2 Tariff-Proof Restaurant Stocks to Buy Now
The Motley Fool
by newsfeedback@fool.com (Geoffrey Seiler)February 26, 2026
AI-Generated Deep Dive Summary
The recent legal ruling invalidating certain tariffs under the International Emergency Economic Powers Act has sparked new uncertainty in global trade policies, with President Donald Trump responding by imposing fresh tariffs of up to 15% under the Trade Act of 1974. Amid this shifting landscape, investors are seeking opportunities in sectors that can navigate or even benefit from these changes. The restaurant industry offers two standout companies: Dutch Bros and McDonald’s, both positioned to thrive despite ongoing tariff-related challenges.
Dutch Bros (NYSE: BROS) is highlighted as a strong growth story in the restaurant sector. Despite facing potential impacts from tariffs—such as its reliance on Brazilian coffee beans—the company has shown resilience with consistent same-store sales growth. Notably, Brazil's high tariff rates and additional fees on coffee have been eased by recent exemptions, positioning Dutch Bros to recover and capitalize on improved market conditions. The company’s momentum is further supported by strong performance in the fourth quarter, with a 7.7% increase in same-store sales.
McDonald’s, a global giant, offers stability and adaptability in uncertain times. With its extensive international presence and diversified menu options, McDonald’s can better absorb tariff-related costs compared to smaller or more specialized chains. The company's ability to manage supply chain disruptions and maintain customer demand makes it a reliable investment choice during periods of economic and trade volatility.
For investors focused on finance and growth, these two restaurant stocks provide opportunities in sectors with proven resilience and adaptability. Dutch Bros’ strong performance and McDonald’s global scale make them compelling options for those seeking stability and potential returns amidst ongoing tariff uncertainty.
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Originally published on The Motley Fool on 2/26/2026