Modernization’s Impact on the Foodservice Investment Thesis
Aaron Allen & Associates
FEBRUARY 22, 2019
Creating a compelling and modernized investment thesis requires superior intelligence and insights relative to understanding the landscape and how the consumer and competition are being reshaped, from the decline of casual dining to the rise of new formats. While other sectors have seen significant increases in productivity historically, improvements in the foodservice industry have been minimal over the last 30 years.
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