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RFK Jr.’s new food guidelines could boost beaten down fast-casual chains like Chipotle and Sweetgreen

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RFK Jr.’s new food guidelines could boost beaten down fast-casual chains like Chipotle and Sweetgreen


U.S. Secretary of Health and Human Services Robert F. Kennedy Jr. attends a briefing at the White House in Washington, D.C., U.S., January 7, 2026.

Kevin Lamarque | Reuters

New federal dietary recommendations have sparked mixed reactions from the embattled restaurant industry, as changing guidelines could encourage Americans to dine out less often or choose from a smaller pool of restaurants when they do leave home.

The Departments of Health and Human Services and Agriculture unveiled the nutrition guidelines on Wednesday. The recommendations, which are updated every five years, pushed for higher consumption of protein and full-fat dairy and reduced intake of processed foods and sugary drinks.

The guidelines are primarily a public health tool for federal agencies, health-care providers and nutrition experts, so it’s unclear how much they will influence individual consumer choices. Although the recommendations largely focus on eating at home, they lightly touched on the restaurant industry as well.

“When dining out, choose nutrient-dense options,” the guidelines advise.

While the recommendations could discourage Americans from spending at restaurants — especially at a time when high inflation has curbed trips to dine out — some pockets of the industry had a positive reaction to the changes. The changes could give a particular boost to struggling fast-casual chains like Sweetgreen and Chipotle, which have long touted the type of natural ingredients championed by HHS Secretary Robert F. Kennedy Jr.’s “Make American Healthy Again” movement.

One lobbying executive who represents restaurant companies, whose organization was involved in meetings with the White House on the new guidelines, said the outcome could have been “far worse” for the sector. The person, who declined to be named because their organization was involved in private discussions, said the end result was better for the industry than proposed guidance from earlier in 2025 was. 

However, the executive said they are still concerned the guidelines could encourage Americans to eat at home when diners have affordable options to incorporate those foods at restaurants. That implication could also ruffle feathers among restaurant chains and their franchisees.

Despite those potential concerns from some, industry lobbying group the National Restaurant Association backed the new guidelines.

“Now, more than ever, restaurant operators are offering a wider variety of options, allowing consumers to choose what best fits their dietary needs, preferences, and lifestyles. We congratulate Secretary Kennedy and the Trump Administration on the release of the new guidelines and look forward to continued collaboration with policymakers to ensure that nutrition guidance remains practical, flexible, and supportive of access and innovation,” National Restaurant Association spokesman Sean Kennedy said in a statement to CNBC. 

Restaurant franchise lobbyist the International Franchise Association, called the approach “nuanced” and said it may limit the number of price increases restaurants have to make.

“Fortunately, the more nuanced approach of these guidelines helps ensure our members will not have to raise prices and that consumers can continue to make their own choices,” the group said. “Any future regulations or guidance must keep potential cost increases top of mind, as restaurant owners already face numerous regulatory burdens and supply chain challenges, which most often disproportionately affect small business owners, like franchisees, and ultimately, American consumers.”

How fast casual could benefit

Some of the most supportive reactions came from chains that had been beaten down in 2025, including Chipotle and Sweetgreen. Both fast-casual names saw pullbacks from younger consumers who continue to struggle in a K-shaped economy, where spending has concentrated more among the highest earners.

Sweetgreen, which was the biggest restaurant sector laggard last year with a nearly 80% stock decline, cheered the new guidelines.

A spokesperson told CNBC in a statement: “We keep ultra-processed ingredients and added sugars out of our restaurants, source transparently from partners we know and trust, and cook our food from scratch. That is why we are excited to see the new Food Pyramid so clearly emphasizing whole, real, and unprocessed foods.”

Sweetgreen founder and CEO Jonathan Neman wrote on X, “The U.S. government is for the 1st time urging Americans to avoid highly processed food, added sugar, and refined carbohydrates. Today, the government finally told the American people the truth. Avoid highly processed food (which is 70% of a child’s diet). Avoid refined carbohydrates.  CELEBRATE REAL FOOD… LFG!”

Chipotle will debut a High Protein Menu on Tuesday, December 23, with items ranging from 15 to 81 grams of protein per item.

Source: Chipotle Mexican Grill

Similarly, Chipotle, which recently debuted a high protein and GLP-1 friendly menu, told CNBC it has already catered to similar dietary guidelines.

“Our menu of real ingredients makes it easy to follow the new dietary guidelines that prioritize high-quality protein, healthy fats, fruits, vegetables, and whole grains—while limiting highly processed foods and refined carbohydrates,” Chipotle spokeswoman Laurie Schalow said in a statement. “With real food made from wholesome ingredients—without artificial colors, flavors, or preservatives—Chipotle offers choices that fit a balanced, modern approach to eating.”

The company’s stock was down nearly 40% in 2025, but some Wall Street analysts have pointed to it as a potential winner in the new GLP-1 landscape, where users of the drugs often opt for smaller portions with more protein.

Kennedy has spearheaded the MAHA platform, championing a diet based on whole foods to prevent chronic disease. At times, his beliefs, like his advocacy for beef tallow and encouragement of more red meat in diets, have run afoul of both public health experts and industry players, like McDonald’s.

Kennedy’s criticism of processed foods has put fast-food chains on the defensive, although President Donald Trump is a vocal and loyal fan, particularly of McDonald’s.



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Top stocks to buy today: Stock recommendations for April 17, 2026 – check list – The Times of India

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Top stocks to buy today: Stock recommendations for April 17, 2026 – check list – The Times of India


Top stocks to buy (AI image)

Stock market recommendations: Reliance Industries, and Varun Beverages are the top stock recommendations by Bajaj Broking Research for April 17, 2026.Reliance IndustriesBuy in the range of ₹ 1330.00-1350.00

Target Return Time Period
₹ 1474 10% 6 Months

Reliance Industries stock has undergone a corrective phase over the past three months and is currently consolidating near a crucial support zone of ₹1270–₹1300. This technical setup offers a favorable risk-reward profile, positioning the stock for a potential bullish reversal and the next leg of uptrend.This ₹1270–₹1300 range serves as a crucial support area, reinforced by the convergence of multiple technical factors: (a) 61.8% retracement of the previous April 2025-January 2026 up move (1115-1611) (b) 200 weeks EMA placed around 1292, which has historically acted as strong demand area for the stockThe ongoing corrective phase appears to be nearing exhaustion, with price action indicating the potential for a fresh bullish reversal. We anticipate the stock to resume its uptrend and head towards ₹ 1474 levels in the coming quarters being the high of February 2026 and the 61.8% retracement of the recent decline of the last 3 months ₹ 1611-1290.Varun BeveragesBuy in the range of 455-465

Target Return STOPLOSS Time Period
₹ 503 9% 429 3 Months

The share price of Varun Beverages has generated a breakout above the falling channel containing last 3 months decline signaling strength and offers fresh entry opportunity.The stock has also formed a higher high and higher low signaling resumption of up move after recent corrective decline.We expect the stock to head higher towards 503 levels in the coming weeks being the 80% retracement of the previous decline from 534 to 381.(Disclaimer: Recommendations and views on the stock market, other asset classes or personal finance management tips given by experts are their own. These opinions do not represent the views of The Times of India)



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Finance ministers and top bankers raise serious concerns about Mythos AI model

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Finance ministers and top bankers raise serious concerns about Mythos AI model



Experts say Mythos potentially has an unprecedented ability to identify and exploit cybersecurity weaknesses.



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Anthropic’s new AI model exposes fresh risks, flaws for cybersecurity, IT services – The Times of India

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Anthropic’s new AI model exposes fresh risks, flaws for cybersecurity, IT services – The Times of India


New Delhi: A powerful new AI model is forcing govts, banks, and technology firms to rethink the rules of cybersecurity – and in India, the stakes may be even higher.Claude Mythos, developed by Anthropic, has demonstrated the ability to autonomously detect and exploit software vulnerabilities, including flaws that have persisted for decades. Early tests revealed that the model could identify long-standing weaknesses and simulate complex, multi-step cyberattacks, prompting the company to restrict its wider release. Anthropic CEO Dario Amodei highlighted the shift, noting that AI systems are now capable of finding vulnerabilities “that humans have missed”, a signal of how quickly the cybersecurity landscape is changing.US Treasury Secretary Scott Bessent reportedly convened a meeting with top bank executives – including leaders from JPMorgan Chase, Goldman Sachs, Citigroup, BoA, and Morgan Stanley – to assess the risks posed by such advanced AI systems.That concern is not theoretical. According to Jaydeep Singh, GM for India at Kaspersky, the emergence of such systems represents a turning point not just for security professionals, but for everyday users. “We have been closely monitoring how AI is reshaping the threat landscape, and Claude Mythos represents a moment that every user, not just the cybersecurity industry, needs to understand,” Singh said.The dual-use nature of AI is at the heart of the concern. The same capability that strengthens defences can just as easily be weaponised. “The same capability that finds a 27-year-old vulnerability in hardened infrastructure is the capability that, in the wrong hands, turns every unpatched system into an open door,” Singh added.Cybersecurity firm Check Point Software Technologies echoed the warning. Sundar Balasubramanian, MD, India and South Asia, for Check Point, says, AI is “dramatically lowering the barrier to entry for cyber attackers,” enabling even less-skilled actors to identify and exploit vulnerabilities. He added that defensive tools can be repurposed offensively, compressing the traditional gap between attackers and defenders. Jayant Saran, partner, Deloitte India, described this as a “changed reality,” where organisations must prepare for risks that were previously invisible. He called AI a “double-edged sword…that cannot be reversed,” highlighting an accelerating race between those securing systems and those attempting to break them.In India, the risks are amplified by scale. From UPI to banking and govt platforms, millions depend on digital infrastructure – much of it built on legacy systems. These systems are often slower to patch, harder to monitor, and lack continuous threat intelligence, creating what Saran called an “asymmetric risk exposure.” Singh pointed out that this gap is especially critical in India, where legacy infrastructure serves hundreds of millions.Beyond cybersecurity, ripple effects could reach financial markets. Analysts say models like Mythos could automate parts of software development, testing, and security – core functions of IT services industry. While disruption may be gradual, labour-intensive outsourcing models could face pressure, while firms embracing AI may benefit.



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