AdvisorShares Restaurant ETF (EATZ)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
AdvisorShares Restaurant ETF (EATZ) trades at $27.20 with AI Score 44/100 (Grade C). The AdvisorShares Restaurant ETF (EATZ) is an actively managed exchange-traded fund that invests at least 80% of its net assets in companies primarily generating revenue from the restaurant sector. Market cap: $2.77M, Sector: Financial services.
Price live · AI analysis from Jun 15, 2026Analyst Coverage for EATZ: EATZ does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates EATZ against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
EATZ: the 1 perspectives are evenly split.
How is this calculated? →AdvisorShares Restaurant ETF (EATZ) Financial Services Profile
The AdvisorShares Restaurant ETF (EATZ) is an actively managed exchange-traded fund that invests at least 80% of its net assets in companies deriving over half their revenue from the restaurant sector. It also allocates a minimum of 25% to the Hotels, Restaurants & Leisure Industry, offering focused exposure to this consumer discretionary segment.
What Is the Investment Thesis for EATZ?
The AdvisorShares Restaurant ETF (EATZ) offers investors a concentrated, actively managed exposure to the U.S. restaurant sector, a segment highly sensitive to consumer discretionary spending and evolving lifestyle trends. With a Beta of 1.18, the fund exhibits higher volatility compared to the broader market, reflecting the inherent cyclicality and competitive dynamics of the restaurant industry. A core value driver for EATZ is its mandate to invest at least 80% of net assets in companies generating over 50% of revenue from restaurants, coupled with a minimum 25% allocation to the broader Hotels, Restaurants & Leisure Industry. This focused strategy positions the fund to potentially capitalize on specific growth catalysts such as sustained economic recovery, increasing disposable incomes, and the ongoing evolution of consumer dining preferences towards convenience, digital integration, and experiential concepts. However, the fund's non-diversified nature and concentrated sector exposure present notable risks. EATZ is particularly vulnerable to macroeconomic downturns, which can significantly curtail consumer spending on dining out. Shifts in consumer habits, intense competitive pressures, and rising operational costs within the restaurant industry also pose ongoing threats to the profitability of its underlying holdings. While the fund does not distribute dividends, its investment thesis hinges on capital appreciation derived from the performance of its actively selected portfolio companies. Investors must closely monitor macroeconomic trends, industry-specific challenges, and the effectiveness of the active management strategy in navigating the dynamic restaurant landscape.
Based on FMP financials and quantitative analysis
EATZ Key Highlights
- Market Capitalization of $2.77M, indicating a relatively small fund size or specific operational structure.
- Beta of 1.18, suggesting higher volatility compared to the overall market.
- The fund does not offer a dividend yield to investors.
- Investment strategy mandates a minimum of 80% of net assets allocated to companies generating over half their revenue from the restaurant sector.
- At least 25% of investments are dedicated to the broader Hotels, Restaurants & Leisure Industry, a component of the Consumer Discretionary Sector.
Who Are EATZ's Competitors?
EATZ is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
| TPZ Tortoise Electrification Infrastructure ETF | $21.82 | +0.74% | $128.52M | 70 |
| STEX Streamex Corp. (STEX) is focused on real-world asset tokenization, particularly integrating the gold and commodities market into blockchain technology. The company | $1.09 | +12.29% | $43.15M | 62 |
| DIAX Nuveen Dow 30 Dynamic Overwrite Fund | $14.10 | -0.91% | $512.77M | 62 |
| MERFX The Merger Fund - Class A | $17.50 | -0.06% | $2.50B | 62 |
| PCM PCM Fund Inc. | $5.76 | +0.00% | $71.13M | 62 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are EATZ's Key Strengths?
- Offers focused, actively managed exposure to the U.S. restaurant sector.
- Potential to benefit from evolving consumer preferences and industry innovations within dining.
- Provides investors with access to a diverse portfolio of restaurant companies through a single fund.
- Strategic allocation to the broader Hotels, Restaurants & Leisure Industry complements core restaurant holdings.
What Are EATZ's Weaknesses?
- Highly concentrated exposure to a single industry, making it vulnerable to sector-specific downturns.
- Operates as a non-diversified investment vehicle, increasing inherent risk.
- Market Capitalization of $2.77M may indicate limited liquidity or a smaller asset base.
- Absence of dividend yield may not appeal to income-focused investors.
What Could Drive EATZ Stock Higher?
- Evolution of consumer dining preferences towards convenience, digital ordering, and healthier options, driving innovation in portfolio companies.
- Economic recovery leading to increased discretionary consumer spending on dining out and leisure activities.
- Introduction and successful adoption of innovative restaurant concepts and technologies by underlying portfolio companies, enhancing market share.
- Adaptation by restaurant companies to changing supply chain dynamics and labor market conditions, improving operational resilience.
What Are the Key Risks for EATZ?
- Concentrated exposure to the restaurant industry, making the fund highly vulnerable to sector-specific downturns and adverse events.
- Significant economic downturns or recessions leading to a substantial reduction in consumer discretionary spending on restaurants.
- Shifts in consumer spending habits, dietary trends, or lifestyle choices that negatively impact overall restaurant demand.
- Intense competition within the restaurant sector, potentially impacting the revenue growth and profitability of portfolio companies.
- Regulatory changes, increased labor costs, or rising food prices that could adversely affect the operating margins of restaurant businesses.
What Are the Growth Opportunities for EATZ?
- Shifting Consumer Dining Habits: The restaurant industry continually adapts to evolving consumer preferences, including increased demand for convenience, takeout, delivery services, and healthier or more diverse menu options. As an ETF focused on this sector, EATZ is positioned to potentially benefit from companies that successfully innovate and capture market share in these growing segments. The ongoing digital transformation in dining, including online ordering platforms and loyalty programs, represents a significant market shift that could drive revenue growth for constituent companies.
- Resilient Consumer Discretionary Spending: Despite economic fluctuations, the restaurant sector often demonstrates resilience, particularly in segments catering to everyday dining or affordable indulgence. A robust economic environment characterized by high employment rates and rising disposable incomes typically translates into increased consumer spending on dining out. EATZ, with its concentrated exposure, could capitalize on periods of sustained economic growth that boost restaurant sales and profitability across its portfolio holdings.
- Technological Integration and Operational Efficiency: Restaurants are increasingly adopting technology to enhance operational efficiency, improve customer experience, and expand reach. This includes point-of-sale systems, supply chain optimization software, automation in kitchens, and data analytics for personalized marketing. Companies within EATZ's portfolio that successfully leverage these technological advancements to reduce costs, streamline operations, and attract more customers could drive significant value appreciation for the fund.
- Expansion of Fast Casual and Quick Service Segments: The fast casual and quick service restaurant (QSR) segments continue to exhibit strong growth, driven by consumer demand for speed, value, and quality ingredients. Many companies in these segments are expanding their footprint, both domestically and internationally, and innovating their offerings. EATZ's investment mandate, which includes companies generating at least 50% of revenue from the restaurant sector, positions it to capture growth from these dynamic and expanding sub-segments of the industry.
- Post-Pandemic Recovery and Experiential Dining: Following periods of disruption, there is often a resurgence in demand for in-person dining experiences as consumers seek social interaction and entertainment. Restaurants that offer unique atmospheres, high-quality service, and innovative culinary experiences are well-positioned to attract this demand. EATZ, by investing in a diverse range of restaurant companies, could benefit from a sustained recovery in experiential dining and a return to pre-pandemic levels of restaurant patronage.
What Opportunities Does EATZ Have?
- Growth in specific dining segments such as fast casual, quick service, and digital delivery platforms.
- Increased consumer discretionary spending driven by sustained economic recovery and rising disposable incomes.
- Technological advancements enhancing operational efficiency and customer experience within the restaurant industry.
- Resurgence in demand for experiential dining and in-person restaurant visits post-pandemic.
What Threats Does EATZ Face?
- Significant macroeconomic downturns or recessions leading to reduced consumer spending on dining out.
- Intense competition within the highly fragmented restaurant industry impacting profitability of portfolio companies.
- Adverse shifts in consumer preferences, dietary trends, or health concerns away from dining out.
- Rising operational costs, including labor, food prices, and supply chain disruptions, affecting restaurant margins.
- Regulatory changes or increased scrutiny on the food service industry impacting business operations.
What Are EATZ's Competitive Advantages?
- Specialized active management expertise in identifying and selecting restaurant companies with strong fundamentals and growth potential.
- Focused investment mandate providing targeted exposure to the restaurant sector, which can be challenging for individual investors to replicate efficiently.
- Potential for active management to generate alpha by outperforming passive indices within the specific restaurant industry segment.
- Provides ease of access and liquidity for investors to a diversified basket of restaurant stocks through a single, exchange-traded vehicle.
What Does EATZ Do?
The AdvisorShares Restaurant ETF (EATZ) is an actively managed Exchange Traded Fund designed to provide investors with focused exposure to the dynamic restaurant sector. Established with the objective of meeting its investment goals, EATZ strategically allocates a minimum of 80% of its net assets, including any funds borrowed for investment purposes, to companies that derive at least half of their total revenue from the restaurant industry. This stringent criterion ensures that the fund maintains a high degree of concentration within its target sector, distinguishing it from broader market or consumer discretionary funds. The portfolio primarily comprises U.S. exchange-listed equity securities, encompassing a range of investment vehicles such as common stock, preferred stock, and American Depositary Receipts (ADRs), allowing for a diverse selection of publicly traded restaurant-focused entities. Beyond its core restaurant sector allocation, EATZ further dedicates a significant portion of its investments, at least 25%, to the broader Hotels, Restaurants & Leisure Industry. This industry segment is a key component of the Consumer Discretionary Sector, providing the fund with additional exposure to related consumer spending trends and leisure activities that often correlate with the restaurant business. The fund operates as a non-diversified investment vehicle, a characteristic that underscores its concentrated strategy and potential for higher sensitivity to specific sector performance. This active management approach aims to identify and capitalize on opportunities within the restaurant landscape, from fast casual and quick service establishments to fine dining and specialized food service providers, reflecting evolving consumer preferences and industry innovations. The fund's structure offers investors a specialized avenue to participate in the growth and trends of the U.S. restaurant industry through a professionally managed portfolio.
What Products and Services Does EATZ Offer?
- Actively manages an Exchange Traded Fund (ETF) focused on the restaurant sector.
- Invests a minimum of 80% of its net assets in companies generating at least 50% of their revenue from the restaurant industry.
- Primarily holds U.S. exchange-listed equity securities, including common stock, preferred stock, and American Depositary Receipts (ADRs).
- Allocates at least 25% of its investments to the broader Hotels, Restaurants & Leisure Industry.
- Operates as a non-diversified investment vehicle, concentrating its exposure to a specific industry segment.
- Aims to achieve investment objectives by selecting companies within the restaurant landscape that reflect evolving consumer preferences and industry innovations.
How Does EATZ Make Money?
- Generates revenue through management fees charged to investors for the active management of the fund's portfolio.
- Seeks capital appreciation for its shareholders through the performance of its underlying restaurant sector equity holdings.
- May generate income from dividends or interest paid by the securities held within its portfolio, which is then reinvested or distributed to the fund.
What Industry Does EATZ Operate In?
The AdvisorShares Restaurant ETF (EATZ) operates within the Asset Management industry, specifically targeting a niche segment of the broader Consumer Discretionary sector: restaurants and related leisure activities. This positioning places EATZ in a competitive landscape alongside other sector-specific ETFs and actively managed funds that aim to provide focused investment exposure. The restaurant industry itself is characterized by its sensitivity to economic cycles, consumer confidence, and evolving demographic trends. Key market trends include the increasing demand for convenience, the growth of digital ordering and delivery platforms, and a continuous shift in consumer preferences towards healthier options, unique dining experiences, and value-driven concepts. EATZ differentiates itself through its actively managed approach and its specific investment criteria, requiring at least 80% of its assets in companies generating over half their revenue from restaurants, and a further 25% in the Hotels, Restaurants & Leisure Industry. This concentrated strategy means the fund's performance is highly correlated with the fortunes of the restaurant sector, making it distinct from more diversified consumer discretionary investment vehicles.
Who Are EATZ's Key Customers?
- Institutional investors seeking specialized, sector-specific exposure to the restaurant industry.
- Individual investors looking for a professionally managed, concentrated investment in the U.S. restaurant sector.
- Financial advisors and wealth managers incorporating thematic or sector-specific ETFs into client portfolios.
EATZ Valuation & Market Position
Relative to its peer group, EATZ's quantitative score of 44/100 is below the peer average of 70/100.
EATZ Financials
Bull Case vs Bear Case
Bull Case
- EATZ gives you broad exposure to the restaurant sector, so you're not betting on just one name. It's like betting on the whole food industry, not just one dish.
- Recent chatter suggests some restaurant chains within EATZ are innovating with new menu items and tech, potentially attracting a younger crowd. Think of it like when Domino's revamped their pizza and ordering system – could be a similar catalyst.
- There's been some buzz about pent-up demand for dining out. People are tired of cooking at home, and EATZ could benefit if that trend continues.
- Insider activity shows some confidence, with a few executives increasing their holdings. It's not a guarantee, but it suggests they believe in the long-term prospects.
Bear Case
- The restaurant industry is super competitive. New restaurants pop up all the time, making it tough for existing ones to maintain market share. It's a constant battle for customers.
- Community sentiment is mixed, with some worrying about rising food and labor costs squeezing restaurant profits. Margins are already thin, and any increase in expenses could hurt.
- There's a risk of economic slowdown impacting consumer spending. If people cut back on discretionary spending, dining out is often one of the first things to go.
- Some analysts are concerned about the long-term impact of delivery services. While convenient, they might cannibalize in-house dining and reduce overall profitability for some restaurants.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
EATZ Latest News
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Yum! Brands Stock: Analyst Estimates & Ratings
Yahoo! Finance: EATZ News · May 13, 2026
EATZ Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for EATZ.
Price Targets
Wall Street price target analysis for EATZ.
EATZ MoonshotScore
What does this score mean?
The MoonshotScore rates EATZ's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Common Questions About EATZ (Financial Services)
What does AdvisorShares Restaurant ETF do?
The AdvisorShares Restaurant ETF (EATZ) is an actively managed exchange-traded fund designed to provide targeted investment exposure to the U.S. restaurant sector. Its core strategy involves allocating a minimum of 80% of its net assets, including borrowed funds, to companies that derive at least 50% of their revenue from restaurant operations. Additionally, the fund commits at least 25% of its investments to the broader Hotels, Restaurants & Leisure Industry, which is a key component of the Consumer Discretionary Sector. EATZ primarily invests in U.S. exchange-listed equity securities, including common stock, preferred stock, and American Depositary Receipts (ADRs). Operating as a non-diversified investment vehicle, EATZ aims to capture the performance and growth potential of this specific industry segment through active stock selection.
What factors influence the performance of AdvisorShares Restaurant ETF?
The performance of the AdvisorShares Restaurant ETF (EATZ) is primarily influenced by a confluence of macroeconomic factors and industry-specific trends. Key drivers include overall consumer discretionary spending, which is highly sensitive to economic conditions such as employment rates, disposable income levels, and inflation. Evolving consumer preferences, such as shifts towards digital ordering, healthy eating, or experiential dining, significantly impact the revenue and profitability of the underlying restaurant companies. Operational efficiency, supply chain stability, and labor costs within the restaurant sector also play a crucial role. Furthermore, the competitive landscape, including the emergence of new concepts or intensified competition among existing players, can affect the market share and growth prospects of EATZ's portfolio holdings. Given its concentrated nature, EATZ's performance is directly tied to the health and dynamics of the restaurant industry.
How does AdvisorShares Restaurant ETF manage risk given its concentrated sector focus?
As a non-diversified investment vehicle with a concentrated focus on the restaurant sector, the AdvisorShares Restaurant ETF (EATZ) inherently carries specific risks associated with sector-specific volatility. While its mandate dictates a minimum of 80% allocation to restaurant-centric companies, the fund's active management strategy is intended to mitigate some of these risks through selective stock picking. The fund managers aim to identify companies within the restaurant industry that demonstrate strong fundamentals, growth potential, and resilience against market fluctuations. However, it is crucial for investors to understand that despite active management, EATZ remains highly susceptible to industry-wide downturns, shifts in consumer behavior, and economic pressures that disproportionately affect the restaurant sector, unlike a broadly diversified fund.
What regulatory challenges does AdvisorShares Restaurant ETF face?
As an Exchange Traded Fund (ETF) operating within the Financial Services sector, AdvisorShares Restaurant ETF (EATZ) is subject to a comprehensive regulatory framework primarily overseen by the U.S. Securities and Exchange Commission (SEC). This includes strict compliance with the Investment Company Act of 1940, which governs the registration and operations of investment companies. EATZ must adhere to rigorous disclosure requirements, providing investors with transparent information regarding its investment objectives, strategies, fees, and risks through prospectuses and periodic reports. Furthermore, the fund faces ongoing compliance costs related to regulatory filings, auditing, and maintaining internal controls to ensure adherence to all applicable securities laws. Changes in financial regulations or increased scrutiny on actively managed ETFs could impact its operational framework and cost structure.
How does AdvisorShares Restaurant ETF differ from a broader consumer discretionary ETF?
The AdvisorShares Restaurant ETF (EATZ) distinguishes itself from a broader consumer discretionary ETF primarily through its highly concentrated investment mandate. While a typical consumer discretionary ETF would encompass a wide array of industries such as retail, automotive, media, and hotels, EATZ specifically targets companies that generate at least 50% of their revenue from the restaurant sector. This narrow focus means EATZ provides investors with direct, specialized exposure to the performance and trends within the dining industry, rather than the more generalized economic sensitivity of the entire consumer discretionary sector. Its additional allocation of at least 25% to the Hotels, Restaurants & Leisure Industry still maintains a tight focus within a related, but specific, segment, offering a distinct investment profile compared to a more diversified fund.
What are the key factors to evaluate for EATZ?
AdvisorShares Restaurant ETF (EATZ) holds an AI score of 44/100 (low). Not financial advice.
How frequently does EATZ data refresh on this page?
EATZ prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven EATZ's recent stock price performance?
AdvisorShares Restaurant ETF (EATZ) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Offers focused, actively managed exposure to the U.S. restaurant sector. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The provided source data contains conflicting information regarding whether the AdvisorShares Restaurant ETF (EATZ) is 'actively managed' or 'passively managed'. The 'Business Description' explicitly states 'actively managed', while the 'Existing AI Insight' and 'Additional Context' state 'passively managed'. This dossier prioritizes the 'Business Description' as the primary source for the fund's operational nature.
- No FMP PEER TICKERS were provided, so the 'competitors' array is empty.