
Third wave coffee shops are closing while drive-thru chains triple their store count.
Sam and Kirk break down what third wave actually got right, where it lost the plot, and why "producer-focused" coffee is getting crushed by "consumer-focused" coffee.
In this episode: - What third wave coffee actually is — and why the term itself has become loaded -
The data: Seven Brew's 26-to-600-store run in four years vs. closures at Ritual Coffee, Barista Parlor, and Compass Coffee's bankruptcy -
Why "producer-focused" businesses are losing ground to "consumer-focused" ones - Sam's hot take on why service — not sugar or scale — decides who wins long-term
Where Friedrichs actually sits between second wave and third wave, and why we still sell energy drinks - A 5-year prediction on what happens to the drive-thru boom when gas prices and habits shift
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