Heather Haddon

speaker

69 appearances 3 recordings 1 series first heard Jul 2026 last heard 13 Aug

Heather Haddon’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 2.

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WSJ What’s News · What’s News in Earnings: The Restaurant Watchword Is Affordability · 5 Aug 2026 podcast

And so the company on Tuesday actually said that menu didn't quite do what we thought it would do.

So it seems that some franchisees weren't offering it just quite as intended and that they had scaled back on digital deals to be able to afford to offer that menu.

So it was a really interesting example of, yes, you can have deals and promotions, but it's got to be the right ones.

You've got to market it really well.

Otherwise, it just might fall flat.

And on Tuesday, Joe Erlinger said he's leaving the company after more than 20 years and they're replacing him with Skye Anderson.

And the company wants her to really focus on marketing and value and operations and just bring a new fresh face to the U.S.

business.

So, yeah, this has come up in a lot of earnings calls, even companies that haven't directly been impacted.

So Chipotle, they don't have this lettuce in their supply chain, but still they're

Customers pulled back on their visits recently because people have just been freaked out about lettuce.

Taco Bell and its owner, Yum Brand, said that in the U.S., the same store sales for Taco Bell fell 2% from mid-June through July 27th.

And they have come up with a battle plan to respond.

So they've done these dollar product offerings that they're offering on Tuesdays to loyalty members like dollar Mexican pizza and dollar in choritos to try to get people back.

It seems to be working, but that's expensive.

You know, when you discount food that much, you have to pay for it.

Yeah, I think it has to do with treat culture.

So you buy a $5, $6, $7 drink, and maybe that feels like a little sweet indulgence for yourself as opposed to buying a $15 meal.

It's colorful.

It looks good on Instagram.

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