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After years of expansion, US restaurants are navigating a more demanding consumer. Our latest analysis reveals where diners are cutting back, where they’re still willing to splurge, and what operators must do now to protect margin while building the loyalty that will matter even more when conditions ease.
A regional strike on Qatar exposed something much larger than a temporary helium shortage: it revealed that industry is still managing a strategically indispensable input with the wrong model. This article shows why the disruption will deepen after the ceasefire and what boards must do now to prevent helium from becoming a recurring production-limiting constraint.
Executives disadvantaged in the next decade won't be those who missed the demand signal, but those who stopped at it. Most companies still treat critical minerals as a commodity-demand issue, but the real contest is over control of the supply chain between the mine and final delivery.
Most organizations have moved from AI experimentation to active deployment. 74 percent of executives now rank AI among their top three strategic priorities, but only 23 percent can draw a direct line from their AI investments to improved financial results.
