Krispy Kreme shares surge 5.98% on pre-market optimism for restaurant sector recovery

Krispy Kreme’s shares surged 5.98% in pre-market trading on January 7, 2026, driven by optimism around a potential recovery in the restaurant sector for 2026.

Analysts at Bernstein highlighted factors likely to stimulate consumer demand, including an upcoming Tax Bill and the U.S.-hosted Soccer World Cup, with effects expected to begin in spring. The firm noted that restaurant valuations have reached 10-year lows, presenting significant upside potential if consumer spending rebounds.

The sector has faced challenges from inflation-driven dining-out cutbacks, but larger tax rebates are viewed as a catalyst for casual dining recovery.

Following a difficult 2025 marked by weak consumer confidence, the market appears to be reacting to the prospect of improved traffic and spending. While Krispy Kreme’s rise aligns with broader sector optimism, investors are advised to monitor evolving economic data and consumer behavior trends for sustained momentum.