QSR stocks slide up to 7% as Brent tops $100, reigniting PNG and delivery cost fears
Jubilant Foodworks, Eternal, Devyani, Sapphire, Westlife and Restaurant Brands Asia fell up to 7% on March 12 after Brent crossed $100/barrel. Investors fear PNG shortages, costlier packaging and higher delivery fuel costs will squeeze margins already strained by sluggish same-store sales growth.
QSR and food-delivery stocks fell up to 7% on March 12, 2026 as Brent crude crossed $100/barrel, raising fears of PNG shortages, higher packaging and delivery fuel costs, and margin pressure amid already weak same-store sales.