David Henkes

David Henkes

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Technomic senior principal; restaurant industry analysis

Crumbl's Sweet Surge Faces Economic Reality Check
SocialApr 13, 2026

Crumbl's Sweet Surge Faces Economic Reality Check

I've been a fan of Crumbl; while snack concepts have generally been doing well as consumers look for affordable indulgences, at some point the economic realities catch up with them. Crumbl isn't going away but the cracks are starting to...

By David Henkes
Pilot Confirms Frequent Travelers' Biggest Fear
SocialApr 7, 2026

Pilot Confirms Frequent Travelers' Biggest Fear

As a frequent traveler this has always worried me too, but it sounds even more terrifying coming from a pilot.

By David Henkes
Global QSRs Should Cross‑sell Hit Items Abroad
SocialApr 7, 2026

Global QSRs Should Cross‑sell Hit Items Abroad

Hot take: big, global #QSR chains should do more cross-selling of their popular menu items in other countries. A couple of chains are starting to catch on, and I bet this limited time Butter Chicken Taco is going to be...

By David Henkes
Hungry Howie's Pet‑themed Secret Menu Leverages National Pet Day
SocialApr 7, 2026

Hungry Howie's Pet‑themed Secret Menu Leverages National Pet Day

Appealing to the US consumers' love of their pets is always a smart promotion, as pizza chain Hungry Howie's partners with Happy Howie's for a "secret menu" to coincide with National Pet Day starting 4/11. https://t.co/WXrllxhuAi

By David Henkes
Analyzing the Sysco‑Restaurant Depot Deal on Deeper Dive
SocialApr 3, 2026

Analyzing the Sysco‑Restaurant Depot Deal on Deeper Dive

I joined @jonathanmaze on his "Deeper Dive" podcast earlier this week to discuss the Sysco/Restaurant Depot deal. #restaurant #distribution #Sysco $SYY https://t.co/aJyWwsj04T

By David Henkes
Independent Restaurants Urge FTC to Block Deal
SocialApr 1, 2026

Independent Restaurants Urge FTC to Block Deal

Now, an association representing independent restaurants (the Independent Restaurant Coalition) has come out calling on the FTC to reject the deal. https://t.co/gHLxPAXYqC

By David Henkes
Four Key Signals Reveal True State of Oil Markets
SocialApr 1, 2026

Four Key Signals Reveal True State of Oil Markets

This is a great read about how to think about what's happening with oil and Hormuz - and ultimately with the world economy. The headlines are all over the place, but these 4 signals can tell you what's really happening.

By David Henkes
Dos Toros Returns to Chicago After Closure
SocialMar 31, 2026

Dos Toros Returns to Chicago After Closure

We had a Dos Toros (@DosToros) right across from our office that closed a couple of years ago. Glad to see they're coming back to the #Chicago market. https://t.co/r468kvvIBn

By David Henkes
Swig Pioneered Dirty Soda Trend, Still Rapidly Expanding
SocialMar 31, 2026

Swig Pioneered Dirty Soda Trend, Still Rapidly Expanding

Swig essentially created the "dirty soda" trend, now nearly every #restaurant is doing it (especially within #fastfood). And Swig is growing like crazy even as this new beverage category is becoming more ubiquitous. https://t.co/L4IjIvvaM3

By David Henkes
Cash‑and‑Carry Saves Money When Items and Distance Align
SocialMar 31, 2026

Cash‑and‑Carry Saves Money When Items and Distance Align

Good perspective on using cash-and-carry from a #restaurant operator. But sometimes the savings can outweigh the hassle and wear & tear; depends what you're buying and how far you're driving.

By David Henkes
Sysco's Pending Restaurant Depot Deal Sparks Industry Debate
SocialMar 31, 2026

Sysco's Pending Restaurant Depot Deal Sparks Industry Debate

Some additional thoughts on the Sysco acquisition of Restaurant Depot (which still needs to get regulatory approval.) Here's a short thread but I'm curious what people in the #restaurant industry think about this deal? 1/10

By David Henkes
Beverage Category Becomes Restaurants' Innovation Battleground
SocialMar 30, 2026

Beverage Category Becomes Restaurants' Innovation Battleground

I continue to believe that the beverage category is the innovation battleground in #restaurants today. This article from our sister publication @RB_magazine lays out how some smaller coffee shops are innovating (warning: pay wall for non-subscribers.) But here are trends:...

By David Henkes
Sysco Moves Into Cash‑and‑carry with Restaurant Depot Acquisition
SocialMar 30, 2026

Sysco Moves Into Cash‑and‑carry with Restaurant Depot Acquisition

Big news as @Sysco announces the acquisition of Restaurant Depot. While broadline has done well, cash-n-carry distribution continues to do well & this gets Sysco into a segment that it has historically avoided. This is from last year but growth is...

By David Henkes
World Record: Most Michelin-Starred Meals in One Day
SocialMar 28, 2026

World Record: Most Michelin-Starred Meals in One Day

Who knew there was a World Record about how many Michelin starred restaurants you could eat at in a day? Also, the amount spent seems pretty reasonable but it’s clear he was eating a lot of small plates.

By David Henkes
Dietician‑Approved Chili’s Fajitas Prove Restaurants Can Be Healthy
SocialMar 27, 2026

Dietician‑Approved Chili’s Fajitas Prove Restaurants Can Be Healthy

Eating at #restaurants is often perceived to be unhealthy, but like anything, you can find good options if you just look a bit harder. In this case: the fajitas at @Chilis are the choice of dieticians looking for a healthy,...

By David Henkes
Convenience Stores Emerge as QSR Competitors
SocialMar 26, 2026

Convenience Stores Emerge as QSR Competitors

We've been saying for many years that convenience stores are the sleeping giant that could, if they ever got their act together, create a strong competitor to quick service restaurants. Increasingly, c-stores are getting their act together. https://t.co/cFqwKkdF7a

By David Henkes
OpenTable Demands Primary Status, Limiting Secondary Reservation Systems
SocialMar 26, 2026

OpenTable Demands Primary Status, Limiting Secondary Reservation Systems

The restaurant reservation system wars are heating up as OpenTable is now requiring any restaurant using the platform to be their primary "system of record." Operators can still use others, but only as secondary systems. https://t.co/8JreI1ovqF

By David Henkes
Red Lobster's Turnaround Shows Early Positive Signs
SocialMar 25, 2026

Red Lobster's Turnaround Shows Early Positive Signs

How is the turnaround going at Red Lobster? @business takes a look at the current status, with some comments by yours truly in the article. https://t.co/eESerWrtou

By David Henkes
Pizza Hut Hires $31K Crust Expert for Pi Day
SocialMar 13, 2026

Pizza Hut Hires $31K Crust Expert for Pi Day

I like this customer engagement idea: @pizzahut, as part of its rollout of a new crust and celebration of Pi Day, is hiring a "Hut Crust Connoisseur" who will be paid $31K and get free pizza for a year. #restaurant...

By David Henkes
Restaurants Counter Ozempic Trend with Mini‑Cocktails
SocialMar 12, 2026

Restaurants Counter Ozempic Trend with Mini‑Cocktails

Restaurant operators are adapting to the "Ozempic effect" through various types of menu engineering and new product development. This one - mini-cocktails - is interesting as a lower cost, lower calorie (smaller portion) option. https://t.co/IiaEwuneAR

By David Henkes
AI Ordering Soon, Delivery Costs Still Unchanged
SocialMar 11, 2026

AI Ordering Soon, Delivery Costs Still Unchanged

Ordering thru ChatGPT, Gemini or other AI tools isn't reality yet, but it will be soon. These are increasingly replacing search engines as a means to discovery, and ordering will be linked soon enough. Can AI help bring down delivery costs?...

By David Henkes
Restaurant Prices Rise Faster Than Overall Inflation
SocialMar 11, 2026

Restaurant Prices Rise Faster Than Overall Inflation

Restaurant menu price inflation continues to run hotter than overall inflation. Today's reading shows FAFH CPI up 3.9% (!), with limited service prices up 3.2% and full service up 4.6%. The affordability crisis continues. https://t.co/c9SLvliOyk

By David Henkes
Live Events Should Become the New Menu Launch Standard
SocialMar 10, 2026

Live Events Should Become the New Menu Launch Standard

Hot take: more restaurant chains should introduce their new menu items in a live event complete with celebrities, choirs, and dancing, just like @tacobell. Here's everything Taco Bell revealed at Live Mas Live https://t.co/wRXDVDJ00I

By David Henkes
Restaurants Use Barbell Pricing: Cheap Entrants, High‑Margin Winners
SocialMar 7, 2026

Restaurants Use Barbell Pricing: Cheap Entrants, High‑Margin Winners

Great perspective; #restaurants typically have some type of "barbell" pricing/menu items; low cost to get people in the door, and higher value (hopefully higher margin) to pay the bills.

By David Henkes