Extra Serving: A restaurant industry podcast

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Chipotle’s negative sales year, Taco Bell’s ongoing dominance, and the incredible growth in snacks. First up is Chipotle, which last week reported that its same-store sales declined 1.7% in 2025. CEO Scott Boatwright introduced a “Recipe for Growth” plan that has five steps to get the brand back in black, but the company also issued guidance for the year that shows it expects sales to be flat. Sam and Alicia discuss the unsurprising results and whether they think Chipotle’s plan for growth — which includes increased usage of limited-time offers and demonstrating the brand’s value proposition — will help reverse its fortunes. Next up is Yum Brands, which had mostly good results: Taco Bell continues to dominate in the QSR category, with its same-store sales up 7% in the latest quarter and evidence that it’s taking market share from just about every other corner of the restaurant industry. Meanwhile, KFC enjoyed 1% growth — signs, perhaps, that its turnaround plan is working. Sam and Alicia discuss those positive results, but also dig into the myriad issues over at Pizza Hut, which saw sales decline last year and plans to close 250 units in the first half of this year. Finally, the editors turn their attention to snacks, which are enjoying a renaissance across the restaurant space and could drive continued disruption at brands big and small. For more on these stories: Chipotle unveils plan to ‘accelerate growth’ after another negative quarterTaco Bell is taking market share from just about everywherePizza Hut is closing 250 U.S. locations in the first half of 2026

Chef Tyler Akin has a long and impressive bio. Earlier in his career, he worked at Zahav in Philadelphia and Mini Bar and Komi in D.C. More recently, he opened Bastia in Philadelphia's Hotel Anna & Bel, which helped solidify his role in redefining hotel dining. But a lot is going on behind the scenes with Akin. Many of his projects he describes as "white label," meaning he's brought on to create a signature dish, design a kitchen, or consult on food costs. Or he's hired to open a new restaurant, from hiring to menu development and branding. Tyler discusses how he juggles these projects and what he's looking for next with guest host Gloria Dawson.

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Chili’s continued sales growth, Starbucks’ solid quarter, and Fat Brands’ bankruptcy. First up is Chili’s, which reported its 19th consecutive quarter of same-store sales growth. Sam and Alicia break down the remarkable performance and how the company has positioned itself for continued growth, not just flash-in-the-pan success. Sam shares notes on his sit-down interview last week with CEO Kevin Hochman and what he learned about the executive’s approach to business at Chili’s that continues to resonate nearly four years after he took the job. Next Sam and Alicia tackle Starbucks, which reported positive sales and traffic growth in the most recent quarter, declaring in the meantime that “Starbucks is back.” Senior editor Joanna Fantozzi joins to share her insights from the company’s investor day, in which CEO Brian Niccol shared more about the investments the company has made in its turnaround and why he believes true success can’t be measured until 2028. Finally, Joanna details her long-term reporting on Fat Brands, which filed for Ch. 11 bankruptcy protection last week. She, Sam, and Alicia discuss the lessons restaurant operators should glean from the Fat Brands debacle, which includes franchisee lawsuits, unpaid vendors, and enormous bonuses paid to executives. For more on these stories: Chili’s posts 19th straight quarter of same-store sales growthStarbucks delivers 4% global sales growth as turnaround plan gains momentumFAT Brands and Twin Hospitality file for Ch. 11 bankruptcy

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including expectations for fourth-quarter earnings, casual-dining value roll-outs, and a regional chain with plans to go national. First up is a look ahead at fourth-quarter earnings, which kick off in earnest this week with Starbucks and Brinker. What should we expect to learn from the results? Sam and Alicia lay out their expectations. That could include some tough news from some chains, as a number of restaurant companies — including Torchy’s, Joe’s Crab Shack, and Peet’s Coffee — recently announced store closures. Sam and Alicia unpack that news and the reality that the U.S. restaurant scene is oversaturated, meaning we could see more closures throughout the year. Next they shout out friend of the pod Kelli Valade, the former Denny’s CEO who just took the same role at the Women’s Foodservice Forum. Sam and Alicia share their thoughts on why Kelli is perfect for the job. Then they tackle casual-dining value programs, which ramped up this week with new deals from brands like Red Robin, Kura Sushi, Ford’s Garage, and Red Lobster. Why are these full-service chains suddenly turning to value — and how can they successfully promote deals while not destroying profitability? Finally, in the extra serving portion of the episode, managing editor Leigh Anne Zinsmeister joins to talk about news from regional restaurant chains — including a fast-casual salad concept that plans to become a national chain with its new strategic plan.For more on these stories: Peet’s Coffee to close dozens of locations this monthRed Robin is launching a 6-item value menuJust Salad expects to be one of the largest restaurant chains in the U.S.

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including expert predictions for 2026, Chipotle’s negative year, and the ongoing value wars. First up is 2026 predictions, specifically as it relates to the economy; Sam and Alicia both traveled to Florida last week for separate conferences where they heard more about 2026 expectations. The short version? It doesn’t look great — but maybe it won’t get worse? They break down the economic factors impacting restaurants and how operators can protect their businesses from yet another down year. Next up are Alicia’s insights from the ICR event in Orlando, where she spoke with two brands who were looking to buck the trend in 2026: Jersey Mike’s and TGI Friday’s. She shares exclusive thoughts from her conversations and how exactly these two brands — which have been on different trajectories the past few years — plan to grow. Then Sam and Alicia discuss Chipotle, which announced that it expected 2025 to be its first-ever negative sales year on record. Could CEO Scott Boatwright be on the hot seat? The sudden departure of chief brand officer Chris Brandt suggests the company is ready to shake things up to get back to growth. Sam and Alicia explore what this could mean for Chipotle. Finally, in the extra serving portion of the episode, senior food and beverage editor Bret Thorn joins to discuss recent value offerings from around the restaurant industry, including major evolution at Taco Bell and Wendy’s. He then shares a conversation he recently had with Chickie’s & Pete’s head chef Brendan Mullan. For more on these stories: Navigating lingering uncertainty: Insights from the ICR ConferenceChipotle faces first same-store sales decline in over 20 yearsTaco Bell launches $3 Luxe Value Menu

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including the surge in marketing and value deals from restaurant chains, Chick-fil-A’s biggest marketing campaign ever, and red flags from smaller, regional chains across the U.S. First up is marketing news from across the restaurant industry, as 2026 has already seen high-profile chains like Chipotle push new marketing programs designed to drum up business. These programs include a lot of value deals, and Sam and Alicia discuss the dangers of restaurants pushing too hard into discounting and marketing partnerships, and how it can distract companies from excelling at their core offering. Next up is Chick-fil-A, which is celebrating the 80th anniversary of its original restaurant Dwarf House by rolling out its biggest marketing campaign ever. Alicia, who recently toured Chick-fil-A headquarters in Atlanta, walks through the scope of the campaign and she and Sam talk about how these efforts further solidify Chick-fil-A as a leader in the space. Finally, managing editor Leigh Anne Zinsmeister joins for the “extra serving” portion of the episode to talk about regional restaurant chains and recent closures — from Salad & Go and Houlihan’s, among others — as well as bankruptcies from Compass Coffee and Taste of Belgium.For more on these stories: Chipotle continues its marketing barrage, this time with EA SportsChick-fil-A is doubling down on its family-focused experiencesSalad and Go to exit Texas and Oklahoma as it closes 32 restaurants

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including the rise in protein menus across the restaurant industry and the news that Sprinkles Cupcakes had shuttered. They also offer their five resolutions for the restaurant industry in 2026. First up is protein, which is surging on menus as more consumers embrace high-protein diets. From Chipotle to CAVA and Shake Shack to Dunkin’, major chains are rolling out new menu items and in some cases entire menus dedicated to protein. Sam and Alicia discuss the trend and what it says about the broader health movement going on in the U.S. Speaking of which, one of the OGs of the 2000s cupcake craze appears to have shuttered its doors; Sam and Alicia unpack the news that Sprinkles Cupcakes was no more. Could this be a sign that hyper-focused concepts serving a limited menu could be a thing of the past? Or is it a broader indictment of the treat industry? Finally, Sam and Alicia offer their five resolutions for the restaurant industry in 2026, from improving four-wall economics to enhancing the hospitality experience. For more on these stories: Chipotle launches a High Protein MenuSprinkles has closed all its locationsPanera unveils strategic plan to ‘return to its apex’

Katie Laudick perfectly encapsulates Cameron Mitchell's Restaurants' growth-from-within philosophy. She worked her way up from server and HR intern to become the company's chief people officer. She now helps to hire, train, and maintain the company's culture throughout the restaurant group's 6,000 employees and over 70 restaurants, which include Ocean Prime, Del Mar, and Hudson 29. Katie tells guest host Gloria Dawson that a big part of that growth mindset actually stems from Cameron Mitchell's signature 'Yes is the Answer! What is the Question?' philosophy that extends not just to guests but to employees, too.

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Cracker Barrel’s post-logo-change sales slump, Sweetgreen’s introduction of a $10 value bowl, and restaurant trend expectations for the year ahead. First up is Cracker Barrel, which continues to reel after its rebrand and logo change from earlier in the year. Sam and Alicia discuss the latest earnings from Cracker Barrel, which included a sharp decline in traffic and sales. How might Cracker Barrel return to growth? And what can other restaurant chains learn from this whole ordeal? Next up is Sweetgreen, which is also suffering from traffic and sales declines and just announced a new $10 Harvest Bowl LTO — the fast-casual salad chain's first value offer. Sam and Alicia talk about the implications for Sweetgreen and the broader fast-casual category, which has lost momentum in 2025 as consumer behaviors shift. Then they tackle 2026 trends, and particularly a report from Yum! Brands that outlined how the restaurant company expects younger consumers to dine in the year ahead. Sam and Alicia analyze the data and offer their own expectations for what 2026 might hold for restaurants. Finally, senior food and beverage editor Bret Thorn sits down with McAlister’s Deli president and chief brand officer Danielle Porto Parra and GoTo Foods corporate executive chef Brock Peek to discuss big changes to the McAlister’s menu. For more on these stories:  Cracker Barrel doubles down on Southern heritage, adds kids’ meal toys amid sales slumpSweetgreen tackles value perception problem with $10 LTO bowlYum Brands trend report shows younger consumers want control of their dining experience

If you regularly dined out in New York City over the last 40 years, you've probably eaten at one of Drew Nieporent's restaurants. He opened nearly 40 of them, mostly in New York. His most well-known restaurant is, of course, Nobu, the restaurant that started the global sushi franchise. However, earlier on, there was Montrachet, a groundbreaking spot in Tribeca that maintained its three-star rating from The New York Times for 21 years. That restaurant location later opened as Bâtard, earning three stars from The Times and two from the Michelin Guide. Then there's Tribeca Grill, which, like Nobu, he opened with partner Robert De Niro, as well as the chef Nobu Matsuhisa. Drew recently looked back on his long and storied career in his book, I'm Not Trying to Be Difficult: Stories from the Restaurant Trenches, which he wrote with food writer Jamie Feldmar. Just as in his book, Drew is candid in his discussion with guest host Gloria Dawson, which touches on everything from the role of the restaurateur to why most reviews no longer matter much and what to look for in a business partner.

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including McDonald’s big win with its Grinch Meal, Subway’s controversial Sub Club revamp, and the trend of restaurant companies pushing more for menu simplicity. First up is McDonald’s new Grinch Meal release, which came with either a Big Mac or 10-piece McNugget, plus “Grinch Salt” McShaker Fries and collectible socks. The promotion, which launched Dec. 2, has been so popular that markets are starting to sell out. Sam and Alicia discuss the promotion and why it struck a chord with consumers. Next up is Subway, which revamped its Sub Club with a deal that offers a free footlong for every three purchased. Franchisees aren’t happy about the deal, which they said hurts profitability. Sam and Alicia are inclined to agree, and break down why a deal like this is tough for Subway of all chains. Then they dig into a story Alicia recently wrote about menu simplicity and why several companies are beginning to pull back after years of innovations and LTOs. Could we be seeing some decision fatigue among consumers especially? Finally, managing editor Leigh Anne Zinsmeister interviews Vishal Patel, cofounder at Tacoria Mexican Street Kitchen. For more on these stories:  McDonald’s brings McShaker Fries to the U.S.Subway franchisees say the chain's new loyalty program is too aggressiveWhy simplicity matters more than ever for restaurants

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Burger King’s menu and marketing shifts, Gen Alpha’s growing importance, and the latest data on fast-food and fast-casual traffic. First up is Burger King, which is rolling out a new campaign — including four new menu items — tied to the film “The SpongeBob Movie: The Search for Squarepants.” The brand also stated its intention to double down on beef where its competitors are pushing further into chicken. What to make of these moves? Sam and Alicia share their thoughts on Burger King’s play for broader demographics and how it could signal a big evolution for the third-largest burger QSR chain. Speaking of demographics, Sam and Alicia next tackle Gen Alpha and how restaurant chains are making a play for their business with promotions tied to trends like “6-7.” Find out why it’s never too soon to build a strategy for the next generation — but also why restaurant companies must be smart of how they connect with younger customers, particularly on digital platforms like social media. Finally, Sam and Alicia discuss new data that suggests quick-service and fast-casual traffic is expected to be slow for the next several months. How might chains react to this reality — and what can they do to differentiate in a “sea of sameness”? For more on these stories:  SpongeBob menu part of Burger King's new marketing strategyRestaurant brands start speaking Gen Alpha’s languageThe fast-casual category is losing steam

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Panera Bread’s plan to reclaim its fast-casual dominance, Jack in the Box’s brutal sales report, and Topgolf’s sale to a private-equity group. First up is Panera, a chain that is considered one of the OGs of fast casual but which has had unremarkable sales growth for at least a decade. New CEO Paul Carbone acknowledged that the chain’s apex was between 2005 and 2011 and laid out a plan for reclaiming that superiority in the coming years. Sam and Alicia discuss the turnaround plan and how Panera can climb to the top of a much more crowded fast-casual field. Next up is Jack in the Box, which endured a brutal 7.4% sales slide in the most recent quarter and which itself has laid out a plan for turning things around. Sam and Alicia sense a trend! Indeed, many restaurant companies have fessed up that things aren’t going to plan and that a change is needed. Why is this the case? And what can restaurants do to return to former glory? Sam and Alicia have ideas. Finally they turn their attention to Topgolf, 60% of which was acquired by private-equity firm Leonard Green for $1.1 billion. The deal takes Topgolf private, which could help the eatertainment concept deal with its own struggles. It isn’t the first restaurant chain to go from public to private this year — Denny’s and Potbelly were also acquired by private companies — and it may not be the last, as rumors swirl that chains like Pizza Hut and Noodles & Co. could be acquisition targets. What do Sam and Alicia make of this movement? Find out on the latest episode of Extra Serving. For more on these stories:  Panera unveils strategic plan to ‘return to its apex’Jack in the Box charts its recovery after a tough yearTopgolf sold to private equity firm for $1.1 billion

On this week’s Extra Serving, NRN editor in chief SamOches and executive editor Alicia Kelso discuss the latest restaurant industry news, including (yes, more) updates on beverages and what could happen to the category in 2026, plus the barista strike and “Bearista” bonanza at Starbucks. First, Alicia offers her recap of the recent Restaurant Finance & Development Conference (RFDC), where she says investors seem to be more realistic about the economy and turning their eye toward four-wall growth rather than unit expansion. Then they move the conversation to beverages, discussing what we can expect from the category in 2026. Will it get even crazier? (Short answer: Yes.) Next up is Starbucks, which can’t seem to avoid the headlines lately. That included a barista strike at dozens of locations, which did not seem to disrupt the company’s Red Cup Day but did seem to suggest more issues to address with employees. Meanwhile, the company launched a new “Bearista” beverage container that sold out so quickly that many customers are growling about it online. Is this much ado about nothing or an indication of the company’s continued struggle to reassert itself as the dominant coffee player? Sam and Alicia discuss. Then Alicia weighs in on value offerings from full-service companies and how they could further build momentum particularly among casual-dining chains. Finally, catch an interview between senior food and beverage editor Bret Thorn and North Italia’s beverage director, Jon Baer. For more on these stories:  Why beverages will be even bigger in 2026Starbucks responds to the sold-out Bearista cup — a surprise viral merch momentHow the full-service category is redefining value

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news — and wow was there a lot of it, from M&A moves to a glut of meaningful earnings reports. They start with the M&A headlines, exploring the Denny’s acquisition, Starbucks’ sale of its China business, and Yum’s strategic review of Pizza Hut. What do these moves mean for each respective chain? Sam and Alicia break it down. Then they dive into all of the quarterly earnings reports from the week, of which, by their count, there were 20. That includes a look at casual dining — generally faring positively, with good results from Dine Brands, Texas Roadhouse, and Bloomin’ — as well as fast casual (middling results from CAVA and Wingstop and a disastrous showing by Sweetgreen) and QSR (big winners in Taco Bell and KFC, poor showings from Wendy’s and Pizza Hut). Sam and Alicia talk about the big-picture implications of the quarter and what we might expect from these leading restaurant chains going forward. For more on these stories:  Denny’s acquired by group of investors for approximately $620 millionYum Brands exploring potential sale of Pizza HutWendy’s to close hundreds of U.S. restaurants

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including earnings reports from Chili’s, Chipotle, Starbucks, Shake Shack, and more, plus all the beverage news that’s fit to podcast and a roundup of new menu items with senior food and beverage editor Bret Thorn. First up is a recap of the week’s earnings, which included great results from Chili’s, Shake Shack, and Burger King, not-so-great results from Chipotle, and some pretty meh results from Starbucks. Are there any trends to deduce from the winners and losers? Sam and Alicia come up with a few. Next up, they talk about — what else — beverage news! That’s right, the whole industry is gaga for beverages, and this week saw the opening of Chick-fil-A’s new beverage-focused concept Daybright, Dunkin’s push toward more cold and afternoon-focused beverages, and the news that Flynn Restaurant Group would franchise 7-Brew. How much more beverage news can two podcast hosts sustain? Sam and Alicia find out. Finally, senior food and beverage editor Bret Thorn joins to talk about new menu trends he’s excited about, and about that one time he went viral in a TikTok video. For more on these stories:  How Chili’s plans to continue its momentumChipotle plans to double down on value messaging to win back consumersBurger King’s focus on its signature Whopper pays off

The pandemic might have pushed Victor Lugger to create a payment app, but he argues that paying at restaurants has always been a bit broken. Asking for a check. Handing diners a printed piece of paper. Going back and forth with a credit card. “It seems insane,” Victor Lugger, the co-founder of Big Mamma restaurant group and the app Sunday, told guest host Gloria Dawson. He discusses why he was inspired to change the payment process and when his Europe-based restaurant group is heading to the states. 

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Starbucks’ plans for AI, how the AWS outage hurt restaurants, and why Q3 is shaping up to be a tough one for restaurant sales. First up is Starbucks, which continues to look for a buyer for its China business and which is now officially testing its heralded assistant store manager program. The big news, though, was that CEO Brian Niccol shared at the recent Dreamforce conference that Starbucks’ AI capabilities could soon help the company start preparing guest orders before they’re even placed. Sam and Alicia discuss this potential and whether or not it’s what consumers really want from their favorite foodservice businesses. Next up, they talk about the Amazon Web Services outage that occurred last Monday and how badly it affected restaurants. Services such as DoorDash and Toast were unable to process orders, while apps from companies like McDonald’s and Starbucks were also disrupted. How can the industry learn from this event and prepare for future technology disruptions? Sam and Alicia break it down. Finally, public restaurant companies are preparing to share their third-quarter performance, and many experts are predicting some gloomy results. What does this suggest about the state of the restaurant industry and consumer?  For more on these stories:  Starbucks might be able to predict your coffee order in the futureThe AWS outage left many restaurants scramblingWhat to expect from Q3 earnings reports

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Jack in the Box’s sale of Del Taco, new data that shows consumers are getting deal fatigue from QSR brands, and Domino’s third quarter sales that were up more than 5%. First up is Jack in the Box, which only three years ago purchased Del Taco for nearly $600 million and yet this month sold the taco chain for a mere $115 million. Sam and Alicia discuss what might have gone wrong and why the partnering of those two brands could have been a case of bad timing (among other things). Next up, they talk about a new study that shows how the fast food category is the only restaurant segment that lost traffic in August. Could the problem be deal fatigue? Sam and Alicia talk about how consumers have become better with value perception and why traditional deals might not be cutting it anymore. Then they shift their focus once again to Domino’s Pizza, a company that could be proving the deal fatigue theory wrong. Domino’s reported its third-quarter earnings last week, with same-store sales up 5.2% on the strength of deals like its $9.99 Best Deal Ever. Find out what’s going right at Domino’s — but why that pizza chain is also sounding the alarms about what could be around the corner. Finally, we share an interview between senior food and beverage editor Bret Thorn and Andy Seiple, corporate executive chef at Firebirds Wood Fired Grill. For more on these stories:  Jack in the Box selling Del Taco for $115MQSR’s traffic woes may be driven by deal fatigueDomino’s leans on discounting as same-store sales grow 5.2% 

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Domino’s brand refresh, Wendy’s new strategic plan, and McDonald’s Snack Wrap struggles. First up is Domino’s, which refreshed its branding with new colors, a new font, and even its first-ever jingle, recorded by Grammy-nominated musician Shaboozey. Sam and Alicia discuss this refresh and how it differs from the big rebrand at Cracker Barrel. How can restaurant chains successfully update their brands without alienizing loyal customers? Domino’s offers a case study. Next up is Wendy’s, which needs a refresh of its own and announced Project Fresh, a strategic plan designed in conjunction with marketing consultant (and former Yum! Brands CEO) Greg Creed. The plan hopes to revitalize Wendy’s brand and accelerate profitability, but in the wake of the company’s volatility — including the departure of short-tenured CEO Kirk Tanner — does Wendy’s need more action than talk? Then they shift their focus to Wendy’s competitor, McDonald’s, which maybe didn’t get the lift from Snack Wraps that it expected. Data from Placer.ai shows that McDonald’s enjoyed a brief boost from the wraps, but visits fell each week after that and lagged the overall category. Sam and Alicia discuss the bigger issue with restaurants and why new products aren’t always the silver bullet that companies hope them to be. Finally, managing editor Leigh Anne Zinsmeister joins the podcast to discuss the recent spate of bankruptcies and why it seems that several small and regional chains in particular have been forced to file. For more on these stories:  Domino’s Pizza announces major brand refresh, with help from ShaboozeyWendy’s announces brand revitalization plan called Project FreshMcDonald’s Snack Wrap hasn’t impacted traffic much