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Industry Analysis

Chain rankings, earnings, trends, competition, regulation

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Industry Analysis

How Taco Bell Went From Punchline to Innovation Powerhouse

Under CEO Sean Tresvant, Taco Bell transformed from late-night joke to QSR innovation leader. Doubling innovation output, tripling international footprint, targeting M AUVs and 10,000 units.

MAR 20, 2026 · 6 MIN READ
industry
Industry Analysis

What Changed After Roark Capital's $9.6 Billion Subway Acquisition

Roark Capital paid $9.6 billion for Subway in the largest franchise deal ever. 18 months later: 600+ more closures, franchisee pushback, and a brand still searching for a turnaround.

MAR 20, 2026 · 5 MIN READ
industry
Industry Analysis

The Real Cost of a Raising Cane's Franchise and Why the Waitlist Is 5+ Years

With $6.6 million in average unit volume and 90% company ownership, Todd Graves has built the most in-demand franchise opportunity in America by refusing to franchise.

MAR 20, 2026 · 7 MIN READ
industry
Industry Analysis

Water Scarcity and Climate Risk: The Supply Chain Crisis QSR Operators Can't Ignore

Droughts in key agricultural regions are driving commodity price spikes and supply disruptions. Here's what smart operators are doing about water and climate risk.

MAR 20, 2026 · 9 MIN READ
industry
Industry Analysis

The $20 Fast Food Meal: How QSR Pricing Broke the Value Promise

Fast food used to mean cheap. Now a McDonald's meal costs $12 to $14 and customers are noticing. Here's how we got here and what chains are doing about it.

MAR 20, 2026 · 10 MIN READ
industry
Industry Analysis

Ghost Kitchens in 2026: What Actually Survived the Hype Collapse

The ghost kitchen revolution promised to reshape restaurants. Three years later, most are dead. Here's what survived and why the economics work for some but not others.

MAR 20, 2026 · 7 MIN READ
industry
Industry Analysis

The New Power Players: How Multi-Unit Operators Are Reshaping the Franchise Landscape

Flynn Restaurant Group operates 2,600+ restaurants generating $4.8 billion annually. Sun Holdings runs 1,500+ locations with $1.9 billion in sales. These mega-franchisees aren't just bigger - they're fundamentally different businesses with institutional capital, centralized operations, and acquisition expertise that's reshaping the franchise industry.

MAR 20, 2026 · 7 MIN READ
Three cards distinguish a restaurant sales forecast, limited-service menu price inflation and a historical survey of fast-food consumption.
Industry Analysis

Fast Food Industry Statistics 2026

A sourced U.S. reference separating 2026 restaurant forecasts, current prices and employment, historical fast-food consumption and chain sales definitions.

MAR 19, 2026 · 4 MIN READ
industry
Industry Analysis

The Chicken Sandwich Wars 2.0: Who Actually Won

Popeyes' 2019 launch went viral. Chick-fil-A captured 41% market share. Raising Cane's became the dark horse, knocking off KFC. Seven years later, the wars matured into permanent category competition. Execution beats hype. Unit economics beats social media engagement.

MAR 19, 2026 · 7 MIN READ
industry
Industry Analysis

That Saudi Arabia Master Franchise Cost $80 Million. It's Worth $12 Million Today.

Western QSR giants are betting billions on emerging markets where rising middle classes and urbanization create massive growth runways.

MAR 19, 2026 · 7 MIN READ
industry
Industry Analysis

Plant-Based QSR in 2026: What Happened to the Beyond Meat and Impossible Foods Revolution?

Beyond Meat's stock is down 97% from its peak. The McPlant flopped. But the plant-based QSR story isn't over — it just changed.

MAR 19, 2026 · 6 MIN READ
industry
Industry Analysis

QSR Industry Report 2026: Market Size, Segment Analysis, and the Trends Reshaping Fast Food

A comprehensive analysis of the Quick Service Restaurant industry in 2026. Market size, trends, challenges, opportunities, and forecasts for operators and investors.

MAR 19, 2026 · 14 MIN READ