Jonathan Neman
speaker
692 appearances
2 recordings
1 series
first heard Nov 2025
last heard 8 May
Jonathan Neman’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 1.
Appearances
the the consumer that we're all dealing with is h really challenged.
And there's a question on how much they are f actually financially challenged, which they are, but versus more psychologically challenged.
have you seen all of the cons you know, consumer sentiment indexes and you're seeing especially for
the core demo for a lot of the fast casual concepts is that like twenty to thirty five, it's hit the lowest consumer sentiment that we've in recorded history that we've seen.
So there's a real like pullback there.
On top of it
Unfortunately, everyone's gotten more expensive.
We all have.
You know, I s you know, we've taken we've sweet green's gotten about
25 or 30 percent more expensive since 2019.
Chipotle is forty percent more expensive since twenty nineteen.
So our price differential versus our competitors have actually gone smaller.
If you look at us versus McDonald's, for example, you know, the average sweet green bowl is about fifteen.
fairness to them it was like one location.
But yeah, you you can get out of your McDonald's.
You know, you spent you can easily you know, for a a value meal you'll spend like twelve bucks.
Sweet gr you get a sweet green bowl for about fifteen or sixteen dollars.
So I think a lot of it is this like overall narrative where people aren't feeling great, you know, great financially and starting to pull back on things like lunch.
I do think the market skip going out for lunch and they'll just have whatever's a lot of people.
The market doesn't get is the TAM.
Showing 661–680 of 692 · page 34 of 35
← Previous
Next →