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SHIFTHEADS: Shake Shack Is Leaking. Dunkin' Thinks Now Is the Time
Dunkin' Donuts expanding into Canada is not just a brand story. It is a bet that Tim Hortons is more vulnerable than it looks.
Tim Hortons has been slowing financially and leaning on celebrity marketing at exactly the moment consumers are walking away from the $20 fast food burger in favour of fast casual dining and proper sit-down meals. That is the opening Dunkin' is walking through, and the analyst who tracks this space says the Tim Hortons empire is under real threat from this new arrival.
Shake Shack launched a GLP-1 menu about six months ago as customers were already drifting from the…
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