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.

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