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[@HedgeyeFood](/creator/twitter/HedgeyeFood)
"$SHAK has (per me) changed their Martin's buns to Rotella's Buns in 20+ states (ex the northeast) starting Oct 1st. Testing the taste buds of restaurant consumers in an incredibly price sensitive environment is not a battle I want to be in. @Hedgeye @HedgeyeDJ @KeithMcCullough"  
[X Link](https://x.com/HedgeyeFood/status/1978812149024559144) [@HedgeyeFood](/creator/x/HedgeyeFood) 2025-10-16T13:15Z 2260 followers, 38.2K engagements


"@First_Watch isnt just the leader in breakfast/daytime diningits one of the most compelling growth stories in restaurants today. We will be in presenting our deep dive going Long $FWRG on Monday Aug 25th. Want Access - support@hedgeye.com @Hedgeye @HedgeyeDJ"  
[X Link](https://x.com/HedgeyeFood/status/1958494742158651788) [@HedgeyeFood](/creator/x/HedgeyeFood) 2025-08-21T11:41Z 2260 followers, 12.8K engagements


"$FWRG Deep Dive Monday 8/25: adding to the Best Idea List. 30%+ near-term upside with potential to double in XX yrs. Breakfast segment outperformance competitive moat traffic accelerations unit growth runway and margin potential all in play. @Hedgeye @HedgeyeDJ"  
[X Link](https://x.com/HedgeyeFood/status/1958525071162581115) [@HedgeyeFood](/creator/x/HedgeyeFood) 2025-08-21T13:42Z 2260 followers, 8344 engagements


"Did they think the consumer wouldn't notice $SHAK's brand once built on this Fine-Casual DNA is now colliding with QSR ambitions. Cutting costs will stomp culinary. If Shake Shack wants to act like a QSR it should trade like one. Just wait till this hits NYC @HedgeyeDJ"  
[X Link](https://x.com/HedgeyeFood/status/1978814037480612190) [@HedgeyeFood](/creator/x/HedgeyeFood) 2025-10-16T13:23Z 2261 followers, XXX engagements


"$SBUX Protein Coffee made its nationwide debut on 9/29 bringing latte (protein-boosted milk: +$1) and cold foam (+$2) variants to the menu. @Hedgeye Office Test: mouth feel (not chalky) (+) but very sweet (-). Order flow on Day X was poor ops struggled with customization"  
[X Link](https://x.com/HedgeyeFood/status/1975237122656276791) [@HedgeyeFood](/creator/x/HedgeyeFood) 2025-10-06T16:30Z 2261 followers, 6755 engagements


"$DPZ: Weve seen a slowing in sales across the restaurant industry to start the fourth quarter"  
[X Link](https://x.com/HedgeyeFood/status/1978080219484348919) [@HedgeyeFood](/creator/x/HedgeyeFood) 2025-10-14T12:47Z 2261 followers, XXX engagements


"$SHAK: Smells like the French Onion Menu is headed to Shake Shack on Sept 9th after a Feb XX test. The French Onion Soup Burger Garlic Parm Fries and Onion Rings all look set. Burger test pricing: $XXXXX (single) $XXXXX (double)"  
[X Link](https://x.com/HedgeyeFood/status/1963609677414948986) [@HedgeyeFood](/creator/x/HedgeyeFood) 2025-09-04T14:26Z 2260 followers, 4821 engagements


"Per @HedgeyeDJ and @HedgeyeFood The prior Summer BBQ Menu had a much better chance in improving mix at $SHAK compared to the newly released French Onion lineup. The big takeaway from our office test: "as a consumer. I wouldn't seek this. not for $10+""  
[X Link](https://x.com/HedgeyeFood/status/1966171369932222596) [@HedgeyeFood](/creator/x/HedgeyeFood) 2025-09-11T16:05Z 2260 followers, 1993 engagements


"You mean compared to a @FiveGuys burger Totally agreed on the $SHAK observation. Id pay up for an alternative 10/10 times (a @HedgeyeFins favorite)"  
[X Link](https://x.com/HedgeyeFood/status/1966253122566930708) [@HedgeyeFood](/creator/x/HedgeyeFood) 2025-09-11T21:30Z 2260 followers, 1102 engagements


"You could see this coming you could feel it and now you can taste it. If $SHAK is going to operate like a QSR if it's going to make the trade-offs that QSRs make (efficiency over quality scale over craft standardization over culinary soul) then it should trade like a QSR"  
[X Link](https://x.com/HedgeyeFood/status/1978814533117382743) [@HedgeyeFood](/creator/x/HedgeyeFood) 2025-10-16T13:25Z 2260 followers, XXX engagements


"What is so interesting is that foot traffic to all restos started soft in the first week of 4Q- week end Oct 5th. Across the space ft was down XXX% in '25 vs. the historical week avg from the last X years. at $SHAK it was down more than XX% in wk X of 4Q'25 vs '23/'24"  
[X Link](https://x.com/HedgeyeFood/status/1978817592815976527) [@HedgeyeFood](/creator/x/HedgeyeFood) 2025-10-16T13:37Z 2260 followers, XXX engagements