Competitor News

Starbucks announced last week that it was now testing a new vegan breakfast sandwich, the Plant Powered Breakfast Sandwich in the outskirts of Seattle, Washington. The company also announced that it was tying future executive compensation together with its diversity efforts. Specifically, the company has set a goal of 30% BIPOC (black, indigenous, people of…

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Will America Run on Plants?

Dunkin’ and Other Chains Assessing “Meatless” Performance When Dunkin’ tested the Beyond Sausage sandwich in Manhattan in 2019, customer reaction exceeded expectations. The meat-free breakfast sandwich – yielding 10g of plant-based protein – became a welcome addition to the menu at 9,000 Dunkin’ restaurants nationwide. That debut into plant-based fare, along with the brand’s 2019…

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Competitor News

Starbucks announced earlier this week that it is making enhancements to its loyalty program in order to attract new members to their program and engage them more quickly. Effective April 16, Starbucks Rewards members will be able to redeem rewards once they’ve accumulated 25 points vs. the current threshold of 125 points. The company claims…

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Dunkin’ and the No-Poach Clause

Many franchisors utilize so-called “no-poach” clauses in their franchise agreements, and such clauses may be structured in a way that limits a franchisee’s ability to hire employees of other, same-brand franchisees and/or employees of the franchisor. Recently, a group of state attorneys general and prominent legislators began pressing franchisors to cease use of so-called “no-poach”…

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Competitor News

McDonald’s announced Q1 financials on Tuesday of this week, and its focus on all day breakfast, $1 coffee /$2 espresso drinks and the Big Mac promotion are acknowledged to have gained market share. Their Same Store Sales were up 1.7% as it continues to work its McCafé platform with new advertising and baked goods coming…

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When A Brand Is Sold!

As long expected, Tim Hortons Canada franchisee problems with the Burger King (RBI) franchisor have finally boiled up – with store support and supply chain problems at the fore. The franchise owners have set up an association for the first time ever and hired Canada’s leading franchisee-focused legal firm to begin corrective negotiations. All of…

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Miscellaneous

One of the bigger news items this week was the $1.8 Billion acquisition of Popeyes by Tim Horton’s and Burger King parent, Restaurant Brands International. That announcement was followed shortly thereafter by another confirming that the acquisition was being investigated for possible breaches of fiduciary duty! Notwithstanding, both of those items have received plenty of…

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Competitor News

With Q1 earnings calls being held over the past week or so, DDIFO restaurant analyst John Gordon of Pacific Management Consulting Group noted much about competitors:  Starbucks (SBUX) reported very solid Q1 earnings results last week with same store sales +7% (2% in traffic and +5% in ticket value). They also introduced a boatload of…

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Competitor December Doldrums

Dunkin’ wasn’t alone in their weak December report – McDonald’s conducted a special investor call, detailing their “build your own taste theme” and more decentralization in corporate functions, to hopefully be more nimble and more local in its business focus. McDonald’s announced its breakfast sales were still positive. McDonald’s will take some time to change. …

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