2 Tariff-Proof Restaurant Stocks to Buy Now

2026-02-26 12:50:00 ET

After the Supreme Court ruled that the previous tariffs enacted under the International Emergency Economic Powers Act (IEEPA) were illegal, President Donald Trump quickly signed an executive order levying new tariffs, up to 15%, under the Trade Act of 1974. With tariff uncertainty still brewing, let's look at two restaurant stocks to own that could bypass these issues.

Dutch Bros (NYSE: BROS) is one of the best growth stories in the restaurant industry, increasing its same-store sales (comps) over the past year, including 7.7% in the fourth quarter. While the company isn't immune to tariffs (it gets about half of its coffee beans from Brazil), they haven't impacted its momentum.

Meanwhile, Brazil had one of the highest tariff rates at around 40% and an added reciprocal tariff of 10% on coffee, which was hurting coffee shop operators, until a recent exemption was made for coffee. So even with a new tariff, it should put the coffee chain in a better spot than it was in for much of 2025. Meanwhile, with coffee bean production strong, prices are also expected to ease.

Continue reading