Yorkville Asset Management

Insights: The Restaurant Industry

In his latest article, Tyler Freier breaks down how the food industry evolved in 2024 and what that means for 2025. With restaurant prices rising faster than groceries, more people are choosing to eat at home, forcing restaurants to compete harder for value-focused customers. Fast-casual chains like Chipotle and Cava stood out by offering affordable options without sacrificing quality, while traditional casual dining spots struggled to keep up. Tyler  looks at how bankruptcies hit the industry hard and why brands that adapt quickly, through smart pricing, innovation, and leadership changes, are best positioned to succeed moving forward.

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