Burgers as an Asset: Why Investors Love Fast Food

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Arman Korzhumbayev Editor-in-Chief

Fast food does more than sell meals. It turns the daily habits of millions of people into a steady stream of cash, DKNews.kz reports.

A customer sees a burger, a pizza or a cup of coffee. An investor sees a global brand, thousands of restaurants, franchise fees and millions of repeat orders.

A Business Worth Hundreds of Billions

The US fast-food market was valued at $374.8 billion in 2025. It could grow to $390.1 billion in 2026.

Higher average spending, delivery services, digital sales and new restaurant openings are driving the market. Consumers may postpone buying a car or smartphone, but they are less likely to give up their regular coffee or quick lunch entirely.

That repeat demand is exactly what attracts investors. Restaurant chains do not rely on a handful of large contracts — their revenue comes from millions of small purchases made every day.

A single receipt means little. Millions of receipts create a global business.

Kazakhstan is following the same trend. The country’s food-service sector generated approximately 1.8 trillion tenge in 2025.

Fast food accounted for roughly 45% of the market. Based on that share, the segment’s turnover can be estimated at around 800 billion tenge.

Fast-food restaurants represent less than a third of all food-service establishments. Yet their share of revenue is much higher because they serve more customers, process orders faster and benefit from delivery.

The format is expanding particularly quickly in Almaty and Astana. Busy office routines, high population density and the habit of ordering meals through a smartphone support daily demand.

What Investors Are Really Buying

The most valuable asset of a major restaurant chain is not its kitchens or cash registers. It is brand recognition.

In an unfamiliar city, customers often choose a name they already know. They understand the menu, price range and speed of service before entering.

A new restaurant may spend years earning that trust. An international chain receives it instantly through its brand.

Franchising is another source of stability. Many restaurant corporations operate only part of their locations directly, leaving independent entrepreneurs to open and manage the rest.

The franchisee pays for the premises, equipment and staff. The brand owner supplies the business model, technology, menu and marketing support while collecting contractual fees.

This structure allows chains to expand without financing every new restaurant themselves. By the end of 2025, approximately 95% of McDonald’s restaurants operated under franchise agreements.

Scale creates another advantage. Large chains purchase ingredients and packaging in huge quantities while spreading advertising and technology costs across thousands of locations.

A small café cannot easily compete with that system. International corporations have more customer data, stronger bargaining power and greater financial resources.

Digitalisation has widened the gap. Mobile apps have evolved from optional services into major sales channels.

Customers can choose their meals, pay and collect orders without waiting in line. Loyalty programmes remember their preferences and bring them back with personalised discounts.

For the company, the app is a valuable source of data. It reveals which meals sell best, when demand peaks and which promotions generate a response.

Before checkout, a customer can be offered a drink, dessert or larger portion. A few extra dollars on one order can turn into millions across a global network.

A strong brand also gives a company room to raise prices. When food, rent, electricity and labour become more expensive, the chain can pass part of those costs on to customers.

But that pricing power has limits. If a quick lunch becomes too expensive, people begin cooking at home, searching for discounts or switching to competitors.

Investors therefore look beyond headline revenue. Sales growth driven by higher prices may conceal a decline in customer traffic.

Dividends add to the appeal of restaurant stocks. Some major chains regularly distribute part of their profits to shareholders.

Dividends allow investors to receive income without selling their shares, but companies are not required to maintain them. Cash may instead be used to open restaurants, repay debt or buy back shares.

Investors examine profit, free cash flow, debt levels and expansion rates. A famous name alone does not make a stock a good investment.

Becoming a shareholder in a restaurant corporation no longer requires substantial capital. Some brokers allow clients to buy fractional shares instead of paying for a whole one.

For example, a Yum! Brands share was priced at $147.17 on July 21, 2026. If a broker offers fractional trading, an investor can start with a smaller amount.

A low entry threshold does not reduce market risk. A company’s share price can fall even when its restaurants remain busy.

Burgers Come With Risks Too

Fast food may appear resilient, but it is not a risk-free investment or a guaranteed source of income.

Rising costs for meat, cooking oil, packaging and wages can quickly squeeze profits. Raising menu prices too aggressively can drive customers away.

A problem involving one supplier can affect an entire chain. The company may lose sales, face additional expenses and suffer reputational damage.

The industry must also respond to growing demand for healthier food, advertising restrictions, currency fluctuations and competition from local brands.

There is also a purely financial risk. Even an excellent company can become a poor investment if its shares are purchased at an inflated price.

Every order generates revenue for a restaurant chain. But the customer receives a meal, while the shareholder receives a stake in a business carrying both opportunities and risks.

If someone regularly invested part of their fast-food budget in restaurant stocks, the outcome would depend on share prices, dividends, fees and the investment period. Their capital could grow — or they could lose money.

You may buy your favourite burger again tomorrow. This time, however, you may see more than a kitchen behind the counter: you may see a global financial system in which millions of investors are trying to earn a return.

This material is for informational purposes only and does not constitute investment advice. Investing involves the risk of a partial or total loss of capital.

DKNews International News Agency is registered with the Ministry of Culture and Information of the Republic of Kazakhstan. Registration certificate No. 10484-AA issued on January 20, 2010.

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