Apple
Spotify
We brought on Michael Halen the senior restaurant analyst at Bloomberg.
Our goal was to have a discussion about the restaurant industry to gauge trends in the space.
1. How to breakdown the industry
2. Trends in the space
3. How inflation is creating demand for automation
4. Emerging brands.
5. More
This is a must listen!
Michaels Podcast: Choppin it up
Michael Halen Twitter: https://mobile.twitter.com/mikehalen
Segments:
0:00 Opening
2:25 Michael Halen's background
3:45 Intro to the restaurant industry
8:20 Margins by segment
13:00 Brand value and digital
15:50 Bloomin Brands inflecting
19:00 Unit economics
22:18 Current trends
30:30 Automation trends (Chipotle Chippy)
39:20 Digital trends buildings moats and relationships
43: Emerging brands
46:20 Outro
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