Gen Z Squeeze May Hit Fast-Casual; Sweet Green Most At Risk -- Market Talk

Dow Jones
2025/07/29

1432 ET - As Generation Z faces increases in unemployment and a pick-up in student debt repayments, TD Cowen analysts are monitoring the age group's spending on fast casual restaurants. Proprietary survey data suggest Gen Z most frequently visits Cava, Sweetgreen, Dutch Bros and Wingstop, the analysts said, meaning the chains could potentially see a greater impact from a Gen Z pullback on discretionary spending. Sweet Green is especially at risk given the chain's softest value perceptions compared to the other three, the analysts said. (natalie.weger@wsj.com; @NatalieWeger)

 

(END) Dow Jones Newswires

July 28, 2025 14:33 ET (18:33 GMT)

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