Commented on $PTLO - Portillo's lowers sales expectations as McDonald's focus on value weighs on the restaurant sector. seekingalpha.com/news/4493690-p…

Thanks to Restaurant News for the detailed reporting of the Starbucks $SBUX US unit closings. Unfortunately Jonathan Maze Restaurant Business are out of the loop with outdated numbers. RT: nrn.com/quick-service/…

Casual dining recap: check out how Olive Garden has transformed their menu. RT: Casual chains are boosting their value restaurantdive.com/news/6-casual-… via @restaurantdive

Another #restaurant sales and debt problem. They should not have had takeout and delivery as headwinds however. Thank you Joe Guszkowski RT: Razzoo's Cajun Cafe files for Chapter 11 bankruptcy restaurantbusinessonline.com/financing/razz…

Glad to see Chipotle $CMG is working new products and flavors. IMO, is essential to avoid fatigue. From hot honey to chimichurri: Inside Chipotle's push to reinvent its menu. Business Insider

Very smart for Chipotle $CMG to expand special event marketing building on a very strong day. Far better than endless mindless discounting. Lisa Jennings RT: Why it's Halloween all month at Chipotle restaurantbusinessonline.com/marketing/why-…

Its not that complicated. @JonathanMaze misses that McDonald's sales were flat over the whole 2024 YAG $5 offer intro. More importantly, what is meaningful is what worked. LTOs, new Chicken Mac and legacy kids premiums did. RT: Did McDonald's price cuts work? It's complicated

U.S. consumers bearing more than half the cost of tariffs so far, Goldman Sachs says nbcnews.com/business/consu… via @nbcnews

Curious comment here: Jonathan Maze doesn't know what to make of McDonald's and Starbucks US sales softness. Clearly $MCD remains hyper focused on price (where all the other QSRS are discounting too) with the same old products. @SBUX total value components (quality, service and

One clue of impending problems was the short tenure of so many ownership groups. In the San Diego unit I watched, it never got much traffic. Thank you Lisa ! @lovetodineout RT: Lemonade Los Angeles is reportedly shuttering all locations. Lisa Jennings Lisa Jennings

The seeds of this failed Jack in the Box deal dates back several years, with prior management making very poor bets. I will be at Restaurant Finance Monitor's #RFDC2025 Conference in Vegas on Nov 10-12 to tell the takeaways RT: Jack in the Box sells its entire stake in Del Taco

It's time to pull the plug on digital tip screens restaurantbusinessonline.com/its-time-pull-…

$SBUX: I would think that shift supervisors could be promoted to this role and will be useful. However, incremental labor may not be needed at all units. #restyaurants. nrn.com/restaurant-lab…

$SBUX Starbucks earnings: lots of moving pieces. Announcement of China deal? Postpone 2026 outlook? Discuss new US initiatives in depth? US SSS: looking at my research, SSS seems to be appx. zero, with a weaker Sept. Problem with that: with new staffing plus ups, hard to

Great to see new $MCD flavors and more new product innovation. Innovation is the way out of the downward QSR fogbank. McFranchisee #restaurants

Daybright menu dropped: observation This is an 10x upscale Dunkin, a direct competitor to Starbucks and a fast casual format of First Watch. Cold press juices, protein cold foam, baked donuts, plant based milks, cold brew and $10 real fruit smoothies. I think they did a

$CMG: CEO sees higher inflation in 2026. RT: Watch CNBC's full interview with Chipotle CEO Scott Boatwright msn.com/en-us/money/to…

This will be a fascinating operating agreement to read. Starbucks got in its $4 billion, which it needs. $SBUX RT: Starbucks to form joint venture with Boyu Capital to run China business cnb.cx/43cp79r

More acquisitions are planned downstream RT: &pizza acquires Tijuana Flats under newly created Latitude Food Group #restaurants restaurantbusinessonline.com/financing/pizz…

Glad to see price and menu actions starting sweetgreen. They are very late to a very important date. RT: Amid an even-more-dismal outlook, Sweetgreen pledges to rethink menu pricing restaurantbusinessonline.com/financing/amid…