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 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 

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including innovations in loyalty programs, new value deal launches, and how non-chicken brands are crashing the chicken party. First up is news around loyalty programs; McDonald’s is connecting its famed Monopoly game to its loyalty program, while Krystal is launching its first loyalty effort in nearly a century of existence. Sam and Alicia discuss the latest advancements in loyalty and how it’s helping to support value messaging in this difficult economy. Speaking of value, they also tackle the recent Circana report that showed demand for value at a 50-year high. How can restaurants meet that demand without falling into a discounting pit they can’t climb out of? Finally, they discuss recent data that showed non-chicken brands using chicken innovation to steal market share from chicken chains. What does this suggest about the state of chicken in the industry — and chains’ innovation efforts more broadly?  For more on these stories:  McDonald’s adds digital aspect to MonopolyRestaurant customers are seeking deals at the highest rate in 50 yearsChicken spending jumps 2 points in the QSR category

For executive chef Marjorie Meek-Bradley, the draw of The View wasn’t the novelty of the rotating restaurant or the history behind the space. It was the new owners — Union Square Hospitality Group. The restaurant group reopened the historic restaurant earlier this year. Before her role at The View, Meek-Bradley spent time at restaurants in Northern California, New York City, and D.C., including stints at Bouchon, Per Se, and with STARR Restaurants at St. Anselm and Pastis. In an interview with guest host Gloria Dawson, Meek-Bradley describes how she created a menu that blends nostalgia, sustainability, and her experiences to create straightforward, delicious, and deceptively simple dishes. 

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Chick-fil-A’s planned beverage concept, Starbucks’ layoffs, and a plethora of store closures. First up is Chick-fil-A, which announced that it would open a new concept called Daybright in Atlanta, serving specialty coffees, smoothies, juices, and more. It’s not too surprising considering the ongoing beverage boom — which has also included McDonald’s and Taco Bell rolling out distinct beverage-focused concepts — but is it sensible for Chick-fil-A? Sam and Alicia think so — find out why. Next they talk about Starbucks, which surprised just about everybody when it announced it would be laying off around 900 corporate employees — on the heels of the 1,100 it let go earlier this year — while also closing hundreds of North America locations. Is the sky falling at Starbucks? Sam and Alicia puzzle out this complex news and what it could mean for CEO Brian Niccol’s plan for the future. Finally they address the flood of restaurant closures, which not only includes Starbucks but also smaller concepts like Iron Hill and Craveworthy-owned Hot Chicken Takeover, both of which closed up shop on their entire systems. Are these unique instances or could they be part of something much bigger?  For more on these stories:  Chick-fil-A is opening a beverage concept called DaybrightStarbucks announces more layoffs, plans to close 1% of North America storesCraveworthy Brands’ Hot Chicken Takeover closes all locations

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 sales results from its eventful quarter, Olive Garden’s big bet on small portions, and Starbucks employees’ lawsuit against the company. First up is Cracker Barrel, which reported a sales increase in its most recent quarter — but also a drastic traffic decrease. All of this was against the backdrop of the company’s rebrand and new logo, which were met with such disdain from customers that the company reverted to its old logo and store design. Sam and Alicia discuss what could be next for Cracker Barrel and what other companies should learn from the company’s rebranding moves. They also touch on another casual brand that had a tough quarter: Dave & Buster’s. The company’s new CEO is pinning the blame on the former regime, but could something bigger be at play in the eatertainment category? Next they talk about Darden, which reported impressive sales growth across its portfolio, including over 5% growth for its two flagship brands: Olive Garden and LongHorn Steakhouse. Sam and Alicia consider what Darden is doing right when compared with other casual chains like Cracker Barrel and Dave & Buster’s. They also drill down on Olive Garden, which announced a new value play that includes smaller portions for a lower price point. Then they shift the conversation to Starbucks, which is being sued by some of its employees for the new dress code instituted by CEO Brian Niccol. What’s at stake for Starbucks in the new policy — and restaurant employees more broadly? Finally, Sam and Alicia talk about recent restaurant closures, including from Salad & Go and Maple Street Biscuit Company.  For more on these stories:  Cracker Barrel says traffic is down, but loyalty signups are up since rebranding controversyOlive Garden tests smaller portions and pricesStarbucks employees sue the company over new dress code

India Doris traveled the world, soaking up knowledge and culinary skills from a young age. She “grew up” in the restaurant world at a time when fine dining meant French. But when it came time to open her own fine dining restaurant — Markette in New York City — she made sure the menu, and the vibes, were all her. Her menu blends her Caribbean roots and her time cooking in England, France, and Spain, as well as for the late chef James Kent in New York. At her restaurant she mixes a high-end formal dining room with house music and quirky nods to her autobiography. In her conversation with guest host Gloria Dawson, India shares the inspiration behind her famous peri peri chicken, why it’s so important to champion her kitchen team, and the inside story behind the evolution of her restaurant identity, which included changing the restaurant’s name. 

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Yum Brands’ C-suite shake-up, RaceTrac’s Potbelly acquisition, and concerning data on inflation and jobs. First up is Yum Brands, which announced a shake-up of the C-suite that included adding a new title for Taco Bell CEO Sean Tresvant plus the exit of chief digital and technology officer Joe Park. What does this mean for the biggest restaurant company in the world — especially after Taco Bell recently had such high-profile issues with its AI ordering tech? Next they talk about the surprising acquisition of Potbelly by convenience store chain RaceTrac. Sam and Alicia weigh in on what this means from a competition standpoint — more and more C-stores are competing with fresh foodservice — plus what it could mean for the broader M&A landscape. Then they talk about new data showing weak job growth plus rising inflation, particularly among full-service restaurants. Can we make any conclusions about these numbers and where they suggest the industry is going? Sam and Alicia discuss. Finally, we share a conversation between senior food and beverage editor Bret Thorn and WOWorks’ vice president of culinary, Cole Thompson.   For more on these stories:  Yum Brands shakes up C-suite before Chris Turner takes over as CEOPotbelly acquired by c-store company RaceTracRestaurants are a bright spot amid a slow jobs report 

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Taco Bell’s plans for voice AI in the drive thru, Starbucks’ best week ever, McDonald’s issue with tipped wages, and M&A activity heating up. First up is Taco Bell, which found itself in headlines when a viral video showed its voice AI glitching when a customer tried to order thousands of cups of water. While it was a prank, it called out the unreliability of some AI today, and Sam and Alicia discuss what it could mean for customer-facing AI at restaurants. Next they talk about Starbucks, which had some AI news of its own: It rolled out an inventory management tool that will benefit its operators. The coffee giant also announced that it had enjoyed its best sales week ever after the annual Pumpkin Spice Latte launch. Sam and Alicia break down these headlines and what they mean for Starbucks. Then they tackle the news that McDonald’s was parting ways with the National Restaurant Association over a dispute about the sub-minimum wage; the Golden Arches has drawn a line in the sand and claims the sub-minimum wage is making labor competition unfair between quick and full serve restaurants. Could this be the first domino to fall in a bigger industry-wide tipping conversation? Managing editor Leigh Anne Zinsmeister then joins for the extra serving portion of the episode to talk about recent merger and acquisition news, including Freddy’s acquisition and the rumors of other chains that could be up for sale. Finally, we share a conversation between senior food and beverage editor Bret Thorn and Original ChopShop’s Kyle Frederick. For more on these stories:  Taco Bell is adjusting its Voice AI plansStarbucks rolls out AI-based inventory counting technologyMcDonald’s splits with National Restaurant Association over tip policy

Dan Simons, Founding Farmers co-founder, opened his first restaurant in 2008 before terms like sustainability and farm-to-table were commonplace on menus. Today the farmer-owned restaurant continues to help set the standards for how a mission-driven company can meet the needs of farmers, guests, and employees. Speaking to guest host Gloria Dawson, Dan discusses how everything from the Black Lives Matters movement to awareness of menopause in the workplace are restaurant issues. 

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso start by talking about the biggest story in the restaurant industry — Taylor Swift’s engagement to Travis Kelce, of course. Indeed, the news captured the attention of not just Swifties but also nearly every brand in America, as companies rushed to meme-ify the engagement or otherwise ride its coattails. Alicia shares why being part of the pop-culture conversation in this way is table stakes for restaurant marketers. Next they turn their attention to football, as college football and the NFL grab the attention of millions of Americans in the coming weeks. Countless restaurant chains are tapping into the power of football to promote their businesses, and Sam and Alicia discuss the potential that these partnerships bring operators — and why restaurants don’t have to break the bank on a deal with a team or athlete. After a brief discussion on both new value deals — Chipotle offering a family bundle! — and new beverage innovation — McDonald’s bringing CosMc’s products to regular stores! — senior food and beverage editor Bret Thorn joins for the extra serving, talking about Eleven Madison Park’s decision to bring meat back to the menu and what it means for the future of veganism.Finally, we turn to an interview between managing editor Leigh Anne Zinsmeister and Amie Kromis, VP of DEI at Essity. They talk about why hygiene is such an important part of the restaurant experience.For more on these stories:  Taylor Swift and Travis Kelce’s engagement inspires restaurant promotionsWingstop partners with NFL’s Cam Ward for meal dealEleven Madison Park is serving meat again — what that says about veganism

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso tackle a noisy week for restaurants, including McDonald’s value moves, Chipotle’s drone delivery, and the national uproar around Cracker Barrel. First up is McDonald’s, which is driving buzz with a number of menu moves, including two special meal deals — the nostalgic McDonaldland Meal and the BTS Happy Meal — plus the announcement that it would reduce prices on combo meals. Sam and Alicia share how these moves are driving traffic momentum at McDonald’s and why they’re a smart value play in a tough economic season. Next they discuss Chipotle’s drone delivery test, in which it’s partnering with Zipline to deliver meals in a Dallas suburb. We’ve been hearing about drone delivery for years now, but it’s failed to take off in a big way; could Chipotle’s entry into the space further legitimize the service method? Sam and Alicia share their opinions. Speaking of opinions, most Americans have one about Cracker Barrel’s new logo, which the company announced last week. Sam and Alicia wade into the hot water to discuss the reaction, which has included cruel and inappropriate comments directed at CEO Julie Felss Masino. Learn more about the controversy and why the restaurant industry must use this opportunity to demonstrate leadership in hospitality.

On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso try to dissect 2025’s bizarre second quarter and the flashing warning signs that the industry sees in consumer behavior. First up is an analysis of CAVA, which was once a sure-fire success but which experienced a more or less flat quarter, sending its stock price plummeting. Combined with the struggles at Chipotle and Sweetgreen, fast casual is suddenly showing signs of weakness — but why? Sam and Alicia discuss. Next they drill deeper into consumer behavior and the “choppiness” that restaurant executives see in their performance. What exactly do consumers seem to want in their restaurant experiences today? And what other headwinds should operators expect in 2025? Oh and then there’s Chili’s, the runaway success story of 2025; Sam and Alicia talk about yet another huge quarter at the Brinker brand, which is proving to be a case study in successfully revamping a company’s operations and marketing. Finally, tune in to a conversation between senior food and beverage editor Bret Thorn and John Karangis, vice president of culinary at Shake Shack. For more on these stories:  CAVA struggles to compete with its beef launch from 2024Restaurant companies sound the alarm on consumer behaviorChili’s ends third year of turnaround with 23.7% same-store sales growth in 4Q