Holy Cow Domino’s is DESTROYING the Rest of the Pizza Industry | Plus More Restaurant News

Описание: 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 Arch Burger coming to the U.S., Domino’s incredible dominance over its pizza competitors, and Sweetgreen’s disastrous fourth quarter. First up is McDonald’s, which announced that its Big Arch Burger — which has tested internationally since 2024 — would come to the U.S. starting March 3. Sam and Alicia discuss the premium burger, with Alicia explaining how the new item fulfills a barbell strategy for the brand, and Sam wondering how it differs from past McDonald’s failures like the Arch Deluxe and Angus burgers. Next they dive into last week’s earnings, starting with the pizza category. Domino’s reported another strong quarter, reassuring anyone who thought the pizza category as a whole might be faltering. Sam and Alicia talk about Domino’s market share gains in pizza and how it’s doing so well while competitors Pizza Hut and Papa Johns are floundering; in fact, Papa Johns reported this week that sales were down 5% in the latest quarter, and that it would close 300 underperforming locations. What’s going on in pizza? They then move their attention to the full-service side of the industry, where casual dining stalwarts like Applebee’s, BJ’s, Red Robin, and Outback mostly had good news report, while family dining brands like First Watch and IHOP dispelled notions that the category was suffering from customers cutting back on their breakfast and brunch spend. Could there be sustained momentum in full-service dining? Sam and Alicia break it down. Finally, in this week’s “extra serving” portion of the episode, managing editor Leigh Anne Zinsmeister joins to talk about results from leading fast-casual brands, including CAVA and Shake Shack, which enjoyed positive results, and Sweetgreen, which had a disastrous quarter with sales down 11.5%.

For more on these stories:
McDonald’s is bringing its Big Arch Burger to the U.S.
Domino’s defies industry-wide consumer spending slowdown with 3.7% Q4 same-store sales growth
Sweetgreen moves with ‘urgency’ as same-store sales plummet 11.5%
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0:00 McDonald’s Big Arch Burger
4:48 McDonald’s Premium Burger Push
9:18 Domino’s Pizza Dominance
17:56 Casual Dining Earnings
28:08 Leanne Joins the Show
28:34 Sweetgreen vs Cava
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