Fast-casual bakery-café chain offering soups, salads, and sandwiches
A Cornell study found households on GLP-1 medications cut fast food spending by more than 5% within six months. With projections showing GLP-1 users could account for 35% of all food and beverage spending by 2030, the QSR industry faces a demand shift it cannot ignore.
March 20, 2026
March 20, 2026
March 20, 2026
With $18.6 billion in estimated revenue and food accounting for over 50% of sales, Wawa's 1,200-plus locations are pulling breakfast, lunch, and dinner traffic from traditional QSR brands. The convenience chain plans to nearly double its store count to 1,800 by 2030, and the competitive implications are enormous.
March 20, 2026
Franchise resales happen in the shadows with pricing rarely disclosed. Here's what multiples look like in 2026, who's buying, and which brands trade at premiums vs. distressed valuations.
March 20, 2026
McDonald's pledged 100% renewable packaging by 2025. Sounds ambitious. But 'renewable' can mean almost anything. This is the sustainability challenge in QSR: big commitments, vague metrics, and real progress buried under layers of marketing.
March 20, 2026