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. 4d ago

    Is Domino’s new pizza as iconic as the Big Mac?

    On this week's Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Popeyes’ reintroduction of its $6 Big Box, Domino’s new Detroit-style pizza, and new data showing that fast food’s value perception is slipping. First up is Popeyes, which reintroduced its $6 Big Box as a value offering and rolled out a new promotional campaign around the tagline “THAT Chicken from Popeyes." Popeyes, which experienced a 5.2% drop in same-store sales last quarter, is looking for a way to set itself apart from the rest of the chicken category while also going back to its Cajun roots, and Sam and Alicia talk about the moves and whether they can help the chain reclaim some of the momentum it had gained in 2019 with its iconic Chicken Sandwich launch. They also dive into the broader chicken category competition and how chains are turning to new packaging platforms and value deals to get customers’ attention. Next they tackle data from Morning Consult, which shows that QSR brands’ value perception is starting to slip after picking up in 2025. Alicia details her reporting on the data, including perspectives from top executives at several chains that are actively retooling their value propositions. Sam and Alicia then explore how value has evolved over the past few years and how American consumers are looking for more holistic value from their favorite restaurant chains. Finally, they wrap things up with a conversation on Domino’s and its newest menu item: The Domino, a Detroit-style slice that the pizza chain thinks could be transformative for sales. In fact, Domino’s thinks the Domino could become just as popular as other iconic QSR dishes, and the company is offering a free slice to any customer that shows receipt of a McDonald’s Big Mac, Burger King Whopper, Taco Bell Crunchwrap Supreme, or select other dishes. Sam and Alicia talk about the Domino, its bold marketing campaign — including a new commercial hyping the dish that toes the line of controversy — and how it fits into pizza trends today. For more on these stories: Popeyes aims to reclaim 'best tasting, best value chicken' title with new campaign Why fast food’s promotional blitz couldn’t sustain value perceptions Domino’s is encouraging customers to buy signature items from other brands

  2. Aug 31

    Wendy’s shakeup continues, Taco Bell collabs with Olivia Rodrigo, and indie restaurants score a win

    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 ongoing executive turnover, Taco Bell’s celebrity partnership, and sales data that’s good news for independent restaurants. First up is Wendy’s, which announced that Tariq Hassan — formerly chief marketing and customer experience officer at McDonald’s — would be joining the company as chief marketing and customer growth officer. It continues the shakeup at Wendy’s under new CEO Bob Wright, who told the Wall Street Journal this week that previous leadership had been more committed to cost cutting than quality. Sam and Alicia discuss Hassan’s hire and other changes that could be putting Wendy’s on the right track. Next they look at Wendy’s competitors McDonald’s and Burger King, and particularly how they’re doubling down on their chicken nuggets. McDonald’s brought back its Spicy Chicken McNuggets for the first time in six years — and perhaps it’s not a coincidence that it’s at the same time that Burger King announced it had upgraded its own chicken nuggets so that they include 100% white meat chicken and a crispier breading. Why the sudden attention on chicken nuggets? Sam and Alicia break it down. They then shift their attention to Taco Bell, which introduced a new Baja Blast in partnership with pop sensation Olivia Rodrigo. The You Seem Pretty Pink for a Baja Blast will initially be available at Taco Bell’s Live Mas Cafe locations before rolling out nationwide. Sam and Alicia discuss why this partnership is different than other celebrity collaborations, and why authenticity is so important for brands looking to leverage partnerships for their marketing. New sales data shows that independent restaurants may be faring better than chains with consumers’ recent foodservice spend, and Sam and Alicia break that down next. Data from Bank of America shows that consumer spending on restaurants is up, but while fast-food, fast-casual, and casual chains are only experiencing increases of less than a percentage point, indies and regional concepts are enjoying gains around 4%. Why is that? They look into the data and what historical clues can tell us. They close things out with a Quick Fire round of headlines, including Chipotle’s popular BOGOs, Pizza Hut’s NFL campaign, Papa Johns’ PopUp Bagels partnership, and Chick-fil-A’s closure of its Little Blue Menu concept. For more on these stories: Wendy’s names Tariq Hassan chief marketing and customer growth officer Taco Bell enlists Olivia Rodrigo to co-create Baja Blast iteration Consumers are spending more at restaurants, but not at chains

  3. Aug 24

    Taco Bell throws back to 2016, Jack in the Box names CEO-in-waiting, and Chipotle looks to Gen Alpha

    On this week's Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Taco Bell’s nostalgic menu, Jack in the Box’s CEO-in-waiting, and Chipotle’s Gen Alpha influencer partnership. First up is Taco Bell, which never lacks for menu news. The brand introduced three new energy drinks — the Pineapple Citrus Energy Refresher, Strawberry Tropics Energy Refresher, and the Pineapple Citrus Energy Freeze — as well as the Chicken Enchilada Nacho Fries LTO. But it also reintroduced its Decades menu, honoring the nostalgia of 2016 with an LTO menu that features the Naked Chicken Chalupa, Meximelt, Beefy Crunch Burrito, and Caramel Apple Empanada. Sam and Alicia unpack the menu additions and especially dig into the idea of nostalgia, noting how Taco Bell and other brands are leveraging it to attract young customers in particular. Next they discuss Jack in the Box, which hired Taco Bell’s chief brand officer Taylor Montgomery as president. The company announced that Montgomery would be promoted to CEO within the next 12 months, and Sam and Alicia discuss that strategy and how it might incentivize Montgomery to score some quick for a brand that sorely needs them. They tackle McDonald’s next, and specifically how the Golden Arches has been losing lower-income consumers for the past seven years. Recent data from Numerator shows that the share of McDonald’s guests who make less than $50,000 has been shrinking since 2019, with the firm estimating that it has cost the company $310 million in sales. Sam and Alicia talk about why that’s a problem for McDonald’s, but also about why there are other economic warning signs suggesting that lower income consumers are pulling back on their discretionary spend broadly — and how it could negatively impact restaurants. They shift their attention next to Chipotle, which partnered with Gen Alpha influencer Salish Matter on the Salish Matter Meal — a Kid’s Cheese Quesadilla with white rice, black beans, guacamole, kid’s chips, and chocolate milk. Aside from making Sam and Alicia — both parents of Gen Alpha kids — feel old, it also gives them a chance to talk about the spending power of kids today and how their opinions are increasingly shaping where their parents dine out. They close things out with Quick Fire round of headlines, including Panera’s new tiered loyalty program, Starbucks’ latest round of layoffs, and California Pizza Kitchen’s new vending machines. For more on these stories: Taco Bell’s latest Decades Menu inspired by 2016 nostalgia Taylor Montgomery named Jack in the Box president, and likely next CEO Chipotle’s new collab highlights the growing influence of Gen Alpha

  4. Aug 17

    Cava and Chili’s wow once again, McDonald’s adds an energy drink, and a 'Hot Ones' promo bombs

    On this week's Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including quarterly results from CAVA and Chili’s, new products from McDonald’s and Domino’s, and marketing promotions that have been surprising failures. First up is a recap of this week’s earnings reports, including updates from CAVA, Brinker International, Jack in the Box, and Red Robin. CAVA and Chili’s continued to wow, with sales and traffic both positive even as they lap big quarters from last year. Sam and Alicia unpack the results and discuss why the strategies at Cava and Chili’s are working so well, even as the rest of the restaurant industry struggles to drive business. They also take a look at results from Red Robin and Jack in the Box, the latter of which saw sales drop 1.1% — making it nine of the last 10 quarters that the brand has been negative. Next they discuss big marketing promotions from this year — and particularly promos tied to massive IP that somehow still bombed. That includes Jack in the Box, which ended a campaign with the YouTube series ‘Hot Ones’ early because it was performing poorly. Why didn’t that campaign work? And what could be behind failures like Papa Johns’ partnership with ‘Toy Story 5’ and Wendy’s campaign with ‘Minions’? Sam and Alicia examine the trend. They next shift their attention to new products from McDonald’s and Domino’s Pizza. The Golden Arches unveiled a new energy drink in collaboration with Red Bull — the Red Bull Dragonberry Energizer — that it hopes will drive business among younger generations and help it compete with the fast-growing beverage brands. Meanwhile, Domino’s introduced a new Detroit-style slice that could help it differentiate among competitors while embracing its Michigan roots. Sam and Alicia discuss these new innovations and how they could help those two brands drive renewed interest among guests. After closing things out with an examination of restaurants that have recently shuttered or filed for bankruptcy, they share a conversation between NRN senior food and beverage editor Bret Thorn and Urbane Cafe founder Tom Holt. For more on these stories: Cava same-store sales grow 9% in Q2 McDonald’s is getting into the energy game with Red Bull Have restaurant marketing collaborations lost some luster?

  5. Aug 10

    The good, bad, and meh of restaurant earnings, featuring Burger King, Texas Roadhouse, Wendy’s, and more

    On this week's Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Salad and Go closing all of its restaurants and major chains reporting their latest quarterly earnings, from McDonald’s and Burger King to Wendy’s, Texas Roadhouse, Bloomin’ Brands, Dine Brands, Sweetgreen, and more. First up is the news that Salad and Go had closed all 70 or so of its remaining restaurants while simultaneously filing for Ch. 11 bankruptcy protection. The sudden closure comes just a few years after Salad and Go sold to Volt Investment Holdings and aggressively pursued growth with its value-oriented drive-thru salad concept. Sam and Alicia discuss what went wrong for Salad and Go and what it suggests about other emerging chains pursuing growth. Next they tackle a very busy week of restaurants earnings, starting with chains that boasted positive sales. That included Texas Roadhouse and Bloomin’ Brands — both of which are proving that consumers are seeking value in the casual steakhouse experience — as well as IHOP, First Watch, Dutch Bros, and El Pollo Loco. Then they shift their focus to chains that had only a so-so quarter, particularly McDonald’s and Applebee’s. McDonald’s quarter especially was out of character — same-store sales only rose by 0.8% — and the company acknowledged that its marketing initiatives were not executed to their expectation. The result led to McDonald’s USA president Joe Erlinger stepping down and COO Skye Anderson promoted to the position. Next up, Sam and Alicia dig into the chains that had particularly bad quarters: Popeyes, Portillo’s, Papa Johns, Wendy’s, and Sweetgreen. Wendy’s especially had a brutal quarter, with traffic dropping 12.5%, while Papa Johns continued a streak of negative sales that led to the chain shaking up its marketing leadership. Why are these brands struggling so much? And what should they do to turn things around? Sam and Alicia discuss. They close on a high note: Burger King posted one of its best quarters in years and surpassed Wendy’s to become the second-largest burger chain by sales. Sam and Alicia examine what is going right for Burger King and why they think it is the best story of the year so far. For more on these stories: Burger King’s sales took off last quarter, but Popeyes is in a slump Dine Brands reports Q2 IHOP outperformance while Applebee’s sees slow improvement Wendy’s takes steps to fix its brand as sales fall again

  6. Aug 3

    Starbucks and Chipotle shine while Wingstop flails and Jersey Mike’s goes public

    On this week's Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including a flurry of earnings reports that paint a mostly positive picture for restaurants. They kick things off with some encouraging news: Starbucks same-store sales climbed 7.9% in the most recent quarter, including a 4.2% transaction increase, demonstrating real progress in its ongoing turnaround efforts. The coffee giant's results show that CEO Brian Niccol’s plan to reinvest in Starbucks as a third place is working, and Sam and Alicia break down what’s going right — from operational improvements to food innovation to enhanced customer experience — and how Starbucks can build more momentum in a busy coffee category. They follow that up with a discussion on other restaurant companies that experienced sales growth last quarter, including Chipotle (which posted its best quarter since 2024), Yum Brands (which does not yet factor in the Pizza Hut transaction or cyclospora’s effect on Taco Bell), BJ’s Restaurant & Brewhouse, and The Cheesecake Factory. Then they break down what’s going on at Wingstop, which posted -7.5% sales last quarter, its fifth consecutive quarterly decline. They next turn their attention to Jersey Mike's and its roller coaster IPO journey; the sandwich chain’s stock dropped 6% on its first day of trading before rebounding in the following days. Sam and Alicia discuss the market conditions affecting the IPO, what this means for Jersey Mike's future, and what it signals about investor sentiment toward restaurant stocks right now. They then wrap up with a Quick Fire round covering additional industry news and trends, including Panera Bread’s HQ move and DoorDash’s exploration of drone delivery. For more on these stories: Starbucks stock soars as company’s sales accelerate Wingstop’s same-store sales hit once again by soft consumer spending Jersey Mike's raises $1B in a landmark IPO

  7. Jul 27

    Cracker Barrel’s CEO change, Domino’s meh results, and Noodles’ impressive turnaround

    On this week's Extra Serving, NRN editor in chief Sam Oches and managing editor Leigh Anne Zinsmeister discuss the latest restaurant industry news, including Cracker Barrel's leadership transition, Domino's barely positive sales results, and Noodle & Company's standout performance. They start with the announcement that Dave Deno has been named CEO of Cracker Barrel, replacing Julie Felss Masino, who stepped down nearly a year after Cracker Barrel found itself in hot water for a controversial rebrand that it later scrapped. What does this signal about Cracker Barrel’s strategic direction? And what does it say about diversity in restaurant leadership? Sam and Leigh Anne discuss. Speaking of Cracker Barrel, Sam and Leigh Anne next dive into M&A activity with the news that Biscuit Belly has acquired Maple Street Biscuit Company from — you guessed it — Cracker Barrel and will convert the locations over the next 18-24 months. Sam and Leigh Anne break down the strategic rationale behind the deal and explore the history of bigger brands acquiring smaller concepts before selling them off. The conversation then shifts to Domino's latest quarterly earnings, which revealed mixed results that offer important insights into the broader pizza industry landscape. Sam and Leigh Anne dissect the numbers and why investors were still optimistic despite the relatively flat growth. They also discuss what Domino's results suggest about consumer behavior, competitive pressures from both traditional pizza chains and third-party delivery platforms, and where the pizza category should go from here. Finally, Sam and Leigh Anne spotlight Noodle & Company's impressive quarterly performance; the fast casual’s 10.3% same-store sales growth stood out as a bright spot in an otherwise challenging environment for restaurant brands. They analyze what's driving Noodles' momentum, from operational improvements to menu innovation, including its new ramen lineup. For more on these stories: Cracker Barrel names David Deno CEO Domino’s gets a boost from order count growth in Q2 Noodles & Company raises guidance on strong second quarter

4.1
out of 5
31 Ratings

About

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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