David Henkes

David Henkes

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Technomic senior principal; restaurant industry analysis

Chicken Chains Grow 4% Annually, Fueling Fierce Competition
SocialApr 24, 2026

Chicken Chains Grow 4% Annually, Fueling Fierce Competition

The number of units operated by chicken restaurant chains has gone up by roughly 4% EVERY YEAR since 2015. This has turned into a really competitive part of the industry. https://t.co/jXk3R2F3QR

By David Henkes
Top Large Cities Reveal Geographic Edge for New Restaurants
SocialApr 23, 2026

Top Large Cities Reveal Geographic Edge for New Restaurants

Aspiring restaurant operators - here is an interesting resource about the best large cities to start a business. Some interesting geographical differences. https://t.co/3JGPaRhc7m

By David Henkes
Convenience Services Set to Outperform Foodservice Industry
SocialApr 23, 2026

Convenience Services Set to Outperform Foodservice Industry

In LA for the 2026 NAMA Show and sharing our research on the health and outlook for the broader convenience services industry. This part of the broader #foodservice industry should outperform. #vending #micromarket https://t.co/SstO0lXeJO

By David Henkes
Key Restaurant Trends Unveiled at Leadership Conference
SocialApr 23, 2026

Key Restaurant Trends Unveiled at Leadership Conference

Nice write up of the trends and outlook presentation that my @Technomic colleagues Rich and Lizzie gave at the Restaurant Leadership Conference earlier this week in Scottsdale. https://t.co/vdppbiWWIC

By David Henkes
Chicken Chains Surge 46% Despite Slowing Sales
SocialApr 21, 2026

Chicken Chains Surge 46% Despite Slowing Sales

Consumers love chicken, but like all parts of the restaurant industry, sales are slowing. The count of chicken restaurant chain stores (as defined as appearing in our @Technomic top 500) has increased 46% over the last decade - meaning 6,200...

By David Henkes
Ask “Should?” Before Asking “Can?”
SocialApr 21, 2026

Ask “Should?” Before Asking “Can?”

“They were so preoccupied with whether they could do something, but they never asked if they should“

By David Henkes
Human Connection Fuels Optimism in Hospitality Industry
SocialApr 20, 2026

Human Connection Fuels Optimism in Hospitality Industry

This is a good read and one reason to be optimistic about the hospitality industry - which is all about human interaction and experiences. (Well, mostly.)

By David Henkes
Foodservice Market Hits $50B Across Schools and Restaurants
SocialApr 20, 2026

Foodservice Market Hits $50B Across Schools and Restaurants

Big implications for #restaurants for sure, but also #foodservice sales in K12 and college/universities, which when combined represents over $50 billion in spending.

By David Henkes
McDonald's Beverage Push Taps Booming, Resilient Cold Drinks Market
SocialApr 17, 2026

McDonald's Beverage Push Taps Booming, Resilient Cold Drinks Market

I tend to agree with @jonathanmaze here on the impact of @McDonalds getting heavier into the beverage space. This is a category (cold beverages in particular) that has shown tremendous resilience and indeed is outperforming all restaurants and foodservice in...

By David Henkes
Technomic Top 500 Report Sets Benchmark for US Chain Restaurants
SocialApr 16, 2026

Technomic Top 500 Report Sets Benchmark for US Chain Restaurants

The @Technomic Top 500 report was issued this week. Always one of our most popular reports, it sets the bar for highest quality data on the US chain #restaurant market. 1/ https://t.co/cpazRO0Kx4

By David Henkes
Third‑Party Delivery Only Viable If Fully Incremental
SocialApr 16, 2026

Third‑Party Delivery Only Viable If Fully Incremental

We did an economic impact study several years ago on third party delivery. Economically, the only way it made sense was if all the business was incremental, because if not it was just cannibalizing revenue. As noted, it's hard to...

By David Henkes
DoorDash Pilots Reusable Containers as Waste Concerns Rise
SocialApr 15, 2026

DoorDash Pilots Reusable Containers as Waste Concerns Rise

Disposable packaging at restaurants is becoming a big issue as sustainability demands and regulatory pressures increase. "Reusable" containers have been around for a while but haven't gained much traction, but DoorDash is testing reusable containers in the Bay area. 1/ https://t.co/fElzeWcgxn

By David Henkes
Coke Freestyle and Pepsi Spire Fell Short of Hype
SocialApr 14, 2026

Coke Freestyle and Pepsi Spire Fell Short of Hype

Great thread on the Coke Freestyle machine. Lots of potential and hype, but I think anyone would admit it's underperformed well below their expectations. I know a number of restaurants that used and moved away. To be fair, Pepsi had a...

By David Henkes
Refreshers Span Multiple Categories, Complicating Sales Analysis
SocialApr 14, 2026

Refreshers Span Multiple Categories, Complicating Sales Analysis

This has been a central theme for me @Technomic all Spring as I've been updating our #restaurant and #foodservice beverage sales figures. Refreshers fall into all sorts of categories: lemonades, teas, aguas frescas, juice drinks. Hard to pinpoint exactly *what*...

By David Henkes