Jonathan Maze

Editor-in-Chief

Articles by
Jonathan Maze

Page 29
Financing

The owner of Papa Murphy's says consumers are getting more demanding

The CEO of MTY Food Group said customers expect more from their restaurants. But they’re not demanding more discounts yet.

Financing

Why large restaurant chains struggle to develop new concepts

The Bottom Line: With Chipotle developing yet another brand in Farmesa, it’s a good time to check on the track record of large brands creating new concepts. It’s not a good one.

Dutch Bros, Red Robin and Sweetgreen are the most “shorted” restaurant stocks, according to a Raymond James analyst, and more investors are betting against fast food.

A Deeper Dive: The Panera Bread founder, restaurant investor and chairman of Cava joins the podcast to talk about a wide range of issues, including activism and why Panera has no large competitor.

The Bottom Line: Parent company Fiesta Restaurant Group spent two years trying to find a buyer before ultimately agreeing to a deal with the owner of Primanti Bros. It illustrates the difficulties of the acquisition market over that period.

The fast-growing chicken finger chain was ranked fifth among teens’ favorite restaurants, according to the latest Piper Sandler survey. But Chick-fil-A is still king.

Domino’s is giving away a free “emergency pizza” to customers who order online through February, the latest indication of just how much value loyalty programs hold.

The Bottom Line: Casey’s has become a force in the pizza business with a selection of innovative items, delivery and a popular loyalty program. But we investigated its claim to be a top-five pizza concept. It has a good argument.

The Bottom Line: After 3.5 years, restaurants recovered the jobs it lost during the pandemic. And its monthly job growth shows just how resilient the industry is.

The fast-food chain has a new prototype that is targeted at digital orders and simplifies the workspace for employees. The company also plans a further evolution in its marketing as part of the next phase of “Reclaim the Flame.”

The Bottom Line: After a strong start to 2023, industry stocks have taken a hit more recently as Wall Street worries about the consumer and higher interest rates.

The Bottom Line: The burger giant’s franchise charges have been below average despite the strength of its brand. But its premium comes in the leases its franchisees pay.

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