• Avory Team

Breaking Down the Restaraunt Industry with Bloomberg's Mike Halen



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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