Extra Serving: A restaurant industry podcast

Nation's Restaurant News

Extra Serving is a series of weekly podcasts hosted by the editorial team at Nation’s Restaurant News, the leading source for information and insights on the American restaurant industry. Covering the latest and most relevant topics in foodservice — including emerging chains, food trends, technology, and more — Extra Serving features a recap of the week’s biggest headlines, plus guests ranging from restaurant owners and operators to CEOs, founders, chefs, and other experts.

  1. HACE 1 DÍA

    McDonald’s ‘Big’ new menu item, Domino’s pizza dominance, and a fast casual’s no-good-very-bad quarter

    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%

    45 min

  2. HACE 4 DÍAS

    Moving to the 'burbs: Why BondSt chef Marc Spitzer opened a new spot in Roslyn, NY

    After commuting from Long Island for decades as a partner and longtime chef at BondSt in New York City, Marc Spitzer was considering opening a restaurant in Long Island near where he grew up and lived. He teamed up with Noam Shemel, a real estate investor and Long Island native who had a deep understanding of the area, particularly the affluent North Shore. Their first venture is Okaru, a sophisticated Japanese spot housed in a large historic home in Roslyn, which aims to meet the expectations of a new generation of suburban diners. While the pandemic pushed many city dwellers and chefs across the country to decamp for the suburbs, they brought their dining expectations with them, Spitzer and Shemel said. Through Okaru and their hospitality firm, Northern & Main, Spitzer and Shemel aim to meet and exceed those expectations. Okaru and Spitzer discuss the changing Long Island dining scene and why chefs are planting a flag in the suburbs, with guest host Gloria Dawson, another Long Island native.

    25 min

  3. 23 FEB

    Burger King’s president on speed dial, Wingstop’s sales hit a wall, and LTOs aren’t working like they used to

    On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Burger King’s president’s invitation to guests to give him a call, Wingstop’s first negative sales year in two decades, and why limited-time offers don’t seem to work quite as well as they used to. First up is Burger King, which is enjoying some sales momentum as it doubles down on its Whopper platform. President Tom Curtis announced that he would spend four hours a day responding to texts and calls from customers on a dedicated line, demonstrating the chain’s commitment to improving around guest feedback. Sam and Alicia discuss the ambitious plan, which has earned positive feedback from around the industry and could further fuel Burger King’s momentum. Next up is burger competitor Jack in the Box, which had yet another bad quarter, with same-store sales declining 6.7%. Why is this value chain struggling so mightily even when consumers are looking for budget-conscious offerings? Sam and Alicia dig into the chain’s woes, which could include its limited-time offer strategy. In fact, according to Alicia’s recent reporting, LTOs may not be working like they used to for restaurant chains. She and Sam unpack why that could be. Next they talk about Wingstop, which saw its same-store sales decline 3.3% in 2025 — its first such decline in 20 years. Alicia explains the steps the company plans to take to reverse fortunes in 2026, including roll out of its Smart Kitchen operation, which helps cut service times. Finally, they talk about two casual-dining heavyweights that are slogging through a softer consumer environment: Texas Roadhouse and The Cheesecake Factory. While Texas Roadhouse’s sales were up last quarter, its profitability was down as the company contends with historic beef prices. Meanwhile, The Cheesecake Factory saw its sales comps decline by 2.2%. Is there anything to learn about the full-service category in this news? Sam and Alicia break it down. For more on these stories: Burger King president Tom Curtis to take calls from customers Wingstop eyes growth despite another quarter of same-store sales decline Texas Roadhouse continues to navigate high beef costs

    45 min

  4. 17 FEB

    Wendy’s brutal sales, McDonald’s big momentum, and Dutch Bros' infinite runway

    On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Wendy’s huge sales plunge, McDonald’s impressive momentum, and Dutch Bros’ ongoing surge in sales and unit growth. First up is Wendy’s, which reported that its Q4 same-store sales dropped a whopping 11%, while 2025 sales were down 8%. While Wendy’s expected sales to be negative, this result was worse than anyone could have predicted, and Sam and Alicia discuss why the chain seems to be floundering so badly. Could McDonald’s be to blame? They discuss the Golden Arches next, as the No. 1 restaurant chain impressed in its own fourth quarter with same-store sales growth approaching 7%. That included its highest sales day on record with its popular Grinch Meal roll out. Why is McDonald’s doing so well where Wendy’s is not? Speaking of major fast-food burger chains, Sam and Alicia tackle Restaurant Brands International next, as the conglomerate reported positive sales for Burger King in the most recent quarter. BK seems to be gaining momentum particularly by doubling down on its flagship Whopper product while also marketing more toward families. What lessons could there be for Wendy’s in that direction? In the “extra serving” portion of the episode, senior editor Joanna Fantozzi joins to talk about Dutch Bros, which reported another eye-popping quarter and which is well on its way to having 2,029 locations by 2029 (it has just under 1,000 units to go). Finally, we share a conversation between senior food and beverage editor Bret Thorn and Omar Arambula, culinary director of Bravo Italian Kitchen and Brio Italian Grille. For more on these stories: Wendy’s takes sharp U-turn back to its core business Marketing and value fuel McDonald’s strong Q4 Dutch Bros drives Q4 momentum with 7.7% same-store sales growth and rising brand penetration

    56 min

  5. 9 FEB

    Chipotle’s in a funk, Taco Bell cannot be stopped, and snacks are all the rage

    On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Chipotle’s negative sales year, Taco Bell’s ongoing dominance, and the incredible growth in snacks. First up is Chipotle, which last week reported that its same-store sales declined 1.7% in 2025. CEO Scott Boatwright introduced a “Recipe for Growth” plan that has five steps to get the brand back in black, but the company also issued guidance for the year that shows it expects sales to be flat. Sam and Alicia discuss the unsurprising results and whether they think Chipotle’s plan for growth — which includes increased usage of limited-time offers and demonstrating the brand’s value proposition — will help reverse its fortunes. Next up is Yum Brands, which had mostly good results: Taco Bell continues to dominate in the QSR category, with its same-store sales up 7% in the latest quarter and evidence that it’s taking market share from just about every other corner of the restaurant industry. Meanwhile, KFC enjoyed 1% growth — signs, perhaps, that its turnaround plan is working. Sam and Alicia discuss those positive results, but also dig into the myriad issues over at Pizza Hut, which saw sales decline last year and plans to close 250 units in the first half of this year. Finally, the editors turn their attention to snacks, which are enjoying a renaissance across the restaurant space and could drive continued disruption at brands big and small. For more on these stories: Chipotle unveils plan to ‘accelerate growth’ after another negative quarter Taco Bell is taking market share from just about everywhere Pizza Hut is closing 250 U.S. locations in the first half of 2026

    37 min

  6. 6 FEB

    Philadelphia-based chef Tyler Akin on the benefits of hotel dining

    Chef Tyler Akin has a long and impressive bio. Earlier in his career, he worked at Zahav in Philadelphia and Mini Bar and Komi in D.C. More recently, he opened Bastia in Philadelphia's Hotel Anna & Bel, which helped solidify his role in redefining hotel dining. But a lot is going on behind the scenes with Akin. Many of his projects he describes as "white label," meaning he's brought on to create a signature dish, design a kitchen, or consult on food costs. Or he's hired to open a new restaurant, from hiring to menu development and branding. Tyler discusses how he juggles these projects and what he's looking for next with guest host Gloria Dawson.

    25 min

  7. 2 FEB

    Chili’s secret ingredient, Starbucks’ solid quarter, and lessons from the Fat Brands debacle

    On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Chili’s continued sales growth, Starbucks’ solid quarter, and Fat Brands’ bankruptcy. First up is Chili’s, which reported its 19th consecutive quarter of same-store sales growth. Sam and Alicia break down the remarkable performance and how the company has positioned itself for continued growth, not just flash-in-the-pan success. Sam shares notes on his sit-down interview last week with CEO Kevin Hochman and what he learned about the executive’s approach to business at Chili’s that continues to resonate nearly four years after he took the job. Next Sam and Alicia tackle Starbucks, which reported positive sales and traffic growth in the most recent quarter, declaring in the meantime that “Starbucks is back.” Senior editor Joanna Fantozzi joins to share her insights from the company’s investor day, in which CEO Brian Niccol shared more about the investments the company has made in its turnaround and why he believes true success can’t be measured until 2028. Finally, Joanna details her long-term reporting on Fat Brands, which filed for Ch. 11 bankruptcy protection last week. She, Sam, and Alicia discuss the lessons restaurant operators should glean from the Fat Brands debacle, which includes franchisee lawsuits, unpaid vendors, and enormous bonuses paid to executives. For more on these stories: Chili’s posts 19th straight quarter of same-store sales growth Starbucks delivers 4% global sales growth as turnaround plan gains momentum FAT Brands and Twin Hospitality file for Ch. 11 bankruptcy

    38 min

  8. 26 ENE

    Restaurant closures, casual-dining value offerings, and a fast-casual chain’s big aim

    On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including expectations for fourth-quarter earnings, casual-dining value roll-outs, and a regional chain with plans to go national. First up is a look ahead at fourth-quarter earnings, which kick off in earnest this week with Starbucks and Brinker. What should we expect to learn from the results? Sam and Alicia lay out their expectations. That could include some tough news from some chains, as a number of restaurant companies — including Torchy’s, Joe’s Crab Shack, and Peet’s Coffee — recently announced store closures. Sam and Alicia unpack that news and the reality that the U.S. restaurant scene is oversaturated, meaning we could see more closures throughout the year. Next they shout out friend of the pod Kelli Valade, the former Denny’s CEO who just took the same role at the Women’s Foodservice Forum. Sam and Alicia share their thoughts on why Kelli is perfect for the job. Then they tackle casual-dining value programs, which ramped up this week with new deals from brands like Red Robin, Kura Sushi, Ford’s Garage, and Red Lobster. Why are these full-service chains suddenly turning to value — and how can they successfully promote deals while not destroying profitability? Finally, in the extra serving portion of the episode, managing editor Leigh Anne Zinsmeister joins to talk about news from regional restaurant chains — including a fast-casual salad concept that plans to become a national chain with its new strategic plan. For more on these stories: Peet’s Coffee to close dozens of locations this month Red Robin is launching a 6-item value menu Just Salad expects to be one of the largest restaurant chains in the U.S.

    49 min
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Extra Serving is a series of weekly podcasts hosted by the editorial team at Nation’s Restaurant News, the leading source for information and insights on the American restaurant industry. Covering the latest and most relevant topics in foodservice — including emerging chains, food trends, technology, and more — Extra Serving features a recap of the week’s biggest headlines, plus guests ranging from restaurant owners and operators to CEOs, founders, chefs, and other experts.

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