Tag: Casual Dining
Jul 27, 2026 | 5 minutes read | Insight Flash
Cracker Barrel’s Share Losses Are Narrowing, Not Reversing
Cracker Barrel CEO Julie Felss Masino is stepping down, less than a year after the rebrand that sent the chain’s most loyal customers elsewhere. As...
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Jun 11, 2026 | 5 minutes read | Insight Flash
Cracker Barrel Q3: Moderating Share Losses Among Its Core Customers
Cracker Barrel reported better than expected fiscal Q3 results, with total revenue down -2.9%, a meaningful improvement vs. the prior quarter. Consum...
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Feb 26, 2025 | 5 minutes read | All Posts
Restaurants’ key to success in 2025? Value
The QSR category faced mixed results in 2024 as brands relied on value deals to counter declining sales. Meanwhile, Casual Dining gained traction, wi...
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Feb 4, 2025 | 5 minutes read | All Posts
DoorDash, Wingstop could be real Super Bowl winners in 2025
Super Bowl LIX 2025 will highlight several emerging US restaurant trends and brands according to Earnest credit card data. Among them, DoorDash conti...
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Jan 29, 2025 | 5 minutes read | Insight Market Hit
Brinker International’s (EAT) Blowout Quarter
Consumer Edge US Transaction data was predictive of Brinker International’s (EAT) sales beat, as the casual dining chain reported +27% sales growth...
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Jan 28, 2025 | 5 minutes read | All Posts
Chili’s Tops Restaurant Growth Rankings in 2024
Restaurant sales decelerated from +5.3% YoY in 2023 to +1.8% YoY in 2024 according to Earnest credit card data. Rising costs, new wage laws, and a ge...
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Nov 4, 2024 | 5 minutes read | All Posts
Chili’s outperforms casual dining competitors with value focus
See chart in Dash....
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Jul 30, 2024 | 5 minutes read | All Posts
McDonald’s customers turn to Taco Bell, Dutch Bros in their search for value
See chart in Dash....
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Jun 24, 2024 | 5 minutes read | Insight Market Hit
DRI Misses: Consumers Miss Low Prices and High Value
As consumers still face uncertain macroeconomic conditions, Darden Restaurants (DRI) continues to outperform the Casual Dining sub-industry, driven b...
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May 29, 2024 | 5 minutes read | All Posts
US consumers seek value as price pressures continue
...
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Mar 26, 2024 | 5 minutes read | Insight Market Hit
Everyone’s Looking for Value: CE Data Tracks DRI’s Sales Miss
In its recent earnings call following its sales miss, Darden Restaurants (DRI) described a tough operating environment where lower-income consumers a...
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Nov 15, 2023 | 5 minutes read | Insight Market Hit
Changing the Menu: CAVA Looks for New Ways to Sustain Revenue Growth
Fast-casual Mediterranean restaurant company Cava Group (CAVA) reported total revenue growth of +27%, in-line with the CE Implied reported growth of ...
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Oct 31, 2023 | 5 minutes read | Insight Market Hit
BJ's Bucks Decline in Dining?
In its recent earnings call, BJRI cited deteriorating traffic trends throughout the summer for slower sales growth, caused by last year’s abnormal ...
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Jun 15, 2023 | 5 minutes read | Insight Flash
Hungry for Savings, Consumers Trade Down in Restaurants
As discretionary spending takes a hit amid rising inflation, we look at CE Transaction data to see how macroeconomic pressures are impacting restaura...
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Aug 15, 2022 | 5 minutes read | Insight Deep Dive
Where are High Income Shoppers Trading Down?
In last week’s earnings report, DIN reported rising sales at Applebee’s and IHOP among High Income shoppers making over $75,000 per year. They...
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Jun 23, 2022 | 5 minutes read | Insight Deep Dive
Where Golden State Struck Gold and Who Sells to Celtics Fans
The NBA playoffs earlier this month were an exciting time for sports fans, with the finals between the Warriors and the Celtics bringing energy to th...
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Nov 9, 2020 | 5 minutes read | Insight Deep Dive
When On-Premise Dining Fails to Deliver for Restaurants
COVID-19 has changed the dynamics of the restaurant industry, with quarantine and shelter-in-place orders leading some to increase the amount of food...
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