Tswv yim: Cov tsev noj mov cov khoom lag luam yog nyob rau hauv cov ntawv qhia zaub mov rau cov tub ua lag luam vim tias kev sib kis thoob qhov txhia chaw ze

Omicron tab tom ripping los ntawm cov pej xeem ntawm tus nqi poob siab, tab sis muaj ib qho upside.

Tus kab mob coronavirus sib txawv me me thiab nyob rau hauv txoj kev tawm hauv Teb Chaws Asmeskas sai dua delta.

Yog tias muaj, qhov no yuav nyiam "rov qhib" ua si hauv khw lag luam. Tshwj xeeb tshaj yog cov khw noj mov, txij li tib neeg tsis kam siv sijhawm nyob hauv qhov chaw kaw nrog lwm tus tsis hnav lub qhov ncauj qhov ntswg.

Dhau li ntawm qhov xwm txheej no, ntawm no yog tsib lub laj thawj vim li cas cov khw noj mov zoo nkauj zoo nkauj, raws li Bank of America cov kws tshuaj ntsuam xyuas. Hauv qab no, kuv tso tawm tsib lub tsev noj mov cov khoom lag luam los xav txog.

1. Cov khw noj mov tau txais txiaj ntsig los ntawm kev ua haujlwm thiab cov nyiaj tau los loj hlob

Raws li tib neeg khwv tau ntau dua, lawv mus rau qhov yooj yim ntawm kev noj mov. Cov qauv no tshwj xeeb tshaj yog muaj txiaj ntsig rau cov khw noj mov puv ntoob uas tsis yog cov khoom noj ceev thiab nqa tawm. Yog li, kuv nyiam cov khw noj mov puv ntoob thaum mus yos hav zoov rau cov npe, sau npe hauv qab no.

Hauv 2019, qhov sib faib ntawm cov nyiaj tau los ntawm tus kheej siv rau hauv khw noj mov yog 5.2%. Tam sim no nws yog 6% hauv qab no, ntawm 4.9% ntawm cov nyiaj tau los. Rov qab mus rau 2019 qib yuav ntxiv $ 60 nphom hauv kev siv nyiaj hauv tsev noj mov, kwv yees li 10% ntawm 2020 kev siv nyiaj hauv tsev noj mov, raws li Bank of America.

2. Tailwinds los ntawm kev txo peev xwm yuav txuas ntxiv mus

Hmoov tsis zoo, nyob ib ncig ntawm 10% ntawm cov khw noj mov yuav tsum tau kaw thaum muaj kev sib kis, tshwj xeeb tshaj yog me me, cov neeg ua haujlwm ywj pheej. Nws yuav siv sij hawm ib pliag los tsim kho. Tom qab 2008-2009 nyiaj txiag teebmeem, lub peev xwm tsis tau tag nrho rov qab mus txog rau xyoo 2012, hais tias Bank of America. Qhov no muaj txiaj ntsig zoo rau cov neeg muaj sia nyob - tshwj xeeb yog cov uas muaj cov phiaj xwm loj hlob hnyav los ua kom muaj peev xwm. Yog li, kuv nyiam chains nrog cov phiaj xwm loj hlob.

3. Cov khw muag khoom noj khoom noj khoom haus cov nqi nce sai dua cov nqi tsev noj mov

Qhov no tau txais txiaj ntsig zoo rau cov khw noj mov, vim lawv pheej yig dua. Cov khw noj mov ceev ceev tau txais txiaj ntsig zoo tshaj plaws los ntawm qhov tsis sib xws, yog li kuv nyiam lawv.

4. Kev nce nqi tuaj yeem nce siab tam sim no

Cov teeb meem kev xa khoom thiab kev thauj mus los tau ua tiav. Qhov no qhia tau hais tias peb tau pom qhov phem tshaj ntawm cov zaub mov thiab nyiaj hli nce nqi. Yog tias muaj, qhov no nyiam cov khw noj mov vim lawv ob tus nqi tseem ceeb yuav poob sai dua li cov nyiaj siv ua haujlwm ntawm lwm hom tuam txhab.

5. Cov khw noj mov zoo li pheej yig piv rau lub khw

Eateries nyob rau nruab nrab yog ua lag luam hauv qab lawv cov keeb kwm qib txheeb ze rau kev ua lag luam. S&P 500 Cov Tsev Noj Qab Haus Huv Performance index tus txheeb ze tus nqi-rau-cov nyiaj tau los yog qis dua nws cov keeb kwm nruab nrab ntawm 1.4 npaug ntawm S&P 500 ntau, raws li koj tuaj yeem pom hauv daim ntawv qhia no los ntawm Bank of America.

stocks los xav txog

Txhawm rau nrhiav cov tsev noj mov uas yuav tau txais txiaj ntsig zoo tshaj plaws los ntawm cov qauv no, kuv tau nrhiav peb yam.

* Chains nrog kev loj hlob zoo ua lag luam nyob deb tshaj hauv qab tus nqi ntsuas lub hom phiaj. McDonald's
MCD, Cov
+ 0.58%
yog lub hom lag luam muaj zog, tab sis nws pauv tsuas yog 7% qis dua qhov kev pom zoo tus kws tshuaj ntsuam tus nqi ntawm $ 280. Nws zoo nkaus li yuav luag tag nrho tus nqi. Kuv tsib qhov nyiam, hauv qab no, pauv ntawm 25% mus rau 42% hauv qab qhov kev pom zoo ntawm tus nqi.

* Cov chains nrog cov phiaj xwm loj hlob, txij li lawv yog cov uas yuav ua rau qhov khoob uas tshwm sim los ntawm kev kaw tsev noj mov loj.

* Chains uas muaj kev zaum hauv chav noj mov. Cov khw noj mov hauv tsev noj mov tau ua lub luag haujlwm rau feem ntau ntawm Covid-era poob hauv kev lag luam kev lag luam, yog li lawv muaj av ntau los tsim. Dutch Bros
BROS,
-1.64%
yog ib qho zoo siab tshiab kas fes saw uas tuaj rau pej xeem thaum Lub Rau Hli. Nws ua lag luam ntawm kev noj qab haus huv 35% qis dua qhov kev pom zoo tus kws tshuaj ntsuam tus nqi phiaj. Tab sis nws tsuas yog ua haujlwm tsav-los ntawm. Yog li, nws yuav tau txais tsawg dua los ntawm kev hloov pauv mus rau Covid.

Chipotle Mexican Grill

Nyob rau hauv ib lub sijhawm uas tib neeg muab ntau qhov tseem ceeb ntawm "kev tseeb," Chipotle's
CMG,
-2.96%
"zaub mov nrog kev ncaj ncees" resonates. Lub mantra txhais tau hais tias Chipotle siv zog ua cov nqaij ua kom ruaj khov yam tsis muaj cov tshuaj hormones ntxiv lossis cov tshuaj tua kab mob uas tsis yog kho. Peb lub hlis twg kev muag khoom tau nce 21.9% mus rau $ 2 billion, thiab kev muag khoom noj khoom haus sib piv tau nce 15%. Cov nyiaj tau los ntawm ib feem tau nce 155% mus rau $ 7.18 thiab cov nyiaj tau los ua haujlwm ze li ob npaug.

Nyob rau hauv luv luv, cov saw yog heev nrov. Yog li txhua qhov uptick hauv chav noj mov yuav pab nws ntau dua li lwm cov saw hlau. Lub tuam txhab kuj muaj ntau chav los nthuav. Nws hais tias nws yuav kawg ob npaug ntawm 2,892 lub tsev noj mov suav nws muaj thaum kawg ntawm peb lub hlis twg. Chipotle pauv 25% qis dua qhov kev pom zoo tus kws tshuaj ntsuam tus nqi phiaj ntawm $ 2,000.

Yum Suav Teb Tsaws

Tuam Tshoj tsis txaj muag txog kev kaw kaw kom qeeb kis ntawm Covid - tshwj xeeb tshaj yog ua ntej lub caij ntuj no Olympics tau teem rau Lub Ob Hlis. Qhov no mob Yum Tuam Tshoj
YUMC,
-0.02%,
uas ua haujlwm KFC thiab Pizza Hut cov tsev noj mov hauv Suav teb nrog rau lwm lub khw noj mov zoo li Taco Tswb, Me Yaj, Huang Ji Huang thiab East Dawning. Tab sis nws kuj tau teeb tsa Yum Tuam Tshoj rau kev muag khoom loj heev yog tias Omicron yeej ua cim qhov kawg ntawm kev sib kis.

Yum Tuam Tshoj muaj peev xwm nthuav dav ntau vim nws cov npe nrov heev. KFC yog lub khw noj mov ceev tshaj plaws thiab Pizza Hut yog lub khw noj mov loj tshaj plaws hauv Suav teb, los ntawm kev muag khoom. Yum tau nyob hauv Suav teb txij li xyoo 1987, yog li nws nkag siab tias yuav nthuav dav li cas. Hauv peb lub hlis twg nws tau ntxiv 524 lub khw muag khoom suav rau 11,415 hauv ntau dua 1,600 lub nroog. Yum tshaj tawm lub quarter thib peb kev muag khoom loj hlob ntawm 9%, txawm tias tib lub khw muag khoom poob qis 7% vim yog qhov sib txawv ntawm delta. Yum Tuam Tshoj Tshuag lag luam ntawm 30% qis dua qhov kev pom zoo kws tshuaj ntsuam tus nqi phiaj ntawm $ 68.50.

Brinker Thoob Ntiaj Teb

Lub tuam txhab no
Noj,
-0.91%
Chili's Grill & Bar muaj tus nqi qis qis hauv Asmeskas cov nqi nrog rau burgers, fajitas thiab tav.

Kev muag khoom loj hlob nyob rau qis kawg ntawm cov npe tau teev tseg ntawm no, ntawm 5.5% nyob rau lub quarter thib peb piv rau 2019. Nws cov phiaj xwm qhib lub khw muag khoom yog me me, ib yam nkaus - 15 mus rau 21 qhov chaw muag khoom xyoo no ntawm ib puag ncig ntawm 1,650. Tab sis Brinker tsim nyog xav txog txij li nws cov khoom lag luam mus rau 27% hauv qab qhov kev pom zoo kws tshuaj ntsuam xyuas ntawm $ 51.90. Raws li lub tsev noj mov qis kawg, nws sawv kom tau txais txiaj ntsig ntau dua los ntawm cov nyiaj tau los loj hlob. "Chiliheads" them $ 8- $ 20 rau kev nkag xyoo tas los.

First Watch Restaurant Group

Kuv ib txwm qhia rau cov neeg siv khoom ntawm kuv tsab ntawv Brush Up on Stocks (txuas hauv bio hauv qab no) kom tos rau thawj zaug muab rau pej xeem (IPOs) tig mus rau hauv busted IPOs ua ntej yuav. Qhov no txhais tau tias lawv pauv qis dua lawv tus nqi IPO. Qhov ntawd yog qhov peb muaj nrog First Watch Restaurant Group
FWRG,
-0.80%.
Nws tuaj rau pej xeem ntawm $ 18 thaum Lub Kaum Hli xyoo tas los thiab tau pauv mus txog $ 25.46 hauv hnub qhib. Tab sis tam sim no koj tuaj yeem yuav nws rau qis dua $ 16.

Founded hauv 1987, Thawj Saib Xyuas tshwj xeeb hauv kev noj tshais tshiab, noj tshais thiab noj su. Nws motto yog "Yog, Nws yog Fresh." Tsis muaj qhov cub microwave, hluav taws kub los yog tob fryers ntawm no. Cov khoom noj muaj xws li Quinoa Power Bowl, Avocado Toast thiab Vodka Kale Tonic. First Watch thov rau cov hluas, noj qab haus huv thiab noj qab haus huv ntau dua.

Ua ntej Omicron, kev loj hlob yog hluav taws. Peb lub hlis twg 2021 tib lub tsev noj mov muag muag tau nce 46.2% piv rau 2020 thiab 19.7% piv rau 2019. Qhov ntawd ua rau koj xav txog qhov kev loj hlob sai npaum li cas yog tias tus kabmob kis tau tiag tiag tig mus rau kev sib kis. Cov saw hlau me me, nrog 428 lub tsev noj mov thaum kawg ntawm lub quarter thib peb, qhia ntau chav rau kev loj hlob sai. Nws cia siab tias yuav qhib ntau dua 130 lub tuam txhab cov khw noj mov mus txog xyoo 2024. Thawj Saib Kev Lag Luam 42% qis dua tus nqi pom zoo ntawm $ 26.20.

Portillo cov

Portillo cov
PTLO,
-2.85%
tau raug txiav ze li ntawm ib nrab ntawm qhov siab ntawm $ 57.72 nws mus txog hauv lub lis piam tom qab nws tuaj rau pej xeem thaum Lub Kaum Hli. Lub tsev noj mov me me no tau txais txiaj ntsig zoo hauv Chicago txoj kev noj zaub mov "tsim los ua kom muaj kev nkag siab thiab tsim kev nco txog kev noj mov." Tshaj tawm xyoo 1963 raws li tus dev kub muag hu ua The Dog House, Portillo's tau loj hlob mus rau hauv ib lub npe nrov nrog kev mob siab rau hauv qab no.

Peb lub hlis twg tib lub tsev noj mov muag tau nce 6.8%. Cov saw hlau me me nrog nyob ib ncig ntawm 70 lub tsev noj mov - qhia chav rau kev loj hlob ntau. Nws npaj kom loj hlob nws qhov hluav taws xob suav los ntawm 10% ib xyoos thiab thaum kawg txhawb nws 10 zaug rau 600 hauv nws cov lag luam hauv Midwest thiab dhau mus. Portillo cov kev lag luam ntawm 42% qis dua tus nqi pom zoo ntawm $ 51.30.

Michael Brush yog tus sau xov xwm rau MarketWatch. Thaum lub sijhawm tshaj tawm, nws tsis muaj txoj haujlwm hauv ib qho khoom lag luam uas tau hais hauv kab ntawv no. Txhuam tau tawm tswv yim MCD thiab CMG hauv nws tsab ntawv xov xwm, Txhuam Up ntawm Tshuag. Ua raws nws ntawm Twitter @mbrushstocks.

Tau qhov twg los: https://www.marketwatch.com/story/restaurant-stocks-are-on-the-menu-for-investors-as-the-pandemics-end-nears-11642861156?siteid=yhoof2&yptr=yahoo