Goldman Flags Coffee Demand Risks As Youth Unemployment Rises Goldman analysts find that a softening labor market, slowing traffic at major QSR chains, and intensifying competition are raising investor concerns about ready-to-drink (RTD) and specialty coffee demand. Since Gen Z is a key driver of RTD coffee at QSRs, the analysts highlight several “swing factors” to watch that could influence demand from this younger cohort. “We are observing rising investor concerns about the coffee category’s macro and competitive backdrop,” a team of analysts led by Christine Cho wrote in a note on Tuesday. Cho listed some of those key pressure points: Softening… — Continue at ZeroHedge News : Read More
