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.
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.
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.
The June jobs report wiped out the industry’s summer hiring, and fast-food traffic kept sliding. So what did the smart operators do? They automated the drive-thru, hired a tech chief, cut store-build costs, and let a perfect peach do the upselling.
Sysco's Q3 fiscal 2026 earnings were just released. The numbers were solid. But the quarterly print is almost beside the point. What matters for food and beverage brands right now is the seismic deal Sysco announced in March — and what it means for the distribution landscape every F&B marketer depends on.
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