# ![@jonathanmaze Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::147973756.png) @jonathanmaze Jonathan Maze

Jonathan Maze posts on X about $sbux, wendys, $mcd, $qsr the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::147973756/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::147973756/c:line/m:interactions.svg)

- [--] Week [-------] +442%
- [--] Month [-------] -44%
- [--] Months [---------] +17%
- [--] Year [---------] +54%

### Mentions: [--] [#](/creator/twitter::147973756/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::147973756/c:line/m:posts_active.svg)

- [--] Week [---] +96%
- [--] Month [---] +181%
- [--] Months [---] +70%
- [--] Year [---] +66%

### Followers: [-------] [#](/creator/twitter::147973756/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::147973756/c:line/m:followers.svg)

- [--] Week [------] +0.87%
- [--] Month [------] +1.20%
- [--] Months [------] +5%
- [--] Year [------] +13%

### CreatorRank: [------] [#](/creator/twitter::147973756/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::147973756/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  39.15% [cryptocurrencies](/list/cryptocurrencies)  #286 [finance](/list/finance)  8.53% [countries](/list/countries)  7.75% [celebrities](/list/celebrities)  1.16% [social networks](/list/social-networks)  1.16% [technology brands](/list/technology-brands)  1.16% [musicians](/list/musicians)  0.78% [gaming](/list/gaming)  0.39%

**Social topic influence**
[$sbux](/topic/$sbux) 12.4%, [wendys](/topic/wendys) #6, [$mcd](/topic/$mcd) #7, [$qsr](/topic/$qsr) #1, [$wen](/topic/$wen) #1, [king](/topic/king) #3278, [$yum](/topic/$yum) #7, [chain](/topic/chain) #377, [in the](/topic/in-the) 5.04%, [ceo](/topic/ceo) #1848

**Top accounts mentioned or mentioned by**
[@mcfranchisee](/creator/undefined) [@nshurgot](/creator/undefined) [@technomic](/creator/undefined) [@starbucks](/creator/undefined) [@derushaj](/creator/undefined) [@kdhochman](/creator/undefined) [@thestalwart](/creator/undefined) [@marenmorris](/creator/undefined) [@jwalkermobile](/creator/undefined) [@mmurphy_il](/creator/undefined) [@chrisdo84546069](/creator/undefined) [@rising_crust](/creator/undefined) [@granthomas_22](/creator/undefined) [@mcdonalds](/creator/undefined) [@empirespod](/creator/undefined) [@chilis](/creator/undefined) [@chickfila](/creator/undefined) [@mellwit2ls](/creator/undefined) [@iamyola](/creator/undefined) [@rissipalmer](/creator/undefined)

**Top assets mentioned**
[Starbucks Corporation (SBUX)](/topic/$sbux) [McDonald's Corp (MCD)](/topic/$mcd) [Restaurant Brands International Inc. (QSR)](/topic/$qsr) [WEN Token (WEN)](/topic/$wen) [Yum! Brands, Inc. (YUM)](/topic/$yum) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Shake Shack Inc. (SHAK)](/topic/$shak) [Dutch Bros, Inc. (BROS)](/topic/$bros) [Biglari Holdings Inc. Class B Common Stock (BH)](/topic/$bh) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Brinker International, Inc. (EAT)](/topic/$eat) [Krispy Kreme, Inc. (DNUT)](/topic/$dnut)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Christine Barone CEO of the drive-thru beverage chain Dutch Bros is the [----] Restaurant Business Restaurant Leader of the Year. Dutch Bros has thrived under her watch and has helped established beverages as a huge source of industry growth. $BROS https://www.restaurantbusinessonline.com/leadership/dutch-bros-ceo-christine-barone-2026-restaurant-leader-year https://www.restaurantbusinessonline.com/leadership/dutch-bros-ceo-christine-barone-2026-restaurant-leader-year"  
[X Link](https://x.com/jonathanmaze/status/2009636240459764102)  2026-01-09T14:39Z 18.5K followers, [----] engagements


"Notable: BJ's Restaurants (trading at 6x EBITDA) CEO Lyle Tick said at the ICR Conference this morning that he believes his brand is undervalued on Wall Street. Always a little surprising to me that nobody has taken these guys private but what do I know. $BJRI"  
[X Link](https://x.com/jonathanmaze/status/2010704328760156435)  2026-01-12T13:24Z 18.5K followers, [----] engagements


"The Krispy Kreme opening in suburban Minneapolis in November was apparently a record breaker for the company. It generated $1 million in sales in the first [--] days. $DNUT"  
[X Link](https://x.com/jonathanmaze/status/2010715878409548237)  2026-01-12T14:09Z 18.5K followers, [----] engagements


"Fat Brands is the third restaurant company with securitization financing to file for bankruptcy over the past two years. TGI Fridays and Hooters also filed. $FAT"  
[X Link](https://x.com/jonathanmaze/status/2016126200901423613)  2026-01-27T12:28Z 18.5K followers, [----] engagements


"Starbucks' 4% same-store sales in the U.S. driven by transactions was the best for the company in two years. Company had a strong holiday launch and the performance sustained throughout the period. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016499464026918945)  2026-01-28T13:11Z 18.5K followers, [----] engagements


"Brian Niccol: "We are now delivering the topline growth we set out to achieve. We have a plan we've been working the plan and our plan is working." $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016500126785634773)  2026-01-28T13:14Z 18.5K followers, [----] engagements


"Starbucks' traffic from loyalty customers grew for the first time in two years. Traffic from non-loyalty customers grew even faster. But licensed store revenue declined due to trends in grocery. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016500852698100160)  2026-01-28T13:17Z 18.5K followers, [----] engagements


"Brian Niccol says that people came back to Starbucks and the company drove more frequency last quarter. "We're growing transactions throughout the entire day" but improvements were strongest in the morning. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016503729051017580)  2026-01-28T13:28Z 18.5K followers, [----] engagements


"Starbucks' declining nonrewards customers had been a big red flag. Increasing that business was crucial. "You have to win both with rewards customers and lighter infrequent customers." $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016505245728198754)  2026-01-28T13:34Z 18.5K followers, [----] engagements


"Most Starbucks stores are open at [--] a.m. but Brian Niccol says he wouldn't be surprised if that ultimately becomes 4:30 a.m. because of the improving throughput in the chain's coffee shops. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016509739912319025)  2026-01-28T13:52Z 18.5K followers, [----] engagements


"Starbucks earnings call summary: Service improvements worked; So did the Bearista cup; People apparenlty love protein in foam form; Company remodeled [---] locations; Less-frequent customers are coming back; Profits will follow top-line improvements; Early store openings. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016512583327506681)  2026-01-28T14:03Z 18.5K followers, [----] engagements


"60% of @Starbucks customers in the last month came into a cafe to get their order not including mobile orders. "If you walk into a place and there's nobody sitting in the seats or it's a soulless place you don't feel great about what you just ordered" Brian Niccol. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016864533491462251)  2026-01-29T13:22Z 18.5K followers, [----] engagements


"Global locations . McDonald's: [-----] Starbucks: [-----] Subway (end of year 2024): [-----] KFC: 32951"  
[X Link](https://x.com/jonathanmaze/status/2016865428228710870)  2026-01-29T13:26Z 18.5K followers, 24.9K engagements


"Starbucks CEO Brian Niccol says that giving store managers more say in the operation of restaurants has improved the availability of products and customer satisfaction. "We cannot run this business based on averages or from spreadsheets from afar." $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016866244805230599)  2026-01-29T13:29Z 18.5K followers, [----] engagements


"For a company like Starbucks the issue is that they want a great "stay and relax" experience which makes the "grab-and-go" folks feel better about visiting. @jonathanmaze @Starbucks I lose track of where they are on the pendulum of grab-and-go and stay and relax experience @jonathanmaze @Starbucks I lose track of where they are on the pendulum of grab-and-go and stay and relax experience"  
[X Link](https://x.com/jonathanmaze/status/2016867585334124854)  2026-01-29T13:34Z 18.5K followers, [----] engagements


"Starbucks plans to pick up the unit growth again with [---] net new U.S. company shops by FY28. The company expects to add more than 2k net new coffee shops globally by that time. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016868463407493178)  2026-01-29T13:38Z 18.5K followers, [---] engagements


"Two-thirds of Starbucks beverage sales are from cold beverages. Customization of beverages alone is a $1 billion business. The chain generates $6 billion per year in food revenue which has doubled since [----]. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016870275946615031)  2026-01-29T13:45Z 18.5K followers, [----] engagements


"Starbucks generated $12 billion in revenue last year before [--] a.m. and $11 billion after [--] a.m. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016870656227377468)  2026-01-29T13:46Z 18.5K followers, [----] engagements


"Starbucks' Refreshers platform is one of the fastest-growing platforms in company history and is now a $2 billion business. This spring the company plans to debut Energy Refreshers with options to boost the caffeine levels or get decaf Refreshers. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016871199410655245)  2026-01-29T13:49Z 18.5K followers, [----] engagements


"Starbucks' Rewards loyalty program has [--] million members who account for 60% of revenue. A typical member of that program visits the chain 200x per year. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016872413326143953)  2026-01-29T13:53Z 18.5K followers, [----] engagements


"Starbucks remodels can mostly be done overnight and do not require a shop to be closed. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016877370561503464)  2026-01-29T14:13Z 18.5K followers, [----] engagements


"Starbucks believes it can get another 5k coffeeshops in the U.S. particularly in the central U.S. the South and parts of the Northeast. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016877882077749485)  2026-01-29T14:15Z 18.5K followers, [----] engagements


"The average person in the U.S. consumers [---] cups of coffee per year. In China Three. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016886415179542801)  2026-01-29T14:49Z 18.5K followers, [----] engagements


"Starbucks has [-----] locations worldwide outside the U.S. and Canada accounting for a third of company system sales 20% of revenue. 40% comes from China. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016887604214465004)  2026-01-29T14:54Z 18.5K followers, [---] engagements


"Starbucks International CEO Brady Brewer says that by shifting China to a licensed joint-venture operation international revenues will decline from $8B/year to $5B. But margins will improve from 13% to the "high teens" immediately. $sbux"  
[X Link](https://x.com/jonathanmaze/status/2016888526122451054)  2026-01-29T14:57Z 18.5K followers, [----] engagements


"Starbucks believes it could get to 15k-20k coffeehouses in China up from 8k now. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016888710617342306)  2026-01-29T14:58Z 18.5K followers, [----] engagements


"Brian Niccol says the company knows of [----] sites in the U.S. where there are competitors that don't have a Starbucks within a mile. "There's demand out there that excees where we are today." $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016897983023861873)  2026-01-29T15:35Z 18.5K followers, [----] engagements


"Starbucks has more than [--] projects looking at specific opportunities to cut costs. The initiatives at at various points of the company's "stage-gate" testing process. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016900514194047353)  2026-01-29T15:45Z 18.5K followers, [----] engagements


"Starbucks says it has made improvements in ensuring that it has enough items in stock such as food but it has more work to do. "When you're in stock you sell more often" Brian Niccol said. "We were discovering is we were out of stock way too often." $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016901366891925712)  2026-01-29T15:48Z 18.5K followers, [----] engagements


"Brian Niccol on Starbucks' energy drinks: "Energy is without a doubt a proven category that we have a right to win." He called it "a clearly defined category that frankly we've been a little bit absent." $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016904820343407025)  2026-01-29T16:02Z 18.5K followers, [----] engagements


"Starbucks is creating black Reserve cards for those Rewards members that reach that status. $SBUX"  
[X Link](https://x.com/jonathanmaze/status/2016905492262469825)  2026-01-29T16:05Z 18.5K followers, [----] engagements


"Couple of things on this Subway franchisee bankruptcy . The operator in this case I believe bought up the locations at low prices and they remained challenging post-acquisition. They then dipped into MCA financing and immediately regretted it. http://restaurantbusinessonline.com/financing/43-location-subway-franchisee-has-filed-bankruptcy http://restaurantbusinessonline.com/financing/43-location-subway-franchisee-has-filed-bankruptcy"  
[X Link](https://x.com/jonathanmaze/status/2018474146301399511)  2026-02-02T23:58Z 18.5K followers, [----] engagements


"Darden Restaurants isn't selling Bahama Breeze. It's shutting the thing down. The company is closing [--] Bahama Breeze locations and will convert the remaining locations to other Darden concepts. https://investor.darden.com/news/news-details/2026/Darden-Restaurants-Completes-Exploration-of-Strategic-Alternatives-for-Bahama-Breeze/default.aspx https://investor.darden.com/news/news-details/2026/Darden-Restaurants-Completes-Exploration-of-Strategic-Alternatives-for-Bahama-Breeze/default.aspx"  
[X Link](https://x.com/jonathanmaze/status/2018697683398013377)  2026-02-03T14:46Z 18.5K followers, [----] engagements


"McDonald's gave us a bunch of economic impact data today but here are some interesting tidbits. The company buys: [---] million pounds of beef a year (as of 2024); [---] million pounds of cheese; [---] billion pounds of potatoes [---] billion eggs. https://www.restaurantbusinessonline.com/financing/mcdonalds-has-73b-impact-us-economy https://www.restaurantbusinessonline.com/financing/mcdonalds-has-73b-impact-us-economy"  
[X Link](https://x.com/jonathanmaze/status/2018817975063912917)  2026-02-03T22:44Z 18.5K followers, [----] engagements


"KFC opened its 30000th international restaurant last quarter. $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019037862101229897)  2026-02-04T13:18Z 18.5K followers, [----] engagements


"Taco Bell's system sales have risen 40% since [----]. $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019038031785996395)  2026-02-04T13:19Z 18.5K followers, [---] engagements


"Yum Brands' digital sales are now approaching 60% of total sales and rose 20% last year. $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019038276188074113)  2026-02-04T13:20Z 18.5K followers, [----] engagements


"Taco Bell wants $3 million AUVs and 25-26% restaurant-level margins by [----]. $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019038875923140675)  2026-02-04T13:22Z 18.5K followers, [----] engagements


"Yum Brands calls the demand for "customization and craveworthy food" the "me me me economy." Not sure what to think about that. $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019039189241844083)  2026-02-04T13:23Z 18.5K followers, [---] engagements


"Taco Bell's performance last quarter was "broad-based" with more higher-income consumers families and younger consumers. $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019039969030148270)  2026-02-04T13:26Z 18.5K followers, [---] engagements


"Yum Brands' "strategic review" of Pizza Hut is "proceeding as planned." The company says it expects to finish that review "this year" but will not share more details. $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019040647731425639)  2026-02-04T13:29Z 18.5K followers, [---] engagements


"At least one Byte by Yum technology offering is in [-----] $YUM Brands locations worldwide"  
[X Link](https://x.com/jonathanmaze/status/2019042910969426216)  2026-02-04T13:38Z 18.5K followers, [---] engagements


"Yum Brands has a Smart Office bundle that cut the failure rate of third-party delivery orders by 75%. $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019043102514991575)  2026-02-04T13:39Z 18.5K followers, [----] engagements


"Yum Brands is investing in Pizza Hut marketing. The company also expects [---] targeted closures of underperforming locations in the first quarter. $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019044210217988562)  2026-02-04T13:43Z 18.5K followers, [----] engagements


"KFC is rolling out its beverage-focused concept Qwench to [----] stores internationally. $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019045100480036938)  2026-02-04T13:47Z 18.5K followers, [----] engagements


"Me waiting to hear Yum say anything about KFC U.S. "  
[X Link](https://x.com/jonathanmaze/status/2019047156775326144)  2026-02-04T13:55Z 18.5K followers, [---] engagements


"Why did Yum Brands even buy Habit Burger Yum has not mentioned its fast-casual burger brand on its last two earnings calls not even to update on sales results. Habit's system sales have been slowing markedly over the past few years. https://www.restaurantbusinessonline.com/financing/why-did-yum-brands-buy-habit-burger https://www.restaurantbusinessonline.com/financing/why-did-yum-brands-buy-habit-burger"  
[X Link](https://x.com/jonathanmaze/status/2019427834037768222)  2026-02-05T15:08Z 18.5K followers, [----] engagements


"@DeRushaJ She doesnt. WAY too smart for that"  
[X Link](https://x.com/jonathanmaze/status/2019549657618346335)  2026-02-05T23:12Z 18.5K followers, [--] engagements


"@McFranchisee @McDonalds But that would get the cold side cold on the McDLT that I one day hope comes back"  
[X Link](https://x.com/jonathanmaze/status/2019794993141948498)  2026-02-06T15:27Z 18.5K followers, [----] engagements


"Um . holy shit"  
[X Link](https://x.com/jonathanmaze/status/2019891172592771380)  2026-02-06T21:49Z 18.5K followers, 15.5K engagements


"@EmpiresPod_ You have ham on Thanksgiving"  
[X Link](https://x.com/jonathanmaze/status/2021248185415389590)  2026-02-10T15:41Z 18.5K followers, [---] engagements


"Wendy's digital sales rose 12.4% last year and now represents 20% of sales. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022303793187058169)  2026-02-13T13:36Z 18.7K followers, [----] engagements


"Wendy's promising "a more disciplined programming structure to ensure a steady stream of new news." $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022305056700125556)  2026-02-13T13:41Z 18.7K followers, [---] engagements


"Burger King is a $1B business in Spain Germany Australia Brazil and the UK and a $2B business in France. International growth a massive win for that chain over the years. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021943228518252587)  2026-02-12T13:43Z 18.7K followers, 13.6K engagements


"Higher than expected costs are slowing Burger King remodels. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021944168315334683)  2026-02-12T13:47Z 18.7K followers, [---] engagements


"Burger King blaming weaker franchisee profitability (down 10%) on higher beef costs. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021944252071076182)  2026-02-12T13:47Z 18.7K followers, [---] engagements


"@nshurgot Down 11% though Thats a HUGE decline"  
[X Link](https://x.com/jonathanmaze/status/2022294121738584148)  2026-02-13T12:57Z 18.7K followers, [----] engagements


"Wendy's is targeting its marketing at consumers with whom its quality positioning "has the most appeal." $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022304823937220966)  2026-02-13T13:40Z 18.7K followers, [---] engagements


"Wendy's closing 5% to 6% of its restaurants to close. Some started last quarter rest will take place this year. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022306525201473957)  2026-02-13T13:47Z 18.7K followers, 34.2K engagements


"Wendy's closing 5-6% of its restaurants implies 300-350 closures. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022307277139587338)  2026-02-13T13:50Z 18.7K followers, [----] engagements


"Wendy's expecting U.S. same-store sales will be down in 1Q year over year but does expect improvement throughout [----]. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022308963803398645)  2026-02-13T13:56Z 18.7K followers, [---] engagements


"Kids meals reached the highest incidence level at Burger King in [--] years thanks to Spongebob. BK says that it maintained sales momentum after its Spongebob promotion ended into January. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021943668786020642)  2026-02-12T13:45Z 18.7K followers, [----] engagements


"Burger King appears to have given some incentives in its sale of its China market with lower-than-average royalties this year and ramping up over time. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021946974422044809)  2026-02-12T13:58Z 18.7K followers, [---] engagements


"Wendy's promising new burger innovation this year starting with a Cheesy Bacon Cheeseburger next week. The company also said its chicken tenders did well. Company doing a Chicken Tenders Ranch Wrap this year too. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022305453540102333)  2026-02-13T13:42Z 18.7K followers, [----] engagements


"Wendy's promising several premium burger LTOs starting next week. The company also says it will launch a "new and improved chicken sandwich" lineup in the coming months. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022311930296209442)  2026-02-13T14:08Z 18.7K followers, [----] engagements


"Dutch Bros locations that add food get a 4% same-store sales lift when they do. Company plans to roll an expanded food menu to the system this year. $BROS"  
[X Link](https://x.com/jonathanmaze/status/2022073669905002696)  2026-02-12T22:21Z 18.7K followers, [----] engagements


"Legit wonder if Wendy's could do with Greg Creed what RBI did with Patrick Doyle and throw him a bunch of stock to help turn the brand around. Creed is currently a consultant working with Wendy's on marketing. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022297806145278127)  2026-02-13T13:12Z 18.7K followers, [----] engagements


"All these likely true but I don't know that they explain a down 11%. Down 11% is consumer rejection level comps. Almost as if everybody stopped going there for breakfast or something. This is such a weird time. Extreme results are more common than ever. @jonathanmaze Spoke with a large Wendys zee and he said it was (1) too many years focused on value has eroded quality msg (2) breakfast isnt working and (3) Wendys hasnt resonated with Gen Z so losing next gen of customers @jonathanmaze Spoke with a large Wendys zee and he said it was (1) too many years focused on value has eroded quality msg"  
[X Link](https://x.com/jonathanmaze/status/2022300689410474271)  2026-02-13T13:23Z 18.7K followers, 20.1K engagements


"Wendy's expanding its field operations team this year joining Popeyes in realizing that hey franchisees maybe need a bit more corporate guidance on operations . $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022306184405885095)  2026-02-13T13:45Z 18.7K followers, [----] engagements


"Wendy's expects U.S. sales to improve throughout [----] and flat system sales this year. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022307205542748207)  2026-02-13T13:49Z 18.7K followers, [----] engagements


"One thing to note about Wendy's right now: Its interim CEO Ken Cook had no restaurant experience when he was hired as CFO in late [----]. Within a few months he was thrust into the interim CEO role with the departure of Kirk Tanner. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022309354859278597)  2026-02-13T13:58Z 18.7K followers, [----] engagements


"Wendy's has significantly increased the frequency with which it talks with franchisees. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022314195568443782)  2026-02-13T14:17Z 18.7K followers, [----] engagements


"Same-store sales at Restaurant Brands International: Tim Hortons Canada: 2.8% Burger King U.S.: 2.6% Popeyes U.S. -4.9%() Firehouse Subs: 2.4%. International (combined): 6.1%. Also franchisee profitability took a hit. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021920831090172147)  2026-02-12T12:14Z 18.7K followers, [----] engagements


"Popeyes' "biggest opportunity" is improving execution and "reengaging with core guests." The brand is expanding field operations to work with weaker franchisees. Company has former Burger King COO as its new president. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021944709313421501)  2026-02-12T13:49Z 18.7K followers, [---] engagements


""We've still got so much more to do and know exactly what we're going to be doing over the next couple of years." Patrick Doyle saying he is happy with Burger King's progress so far but company is still working to make improvements. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021953469108584814)  2026-02-12T14:24Z 18.7K followers, [---] engagements


"Wendy's has a "bun upgrade" coming soon. Make your jokes here. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022315051843985422)  2026-02-13T14:20Z 18.7K followers, [----] engagements


"Wendy's earnings call summary: Poor results were expected; January also weak but sales should improve; More franchisees will likely stop serving breakfast; New burger coming; New chicken sandwiches coming; Investing in field ops teams; "Rebuilding year." $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022318345832247435)  2026-02-13T14:34Z 18.7K followers, [----] engagements


"Chipotle is testing Chipotle Honey Chicken in Nashville and Sacramento. The chicken is marinated with adobo peppers and Mexican spices and finished with honey. Company says it received the highest marks among any chicken innovation it's ever tested. $CMG"  
[X Link](https://x.com/anyuser/status/1828430019158323681)  2024-08-27T13:51Z 18.7K followers, 639.7K engagements


"We published our profile on @kdhochman the CEO of Chili's owner Brinker International and engineer of one of the most remarkable years I've seen a restaurant chain have. Had a lot of fun writing this one. https://www.restaurantbusinessonline.com/operations/chilihead-kevin-hochman-brings-pride-back-chilis https://www.restaurantbusinessonline.com/operations/chilihead-kevin-hochman-brings-pride-back-chilis"  
[X Link](https://x.com/jonathanmaze/status/1905980486272336070)  2025-03-29T13:48Z 18.5K followers, [----] engagements


"I had George Felix the CMO of Chili's parent Brinker International on the podcast this week talking about marketing and such. This was a fun podcast and you should totally check it out. https://podcasts.apple.com/us/podcast/a-deeper-dive/id1398459614 https://podcasts.apple.com/us/podcast/a-deeper-dive/id1398459614"  
[X Link](https://x.com/jonathanmaze/status/1918011912312259045)  2025-05-01T18:37Z 18.5K followers, [----] engagements


"The [--] chains with the highest average unit volumes per @technomic: [--]. Din Tai Fung: $27.42 million [--]. Mastros Restaurants: $14.52 million [--]. Del Friscos Double Eagle Steakhouse: $13.83 million [--]. Smith & Wollensky: $13.38 million [--]. Perrys Steakhouse & Grille: $13.28 million [--]. The Cheesecake Factory: $12.35 million [--]. Ocean Prime: $12.33 million [--]. Grand Lux Cafe: $11.62 million [--]. STK: $11.56 million [--]. Nobu Restaurants: $10.12 million"  
[X Link](https://x.com/anyuser/status/1932138088672927790)  2025-06-09T18:09Z 18.7K followers, 96K engagements


"Some restaurant same-store sales preannouncements this a.m. as the ICR Conference starts: Shake Shack: 2.1% 4Q SSS. Company said last [--] weeks did not meet expectations. First Watch: 3.1%. Noodles & Company: 6.6%. $NDLS $SHAK $FWRG"  
[X Link](https://x.com/jonathanmaze/status/2010702589793362341)  2026-01-12T13:17Z 18.5K followers, [----] engagements


"Shake Shack CEO Rob Lynch at the ICR Conference saying he doesn't like making excuses for weak sales that usually companies can work through challenges but "we can't turn the temperature up in the Northeast." $SHAK"  
[X Link](https://x.com/jonathanmaze/status/2010707101031526612)  2026-01-12T13:35Z 18.5K followers, 12.7K engagements


"Rob Lynch saying that Shake Shack doesn't do national marketing but instead focuses on digital marketing targeting customers within [--] miles of one of the restaurants. Company believes it's more efficient. $SHAK"  
[X Link](https://x.com/jonathanmaze/status/2010707708626808968)  2026-01-12T13:37Z 18.5K followers, [----] engagements


"Rob Lynch calling Shake Shack a "beacon of hope" in the fast-food industry with its food quality. $SHAK"  
[X Link](https://x.com/jonathanmaze/status/2010708424644862171)  2026-01-12T13:40Z 18.5K followers, [----] engagements


"Chili's two-year stacked same-store sales hit 40% last quarter and appear to be accelerating. That's five straight quarters of 35%+ quarterly performance. It's ridiculous. Chili's did this with a one-two punch of in-store service improvements and social media marketing. A bit of luck also helped. The company first focused on getting the stores right fixing little things investing in service etc. They then hit on customers' demand for value on items they want tapping into frustration about high fast-food menu prices. They got a bit lucky with the "cheese pull" trend on social media. But as"  
[X Link](https://x.com/jonathanmaze/status/2016520242726379623)  2026-01-28T14:34Z 18.5K followers, 29.3K engagements


"Yum Brands same-store sales (U.S.): Taco Bell 7%👀 KFC 1% Pizza Hut -3% Habit 0% $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019031448368583037)  2026-02-04T12:53Z 18.7K followers, 14.6K engagements


"Yum Brands earnings call summary: Pizza Hut closing [---] locations; But company investing in marketing; Strategic review ongoing; Taco Bell is on fire as always; KFC furiously adding locations internationally; Byte by Yum coming to more restaurants. $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019050265157177852)  2026-02-04T14:07Z 18.7K followers, [----] engagements


"My youngest has been invited to a journalism conference for students which includes the promise of a "private session with a nationally known journalist." The kid has one of those at home"  
[X Link](https://x.com/jonathanmaze/status/2019474219151585549)  2026-02-05T18:12Z 18.6K followers, [----] engagements


"Looking at a bankruptcy filing of a Dickey's franchisee who fell for a task scam which cost them $250k at a time when they were struggling and it landed them in Chapter 11"  
[X Link](https://x.com/jonathanmaze/status/2021247563177865656)  2026-02-10T15:39Z 18.7K followers, 11.4K engagements


"Three of the top [--] new menu items or limited-time offers of [----] came from McDonald's and many featured chicken per Numerator: [--]. McDonalds McCrispy Strips [--]. McDonalds Snack Wrap [--]. Chipotles Honey Chicken [--]. Wendys Frosty Swirls & Fusions [--]. Chick-fil-As Pineapple Dragon Fruit Beverage [--]. Taco Bells Crispy Chicken Nuggets [--]. Burger King Cheesy Tots [--]. Chick-fil-As Smokehouse Bacon BBQ Sandwich [--]. Wendys Thin Mint Frosty [--]. McDonalds Smores McFlurry https://twitter.com/i/web/status/2021670452200980884 https://twitter.com/i/web/status/2021670452200980884"  
[X Link](https://x.com/jonathanmaze/status/2021670452200980884)  2026-02-11T19:39Z 18.7K followers, [----] engagements


"McDonald's U.S. same-store sales up 6.8% in the fourth quarter its best performance in more than two years thanks to the company's marketing promotions. Its two-year number accelerated by 270bp (chart). $MCD https://www.restaurantbusinessonline.com/financing/mcdonalds-sales-soared-last-quarter-thanks-grinch-monopoly https://www.restaurantbusinessonline.com/financing/mcdonalds-sales-soared-last-quarter-thanks-grinch-monopoly"  
[X Link](https://x.com/jonathanmaze/status/2021692833023873081)  2026-02-11T21:08Z 18.7K followers, [----] engagements


"McDonald's says it gained share with low-income consumers with its Extra Value Meals in the 4Q. Company also said that franchisee cashflow improved. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021699465715859956)  2026-02-11T21:34Z 18.7K followers, [---] engagements


""McDonald's is not going to get beat on value and affordability." $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021699579477922112)  2026-02-11T21:35Z 18.7K followers, [---] engagements


"McDonald's was the largest seller of socks in the world for nearly a week when it was giving away Grinch socks in December. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021699853684719750)  2026-02-11T21:36Z 18.7K followers, [----] engagements


"McDonald's says that its momentum continued in January. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021700854328267144)  2026-02-11T21:40Z 18.7K followers, [---] engagements


"Expect to see new beverage offerings at McDonald's in the U.S. under the McCafe brand. Test at [---] restaurants exceeded expectations. Higher average check incremental occasions. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021702643886752119)  2026-02-11T21:47Z 18.7K followers, [----] engagements


"McDonald's says that it is "in the early stages" of testing new flavor combinations on chicken and new ways of cooking. Thus the tests of handbreaded chicken tenders and wings in the Chicago market. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021703025388098047)  2026-02-11T21:48Z 18.7K followers, [----] engagements


"McDonald's opened [----] net restaurants last year globally more than expected and is on track to have 50k global restaurants by the end of [----]. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021704066955345986)  2026-02-11T21:53Z 18.7K followers, [----] engagements


"McDonald's loyalty program has [---] million active users across top [--] markets. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021704661942583519)  2026-02-11T21:55Z 18.7K followers, [----] engagements


""Value and affordability are the greens fees. You have to have it." Ian Borden with the golf reference in explaining why the company needs to have affordable menu items. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021705903511121953)  2026-02-11T22:00Z 18.7K followers, [----] engagements


"McDonald's had its strongest guest count gap to its near competitive set in its recent history last quarter. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021706061435084968)  2026-02-11T22:01Z 18.7K followers, [---] engagements


"McDonald's says it is pleased with its new "category management" structure focused around chicken beverage and beef. Company says it is able to move more quickly on tests etc. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021708702441423217)  2026-02-11T22:11Z 18.7K followers, [---] engagements


"McDonald's saying it's focused on improving taste and quality with its menu items and believes there's real potential there. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021709521010229469)  2026-02-11T22:14Z 18.7K followers, [----] engagements


"McDonald's support for franchisees made in exchange for lower prices on extra value meals has started to roll off but the company says that "the pathway forward is pretty clear" given the performance of the meals thus far. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021710172927000804)  2026-02-11T22:17Z 18.7K followers, [----] engagements


"Notable comments from Chris K on the company's value requirements. "Franchisees set pricing but at the end of the day we're custodians of the brand." Says that "franchisees need to protect the brand" and that value is part of the "brand's DNA." $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021710509335019885)  2026-02-11T22:18Z 18.7K followers, [----] engagements


"McDonald's expects 1Q same-store sales to decelerate "sequentially" compared with 4Q in part because of a 100bp impact from poor weather. Also 4Q had some major marketing wins. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021712410977919313)  2026-02-11T22:26Z 18.7K followers, [----] engagements


"McDonald's earnings call summary: The company sold a shitload of socks; More lower-income consumers; Value is working; Franchisees making more money; More beverages are coming this year; Better quality; Weather impact this Q 100bp; More restaurants; GLP-1s meh thus far. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021713885729108456)  2026-02-11T22:32Z 18.7K followers, [----] engagements


"Tim Hortons Canada and RBI International have grown same-store sales for [--] straight quarters. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021941216825299395)  2026-02-12T13:35Z 18.7K followers, [---] engagements


"What winter Cold beverages at Tim Hortons Canada grew 8.6% last quarter and now represent 27% of beverage sales. Big opportunity for the chain. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021942060115538341)  2026-02-12T13:38Z 18.7K followers, [---] engagements


"Tim Hortons added locations in Canada last year for the first time since [----]. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021942241166557348)  2026-02-12T13:39Z 18.7K followers, [---] engagements


"Tariffs commodity costs hit Tim Hortons franchisee profitability in Canada. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021942466916851721)  2026-02-12T13:40Z 18.7K followers, [---] engagements


"Restaurant stocks were basically hot garbage in [----]. While the S&P [---] was up 16% the median restaurant stock was down 16%. And pretty much every sector was punished hard. A few notable names and their mostly ugly performances: $BH was tops up 31% $FAT down 94% $YUM 13% $MCD 5% $QSR 5% $CMG -39% $WEN -49% $JACK -54% https://twitter.com/i/web/status/2007098234116735438 https://twitter.com/i/web/status/2007098234116735438"  
[X Link](https://x.com/jonathanmaze/status/2007098234116735438)  2026-01-02T14:34Z 18.7K followers, 59.4K engagements


"Biglari Holdings planning to sell $500M worth of stock. Company's stock has doubled over the past year. $BH https://www.sec.gov/Archives/edgar/data/1726173/000162828026002375/biglariholdingsinc-sx3.htm#i559b81576ef94dc6afa62b54a452a914_286 https://www.sec.gov/Archives/edgar/data/1726173/000162828026002375/biglariholdingsinc-sx3.htm#i559b81576ef94dc6afa62b54a452a914_286"  
[X Link](https://x.com/jonathanmaze/status/2013749778752954402)  2026-01-20T23:05Z 18.7K followers, [----] engagements


"Chipotle probably thrilled [----] is over. 4Q comps down 2.5% and 1.7% for the year. Before last year the company had one negative sales quarter since [----]. I guess red chimichurri didn't do it for the customer base. $CMG"  
[X Link](https://x.com/jonathanmaze/status/2018799710082154621)  2026-02-03T21:32Z 18.7K followers, [----] engagements


"Taco Bell's U.S. same-store sales are ridiculously consistent. $YUM"  
[X Link](https://x.com/jonathanmaze/status/2019042780748890170)  2026-02-04T13:38Z 18.7K followers, 13.1K engagements


"Monopoly was one of the largest digital customer acquisition events ever last quarter. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021700497833443789)  2026-02-11T21:38Z 18.7K followers, [----] engagements


"McDonald's had the highest single sales day in its history when it introduced the Grinch Meal in December. It sold as many of those meals as the Minecraft Movie meal and its [----] collector cups combined. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021702005937369522)  2026-02-11T21:44Z 18.7K followers, [----] engagements


"Active loyalty membership is the single most important digital metric at McDonald's the company said. Members visit more often and spend more over time. Average customer in [--] months before joining visited [----] times. After they visit 26x. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021710954925265371)  2026-02-11T22:20Z 18.7K followers, 10.2K engagements


"Goodbye CosMc's: McDonald's will launch its expanded beverage lineup under its existing McCafe brand. Company said it drove more occasions in the dinner and evening and higher average checks. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021711522804740198)  2026-02-11T22:22Z 18.7K followers, [----] engagements


"Burger King's remodeled restaurants in the Philadelphia market apparently do $3 million unit volumes almost twice the company average. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021941117265006816)  2026-02-12T13:35Z 18.7K followers, [----] engagements


"Burger King has outperformed QSR for nine of last [--] quarters. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021943489874088394)  2026-02-12T13:44Z 18.7K followers, [---] engagements


"Burger King's "A" operators outpaced average system profitability by $50k. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021944002967138499)  2026-02-12T13:46Z 18.7K followers, [---] engagements


"Refranchising of Burger King is ahead of schedule. Company wants to get back to 99% franchised. It has been selling some stores to former executives. I wrote about one of those groups here: https://www.restaurantbusinessonline.com/financing/burger-king-executives-put-their-money-where-their-mouths-are-buy-33-restaurants https://www.restaurantbusinessonline.com/financing/burger-king-executives-put-their-money-where-their-mouths-are-buy-33-restaurants"  
[X Link](https://x.com/jonathanmaze/status/2021945420826702323)  2026-02-12T13:52Z 18.7K followers, [----] engagements


"RBI saying that it expects restaurant growth to accelerate this year in part because of the sale of Burger King China. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021945650708156793)  2026-02-12T13:53Z 18.7K followers, [---] engagements


"Burger King commodity inflation was 7%. Beef alone was up 20%. Profitability would have been flat otherwise. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021946818377187746)  2026-02-12T13:57Z 18.7K followers, [---] engagements


"Patrick Doyle noting that Burger King "didn't need to rely on deep discounting to drive topline results" despite a heavy value environment and a weak consumer. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021948450624221661)  2026-02-12T14:04Z 18.7K followers, [----] engagements


"A major focus at Tim Hortons Canada is food that works well in the afternoon along with cold beverages that also work well later in the day. Company eager to make its locations "a destination in the PM." $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021950202391785711)  2026-02-12T14:11Z 18.7K followers, [---] engagements


"Popeyes "is a stunning business outside the U.S." -Patrick Doyle noting that system sales have grown from $927M to $1.7B in just two years. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021951254016963060)  2026-02-12T14:15Z 18.7K followers, [----] engagements


"Meanwhile McDonald's is bringing back the Shamrock Shake and the Oreo Shamrock McFlurry starting Feb. [--]. https://corporate.mcdonalds.com/corpmcd/our-stories/article/USmenuspotter.html https://corporate.mcdonalds.com/corpmcd/our-stories/article/USmenuspotter.html"  
[X Link](https://x.com/jonathanmaze/status/2021952092064428318)  2026-02-12T14:18Z 18.7K followers, [----] engagements


"Burger King lured a lot of customers for its Spongebob promotion "and we saw them come back." RBI says that it is ready to "take the brand to the next level." $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021952747663503474)  2026-02-12T14:21Z 18.7K followers, [---] engagements


"Tim Hortons Canada is going to tie its loyalty program with Canadian Tire which honestly makes a ton of sense. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021955173783154696)  2026-02-12T14:30Z 18.7K followers, [----] engagements


"33% of Tim Hortons Canada sales came from loyalty members. Active members ramp up spending after they join. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021955385733919063)  2026-02-12T14:31Z 18.7K followers, [----] engagements


"High beef prices are cyclical. RBI expects relief at some point. If there is some this year it'll be in the second half of this year. Beef costs a big issue at Burger King. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021956701923000375)  2026-02-12T14:36Z 18.7K followers, [---] engagements


"Restaurant Brands International earnings call summary: International is on fire; Burger King maintained momentum in January; But beef costs are a problem; Better operations = better profits; Popeyes has work to do on ops and marketing; Tim Hortons 🤝 Canadian Tire. $QSR"  
[X Link](https://x.com/jonathanmaze/status/2021957311741280539)  2026-02-12T14:39Z 18.7K followers, [----] engagements


"McDonald's is just much much bigger than anybody else. It generates $23B more in U.S. sales than the next biggest chain (Starbucks) $30B more than Chick-fil-A 4.5x Wendy's and 5x Burger King. Globally it is a $140B system far bigger than anybody else. $MCD"  
[X Link](https://x.com/jonathanmaze/status/2021983490255073599)  2026-02-12T16:23Z 18.7K followers, 14.3K engagements


"Dutch Bros soaring after hours up 14%. Same-store sales up 7.7% including 5.4% traffic. Revenues net income store growth EBITDA everything else up big. $BROS"  
[X Link](https://x.com/jonathanmaze/status/2022070273168879878)  2026-02-12T22:08Z 18.7K followers, [----] engagements


"Dutch Bros noted that it is open to more acquisitions similar to the 20-unit Clutch Coffee deal that will take the brand more heavily into North Carolina. $BROS"  
[X Link](https://x.com/jonathanmaze/status/2022079425496723862)  2026-02-12T22:44Z 18.7K followers, [----] engagements


"Wendy's U.S. same-store sales down 11.3%. Jesus. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022280765447283062)  2026-02-13T12:04Z 18.7K followers, 142.1K engagements


"Wendy's full-year system sales took a big step back in [----] down 5.2% in the U.S. to $11.9B. Worldwide system sales were down 3.5% to $14B. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022281241127530917)  2026-02-13T12:06Z 18.7K followers, [----] engagements


"I have same-store sales data dating back to [----]. Wendy's has never had a quarter this bad that was even close to a negative 11.3%. Not even during the pandemic. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022282974285226243)  2026-02-13T12:13Z 18.7K followers, 117.9K engagements


"Wendy's [----] can probably be traced to weird actions on the part of the company in [----] and early last year. Nelson Peltz toyed with buying the company but then steered through a restructure and higher dividend. The company then opted to replace a CEO who was doing perfectly fine in Todd Penegor in early [----] and replace him with Kirk Tanner who came from CPG. Tanner stuck his foot in his mouth (remember dynamic pricing) and was gone within [--] months when he bolted for another CPG job in Hershey's. The company hasn't had a permanent CEO in months. Its performance is deteriorating. The economy"  
[X Link](https://x.com/jonathanmaze/status/2022287075349856601)  2026-02-13T12:29Z 18.7K followers, 10.3K engagements


"Wendy's said marketing spend was down significantly because it was front-loaded in the first part of the year. The company also cited tough comparisons and said it delayed the launch of new chicken sandwiches into this year. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022303403980837016)  2026-02-13T13:34Z 18.7K followers, [---] engagements


"Wendy's says [----] will be a "rebuilding year" for the company. The company said operational improvements at corporate restaurants led to a 310bp outperformance compared with the system and franchisees are adopting those practices. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022304608995963367)  2026-02-13T13:39Z 18.7K followers, [----] engagements


"Wendy's "providing more flexibility around operating hours for the morning daypart" to strengthen franchisee profitability . Company says breakfast is important. But honestly that's not a good sign at all. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022306762284482741)  2026-02-13T13:47Z 18.7K followers, [----] engagements


"Wendy's is blaming tough comparisons for part of last quarter's sales which is certainly true. On a 2-year basis Wendy's same-store sales slowed by 270bp. And the sales have been really slowing for the past three years. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022308656755196225)  2026-02-13T13:55Z 18.7K followers, [----] engagements


""We got away from what made Wendy's great. We focused too much on sales overnight and discounting versus brand over time." -Ken Cook on why Wendy's is struggling so much. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022310663377305840)  2026-02-13T14:03Z 18.7K followers, [----] engagements


""We swung the page too far towards limited time price promotions instead of everyday value." -more Kirk Tanner on Wendy's problems. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022311093222216040)  2026-02-13T14:05Z 18.7K followers, [----] engagements


"Wendy's ended January with same-store sales down 8% but expects the full quarter to be a bit better than that. $WEN"  
[X Link](https://x.com/jonathanmaze/status/2022312766627828046)  2026-02-13T14:11Z 18.7K followers, [----] engagements


"@TheStalwart Two years of management upheaval a weak operating environment no permanent CEO for [--] months tough competition poor marketing decisions"  
[X Link](https://x.com/jonathanmaze/status/2022324258341367952)  2026-02-13T14:57Z 18.7K followers, [----] engagements


"Restaurant nerd alert: So remember a few years ago when Wendy's leapfrogged Burger King to become the No. [--] burger chain in the U.S. There's a real possibility that Burger King takes that position back this year. Wendy's did $11.9B in system sales last year compared with $11b for BK. But Wendy's is closing 5% of its locations and started off with 8% negative SSS with expected improvement throughout the year. Assume negative 3% and that's an 8% decline in system sales which would bring them down to $11B in system sales. BK would simply need a couple points of comps to take back the No. [--] spot"  
[X Link](https://x.com/jonathanmaze/status/2022404600259584093)  2026-02-13T20:16Z 18.7K followers, [----] engagements


"The man apparently shot by police in Louisville was a barbecue restaurant owner who fed the police for free: https://www.courier-journal.com/story/news/local/2020/06/01/who-david-mcatee-louisville-barbecue-store-owner-killed-police/5308229002/ https://www.courier-journal.com/story/news/local/2020/06/01/who-david-mcatee-louisville-barbecue-store-owner-killed-police/5308229002/"  
[X Link](https://x.com/anyuser/status/1267506517726711811)  2020-06-01T17:21Z 18.7K followers, 12K engagements


"Well this is interesting. Papa Johns today named Shaquille ONeal its newest board member. The former NBA star will also invest in nine locations in Atlanta. ONeal currently owns a Krispy Kreme Doughnuts franchise and [--] Five Guys"  
[X Link](https://x.com/anyuser/status/1109071002422661121)  2019-03-22T12:35Z 18.7K followers, [----] engagements


"I miss the days when Popeyes chicken sandwich was the biggest restaurant story"  
[X Link](https://x.com/anyuser/status/1243528842142191617)  2020-03-27T13:22Z 18.7K followers, [----] engagements


"Chipotle is testing Chipotle Honey Chicken in Nashville and Sacramento. The chicken is marinated with adobo peppers and Mexican spices and finished with honey. Company says it received the highest marks among any chicken innovation it's ever tested. $CMG"  
[X Link](https://x.com/anyuser/status/1828430019158323681)  2024-08-27T13:51Z 18.7K followers, 639.7K engagements


"Greg Creed on pizza and the NFL: "No real impact from any of that" at Pizza Hut or KFC or Taco Bell. $YUM"  
[X Link](https://x.com/anyuser/status/926066536997163008)  2017-11-02T12:40Z 18.7K followers, [----] engagements


"So uh KFC is bringing back its bunless Double Down Sandwich for four weeks starting on March [--]. It features two pieces of bacon cheese and either mayo or spicy sauce between two crispy chicken filets. First time in nine years it's been on the U.S. menu"  
[X Link](https://x.com/anyuser/status/1630923255015182337)  2023-03-01T13:29Z 18.7K followers, 1.9M engagements


"Steve Ritchie who is replacing John Schnatter as Papa Johns CEO started out in [----] making $6 at the chain. Hell make more than that now. http://www.restaurantbusinessonline.com/operations/john-schnatter-steps-down-papa-johns-ceo http://www.restaurantbusinessonline.com/operations/john-schnatter-steps-down-papa-johns-ceo"  
[X Link](https://x.com/anyuser/status/943971545931829248)  2017-12-21T22:28Z 18.7K followers, [----] engagements


"McDonald's says it is seeing decreased traffic from consumers making $45k and less. Eating at home has become more affordable so the chain is losing that group to grocers etc. $MCD"  
[X Link](https://x.com/anyuser/status/1754510942363074975)  2024-02-05T14:23Z 18.7K followers, 3.1M engagements


"KFC selling logs for your fireplace that smell like its original recipe fried chicken. You can get them at for $18.99. http://www.KFCFirelogs.com http://www.KFCFirelogs.com"  
[X Link](https://x.com/jonathanmaze/status/1073202937990656001)  2018-12-13T13:08Z 18.5K followers, [----] engagements


"Looks like John Schnatter has been scrubbed from the Papa Johns website. Last week Schnatter was all over it including a picture of him with employees and his face in the companys logo. Now Its all gone. https://www.papajohns.com/ https://www.papajohns.com/"  
[X Link](https://x.com/anyuser/status/1018839015292919809)  2018-07-16T12:45Z 18.7K followers, [---] engagements


"ONeal is also entering into a marketing agreement for the company and will be a brand ambassador"  
[X Link](https://x.com/anyuser/status/1109071921889587201)  2019-03-22T12:38Z 18.7K followers, [---] engagements


"Travelers at the Philadelphia airport over the holidays can get an Emotional Support Chicken carrier to take on their flight from the Popeyes there"  
[X Link](https://x.com/anyuser/status/1075032308082753543)  2018-12-18T14:17Z 18.7K followers, [---] engagements


"3Q pizza comps: Pizza Hut US: 0% Papa John's: 1% Domino's: 8.4% One of these is not like the other"  
[X Link](https://x.com/anyuser/status/926060086400835584)  2017-11-02T12:15Z 18.7K followers, [---] engagements


"1. You hate days off; [--]. You like taking 100% of the risk in a financial relationship; [--]. You like being repeatedly told what to do. [--] Reasons to Quit Your Corporate Job and Become a Restaurant Franchisee https://t.co/vPQhef9szM [--] Reasons to Quit Your Corporate Job and Become a Restaurant Franchisee https://t.co/vPQhef9szM"  
[X Link](https://x.com/anyuser/status/1378863474797842435)  2021-04-05T00:14Z 18.7K followers, [---] engagements


"3 Reasons to Quit Your Corporate Job and Become a Restaurant Franchisee https://www.entrepreneur.com/article/364967 https://www.entrepreneur.com/article/364967"  
[X Link](https://x.com/Entrepreneur/status/1378861199056592899)  2021-04-05T00:05Z 3.5M followers, [--] engagements


"This is interesting: Steak n Shake will now use beef tallow for its shoestring fries by the end of February. Biglari must be watching cooking shows or something. $BH"  
[X Link](https://x.com/jonathanmaze/status/1879952884181397869)  2025-01-16T18:04Z 18.5K followers, 117.7K engagements


"U.S. limited-service chain same-store sales from last quarter: McDonald's 2.5% Starbucks -2% Taco Bell 4% Wendy's -3.6% Burger King 1.5% Domino's 3.4% Chipotle -4% Pizza Hut -5% KFC -5% Popeyes -0.9% Jack in the Box -7.1% Del Taco -2.2% Papa Johns 1% Dutch Bros 6.1% Sweetgreen -7.1% Potbelly 3.6% Not a great quarter at all"  
[X Link](https://x.com/anyuser/status/1953789705167724737)  2025-08-08T12:05Z 18.7K followers, 268.6K engagements


"Who did this Also good point"  
[X Link](https://x.com/jonathanmaze/status/1314935073825853440)  2020-10-10T14:25Z 18.5K followers, [---] engagements


"The [--] chains with the highest average unit volumes per @technomic: [--]. Din Tai Fung: $27.42 million [--]. Mastros Restaurants: $14.52 million [--]. Del Friscos Double Eagle Steakhouse: $13.83 million [--]. Smith & Wollensky: $13.38 million [--]. Perrys Steakhouse & Grille: $13.28 million [--]. The Cheesecake Factory: $12.35 million [--]. Ocean Prime: $12.33 million [--]. Grand Lux Cafe: $11.62 million [--]. STK: $11.56 million [--]. Nobu Restaurants: $10.12 million"  
[X Link](https://x.com/anyuser/status/1932138088672927790)  2025-06-09T18:09Z 18.7K followers, 96K engagements


"People are back to spending more at restaurants than at grocers. https://www.restaurantbusinessonline.com/financing/consumers-are-back-spending-more-restaurants-grocers https://www.restaurantbusinessonline.com/financing/consumers-are-back-spending-more-restaurants-grocers"  
[X Link](https://x.com/anyuser/status/1404896377566601216)  2021-06-15T20:19Z 18.7K followers, [---] engagements


"NOTE: ONeal used to own Five Guys locations. He apparently does not own them any more. Well this is interesting. Papa Johns today named Shaquille ONeal its newest board member. The former NBA star will also invest in nine locations in Atlanta. ONeal currently owns a Krispy Kreme Doughnuts franchise and [--] Five Guys. https://t.co/AeT1R0dCgF Well this is interesting. Papa Johns today named Shaquille ONeal its newest board member. The former NBA star will also invest in nine locations in Atlanta. ONeal currently owns a Krispy Kreme Doughnuts franchise and [--] Five Guys. https://t.co/AeT1R0dCgF"  
[X Link](https://x.com/anyuser/status/1109073934467694593)  2019-03-22T12:46Z 18.7K followers, [---] engagements


"Papa Johns board wants John Schnatter to cease all media appearances and not make any further statements to the media regarding the company its business or employees. https://www.businesswire.com/news/home/20180715005047/en https://www.businesswire.com/news/home/20180715005047/en"  
[X Link](https://x.com/anyuser/status/1018823916633182210)  2018-07-16T11:45Z 18.7K followers, [---] engagements


"This is a legitimate question"  
[X Link](https://x.com/anyuser/status/1312401581757935618)  2020-10-03T14:38Z 18.6K followers, [---] engagements


"Yes. Seriously - a chain that opts to do a chicken sandwich using thighs rather than breasts would be a big winner IMO. Question: is America ready for a chicken Sandwich made with chicken thighs instead of breasts What do you think https://t.co/kE0OVnu2F7 Question: is America ready for a chicken Sandwich made with chicken thighs instead of breasts What do you think https://t.co/kE0OVnu2F7"  
[X Link](https://x.com/anyuser/status/1369025787492524039)  2021-03-08T20:42Z 18.7K followers, [---] engagements


"Question: is America ready for a chicken Sandwich made with chicken thighs instead of breasts What do you think"  
[X Link](https://x.com/anyuser/status/1369025261304307712)  2021-03-08T20:40Z 96.5K followers, [---] engagements


"74% of Starbucks' beverage sales were cold. Wasn't long ago that this would be considered a complaint and not a sign of the rapid shift in overall coffee beverage mix. $SBUX"  
[X Link](https://x.com/anyuser/status/1554586245149458433)  2022-08-02T21:53Z 18.7K followers, [---] engagements


"Notable restaurant bankruptcies: Friendly's (new) Ruby Tuesday Rubio's California Pizza Kitchen NPC International (Pizza Hut Wendy's franchisee) Chuck E. Cheese Sizzler Souplantation/Sweet Tomatoes Bravo-Brio Garbanzo Mediterranean"  
[X Link](https://x.com/anyuser/status/1323252418335907842)  2020-11-02T13:15Z 18.7K followers, [---] engagements


"Apparently cant bring weapons drugs food or Corgis to the Hoover dam"  
[X Link](https://x.com/anyuser/status/1424428429038940166)  2021-08-08T17:52Z 18.7K followers, [---] engagements


"Well while I sit here might as well do a Red Lobster thread. The companys problems were due to classic private equity asset unloading lower full service demand inflation and some ugly mismanagement. A veritable chowder of bad restaurant finance"  
[X Link](https://x.com/anyuser/status/1793057910471131233)  2024-05-21T23:14Z 18.7K followers, 133.3K engagements


"This is Minnesota: Thousands of people turning out to donate food to people whose grocers were burned or looted. Most brought brooms and are looking for something to clean"  
[X Link](https://x.com/jonathanmaze/status/1266810777425625088)  2020-05-30T19:16Z 18.5K followers, [---] engagements


"Per Brinker CEO Kevin Hochman at #GlobalRLC: if @Chilis was a country it would be the third biggest buyer of tequila in the world. "The U.S. . Mexico . Chili's.""  
[X Link](https://x.com/anyuser/status/1721929121444270250)  2023-11-07T16:34Z 18.7K followers, 175.1K engagements


"Legit question after 3Q earnings: Are discounts losing their cool Del Tacos $1 chicken quesadilla was one of its best offerings in history and didnt generate traffic. Big discounter Burger King comps -0.7%. McDonalds [---] Dollar Menu not generating traffic"  
[X Link](https://x.com/anyuser/status/1055073377822613505)  2018-10-24T12:27Z 18.7K followers, [---] engagements


"McDonald's took [--] seconds off of its drive-thru times during the pandemic. $MCD"  
[X Link](https://x.com/anyuser/status/1272911669551865858)  2020-06-16T15:19Z 18.5K followers, [---] engagements


"Applebees $1 drink this month is the $1 Vampire a mix of rum strawberry dragon fruit passion fruit and pineapple. You also get complimentary fangs on top of it. #DollarVampire"  
[X Link](https://x.com/anyuser/status/1179023402323103745)  2019-10-01T13:20Z 18.7K followers, [---] engagements


"90% of Domino's [---] U.S. franchisees started as a driver hourly worker or pizza maker inside a restaurant. $DPZ #icrconference"  
[X Link](https://x.com/jonathanmaze/status/1217167532035014657)  2020-01-14T19:32Z 18.5K followers, [---] engagements


"McDonald's growth plan: More digital More delivery More Experience of the Future New 3-year cash return targets New financial targets. $MCD"  
[X Link](https://x.com/anyuser/status/836990922193764352)  2017-03-01T17:26Z 18.7K followers, [---] engagements


"So I tried this place. The food was magnificent and cheap. Three people full meals total cost less than $30"  
[X Link](https://x.com/anyuser/status/1740190104680120575)  2023-12-28T01:57Z 18.7K followers, 67.6K engagements


"I graphed the consumer reaction to news that Jersey Mike's is being sold to a private-equity firm"  
[X Link](https://x.com/jonathanmaze/status/1858941552447635723)  2024-11-19T18:32Z 18.5K followers, 19.7K engagements


"The latest chain to come up with a chicken sandwich is . Taco Bell The chain apparently plans to introduce a "Crispy Chicken Sandwich Taco" this year. The sandwich wrapped taco-like will be available next month in Nashville and Charlotte"  
[X Link](https://x.com/anyuser/status/1363836936922750978)  2021-02-22T13:03Z 18.7K followers, [---] engagements


"This chart is nuts. Popeyes same-store sales up 34.4%. Probably safe to say the chicken sandwich was the best product introduction in decades. $QSR"  
[X Link](https://x.com/jonathanmaze/status/1226857748312285186)  2020-02-10T13:17Z 18.6K followers, [---] engagements


"Wife just asked me to watch her purse. Boy was that boring. Thing just sat there"  
[X Link](https://x.com/jonathanmaze/status/1555697818534305795)  2022-08-05T23:30Z 18.6K followers, [---] engagements


"So on Popeyes. Since [----] we could find no other restaurant chain that can even come close to matching Popeyes' +37.9% from last quarter. None"  
[X Link](https://x.com/anyuser/status/1226989195857711105)  2020-02-10T21:59Z 18.7K followers, [---] engagements


"Quiznos has been sold. Time once again to talk about the single worst restaurant chain collapse in industry history. This chain had nearly [----] locations i9n [----]. It was growing like MAD. But it had one problem: Food costs. They were hurting operator profits. (More)"  
[X Link](https://x.com/anyuser/status/1006277957189603328)  2018-06-11T20:52Z 18.7K followers, [---] engagements


"Wow: Starbucks expects its China comps will be down 50% this quarter amounting to a $400M+ "headwind." $SBUX"  
[X Link](https://x.com/jonathanmaze/status/1235680421100183552)  2020-03-05T21:35Z 18.5K followers, [---] engagements


"Starbucks next CEO comes from a company that makes condoms and Lysol. He also used to work for McKinsey & Co. Make your own jokes. https://www.restaurantbusinessonline.com/leadership/starbucks-names-laxman-narasimhan-its-new-ceo https://www.restaurantbusinessonline.com/leadership/starbucks-names-laxman-narasimhan-its-new-ceo"  
[X Link](https://x.com/anyuser/status/1565443630499827712)  2022-09-01T20:57Z 18.7K followers, [---] engagements


"Looks like Starbucks plans to close [---] underperforming locations up from a normal year of [--]. Company planning to shift unit growth to under penetrated markets and slow licensed store growth. $SBUX"  
[X Link](https://x.com/anyuser/status/1009166675843932160)  2018-06-19T20:10Z 18.7K followers, [---] engagements


"Chipotle stock Feb. 19: $933.84 52-week low: $415 Close today: $1236.69 $CMG"  
[X Link](https://x.com/anyuser/status/1295816815378079751)  2020-08-18T20:16Z 18.5K followers, [---] engagements


"Think I'll just throw this out here given that Roark Capital just bought Dave's Hot Chicken. [----] system sales McDonald's: $53.5 billion Roark Capital chains: $52.2 billion"  
[X Link](https://x.com/anyuser/status/1929601563594555846)  2025-06-02T18:10Z 18.6K followers, 97.9K engagements


"Papa Johns is in a world of hurt. John Schnatter was not only chairman he holds 30% of the companys stock and has been its primary spokesman. His picture is on the logo for crying out loud. But the company isnt just losing its spokesman. 1/3"  
[X Link](https://x.com/anyuser/status/1017255184592965632)  2018-07-12T03:51Z 18.7K followers, [---] engagements

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