4/5 🧵 There’s also a demand shift, not just a cost shift. Experts argue consumers aren’t behaving like they did pre-pandemic: more people are eating out less, health priorities are up, and younger people are drinking less. That matters because a decent chunk of late-night fast-food traffic used to come from exactly the kind of chaos that happens around 2:30 a.m. Less bar-fueled demand = weaker overnight economics.
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