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Michael Lukianoff
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APPEARANCES
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PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
SEP 28
OCT 5
OCT 12
OCT 19
May 4, 2026
SignalFlare’s Lukianoff on Gas, Fast Casual, AI
17:43
23:29

Michael HalenHOST
You know, which chains historically are most insulated from the higher gas price?
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17:48Michael LukianoffGUEST
I think it depends a lot on not just region, right? So, you know, if you know, if you're a customer, you know, to your point about regions where people drive more, right? If you've got fewer commuters and so forth, right? Who, you know, who aren't, you know, driving as much, who are higher income, you know, than from at least a consumer standpoint, right? You're going to have less issues, you know, with people with less money in their pocket.
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18:27Michael LukianoffGUEST
These restaurants are not going to be immune to the cost inflation of what's going to come in their back door, right? And it's not just the cost of goods, right? There's going to be delivery surcharges and all those things are going to start rearing their head again for all the cost of goods coming in the back door.
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18:50Michael LukianoffGUEST
The timing of what happened in the Gulf is also critical because you can't forget that you know, this drives fertilizer costs too, right, going into planting season.
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19:05Michael LukianoffGUEST
So, you know, so what does that mean for what the cost of all food is going to be going into the fall, right? All of these trickle, you know, trickle down costs.
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19:15Michael LukianoffGUEST
So, you know, I'm hearing people going, consumer's weak, traffic is down.

Michael HalenHOST
I mean, I guess, you know, I guess this is where signal flare comes in, right?