Latest / Extra Serving: A restaurant industry podcast
Puzzling over restaurants’ strange Q2, featuring CAVA, Red Robin, Chili’s, and more
On this week’s Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso try to dissect 2025’s bizarre second quarter and the flashing warning signs that the industry sees in consumer behavior. First up is an analysis of CAVA, which was once a sure-fire success but which experienced a more or less flat quarter, sending its stock price plummeting. Combined with the struggles at Chipotle and Sweetgreen, fast casual is suddenly showing signs of weakness — but why? Sam and Alicia discuss. Next they drill deeper into consumer behavior and the “choppiness” that restaurant…
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