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

Summary

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.

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Article published on March 20, 2025 by benzinga