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Is Tariff An Issue For Restaurant Sector? J.P. Morgan Highlights Winners & Losers

Market Impact

Shivani Kumaresan

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March 20, 2025

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Benzinga

J.P. Morgan analyst John Ivankoe hosted Bloomin' Brands, CAVA Group and others at the Las Vegas forum. A major takeaway: focus on "doing fewer things better" with continued investments in customer and employee experiences. The analyst recommends adding fresh investments in BROS, SBUX, and CAVA, while maintaining cautious optimism on CMG and EAT.

Latest Ratings for MCD

DateFirmActionFromTo
Mar 2022Northcoast ResearchDowngradesBuyNeutral
Jan 2022BarclaysMaintainsOverweight
Jan 2022KeybancMaintainsOverweight

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