The Israel-Hamas war is a bigger issue for McDonald’s and Starbucks than many other food chains due to reputational risk, deeper sales declines and greater exposure to high-impact countries like Jordan, Egypt and Morocco, Shatranj Capital Partners co-founder and general partner Brandon Guthrie tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Guthrie sits down with BI’s senior restaurant and foodservice analyst Michael Halen to explain how the war has affected sales in the Middle East and how long the recovery might take. He also comments on the wealth of opportunities for private equity investors in the region, Chipotle’s partnership with Alshaya, Wendy’s UK expansion and dynamic pricing. 

<p>The Israel-Hamas war is a bigger issue for McDonald’s and Starbucks than many other food chains due to reputational risk, deeper sales declines and greater exposure to high-impact countries like Jordan, Egypt and Morocco, Shatranj Capital Partners co-founder and general partner Brandon Guthrie tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Guthrie sits down with BI’s senior restaurant and foodservice analyst Michael Halen to explain how the war has affected sales in the Middle East and how long the recovery might take. He also comments on the wealth of opportunities for private equity investors in the region, Chipotle’s partnership with Alshaya, Wendy’s UK expansion and dynamic pricing. </p>

“Choppin’ It Up” by Bloomberg Intelligence features conversations with analysts, executives and entrepreneurs that are shaping the future of the restaurant industry. Topics include human capital, ghost kitchens, menu pricing, the FAST Act and everything in between. The podcast is hosted by Senior Restaurant and Foodservice Analyst Michael Halen.

<p>“Choppin’ It Up” by Bloomberg Intelligence features conversations with analysts, executives and entrepreneurs that are shaping the future of the restaurant industry. Topics include human capital, ghost kitchens, menu pricing, the FAST Act and everything in between. The podcast is hosted by Senior Restaurant and Foodservice Analyst Michael Halen.</p>

Choppin’ It Up by Bloomberg Intelligence

Shatranj Capital on Ample Mideast Opportunities

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5a82236b-0dff-4c3e-9698-b13800e01baa/transcript

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