The quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When you’re worried about catching a virus, a pizza served to your car window is more appealing than a sit-down restaurant.
The Domino’s and Chipotle share prices have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this industry is far from settled.
In episode 36 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) complain about their waistlines while commenting on the restaurant sector and the competitive realities in that space. It’s a fun episode with plenty to learn about this important market.