Themes 2020

Food Tech

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What gives you confidence that plant-based protein will be an enduring trend?

The restaurant industry is undergoing a broad technological renaissance that spans digital ordering for pick-up, third-party delivery and point of sale software. Further, we are seeing technology extend to menu innovation, as plant-based proteins have emerged as the greatest disruptor to the restaurant industry in 2019. With consumers paying a premium for products and services improving sustainability, speed, convenience and wellness, food technology is a disruptive theme that is bolstering sales, spurring innovation and ripe for M&A.


What we’re watching:

  • Plant-based proteins
  • Restaurant POS
  • Pay Fac
  • Delivery
Themes 2020

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Survey data lead us to believe that plant-based proteins are an enduring sales driver rather than a fad.

Andrew Charles, CFA, Restaurants Should Root For Plant-based Proteins


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