Executive Briefing

The desk lunch is on hold

How Sweetgreen, Chipotle, and fast-casual restaurants are changing their strategies for the times.

Field Trip
Photos courtesy Field Trip and Chipotle

Am I the only one a little nostalgic for the Sweetgreen line?

The rise of fast-casual restaurant chains — Shake Shack, Chipotle Mexican Grill, Dig Inn, Chopt — was one of the biggest trends of the last decade, optimized for a highly mobile form of urban consumerism.

It’s clear that we won’t be returning to a version of that old “normal” any time soon in the US — the virus is still in control. NYC Subway ridership is still down about 75% from last year. Big employers like Google expect remote work to be the default well into next year. TSA airport screenings are still down around 70%.

Everyone still needs to eat, but people are buying food differently during the Covid-19 pandemic. This has forced fast-casual chains to change what they do and how they do it — like any other business that hopes to make it to 2021 and beyond.

Chart of the Day

COVID-19 effect on US fast food and fast-casual restaurant spending chart Earnest Research

And what’s happening now — a potential multi-year rebooting of city and work life — is also pushing many of them to adjust future plans and strategies.

Sections in this 3,100-word report:

  • A massive shift to digital and e-commerce
  • Designing for delivery
  • Rethinking meals and menus
  • Considering new neighborhoods and store formats

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Dan Frommer

Hi, I’m Dan Frommer and this is The New Consumer, where consumer operators, founders, and investors get the real read on what’s happening — original reporting, proprietary data, and sharp analysis you can take into your next meeting.

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