Taco Bell

Financing

In the fast-food Mexican sector, there is Taco Bell, and everyone else

The Bottom Line: Jack in the Box’s planned sale of Del Taco highlights the sector’s complexity. Consumers are eating more Mexican. But they’re avoiding fast-food Mexican restaurants. Unless it’s Taco Bell.

Food

Texture is trending on menus as consumers seek multi-sensory eating experiences

Crunch, creaminess and other textural food components are becoming as important as flavor when it comes to menu innovation.

The longtime executive of the fast-food restaurant chain owner will retire in the first quarter of 2026. The company will start a search process for his successor.

Tech Check: The parent of Taco Bell and Pizza Hut already had big plans for AI. Now it has Nvidia's scale and resources to help make them happen.

The Mexican fast-food chain has historically been slower to expand outside the U.S. as its offerings were less familiar elsewhere. But the company believes it finally has the right strategy to become a global growth engine.

Yum Brands, which also owns KFC, Pizza Hut and Habit Burger, said it is collaborating with the technology company to integrate AI into the chains’ restaurants.

The fast-food giant won legions of adoring fans thanks to a constant stream of new menu items that few other restaurant chains can do. And now it plans to increase that pace.

The Bottom Line: The Mexican fast-food chain is the best-performing part of parent company Yum Brands’ business, easily besting KFC and Pizza Hut. It’s also the one with the most company stores. That’s not a coincidence.

The Mexican fast-food chain’s same-store sales are expected to grow 8% in the first quarter, despite poor weather and a difficult restaurant operating environment.

The Mexican fast-food chain gives its signature Cantina Chicken a shot of heat with red jalapeño sauce, launching on the menu Thursday.

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