Trump's 90-Day Beef Tariff Waiver Boosts These ETFs

MacroCommodity
โดย Zacks Investment Research·US·Read original
Summary · why it matters

President Donald Trump announced a temporary 90-day waiver on out-of-quota tariffs for up to 300,000 metric tons of imported ground beef trimmings, aiming to ease domestic food prices. With the U.S. cattle herd at its lowest since 1951, domestic beef prices have hit record highs, straining restaurants and consumers. The waiver is expected to lower wholesale ground beef costs over the next three months, benefiting fast-food chains like McDonald's and Yum! Brands, as well as meat processors and distributors such as JBS, US Foods, and Sysco. Consequently, ETFs with significant exposure to these companies, including the State Street Consumer Discretionary Select Sector SPDR ETF (XLY), Invesco Leisure and Entertainment ETF (PEJ), and First Trust Consumer Staples AlphaDEX ETF (FXG), are poised to gain from improved profitability in the foodservice supply chain.

Impact on stocks 6

Consumer Staples▲ · 3 stocks
JBS N.V.
JBS
▲ PositiveDemandrelevance

Tariff waiver lowers beef costs, improving margins for meat processor JBS.

Sysco Corporation
SYY
▲ PositiveSupplyrelevance

Reduced beef costs improve profitability for food distributor Sysco.

Consumer Discretionary▲ · 2 stocks
Yum! Brands Inc
YUM
▲ PositiveSupplyrelevance

Tariff waiver reduces input costs for Yum! Brands' fast-food chains.

Cloud & Digital Infrastructure▲ · 1 stocks
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