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

Dow Jones

04/03

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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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 <a href=\"https://laohu8.com/S/BROS\">Dutch Bros</a>, 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. 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(elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 02, 2026 12:47 ET (16:47 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4209","symbol_name":"餐馆","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2624685912","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2624685912","pubTimestamp":1775148420,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4209":"餐馆","BK4588":"碎股","BROS":"Dutch Bros Inc.","QSR":"餐饮品牌国际","BK4585":"ETF&股票定投概念"},"translate_title":"伊朗战争并未影响餐厅客流量——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"QSR":1.5,"BROS":0.9},"content_text":"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. 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