DiscoverExtra Serving: A restaurant industry podcastDomino’s earnings success, Chipotle’s value problem, and McDonald’s new beverage plan
Domino’s earnings success, Chipotle’s value problem, and McDonald’s new beverage plan

Domino’s earnings success, Chipotle’s value problem, and McDonald’s new beverage plan

Update: 2025-07-28
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On this week’s Extra Serving, NRN executive editor Alicia Kelso and managing editor Leigh Anne Zinsmeister discuss the beginnings of earnings season. Domino’s numbers were better than we’ve come to expect from the pizza chain as they claw back market share. What’s the secret, and can it continue? Next, they talk about Chipotle’s earnings, which were grimmer: That brand saw a same-store sales decline for the second quarter in a row. But Alicia, our team’s Chipotle expert, is more bothered by the traffic numbers. Can the chain turn things around? Then, they delve into the details of McDonald’s beverage plan: The chain will roll out a test at more than 500 locations in September. In the wake of its short-lived CosMc’s brand, McDonald’s hopes to take its learnings and find more success in existing stores. Suffice to say that Alicia and Leigh Anne are very excited about the possibilities. Finally, tune in to a conversation between senior editor Ron Ruggless and City Barbeque’s chief brand officer Annica Conrad, conducted at the National Restaurant Association Show.

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Domino’s earnings success, Chipotle’s value problem, and McDonald’s new beverage plan

Domino’s earnings success, Chipotle’s value problem, and McDonald’s new beverage plan