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.
Big food brands are not losing on strategy. They are losing on translation. Here's the question we ask before we ever touch a design file, and why small brands keep winning without a bigger budget.
Nobody launched a signature sandwich this week. DoorDash paid $425 million for a campus ordering system, Chipotle handed its food safety data to Palantir, and a franchisee running 314 Wendy's restaurants filed for Chapter 11. In-N-Out also confirmed what it pays a store manager, and the number is $200,000.
Private equity found its way into one of New York's most beloved taco counters, Wingstop turned football season into a $27.99 subscription, and Canada's newest tariffs landed squarely on U.S. food and packaging supply chains. Plus: Twin Peaks ditches the QR code, and Red Lobster's footprint keeps shrinking.
Walmart just made Dunkin' the second chain on its delivery app, going straight after DoorDash and Uber Eats. Pizza Hut has new owners, Uber is cutting a tenth of its staff, and Chick-fil-A is closing out a five-year kitchen experiment. Here's what each move means for foodservice operators watching who's really in control this week.
Tariffs eased just as beef prices hit records, a two-week takeover bid for Wendy's quietly died, and Starbucks baristas picked the worst possible week for a boycott. Independent restaurants, meanwhile, are quietly outgrowing the chains that were supposed to squeeze them out. Here's what mattered in foodservice this week.
July restaurant sales rose for a fourth straight month, and the industry used the week to redo its math. New IRS overtime rules landed squarely on employers, Pizza Hut’s global CEO stepped aside before a private equity close, and Denny’s opened a national catering channel with ezCater. Wonder put delivery robots on Grubhub, and Panera handed 70 million members a points system.
Restaurants shed jobs for a second straight month, and the week's biggest moves all point the same direction: take it in-house. Nelson Peltz is assembling a bid to pull Wendy's off the public market. Cava grew traffic 5.3%, c-stores launched their own soda and coffee brands, and a St. Louis salad shop is growing lettuce next to the dining room.
Most food brands file campus dining under institutional. That is an expensive misread. Students eat in the same programs three times a day for four years, which makes campus the fastest preference read in foodservice. Here is what NACUFS 2026 and a 107,000 response student survey say about where every food channel is headed next.
Guest counts are falling, and the industry is placing very different bets on how to win them back. Dutch Bros is buying the drive-thrus a bankrupt salad chain left behind, Bain Capital is buying bubble tea, and McDonald’s just changed U.S. leadership. Five stories, five strategies, one shared problem.
Earnings season hit the restaurant industry hard this week, and the numbers show who's built to withstand a shock. Starbucks and Chipotle both delivered, Jersey Mike's finally went public, and KFC Canada bet big on a new drink brand. Here's what operators need to know.
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