The restaurant industry is changing faster than ever. Rising costs, shifting consumer expectations, and the explosive growth of delivery have completely redefined how operators run their businesses. In this episode of Delivered, Bloomberg Intelligence’s Michael Halen shares his perspective on the forces shaping today’s market.
From inflation’s impact on valuations to how Gen Y and Gen Z are driving traffic patterns, Michael explains why some chains continue to win while others fall behind. He also dives into the economics of off-premise dining and how packaging has become a critical piece of brand identity in the Instagram era.
Whether you’re in restaurants, foodservice, or packaging, this conversation will give you a clear look at what’s driving success—and where the industry is headed next.

03:00 - Michael's Background and Journey to Bloomberg

08:00 - Restaurant Industry Analysis from a Wall Street Perspective

12:00 - Dave's Hot Chicken and Restaurant Brand Valuations

16:00 - Current Consumer Spending and Dining Trends

20:00 - Defining Restaurant Categories: QSR, Fast Casual, and Casual Dining

25:00 - Restaurant Profitability and Growth Strategies

30:00 - Off-Premise Dining and Its Impact on Restaurant Operations

35:00 - The Evolution of Restaurant Packaging

45:00 - Food Distributors: Sysco vs. U.S. Foods

55:00 - Bloomberg's Chopping It Up Podcast and Restaurant Success Factors

59:00 - Memorable Food Service Experiences and Conclusion

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