Tag: Food

Michael Gunther

Aug 24, 2026 | 5 minutes read | Insights

Taco Bell entered the second half of July with a parasite outbreak interrupting more than two years of momentum. On July 28th, it offered its Mexican...

Alex Jarombek

Jul 7, 2026 | 5 minutes read | Insight Flash

CE Scanner data shows centerstore beef dollar sales growth slowing to +9% y/y in the latest 4 weeks ending 6/14 as the category increasingly leans on...

Michael Gunther

Jun 11, 2026 | 5 minutes read | Insight Flash

Cracker Barrel reported better than expected fiscal Q3 results, with total revenue down -2.9%, a meaningful improvement vs. the prior quarter. Consum...

Alex Jarombek

May 11, 2026 | 5 minutes read | Insight Flash

The latest earnings cycle from the protein complex confirms the well-documented pressure on beef packers and persistent pricing growth, with manageme...

Alex Jarombek

Apr 16, 2026 | 5 minutes read | Insight Flash

The U.S. cattle herd has contracted for eight consecutive years, driving retail beef prices to successive all-time highs. CE Scanner data shows cente...

Connor Rattigan

Apr 16, 2026 | 5 minutes read | Insight Flash

With the consumer under well-documented pressure due to the combination of persistent inflation and now rising gas prices, we leverage the daily gran...

Michael Gunther

Dec 12, 2025 | 5 minutes read | Insight Flash

The Federal Reserve’s decision at its December meeting to cut interest rates by 25 bps — its third straight reduction — came with a familiar ca...

Feb 6, 2024 | 5 minutes read | All Posts

The numbers of transactions at physical grocery stores slipped by 2% in Q4 compared to the same quarter in 2022, continuing a downward trend. Perform...

Oct 24, 2022 | 5 minutes read | All Posts

Consumer spending in the days prior to a hurricane making landfall can spike up to 30% as people stock up on fuel and essentials. Hurricane Ian was n...

Sep 26, 2022 | 5 minutes read | All Posts

Access chart in Earnest Dash. Growth indexed to January 2020....

alejandra

Mar 1, 2022 | 5 minutes read | All Posts

Restaurant Delivery sales fell 3% YoY this Super Bowl Sunday, continuing January’s negative trend as the category lapped difficult comps. Total Sup...

Jun 3, 2021 | 5 minutes read | All Posts

With reports that Sweetgreen is preparing to go public we looked at how the upscale salad chain has performed in its core urban markets....

Oct 26, 2020 | 5 minutes read | All Posts

Following news that Dunkin’ Brands Group Inc. is in talks to be acquired by Inspire Brands Inc. (parent of Arby’s, Buffalo Wild Wings, Jimmy John...

Aug 6, 2020 | 5 minutes read | Consumer>Macro

With the recent launch of Earnest Foot Traffic’s new daypart product, we analyzed consumer behavior utilizing hourly visitation data. Daypart data ...

Jul 1, 2020 | 5 minutes read | Consumer>Macro

As consumer spending revives, we took a deeper look at income levels to understand how different earnings cohorts are driving the ongoing recovery. W...

Jun 23, 2020 | 5 minutes read | All Posts

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Nov 11, 2019 | 5 minutes read | Consumer>Food & Dining

Shake Shack’s third-quarter sales sagged following the announcement of an exclusive delivery partnership with Grubhub. This consolidation is part o...