Épisodes

  • Costa Vida’s Allen on Catering, Tech and AI
    Sep 23 2025

    If you’re not paying attention to catering, your restaurants are missing a huge opportunity to drive revenue, Costa Vida President Wade Allen tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Allen sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss how the fast-casual chain is driving top-line growth. He also comments on technology improvements and the roles that AI and agentic AI are best suited to fill at the restaurant level.

    See omnystudio.com/listener for privacy information.

    Voir plus Voir moins
    22 min
  • A Plan for Cracker Barrel’s Path to Recovery
    Sep 15 2025

    The great brands open up the throttle at their busiest times, Fred LeFranc, Results Thru Strategy founder, managing partner and chaos strategist, tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, LeFranc sits down with BI senior restaurant and foodservice analyst Michael Halen to discuss the logo controversy surrounding Cracker Barrel and how the company can return to same-store sales and profit growth. The two discuss remodels, nostalgia, branding and the company’s upcoming earnings report.

    See omnystudio.com/listener for privacy information.

    Voir plus Voir moins
    47 min
  • Buffets, Bambi and Big Plans at Rave’s Pizza Inn
    Sep 2 2025

    Pizza Inn is a massive sleeping giant with latent equity, Rave Restaurant Group CEO Brandon Solano tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Solano sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss why the chain’s buffet format is its biggest growth opportunity while weighing in on fast-casual pizza weakness, the rise of “Build-Your-Own Chipotle,” and Pizza Inn’s “Bambi & Friends” pie.

    See omnystudio.com/listener for privacy information.

    Voir plus Voir moins
    32 min
  • SPB Hospitality’s Kern on M&A, Refranchising
    Aug 14 2025

    US restaurant spending has been resilient, and guests are looking for a better sit-down experience, SPB Hospitality CEO Josh Kern tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Kern sits down with BI senior restaurant and foodservice analyst Michael Halen to discuss how the company’s brands, including J. Alexander’s and Krystal, are performing this year. He also comments on M&A and refranchising opportunities as well as dirty sodas and the impact of GLP-1s.

    See omnystudio.com/listener for privacy information.

    Voir plus Voir moins
    36 min
  • Velvet Taco’s Dover on Culinary Roots, Culture
    Aug 1 2025

    What other restaurant can you go to and get a chicken-fried oyster taco? Velvet Taco CEO Clay Dover sits down with Bloomberg Intelligence senior restaurant and foodservice analyst Michael Halen in this episode of the Choppin’ It Up podcast to discuss the chain’s unique menu and fun, irreverent culture. He also comments on the chain’s opportunities for top-line growth, including US and international development, as well as its new bowl launch.

    See omnystudio.com/listener for privacy information.

    Voir plus Voir moins
    46 min
  • Restaurants Set the Table for Better 2H Sales
    Jul 15 2025

    The restaurant industry could post a 1-2% same-store sales increase for 2025, BI’s senior restaurant and foodservice analyst Michael Halen tells Bloomberg’s restaurants reporter Daniela Sirtori. In this episode of the Choppin’ It Up podcast, Halen and Sirtori discuss BI’s views on 2H same-store sales and margins. They also talk about what economic indicators and more discerning consumers mean for top-line growth, as well as BI’s outlook for several companies, including Chipotle, Cracker Barrel, McDonald’s and Starbucks.

    See omnystudio.com/listener for privacy information.

    Voir plus Voir moins
    44 min
  • FAT Brands’ Wiederhorn on Growth, Debt Paydown
    Jul 1 2025

    Sales almost double when Smokey Bones restaurants are converted to the Twin Peaks chain, FAT Brands’ Chairman Andy Wiederhorn said on this episode of the Choppin’ It Up podcast. Wiederhorn joins Michael Halen, Bloomberg Intelligence’s senior restaurant and foodservice analyst, to discuss FAT Brands’ growth opportunities, including Twin Peaks, and plans to repay debt. He also comments on franchisee health, everyday value and the refranchising of Fazoli’s.

    See omnystudio.com/listener for privacy information.

    Voir plus Voir moins
    24 min
  • SignalFlare.ai’s Lukianoff on Data Analytics, AI
    Jun 24 2025

    US restaurant development is outpacing population growth by about 5x, according to SignalFlare.ai Founder and CEO Michael Lukianoff. In this episode of Choppin’ It Up, Lukianoff sits down with Bloomberg Intelligence’s senior restaurant and foodservice analyst, Michael Halen, to discuss how chains can use data analytics and AI to compete in a difficult environment. He also comments on strategic pricing, quick-service discounting, marketing tactics and weak spending among middle-income consumers.

    See omnystudio.com/listener for privacy information.

    Voir plus Voir moins
    43 min