Tom Curtis, president of Burger King U.S. and Canada, brought Brian Sozzi a box of rebuilt chicken nuggets and the reviews that forced them. Customers told a company listening line the old ones were thin, dry and rubbery, and Curtis repeats it on camera.
The fix is a crunchier coating, a thicker bite and new sauces. The fries are next, though he will not say when, and chicken fries after that.
Then Sozzi raises Starbucks, which had just described AI-powered drive-thrus on its own earnings call. Curtis will not follow. Burger King already runs AI inside its restaurants, he says, but the order board is where he draws the line.
Full episode: https://www.youtube.com/watch?v=wBfb3iZYy0E
Timestamps
0:00 From chips to nuggets, and what customers actually said
1:07 The new crust, the thicker bite and the sauces
2:32 The fries are next, and chicken fries after that
3:40 What not to do, and zigging while others zag
5:27 Posting 8% comps while customers are struggling
6:52 Starbucks is putting AI on the drive-thru. Burger King is not
8:18 On becoming the face of Burger King
#BurgerKing #FastFood #AI #SozziUnleashed #YahooFinance
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