Understanding what is driving market changes for your CPG, foodservice and restaurant brand — from macro to micro data — informs everything we do. Please read these thoughtful perspectives from our insightful team.
Chili’s is up 52% in three years, Burger King is beating its peers by nearly 10 points, and the FTC has sued Toast. Add Kroger’s direct-sourcing push and a stalled federal definition of ultra-processed food, and the week had one theme: earning it. Here is what each story means for operators and suppliers.
Chipotle, Jersey Mike’s and Starbucks all reported this week, and their numbers will be quoted in plenty of account meetings. Here is what the restaurant earnings say about the consumer, and what they leave out.
The 2027 trend reports are out, and most planning meetings will start with the watch list. Here is why the biggest opportunity for food brands sits at the other end of the report.
Who keeps the margin? This week, a bankrupt Wendy’s franchisee sold off 42 units, Landry’s bought into a Manhattan restaurant group, Olo took aim at delivery commissions, Kroger leaned on a $40 billion private label business, and a cheese importer challenged the Canada tariffs. Here is what each means for operators and brands.
Menu prices are up 3.5% and paychecks are up 3%, so every operator is hunting for ways to earn more from each guest. This week, Domino’s chases a bigger check, Square puts AI on the kiosk, and Taco Bell leans on celebrity $4 deals.
Protein was everywhere at NACS 2026. The numbers operators brought to Las Vegas told a different story. Here are my takeaways for brands selling into convenience foodservice.
Size was the story this week. Starbucks reportedly explored a $39 billion Chipotle takeover, and Uber Eats paid $2.3 billion for ezCater. Toast put AI agents on the schedule, KFC shrank the bucket to $3.49, and diesel climbed to $6.38 a gallon.
Everyone crossed a line this week. Toast brought restaurant software to the gas pump, El Pollo Loco signed for Queens, and Grubhub started rewarding diners who eat in. Cava hired its marketing chief from personal care, and Congress set rounding rules for the cash drawer.
Most stalled foodservice deals never lose to a competitor. They lose to silence. Here's what changed once I stopped reading a quiet buyer as a lost buyer, and started reading it as information.
Big checks moved this week. McDonald's committed $8.5 billion to its restaurants, Starbucks is spending about $300 million to close 250 stores, and DoorDash owes New York City couriers at least $131.5 million. KFC and Cracker Barrel placed their own bets, on breakfast and on dinner.
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