EN News Brief
Summary
New U.S. federal dietary guidelines emphasizing whole foods and reduced processed food intake have received mixed reactions from the restaurant industry. While some fear they may discourage dining out, fast-casual chains like Chipotle and Sweetgreen see them as a potential boost.
Key Points
- Guidelines Released: New federal nutrition guidelines recommend increased protein, full-fat dairy, and reduced processed foods/sugary drinks.
- Industry Reaction Mixed: Some lobbyists worry it encourages eating at home, but the National Restaurant Association officially supports the guidelines.
- Potential Winners: Fast-casual chains Chipotle and Sweetgreen, which promote natural ingredients, strongly endorse the guidelines and may benefit.
- Stock Context: Both Chipotle and Sweetgreen’s stocks fell significantly in 2025, making this a potential positive catalyst.
- Political Backdrop: HHS Secretary RFK Jr.’s “Make American Healthy Again” movement champions the diet philosophy behind the guidelines, though some of his specific views are controversial.
中文新闻简报
摘要
美国新的联邦膳食指南强调摄入天然食品并减少加工食品，这在餐饮行业引起了不同反应。尽管有人担心这可能减少外出就餐，但Chipotle和Sweetgreen等休闲快餐连锁店将其视为潜在的发展机遇。
关键点
- 指南发布： 新的联邦营养指南建议增加蛋白质、全脂乳制品摄入，并减少加工食品和含糖饮料。
- 行业反应不一： 一些游说人士担心指南鼓励在家吃饭，但美国全国餐馆协会官方表示支持。
- 潜在受益者： 主打天然食材的休闲快餐连锁店Chipotle和Sweetgreen强烈支持该指南，并可能从中受益。
- 股价背景： Chipotle和Sweetgreen的股价在2025年均大幅下跌，新指南可能成为积极催化剂。
- 政治背景： 卫生与公众服务部部长小罗伯特·F·肯尼迪的”让美国再次健康”运动倡导指南背后的饮食理念，不过他的一些具体观点也存在争议。
Original Article Link: https://www.cnbc.com/2026/01/08/rfk-jr-food-guidelines-chipotle-sweetgreen.html