This portfolio focuses on leading quick-service restaurants (QSRs) and beverage companies targeting the growing global demand for convenient, affordable, and high-quality dining and drink options. The allocation emphasizes established brands with wide customer bases and high brand loyalty, complemented by emerging growth players in the fast-casual and specialty beverage sectors.

1. Global Expansion of QSR Chains:

   Companies like McDonald's and Yum Brands (KFC, Taco Bell, Pizza Hut) continue to grow through international expansion and franchising models.
   
   

2. Shift Toward Premium & Specialty Beverages:

   Starbucks and Coca-Cola leverage growing demand for premium coffee, tea, and non-alcoholic beverages globally.
   
   

3. Fast-Casual Dining Trend:

   Chains like Chipotle Mexican Grill and Shake Shack benefit from consumers seeking healthier, customizable options.
   
   

4. Food Delivery Boom:

   Domino's Pizza and Wingstop are well-positioned to capture growth in digital orders and delivery, driven by changing dining habits post-pandemic.
   
   

5. Snack & Beverage Synergy:

   PepsiCo supports its snack and beverage businesses with innovations tailored to changing consumer preferences.