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Eric Johnston
Analyst at Cantor Fitzgerald who comments on consumer behavior and restaurant traffic, quoted in the episode about lower-income customers pulling back on eating out.
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Nov 14, 2025
• 2min
Restaurants Brace For Customer Pullback 11/14/25
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Eric Johnston, an analyst at Cantor Fitzgerald, discusses how lower-income consumers are significantly cutting back on dining out due to inflation. Scott Boatwright, CEO of Chipotle, shares insight on how younger customers are opting to eat at home more often. Interestingly, a Brinker CEO highlights that Chili's is still experiencing growth among lower-income cohorts, defying industry trends. The conversation also explores the shifting landscape between fast food and fast casual chains as consumers adjust their spending habits.
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