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Ron Shaich

14 statements across 1 episodes · 4 bullish · 3 bearish · 1 people on the record · first statement Nov 11, 2025 by Ron Shaich · across every show →

On the record as a speaker too: Ron Shaich's record, appearances and statements → this page counts the times other people say the name.

Everything said about Ron Shaich, oldest first

Nov 11, 2025
Disclosure
Ron Shaich uses an annual framework to set multi-year life priorities.
“And ever since, I began on an annual basis sitting down and saying, what is it in five years, in 10 years, I'm going to respect in the context of my relationships with my work, My relationships with my family and friends, my relationships with my body, and my …”
Ron Shaich Nov 11, 2025 ▶ 3:09 Panera Founder Ron Shaich
Nov 11, 2025 negative
Insight
Delivery functions inevitably crowd out innovation and discovery as companies scale.
“Delivery, because it does add value starts to push out delivery discovery because discovery doesn't have oxygen. If you got delivery pushing down on it and over time, what happens in so many food companies, Is that, that discovery is pushed out by delivery. De…”
Ron Shaich Nov 11, 2025 ▶ 1:00:49 Panera Founder Ron Shaich
Nov 11, 2025 neutral
Insight
Mass-scale restaurant success relies on Middle America, not New York or LA.
“And I will tell you that if you're building a business of mass scale, it isn't New York City that matters. It isn't LA that matters. It's everything in between. And can you offer people something of quality and substance?”
Ron Shaich Nov 11, 2025 ▶ 1:31:46 Panera Founder Ron Shaich
Nov 11, 2025 bearish
Opinion
Shaich claims 90% of entrepreneurs who go public live to regret it.
“90% of the entrepreneurs that go public live to regret it, because it's a very different enterprise.”
Ron Shaich Nov 11, 2025 ▶ 48:50 Panera Founder Ron Shaich
Nov 11, 2025 positive
Disclosure
Act III invests in common stock alongside founders rather than preferred shares.
“Number one, we believe in founder-friendly capital. So when we go in, we hope it's the last investment capital that gets taken before an IPO. Generally we will come in as common stock. Not preferred. Same place as the management team. And we will typically tak…”
Ron Shaich Nov 11, 2025 ▶ 1:27:41 Panera Founder Ron Shaich
Nov 11, 2025
Assertion Supported
Ron Shaich was one of the original co-founders of No Labels.
“I was one of the eight or nine people that co-founded a group called No Labels here in the United States, which is meant to reduce the hyper-partisanship in D.C., the polarization, and focus us on long-term thinking.”
Ron Shaich Nov 11, 2025 ▶ 34:45 Panera Founder Ron Shaich
Nov 11, 2025
Disclosure
Act III secures ROFRs on follow-on rounds and has never declined one.
“And so when we invest in a company, we're going to put an investment in it. And then we're going to agree take a right of first refusal. And all follow on rounds of capital at a pre-agree to multiple. So we're all in alignment. It's an easy thing. And the trut…”
Ron Shaich Nov 11, 2025 ▶ 1:09:55 Panera Founder Ron Shaich
Nov 11, 2025
Disclosure
Shaich convinced Au Bon Pain to sell everything and bet on Panera.
“I went off and came back two months later and went to my board with a proposal to sell every other business and bet the whole thing on this Panera Bread division.”
Ron Shaich Nov 11, 2025 ▶ 32:15 Panera Founder Ron Shaich
Nov 11, 2025 bullish
Disclosure
Act III Holdings grew from $200 million to $2 billion, returning 55%.
“And, you know, it started as a two hundred million dollar investment is now a nearly, you know, it's a two billion dollar portfolio. And it's delivered 55% returns”
Ron Shaich Nov 11, 2025 ▶ 1:38:29 Panera Founder Ron Shaich
Nov 11, 2025
Assertion Supported
Panera spent $150 million on technology during its digital transformation.
“I spent a hundred and fifty million dollars on technology.”
Ron Shaich Nov 11, 2025 ▶ 37:28 Panera Founder Ron Shaich
Nov 11, 2025 positive
Assertion Partly supported
Cava is arguably the most successful food service IPO in five years.
“You have Kava, which has been the most successful food service IPO of the last five years, arguably. Now a company worth seven billion dollars was worth as much as fifteen billion, but it's up three, fourfold from its IPO a year and a half ago.”
Ron Shaich Nov 11, 2025 ▶ 16:38 Panera Founder Ron Shaich
Nov 11, 2025 negative
Insight
The fail fast philosophy is dangerous in high-fixed-cost restaurant businesses.
“Go fast and fail. Makes sense in technology, where it's very much there, there's no fixed cost, and you can repair completely. I'm in a business, I call it fashion with fixed assets. It, you know, you build a restaurant, you're going to spend a million and a …”
Ron Shaich Nov 11, 2025 ▶ 57:37 Panera Founder Ron Shaich
Nov 11, 2025
Disclosure
Shaich starts every new venture with a detailed concept essence document.
“Concept essence was what we started every business and every business we're in today. And we should talk about the multiple businesses we're in today. Every business that we're in starts with a concept essence document.”
Ron Shaich Nov 11, 2025 ▶ 56:10 Panera Founder Ron Shaich
Nov 11, 2025 bullish
Prediction Not checkable as stated
The future of bakery cafes is upscale concepts featuring real chefs.
“Well, I can tell you the future is in Upscale bakery cafes where you have real chefs where you have food that's worth going out of your way for.”
Ron Shaich Nov 11, 2025 ▶ 1:07:14 Panera Founder Ron Shaich
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