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Dunkin' Donuts expanding into Canada is not just a brand story. It is a bet that Tim Hortons is more vulnerable than it looks.

Tim Hortons has been slowing financially and leaning on celebrity marketing at exactly the moment consumers are walking away from the $20 fast food burger in favour of fast casual dining and proper sit-down meals. That is the opening Dunkin' is walking through, and the analyst who tracks this space says the Tim Hortons empire is under real threat from this new arrival.

Shake Shack launched a GLP-1 menu about six months ago as customers were already drifting from the brand. Whole chicken is up 39 percent year over year. Beef is climbing too. Any restaurant whose identity is built around meat has very few places to hide right now.

Topics: Dunkin' Donuts Tim Hortons, fast food Canada, Shake Shack, GLP-1 restaurant trends, chicken prices Canada

GUEST: Dr. Sylvain Charlebois | @‌foodprofessor

Originally aired on 2026-05-14