Follow the money. M&A activity, IPOs, private equity moves, and stock performance in the QSR industry.
Roark Capital controls Subway, Dunkin', Arby's, Jimmy John's, and Buffalo Wild Wings. That's 70,000 locations and 0 billion in sales. The QSR industry isn't run by restaurant operators anymore. It's run by private equity.
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.
Inspire Brands, JAB Holdings, and Restaurant Brands International control 100,000+ locations. Private equity owns more QSR brands than ever. The consolidation wave shows no signs of slowing.
Cava's IPO tripled in value. Wingstop returned 20x. Portillo's struggled. Several major chains are eyeing public offerings: Panera (complicated by debt), Raising Cane's (no rush), and others. Here's the pipeline and what makes a successful QSR IPO.
McDonald's, Chipotle, Yum, Wingstop, CAVA, and Shake Shack are all public QSR stocks. But they're playing entirely different games - and Wall Street is making very different bets on who wins.
Weekly insights on the QSR industry. No spam, just intelligence.
Complete investment breakdowns for major QSR franchises. Everything you need to know about startup costs, fees, and expected returns.
How struggling QSR brands reversed course and found success again. Strategic pivots, new leadership, and operational overhauls.
How tech is transforming QSR operations, from labor scheduling to ghost kitchens and AI-driven marketing.