Zacks Investment Research
25 Jun 2026, 13:51 UTC · 18w ago
Impact · against what's priced in
The growth in online grocery sales and the shift toward necessity spending provide a positive catalyst for DAR, TSN, CHEF, and MAMA. The peace deal easing oil prices further supports these margins by lowering input and distribution costs.
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What the story claims
3 claims · scored −1 bearish … +1 bullish
Online grocery sales grew by 19% in the first quarter of 2026 and 20% in the final quarter of 2025.
More positive than 75% of claims this week
The United States and Iran have reached a peace deal, easing previously surged oil prices.
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The company benefits from a structural shift toward online grocery sales, which grew 19% in Q1 2026, and a decrease in input costs following a US-Iran peace deal.
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Strong online presence allows the company to capture the shift in consumer spending toward necessity groceries amid rising inflation.
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The rise in online grocery sales (19% in Q1 2026) and the consumer pivot away from discretionary spending favor the company's market position.
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Scored by the NIS engine · methodology.
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More positive than 60% of claims this week
Consumers are cutting discretionary spending due to inflation but increasing spending on necessity groceries.
More positive than 47% of claims this week
Which stocks this story touches
More positive than 85% of ticker scores this week
Recommended as an ideal investment amid the trend of increased spending on groceries.
More positive than 85% of ticker scores this week
Recommended as an ideal investment due to the surge in necessity-based grocery spending and strong online presence.
More positive than 85% of ticker scores this week
Recommended as an ideal investment due to the growth of online grocery sales and necessity spending.
More positive than 85% of ticker scores this week
Recommended as an ideal investment based on the growth of the online grocery sector.
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1h ago
More positive than 7% of relationship scores this week
[mutual] Both companies are identified as grocery stocks with strong online arms competing for consumer spending.
More positive than 7% of relationship scores this week
[mutual] Both companies are identified as grocery stocks with strong online arms competing for consumer spending.
More positive than 7% of relationship scores this week
[mutual] Both companies are identified as grocery stocks with strong online arms competing for consumer spending.
More positive than 7% of relationship scores this week
[mutual] Both companies are identified as grocery stocks with strong online arms competing for consumer spending.
More positive than 7% of relationship scores this week
[mutual] Both companies are identified as grocery stocks with strong online arms competing for consumer spending.
−1.5%
Price is moving against the score
$56.96 vs $57.81 close before publication (Jun 24) · not market-adjusted
TSN chart →+7.6%
Price agrees with the score
$102.87 vs $95.63 close before publication (Jun 24) · not market-adjusted
CHEF chart →+0.3%
Price flat so far
$52.83 vs $52.65 close before publication (Jun 24) · not market-adjusted
DAR chart →
