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16 handpicked stocks

Convenience & Cravings Portfolio

Discover a collection of companies mastering the art of on-demand satisfaction. These stocks represent market leaders in fast food, quick-service, and convenience retail, expertly selected by our analysts for their strong brands and consistent customer demand.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Summary and investor takeaways for the Convenience & Cravings Portfolio based on total and constituent market capitalisations.

Key Takeaways for Investors:
  • Large-cap dominance generally means lower volatility and closer tracking to broad-market returns.
  • Suitable as a core portfolio holding rather than a speculative, high-growth allocation.
  • Expect steady, long-term appreciation rather than rapid, short-term explosive gains.
Total Market Cap
  • MCD: $219.42B

  • YUM: $41.22B

  • QSR: $22.12B

  • Other

About This Group of Stocks

1

Our Expert Thinking

This portfolio focuses on companies that excel at delivering immediate satisfaction through efficient service and familiar products. They've built powerful brands that become default choices when consumers seek quick, reliable options—making them resilient across economic cycles.

2

What You Need to Know

These stocks represent established leaders in fast-food, fast-casual dining, and convenience retail. Their business models typically show consistent demand and pricing power, offering exposure to a relatively stable consumer sector that provides everyday essentials.

3

Why These Stocks

We've selected companies with strong brand identities, extensive operational footprints, and demonstrated ability to evolve with changing consumer habits. Their integration of digital technology—from mobile ordering to loyalty programs—offers significant growth potential.

Why You'll Want to Watch These Stocks

🍔

Food That Fuels Portfolios

These brands have perfected the science of consistent demand. While other sectors fluctuate, people always need quick, familiar meals—making these stocks remarkably resilient through economic ups and downs.

📱

Digital Revolution in Fast Food

The quick-service industry is being transformed by mobile ordering, loyalty programs, and delivery partnerships. These technological advances are creating new growth opportunities and improving profit margins.

🌎

Global Appetite for Convenience

These companies are expanding worldwide, bringing their efficient service models to new markets hungry for Western-style convenience. International growth represents a massive opportunity that many investors overlook.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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