Showing posts with label Catering. Show all posts
Showing posts with label Catering. Show all posts

Saturday, September 5, 2026

The Meal Has Left the Box: Why Food Brands Must Embrace Meal-Component Discovery in 2026

 


The biggest mistake a food brand can make in 2026 may be thinking that consumers still care very much about where a food product was supposed to be purchased, how it was traditionally used, or which channel has historically owned the consumer relationship according to Steven Johnson, Grocerant Guru® at Tacoma, WA-based Foodservice Solutions®.

They don't.

Consumers increasingly care about one thing: Can you help me create the meal I want, when I want it, at a price I can justify?

That is the real opportunity behind what I call Grocerant Meal Component Discovery.

Today's consumer may purchase a rotisserie chicken from a grocery deli, a refrigerated side dish from the perimeter, a sauce from the center store, a beverage from a convenience store and dessert from a restaurant. They may eat all of it at home—and never think twice about the fact that those products came from different channels.

That is not channel cannibalization.

That is consumer-driven meal assembly.

And it is creating a new battleground for food brands.

Circana's August 2026 Eating Patterns in America report provides a powerful snapshot of this changing environment. It analyzed more than $1.8 trillion in spending and 618 billion eating and drinking occasions and found that convenience and protein are major forces reshaping how Americans eat. Circana reports that half of all meals now take less than five minutes to prepare, including 56% of lunches and 35% of dinners.


That changes everything.

The Consumer Is No Longer Buying Dinner—They're Building It

For decades, food marketers were trained to think in terms of categories:

Breakfast.

Lunch.

Dinner.

Snacks.

Frozen food.

Grocery.

Restaurant.

Convenience store.

Those boundaries are increasingly artificial.

The consumer sees occasions, not organizational charts.

A parent working from home may buy a prepared entrée, add a fresh salad, heat a frozen side dish and finish the meal with something purchased from a restaurant.

A single consumer may eat breakfast from a convenience store, lunch from a restaurant, grab a snack from a grocery store and assemble dinner at home.

The meal has become modular.

This is why meal components are becoming so important.

The question for food companies is no longer simply:

"How do we sell our product?"

The better question is:

"What other foods can our product help the consumer create?"

That is a dramatically larger marketing opportunity.

Millennials Didn't Create Food-Channel Blurring—They Accelerated It

Millennials were among the first generations to aggressively embrace restaurant delivery, grocery pickup, prepared foods, meal kits, food apps and digital discovery.



But by 2026, this behavior is no longer limited to Millennials.

It has become mainstream.

Circana reports that consumers are balancing nutrition, convenience, cost and connection, while foodservice is responding to consumers seeking satisfying food, memorable experiences, convenience and value. Circana also projects continued growth in both on-premises dining and delivery through 2028.

Meanwhile, grocery is increasingly behaving like foodservice.

FMI reported in 2025 that the percentage of consumers choosing deli-prepared foods instead of restaurant meals had more than doubled—from 12% in 2017 to 28% in 2025. Even more revealing, 53% of Americans now use a hybrid approach, combining deli-prepared foods with items prepared in their own kitchens.

Think about what that means.

The grocery deli isn't simply competing with the restaurant.

It is becoming part of the restaurant occasion.

And the consumer isn't necessarily replacing one with the other.

They are combining them.

The C-Store Is Another Warning Shot

Convenience stores provide perhaps the clearest evidence that traditional channel definitions are breaking down.

According to NACS, foodservice represented 28.5% of convenience-store in-store sales and 38.9% of in-store gross profit dollars in 2025. Prepared food alone represented 73.9% of c-store foodservice sales.

In 2005, foodservice represented only 11.9% of c-store inside sales.

That's not a small change.

That's a transformation of the business model.

And the transformation is continuing.

Convenience stores are selling food that increasingly competes with traditional QSRs, while restaurants are adding drive-thru, pickup, packaged products, retail merchandise and grocery-like solutions.


Everybody is moving toward everybody else's customer.

That is why protecting an old channel definition can become a dangerous strategy.

It's Time to Abandon Brand Protectionism

Brand protection once made sense.

Manufacturers protected their distribution channels, retailers protected their categories and restaurants protected their menus.

But excessive protectionism can eventually become marketplace isolation.

If your brand says:

"We only sell this product this way, in this package, through this channel, for this occasion,"

the consumer may simply find another brand that says:

"Here are five ways you can use this product."

That second brand has a much bigger opportunity to participate in the consumer's life.

Look at the current restaurant environment.

Circana found that perceived value-menu traffic increased 1% in the quarter ending June 2025, even while overall restaurant traffic declined 1%. Half of consumers who had not recently dined out said lower prices would encourage them to visit restaurants, rising to 54% among households earning under $75,000.

But value isn't simply about price.

It is about what the consumer gets for the money.

That same principle applies to grocery and c-store food.

A $9.99 entrée may be expensive.

But if that entrée feeds a family, eliminates 30 minutes of preparation and becomes the centerpiece of dinner, the consumer may perceive it as a tremendous value.

Price is a number. Value is an experience.

Limited-Time Offers Should Become Discovery Engines



This is where Limited-Time Offers can become much more powerful.

An LTO shouldn't merely be:

"Try our new sandwich."

Instead, it can become:

"Discover Korean-inspired flavors."

Or:

"Build a restaurant-quality dinner at home."

Or:

"Three ways to turn one ingredient into dinner."

Or:

"Your 15-minute taco night starts here."

The product becomes the starting point for a meal experience.

Technomic has already identified consumers' continuing interest in global flavors, spicy profiles, hot honey and sauces such as gochujang and harissa. Its research also points toward consumers shifting away from expensive delivery occasions toward carryout, curbside and drive-thru because of delivery fees.

That creates an opportunity for brands to package discovery + convenience + value together.


Consumers Are Looking for Personalization

The next step beyond convenience is individualization.

Consumers don't necessarily want the exact same meal.

They want a platform that allows them to create their meal.

Consider the possibilities:

One base protein.

Three sauces.

Four sides.

Two spice levels.

Multiple toppings.

Different portion sizes.

Different preparation methods.

Now the brand isn't selling one meal.

It's selling a meal-building platform.

That is particularly relevant as consumers increasingly focus on protein and nutrition. Circana's August 2026 research found that 12% of commercial foodservice meals are now described as high-protein, with those occasions growing 11% year over year.

The opportunity is not simply to put "high protein" on a package.

It is to show consumers how that protein fits into the meal they are trying to create.


The New Competition Is for the Consumer's Meal Occasion

This is perhaps the biggest strategic change.

Food companies have traditionally competed for:

·       Shelf space

·       Menu space

·       Share of stomach

·       Distribution

·       Search results

·       Promotional space

Now they increasingly compete for the meal occasion.

Who owns Tuesday-night dinner?

Who owns the five-minute lunch?

Who owns the post-workout meal?

Who owns the Sunday family meal?

Who owns the "I'm too tired to cook" occasion?

Who owns the "I want something different tonight" occasion?

The brands that answer those questions will have more opportunities to grow.

The Future Belongs to Brands That Help Consumers Assemble Meals

This is why I believe Grocerant Meal Component Discovery is more important today than when I first wrote about the concept.

The consumer doesn't need another brand telling them what to buy.

They need brands showing them what they can do with what they buy.

That means food manufacturers, grocery retailers, C-stores and restaurants should be thinking beyond individual SKUs.

Think:

Ingredient → Component → Meal → Occasion → Experience.


A sauce isn't just a sauce.

It can be the beginning of dinner.

A rotisserie chicken isn't just a chicken.

It can become tacos, sandwiches, salads, bowls or soup.

A prepared side isn't just a side.

It can become part of a restaurant-quality meal at home.

A restaurant entrée doesn't necessarily have to end at the restaurant.

It can inspire a retail product, a packaged sauce, a frozen entrée or a grocery meal solution.

The walls between food channels are coming down because consumers keep walking through them.

The question is whether food marketers will walk through them too.

 


Three New Insights from the Grocerant Guru®

1. Stop Marketing Products. Start Marketing Meal Possibilities.

The SKU is what the company sells.

The meal is what the consumer buys.

The strongest brands in the next phase of food marketing will demonstrate multiple ways their products can participate in breakfast, lunch, dinner, snacking and entertaining.

If consumers can immediately see three or four meal possibilities, the product becomes more valuable without necessarily becoming more expensive.

2. Convenience Is No Longer a Feature—It Is a Competitive Platform.

Circana's latest data shows just how quickly convenience is becoming embedded in everyday eating: half of meals now take less than five minutes to prepare.

That means convenience should no longer be buried on the back of a package.

Convenience belongs in the headline.

Show consumers the time saved.

Show them how to assemble the meal.

Show them what else to add.

Show them the finished plate.

Make convenience visible.

3. The Biggest Growth Opportunity May Be Outside Your Traditional Channel.

Grocery is moving into foodservice.

C-stores are moving into prepared meals.

Restaurants are moving into retail.

Manufacturers are creating foodservice-inspired products.

Consumers are mixing everything together.

The strategic question for 2026 isn't:

"Who is our competitor?"

It is:

"Who else is trying to own the same meal occasion?"

That is the question that can unlock the next wave of Grocerant growth.

The future of food isn't about protecting the box.

It's about helping consumers think outside the box—and giving them more ways to build the meal they want.

Do your food marketing ideas look more like yesterday than tomorrow? Interested in learning how the Grocerant Guru® can help your brand create consumer-driven platforms for convenient meal participation, differentiation and individualization? Contact Steve Johnson at Foodservice Solutions®.



Saturday, August 22, 2026

Wendy’s Copycat Problem: Chasing Competitors Is Not a Consumer Strategy



There is a fundamental marketing lesson unfolding in the fast-food business right now according to Steven Johnson Grocerant Guru® at Tacoma WA based Foodservice Solutions® That is:

Chasing customers rarely works. Understanding consumers does.

And Wendy’s may be one of the clearest examples of what happens when a great brand begins looking sideways at competitors instead of forward at the consumer.

Wendy’s did not suddenly forget how to sell hamburgers. It appears to have lost something far more important: a clear understanding of why consumers should choose Wendy’s today.

That distinction matters.

Because consumers do not wake up in the morning thinking, “Which fast-food brand has the best competitive positioning?”

They think:

“What do I want to eat, how much do I want to spend, how fast can I get it, and will it be worth it?”

That is the consumer equation.

And increasingly, consumers are comparing Wendy’s not simply with McDonald’s or Burger King, but with every convenient food option competing for the same eating occasion.

That includes restaurants, grocery deli prepared foods, convenience stores, delivery, takeout and increasingly sophisticated ready-to-eat and heat-and-eat alternatives.

Wendy’s Has a Bigger Problem Than a Bad Quarter

The numbers are difficult to ignore.

Wendy’s reported that U.S. same-restaurant sales fell 7.0% in the second quarter of 2026, while U.S. systemwide sales declined 8.2%. Globally, systemwide sales declined 6.5%. The company generated $571 million in revenue and approximately $3.4 billion in global systemwide sales.

And this wasn't an isolated event.

In the first quarter of 2026, Wendy’s U.S. same-restaurant sales had already fallen 7.8%. For the full year 2025, U.S. same-restaurant sales declined 5.6%.


Then came the corporate consequences.

Wendy’s withdrew its 2026 financial outlook and cut its quarterly dividend from 14 cents to 7 cents per share, explicitly creating additional financial flexibility to invest in its turnaround.

Meanwhile, the company is shrinking its U.S. restaurant base. Wendy’s ended Q2 with 5,724 U.S. restaurants, compared with 5,967 a year earlier—a net reduction of 243 locations.

And now Nelson Peltz's Trian Fund Management is reportedly leading a consortium considering a bid to take Wendy’s private. Reuters reported that Peltz owns a 16.24% stake in Wendy’s and that shares jumped roughly 12% following the news.

That's not a branding problem anymore.

That's a business model warning light.

The Copycat Trap

The biggest strategic danger for an established restaurant brand is not necessarily bad food.

It is becoming derivative.

When a competitor introduces a successful value platform, you create one.

When a competitor launches a viral product, you launch one.

When a competitor improves its digital experience, you improve yours.

When a competitor talks about quality, you talk about quality.

When everyone talks about value, you talk about value.

Pretty soon, every brand begins sounding like every other brand.

That is what I call the Copycat Branding Trap.


The problem with copycat ideation is that it asks:

“What is our competitor doing that we should also do?”

Consumer-led ideation asks a completely different question:

“What problem is the consumer trying to solve, and what can we do better than anyone else to solve it?”

Those are not the same marketing questions.

And they produce very different businesses.

Wendy’s Once Had Something Competitors Couldn't Easily Copy

Wendy’s historically had a powerful point of difference.

Fresh beef. Made-to-order square hamburgers. Dave Thomas. Frosty. A distinctive brand voice.

The company itself continues to describe its brand around its quality heritage and fresh-beef positioning.

That is brand equity.


But brand equity only has value when consumers can still see, taste, feel and understand the difference.

Wendy’s current CEO Bob Wright acknowledged precisely this challenge, saying the company's traffic, value proposition and franchisee economics were not meeting expectations. The turnaround plan is focused on rebuilding a quality menu with compelling value, marketing, operational excellence, digital experience and restaurants as an engine for growth.

In other words, Wendy's knows it has to reconnect the brand promise with the consumer experience.

That is the right direction.

But it also raises the question:

Why did the brand have to get this far away from the consumer in the first place?

Consumers Don't Buy "Marketing Strategies"

This is where many restaurant marketers get trapped.

They talk about:

·       value architecture

·       menu optimization

·       promotional calendars

·       competitive pricing

·       brand positioning

·       traffic-driving initiatives

·       digital engagement

·       daypart optimization

All of those things matter.

But the consumer doesn't buy any of them.

The consumer buys lunch.

The consumer buys dinner.

The consumer buys a snack.

The consumer buys convenience.

The consumer buys an experience.

The consumer buys something because it looks good, smells good, tastes good, feels affordable and solves an immediate need.


Technomic's 2026 State of the Menu research makes the point clearly: consumers remain highly focused on value, but operators are increasingly looking beyond price toward better experiences, signature products consumers cannot easily replicate at home and products that create social-media interest.

That's an important distinction.

Value is not necessarily cheap.

Value is the consumer's perception that what they receive is worth what they paid.

Burger King Offers an Important Lesson

There is an interesting irony in Wendy's current situation.

Burger King has been rebuilding its business by doing something that looks competitive on the surface—but is actually more consumer-focused underneath.

Burger King invested heavily in restaurant improvements, food quality, marketing and the Whopper.

In Q2 2026, Burger King U.S. same-store sales reportedly increased 8.5%, while Wendy's declined 7.0%.

That is a 15.5-percentage-point performance gap between the two brands in the same quarter.

Burger King also overtook Wendy's to reclaim the No. 2 position among U.S. burger chains by systemwide sales, ending Wendy's six-year run in the position.

But here's what marketers should notice:

Burger King's comeback was not simply about copying Wendy's.

It was about making the Whopper matter again.

That is a very different strategy.


Improve the thing consumers already associate with you.

Make it better.

Make it easier to understand.

Make it worth talking about.

Make the experience more consistent.

Then give consumers a reason to come back.

That is consumer-led brand building.

The Restaurant Industry Has Become a Giant Food Channel

This is where the Grocerant Guru® perspective becomes especially important.

The restaurant industry no longer competes only with restaurants.

Food channels have blurred.

Consumers can purchase a restaurant-quality sandwich from a restaurant.

They can purchase prepared food from a grocery deli.

They can buy a hot meal from a convenience store.

They can order delivery.

They can pick up a meal through a drive-thru.

They can buy a refrigerated meal and heat it at home.

They can even assemble a meal from multiple retail channels.

Technomic's 2026 Top 500 report puts the scale of the competition into perspective: America's Top 500 restaurant chains generated more than $450 billion in sales across more than 240,000 locations in 2025, representing more than 5% of annual U.S. consumer retail spending. Yet growth slowed to approximately 3%, with low-single-digit growth expected again in 2026.

The market is enormous.

But it is also increasingly crowded.

Every eating occasion is contested.

That means restaurant marketers have to stop asking:

"How do we steal Burger King's customers?"


And start asking:

"Why does this consumer need us today?"

Chasing Customers Is the Wrong Objective

There is an important difference between customer acquisition and consumer relevance.

Customer acquisition says:

Get them in the restaurant.

Consumer relevance says:

Give them a reason to choose you.

Customer acquisition says:

Run another promotion.

Consumer relevance says:

Create an offer that solves a real need.

Customer acquisition says:

Copy what is working for the competition.

Consumer relevance says:

Own something consumers cannot get anywhere else.

Customer acquisition is often transactional.

Consumer relevance is relational.

And in today's foodservice marketplace, relationships are becoming more valuable because switching costs are virtually nonexistent.

A consumer can drive past Wendy's and stop at McDonald's.

They can skip both and go to Burger King.

They can stop at a convenience store.

They can order DoorDash.

They can go to the grocery store.

They can eat leftovers.

The consumer has more choices than ever.

So the brand has to earn the eating occasion.

Wendy's Doesn't Need to Become More Like Everybody Else

Wendy's needs to become more Wendy's—only more relevant to today's consumer.

That means rediscovering its own competitive DNA.

Fresh.

Quality.

Craveability.

Value.

Personality.

Speed.

Convenience.

Digital accessibility.

Consistency.

And perhaps most importantly:

A reason to care.

The answer is not necessarily another Biggie Bag.

The answer is understanding what consumers want from the Biggie Bag.

Is it affordability?

Portion satisfaction?

Family sharing?

Lunch convenience?

A recognizable meal?

A way to control spending?

A reason to treat themselves?

Those are consumer insights.

The product is merely the delivery mechanism.

Grocerant Guru® Bottom Line

Wendy's current crisis should be studied by every restaurant CEO, CMO, franchisee and food marketer—not because Wendy's is uniquely bad, but because almost every established restaurant brand is vulnerable to the same trap.

When competitors become the reference point for strategy, the brand slowly loses its own point of view.

And when brands lose their point of view, consumers lose their reason to care.

Wendy's doesn't need to win the marketing imitation game.

It needs to win the consumer's eating occasion.

That requires a different kind of ideation.

Not:

“What should Wendy's copy?”

But:

“What does the consumer want that Wendy's can deliver better?”

That's where the next generation of restaurant growth will come from.

 


Three Insights From the Grocerant Guru®

1. Stop Chasing Customers—Start Chasing Consumer Problems

Customers are not owned.

They are rented one eating occasion at a time.

The brands that win will identify the consumer problem—time, price, portability, convenience, quality, indulgence, health, socialization or simply hunger—and solve it better than the alternatives.

2. Your Competitor Is No Longer Your Biggest Competitor

The biggest competitor is the consumer's next food decision.

That decision could be McDonald's, Burger King, Wendy's, Costco, a grocery deli, 7-Eleven, a meal kit, leftovers or a restaurant delivery order.

Restaurant marketers need to think in terms of share of stomach and share of eating occasions, not merely share of burger sales.

3. Copycats Can Copy Products—They Can't Easily Copy Consumer Love

A competitor can copy your price.

They can copy your packaging.

They can copy your promotion.

They can copy your menu architecture.

They can copy your advertising style.

But they cannot easily copy a brand that consumers genuinely believe understands them.

That is the difference between a restaurant that is chasing customers and a restaurant that is building consumers.

And that, in my view, is the real lesson from Wendy's in 2026:

The future belongs to the food brands that stop watching their competitors—and start watching their consumers.

Steven Johnson, The Grocerant Guru®, is the founder of Foodservice Solutions® and a food marketing strategist focused on the convergence of restaurants, grocery, convenience and prepared food—the Grocerant niche.