The strategy: Starbucks is testing better-for-you products in a bid to win over more health-conscious consumers, per Bloomberg. Our take: Starbucks is making some necessary changes—but there’s still plenty of work to do. Consumers want brands that meet them where they are, and that means prioritizing ingredient transparency and wellness without sacrificing flavor or convenience. For Starbucks, that could mean cutting back on sugar in key drinks, expanding nutritional add-ins, and offering more customizable options. If executed well, this strategy could help Starbucks reassert its leadership in the premium coffee space.

The insight: Food delivery has become an ingrained habit, with more consumers turning to the service multiple times per day. Our take: With more restaurant spending being funneled through platforms like DoorDash and Uber Eats, operators are having to rethink their acquisition strategy. Companies previously reluctant to sign on to their marketplaces—like Olive Garden and Domino’s—are changing their tune as it becomes clear that consumers’ affinity for delivery is not a pandemic blip. At the same time, DoorDash and its competitors are aiming higher. For them, food delivery is merely the first stepping stone toward becoming a one-stop shop for all of consumers’ needs, from restaurant meals to groceries to pet and home improvement supplies. That’s an ambitious goal, and one that is not yet reflected in shoppers’ behavior—but that could change as people become more accustomed to spending time on delivery apps.

The news:The Krispy Kreme–McDonald’s marriage is ending. The announcement comes less than two months after the companies said they were pausing a nationwide rollout—despite doughnuts being available in 2,400 McDonald’s locations—to reassess the profitability of the expansion. Our take: The breakup with McDonald’s comes at a tough time for Krispy Kreme—and for many other quick-service chains. The company has pulled its 2025 forecast, paused its dividend, and is now refocusing on what matters most: boosting cash flow, improving efficiency, and growing in a way that actually makes money in the US. The McDonald’s partnership gave Krispy Kreme more visibility, but not enough profit. With costs rising and margins getting tighter, the company is shifting its focus from rapid expansion to ensuring its business is built to last.

The trend: Casual dining chains that lean into value are luring cost-conscious consumers, even as broader economic uncertainty tempers discretionary spending. Our take: Consumers haven’t stopped dining out, but they’ve become more selective. They’re increasingly looking for value experiences that offer more for their money. That shift is pressuring some parts of the industry. Quick-service chains like McDonald’s and fine dining brands like Darden’s Ruth’s Chris and The Capital Grille are feeling the squeeze. But it’s providing an opportunity for casual dining chains that offer affordable indulgences. Their combination of sit-down service and budget-friendly pricing is hitting the mark.

Despite political pressure, McDonald’s is standing by its commitment to inclusion. While it recently replaced “DEI” language with “inclusion,” its initiatives remain intact, per Bloomberg. That contrasts with brands like Target, Nike, and JPMorgan Chase, which have scaled back DEI and climate efforts amid conservative backlash. McDonald’s cosmetic rebranding reflects a strategic calculation: investing in programs it views as beneficial for business and essential to long-term brand equity, especially with key demographics. If it avoids major backlash, McDonald’s could offer a model for other brands weighing how to uphold values while managing political and reputational risk.

Restaurant visits are declining as consumers worry about their finances: Uncertainty is pushing customers to be more discerning about where they spend their food dollars.