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Additional Reading from MarketBeat Media 2026 Food Inflation Outlook: This ETF Could OutperformWritten by Jordan Chussler. Article Published: 2/21/2026. 
Key Points - With a loss of more than 6%, consumer discretionary stocks have performed the worst over the past month.
- But the fast food and quick service restaurant market is expected to grow at a 14.8% CAGR through 2033.
- As dining out is forecast to get nearly 5% more costly in 2026, the EATZ ETF provides a basket of fast food and casual dining restaurants that are poised to take advantage.
- Special Report: [Sponsorship-Ad-6-Format3]
Consumer discretionary stocks haven't fared well in 2026. After finishing with a 6% gain last year — good for third worst among the S&P 500's 11 sectors — the group has posted a 2.7% year-to-date (YTD) loss, also near the bottom of the leaderboard. Things have looked even bleaker over the past month, during which the consumer discretionary sector has lost 6.46% — dead last in the S&P 500. But help could be on the way later this year thanks to an unlikely hero: food inflation. Silver: 20% + 68%
Tim Plaehn just found a Silver ETF that delivers monthly income (up to 20% in annual distributions) plus share appreciation (68% in 5 months). The precious metal has become one of the best investments for growth AND income right now. Click here and start to collect in the next 30 days. Last month, the U.S. Department of Agriculture released its Food Price Outlook for 2026. While the cost of some foodstuffs is expected to slow, most others are forecast to rise. One notable takeaway is that prices for food away from home (i.e., dining out) are expected to surge nearly 5%. That could be good news for one exchange-traded fund (ETF) that provides basket exposure to a handful of fast food and fast-casual dining chains. Food Inflation Is Not Going Away If you thought prices were out of control in 2025, just wait until this year. Products like pork and eggs are expected to fall in price, but beef and veal prices are forecast to increase 9.4% in 2026. That inflation will likely hurt diners more than grocery shoppers. Food-at-home prices are predicted to rise 1.7%, while food-away-from-home prices are forecast to increase 4.6%. That may dissuade some consumers from dining out. Yet many restaurant companies that saw their stocks struggle in 2025 still posted top-line growth despite falling share prices and shifting sentiment. Take, for instance, Chipotle (NYSE: CMG). Although CMG's shares were battered last year, the company has consistently posted year-over-year (YOY) revenue growth. Last year's growth was slower — about 5.4% YOY — even as the stock fell more than 30%. From 2022 to 2024, the company averaged roughly 14.5% YOY revenue growth. Although inflation remains sticky this year, it is down considerably from the 41-year high in 2022, when food prices rose 9.9%. Thus, Chipotle's slower revenue growth last year could be an outlier, and better results may be ahead even if annual figures moderate slightly. Consumers may lament the loss of dollar menus, but many are begrudgingly accepting $12 burgers, $15 burritos and $20 pizzas. According to industry consultancy Grand View Research, the global fast food and quick service restaurant market, estimated at more than $296 billion in 2025, is projected to grow at a compound annual growth rate (CAGR) of 14.8% from 2026 through 2033, reaching a forecasted value of more than $885 billion. That is welcome news for one ETF in particular. Order Up Exposure With the EATZ ETF Since its launch on April 20, 2021, the AdvisorShares Restaurant ETF (EATZ) has provided investors with focused exposure to the fast food and quick service restaurant market. The fund is actively managed and carries an expense ratio of 0.99%, partially offset by a modest dividend yield of 0.48%, roughly 13 cents per share annually. The ETF's holdings, by weight, include Nathan's Famous (NASDAQ: NATH), Dutch Bros (NYSE: BROS), Darden Restaurants (NYSE: DRI), Yum! Brands (NYSE: YUM), Chipotle, The Cheesecake Factory (NASDAQ: CAKE), El Pollo Loco (NASDAQ: LOCO), Texas Roadhouse (NASDAQ: TXRH), Domino's (NASDAQ: DPZ), DoorDash (NASDAQ: DASH), Wingstop (NASDAQ: WING) and others. Admittedly, some of those stocks have struggled over the past year. In many cases, however, those weaknesses appear to be aberrations rather than the new normal. For example, after posting nearly 15% YOY growth in 2019, Chipotle's revenue growth slowed to about 7.1% in 2020 due to the pandemic, then rebounded sharply in subsequent years. Last year, Chipotle reported record net income, as did Dutch Bros and Darden Restaurants (owner of Olive Garden and LongHorn Steakhouse), as well as Texas Roadhouse. Domino's — which doesn't report earnings until Feb. 23 — is on pace to set record revenue, as are The Cheesecake Factory and DoorDash when they next report. The fund carries an aggregate Moderate Buy rating despite a notable current short interest of nearly 24% — roughly 21,000 of the 90,000 shares outstanding. EATZ also warrants liquidity concerns: it has an average daily trading volume of just 2,240 shares. But for investors who believe in the long-term prospects of the global fast food and quick service restaurant market, the AdvisorShares Restaurant ETF can serve as your portfolio's all-you-can-eat buffet.
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