Industry Analysis

MAR 24, 2026 · 7 MIN READ

Chick-fil-A's $1 Billion International Bet: Can the Owner-Operator Model Work Overseas?

Chick-fil-A has committed $1 billion to expand into Europe and Asia by 2030. With $9.3 million AUVs and a fiercely guarded owner-operator model, the chain faces a fundamental question: does the formula translate?

industry

Industry Analysis

Taco Bell's RING Strategy: How Cantina Chicken and a $3 Million AUV Target Are Rewriting the QSR Playbook

Taco Bell posted 7% same-store sales growth in 2025 while most QSR chains struggled. Its RING strategy targets $3 million AUVs, $5 billion in Cantina Chicken sales, and 10,000 units. Here is how the chain plans to get there.

MAR 24, 2026 · 7 MIN READ

MAR 24, 2026 · 6 MIN READ

McDonald's Big Arch Gamble: Why the World's Biggest Chain Is Betting on Premium Burgers

McDonald's launched the Big Arch on March 3, but early traffic data tells a more complicated story. The premium burger generated just a 2.2% visit lift, far below recent LTOs. Here is what it means for the chain's strategy.

MAR 24, 2026 · 5 MIN READ

The Great QSR Contraction: Nearly 1,000 Chain Restaurants Are Closing in 2026

Wendy's, Papa John's, Pizza Hut, and Jack in the Box are collectively shuttering close to 1,000 locations this year. The closures signal a structural reset driven by traffic declines, margin compression, and a consumer base that has hit its spending ceiling.

The NRA's $1.55 Trillion Forecast and the 42% Profitability Crisis: Inside the 2026 State of the Restaurant Industry Report

The Great Restaurant Closure Wave of 2026: Who Is Shutting Doors and Why

El Pollo Loco's Breakout Moment: How a Regional Chicken Chain Is Finally Expanding Beyond California

Restaurants Take Their Case to Congress: Swipe Fees, Immigration, and the USMCA Fight

Chipotle's Record Expansion Meets Margin Pressure: Inside the Q4 2025 Results and What They Signal for Fast Casual

Chipotle opened a record 334 restaurants in 2025 and grew revenue 5.4% to $11.9B, but restaurant-level margins contracted to 23.4%. The fast-casual leader faces a new equation.

Raising Cane's Hits 1,000 Restaurants and Is Not Slowing Down: Inside the Fastest-Growing QSR Story in America

Raising Cane's opened its 1,000th restaurant on Hollywood Boulevard in March 2026. The privately held chain plans 100+ new locations this year as it targets 1,600 total and top-10 QSR status.

DoorDash Completes $3.9 Billion Deliveroo Acquisition, Cementing Global Food Delivery Dominance

DoorDash's $3.9B acquisition of Deliveroo, completed in October 2025, gives the company a presence across Europe, Asia, and the Middle East. The food delivery market consolidation accelerates.

Starbucks Posts First Comparable Transaction Growth in Eight Quarters as Niccol's Turnaround Takes Hold

Starbucks delivered 4% global comparable sales growth in Q1 FY2026, with $9.9B in revenue. U.S. transaction growth turned positive for the first time in two years.