Menu pricing is a delicate balance of crunching numbers, researching the local market and diner habits, and implementing an ...
CMG’s ability to expand margins is central to its premium multiple. This table shows how restaurant-level profitability is tracking across quarters and what’s driving the shifts. Food costs improved ...
While full-service competitors have seen restaurant-level margins fall well below figures from the early 2010s (to the low to mid-teens from the mid-20s), Darden has been able to launch a ...
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Is CMG sacrificing near-term margins to protect long-term demand?
Chipotle Mexican Grill, Inc. CMG appears increasingly willing to absorb near-term margin pressure to safeguard traffic and ...
In recent months, Toast has been quietly but deliberately reshaping how it positions its platform in the increasingly ...
Darden’s portfolio appears to have emerged from the pandemic stronger than before, with sales leverage, menu rationalization, a meaningfully larger off-premises business, and marketing efficiencies ...
In this episode, Justin interviews Assaf Stizki, co-founder and CEO of Restoke.ai, a hospitality technology intelligence ...
CEO Jerry Morgan highlighted 2024 as a milestone year with revenue reaching nearly $5.4 billion and average unit volumes exceeding $8 million for the first time. He emphasized that this marks the ...
Commodity inflation guidance for 2025 has been updated to approximately 6%, and for 2026 is set at approximately 7%. Management expects to be above this guidance in the first half and below it in the ...
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