Panera Bread

also referred to as: panera

15 statements across 4 episodes · 8 bullish · 2 bearish · 4 people on the record · first statement Apr 30, 2018 by Ron Shaich · said 84 times in 11 episodes since 2018 · across every show →

Mentions by year

brought up most by Guy Raz (47), Ron Shaich (28), Bill Creelman (2), Alex and Mike Faherty (2), Tyler Toney (1), Ted Xenohristos (1), Scott Svenson (1), Brett Schulman (1)

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02320182019202020212022202320242025episodes it came up in
00251.550320182019202020212022202320242025episodesmentions per episode
2025 3 mentions in 2 episodes 2 per episode
2024 2 mentions in 2 episodes 1 per episode
2023 5 mentions in 2 episodes 3 per episode
2021 1 mention in 1 episode
2020 32 mentions in 3 episodes 11 per episode
2018 41 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Panera Bread, oldest first

Apr 30, 2018
Assertion Partly supported
Shaich controlled 17% of Panera Bread's voting stock
“No, I, you know what, the truth is, I probably could, because I voted 17% of the stock, and I had this reputation, this credibility.”
Ron Shaich Apr 30, 2018 ▶ 33:45 Panera Bread/Au Bon Pain: Ron Shaich
Apr 30, 2018
Assertion Contradicted
Shaich: VCs controlled 3 of 5 board votes during Au Bon Pain divestment fight
“It was a huge boardroom struggle, because I had two votes, our venture capitalists had three, and all of them had invested in Au Bon Pain.”
Ron Shaich Apr 30, 2018 ▶ 27:26 Panera Bread/Au Bon Pain: Ron Shaich
Apr 30, 2018 negative
Insight
Shaich: Public market short-termism forces CEOs into cost-cutting over transformative bets
“There's a pervasive sense of short-termism that has invaded our markets. The reality is, when you have such short-term pressure on our CEOs, they react. And what that ends up meaning is cost-cutting. And they avoid the kind of transformative events that drove …”
Ron Shaich Apr 30, 2018 ▶ 34:03 Panera Bread/Au Bon Pain: Ron Shaich
Apr 30, 2018 bullish
Assertion Supported
Shaich: Panera Bread ultimately sold for $315 per share
“No, and it ended up selling for 315 a share.”
Ron Shaich Apr 30, 2018 ▶ 28:52 Panera Bread/Au Bon Pain: Ron Shaich
Apr 30, 2018 positive
Assertion Supported
Shaich: Panera tripled its stock price during the Great Recession
“We said this is the time to build competitive advantage, and ultimately we tripled the stock through the recession.”
Ron Shaich Apr 30, 2018 ▶ 31:26 Panera Bread/Au Bon Pain: Ron Shaich
Apr 30, 2018 positive
Assertion Contradicted
Shaich: Panera opened a new store every three days by 2009
“Basically every three days.”
Ron Shaich Apr 30, 2018 ▶ 30:17 Panera Bread/Au Bon Pain: Ron Shaich
Feb 10, 2020 neutral
Assertion Partly supported
Raz: Panera bought back Au Bon Pain 20 years after selling it
“Late in 2017, after Panera went private again, and 20 years after selling Obonpan to focus on building out Panera, the company actually bought back Obonpan.”
Guy Raz Feb 10, 2020 ▶ 36:41 Panera Bread/Au Bon Pain: Ron Shaich (2018)
Feb 10, 2020
Assertion Not publicly verifiable
Shaich won a board battle with two votes against VCs' three
“It was a huge boardroom struggle, because I had two votes, our venture capitalists had three, and all of them had invested in Au Bon Pain.”
Ron Shaich Feb 10, 2020 ▶ 27:59 Panera Bread/Au Bon Pain: Ron Shaich (2018)
Feb 10, 2020
Assertion Supported
Panera Bread ultimately sold to JAB Holding for $315 per share
“And ended up selling for 315 a share.”
Ron Shaich Feb 10, 2020 ▶ 29:25 Panera Bread/Au Bon Pain: Ron Shaich (2018)
Feb 10, 2020 positive
Assertion Supported
Shaich: Panera tripled its stock price through the Great Recession
“We said this is the time to build competitive advantage, and ultimately we tripled the stock through the recession.”
Ron Shaich Feb 10, 2020 ▶ 31:58 Panera Bread/Au Bon Pain: Ron Shaich (2018)
Feb 10, 2020 bullish
Assertion Supported
Shaich: Panera stock surged 100x after selling off Au Bon Pain
“The stock has been up a hundredfold since then.”
Ron Shaich Feb 10, 2020 ▶ 28:39 Panera Bread/Au Bon Pain: Ron Shaich (2018)
Feb 10, 2020 bullish
Assertion Partly supported
Shaich: Panera opened a new store every three days around 2009
“Basically every three days.”
Ron Shaich Feb 10, 2020 ▶ 30:49 Panera Bread/Au Bon Pain: Ron Shaich (2018)
Feb 10, 2020 negative
Opinion
Shaich: Public markets force CEOs into short-term cost-cutting over transformative bets
“There's a pervasive sense of short-termism that has invaded our markets. The reality is, when you have such short-term pressure on our CEOs, they react. And what that ends up meaning is cost-cutting. And they avoid the kind of transformative events that drove …”
Ron Shaich Feb 10, 2020 ▶ 34:35 Panera Bread/Au Bon Pain: Ron Shaich (2018)
Jul 24, 2023 positive
Insight
Scott Svenson: Category leadership outweighs the collateral damage of hyper-growth
“Whatever mistakes we made, whatever collateral damage, if you will, there comes from going too fast would be more than made up for by winning in this category and having All the advantages that come from being that market share leader over time, being the Star…”
Scott Svenson Jul 24, 2023 ▶ 1:11:58 MOD Pizza & Seattle Coffee Company: Scott and Ally Svenson
Oct 13, 2025 bullish
Insight
Economic downturns are the best times for apparel brands to expand retail
“This is going to be the best time ever for up and coming clothing brand to get an amazing retail fleet.”
Alex and Mike Faherty Oct 13, 2025 ▶ 1:02:08 Faherty Brand: Alex and Mike Faherty. How Jersey Shore + Manhattan Chic grew to 80 stores.
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