Bennett Cheer
Hedgeye Restaurants analyst and guest on this episode, providing industry analysis on casual dining, restaurant operators, and consumer trends while participating in the chicken-sandwich review.
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Feb 20, 2026 • 1h 4min
Hedgeye NexGen | Episode 31 | CHICKEN WARS! (And the State of the Consumer)
Bennett Cheer, Hedgeye restaurants analyst who covers casual dining and operator trends, joins to break down the state of casual dining and the American consumer. They debate real wages, restaurant traffic versus sentiment, and chain strategies. The duo taste-tests ten chicken sandwiches, ranking winners and losers while linking menu moves to broader industry signals.
Nov 15, 2025 • 1h 11min
"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2
Bennett Cheer, Hedgeye's restaurants analyst, brings invaluable insights on the consumer landscape, particularly in the restaurant sector. He discusses current traffic challenges, highlighting the importance of innovation. The conversation dives into market volatility and liquidity stresses driven by government actions and Fed expectations. Cheer also touches on recent mergers in the restaurant space, implying both opportunities and risks. The analysis of consumer spending trends reveals generational shifts, prompting a critical view on investment allocations.
