing demand softness and persistent pricing challenges.

Jefferies shares its 2025 outlook for the U.S. food sector

Wed, 25 Dec 2024 04:00:00 -0400

Investment firm Jefferies anticipates continued headwinds for the U.S. food sector in 2025, citing demand softness and persistent pricing challenges.

Jefferies shares its 2025 outlook for the U.S. food sector

Wed, 25 Dec 2024 04:00:00 -0400

Investment firm Jefferies anticipates continued headwinds for the U.S. food sector in 2025, citing demand softness and persistent pricing challenges.

Jefferies shares its 2025 outlook for the U.S. food sector

Wed, 25 Dec 2024 04:00:00 -0400

Investment firm Jefferies anticipates continued headwinds for the U.S. food sector in 2025, citing demand softness and persistent pricing challenges.

Jefferies shares its 2025 outlook for the U.S. food sector

Wed, 25 Dec 2024 04:00:00 -0400

Investment firm Jefferies anticipates continued headwinds for the U.S. food sector in 2025, citing demand softness and persistent pricing challenges.

Jefferies shares its 2025 outlook for the U.S. food sector

Wed, 25 Dec 2024 04:00:00 -0400

Investment firm Jefferies anticipates continued headwinds for the U.S. food sector in 2025, citing demand softness and persistent pricing challenges.

Jefferies shares its 2025 outlook for the U.S. food sector

Wed, 25 Dec 2024 04:00:00 -0400

Investment firm Jefferies anticipates continued headwinds for the U.S. food sector in 2025, citing demand softness and persistent pricing challenges.