Tag: Restaurants
Aug 27, 2026 | 5 minutes read | Insight Flash
Chipotle’s School Spirit BOGO Set a Company Record. Here’s Where It Landed.
Chipotle’s School Spirit BOGO delivered record-breaking results on August 20, becoming the company’s #1 BOGO of all time, with more than 25% more...
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Aug 24, 2026 | 5 minutes read | Insights
What Taco Bell Bought With a $1 Mexican Pizza
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...
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Aug 5, 2026 | 5 minutes read | Insight Flash
McDonald’s Promotional Share Gains Fade as Value Sensitivity Persists
McDonald’s earnings reinforced trends we’ve been seeing in our consumer spending data. Holiday promotions drove broad-based and robust share gain...
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Jul 30, 2026 | 5 minutes read | Insight Flash
Early Signs of Stabilization Among Taco Bell's Youngest Customers?
Taco Bell's sales slowed sharply in mid-July as the brand became the subject of Cyclospora-related headlines. It's important to view that slowdown in...
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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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Jul 24, 2026 | 5 minutes read | Insight Flash
Which Brands Are Most Exposed to $4 Gas?
Gas prices crossed $4 per gallon last week for the first time in more than a month, and Brent crude briefly topped $90 as the conflict with Iran esca...
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Jun 25, 2026 | 5 minutes read | Insight Flash
AI Goes Mainstream as Adoption Doubles, Yet the Income Spread Widens
Consumer Edge data shows that adoption of paid AI subscriptions among consumers is growing rapidly across all income and age groups, with the percent...
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Jun 17, 2026 | 5 minutes read | Insight Flash
Who Benefited When Gas Prices Came Down in 2022?
Gas prices have risen sharply since the start of the Iran war, raising concerns about discretionary spending as consumers have less money left over a...
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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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May 15, 2026 | 5 minutes read | Insight Flash
Student Loan Defaults Are Back. These Brands Are Most Exposed.
Since the U.S.–Iran conflict escalated in late February, consumers have faced a more challenging macro backdrop, including higher gas prices, firme...
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May 12, 2026 | 5 minutes read | Insight Flash
McDonald's Q1 Win Is Part of a Bigger Dining Story
McDonald's UK delivered a strong Q1 2026, with sales rising 7.8% year-over-year. The company credits new menu additions, including the McGriddle, the...
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May 11, 2026 | 5 minutes read | Insight Flash
Consumer Spending Holds Up, but Cracks Are Now Emerging
Since the U.S.-Iran war began on February 28, consumers have faced mounting macro headwinds, including a sharp rise in gas prices and firmer inflatio...
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Apr 30, 2026 | 5 minutes read | Data Bite
Starbucks' Q2 Beat: What the Spending Data Shows
Starbucks just posted Q2 North America comparable sales of +7.1%, beating the Street's +4.5% on both transactions and ticket. Consumer Edge data show...
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Jan 30, 2026 | 5 minutes read | Insight Flash
Major QSR Brands Lean into Limited-Time Promotions as Value Competition Intensifies
As value competition among quick-service restaurants intensifies, limited-time promotions are increasingly converting online buzz into measurable sal...
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Dec 2, 2025 | 5 minutes read | News
Value Dining Gains Traction in 2026 Restaurant Outlook
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Dec 1, 2025 | 5 minutes read | News
Consumer Edge: Chili's, Texas Roadhouse, Olive Garden ride boom in value dining
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Dec 1, 2025 | 5 minutes read | News
2026 restaurant outlook signaling challenges for fast casuals
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Sep 24, 2025 | 5 minutes read | News
Cracker Barrel dethroned as fastest-growing US breakfast chain as Republican diners flee over logo fiasco: report
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Sep 21, 2025 | 5 minutes read | News
Hot chicken fast-food chain shuts down, no Chapter 7 bankruptcy
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Sep 20, 2025 | 5 minutes read | News
Smaller Discounts and Earlier Sales: What to Expect this Holiday Season
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Sep 2, 2025 | 5 minutes read | Insight Flash
No Market Share Fallout for Cracker Barrel After Logo Change
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Aug 20, 2025 | 5 minutes read | Insight Flash
Insight Flash: Consumer Edge Data Sheds Light on Pressures in Fast Casual Restaurant Trends
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Jun 12, 2025 | 5 minutes read | Insight Market Hit
Coming in Hot: Tracking the Rapid Rise of Dave’s Hot Chicken
US chicken restaurant Dave’s Hot Chicken is hitting headlines after a remarkable 8-year growth journey culminated in the chain’s acquisition by S...
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Jun 11, 2025 | 5 minutes read | Insight Flash
Cracks in the Consumer Engine: High-Income Spending Shows Signs of Strain
With tariff talk continuing to dominate headlines, shoppers are becoming increasingly concerned about higher costs and their household budgets. Howev...
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Jun 5, 2025 | 5 minutes read | Insight Flash
Checkout the Increase: Average Ticket Grows Across Key Consumer Categories
Tariff-related price hikes have become a significant concern for shoppers as companies across consumer sectors begin to pass along cost increases. Co...
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Apr 24, 2025 | 5 minutes read | Insight Deep Dive
Waging a Winning Strategy: The Brands Pivoting to High-income Consumers Amid Economics Headwinds
As the US economy faces mounting headwinds in 2025 and personal savings rates near pre-pandemic levels, consumer wallets have been increasingly stret...
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Apr 8, 2025 | 5 minutes read | All Posts
Consumers are pulling back at restaurants so far in 2025
Food Service & Drinking Places spending grew 0.5% YoY between January 1 and March 23, 2025, according to Earnest debit and credit card data. That mea...
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Apr 7, 2025 | 5 minutes read | All Posts
March 2025 US Consumer Spending: second month of flat growth
March 2025 US consumer spending was essentially flat YoY according to the Earnest Analytics Spend Index powered by Vela Gamma transaction data. This ...
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Mar 4, 2025 | 5 minutes read | All Posts
February 2025 US Consumer Spending: economic blackout and slowing activity
February 2025 US consumer spending fell 3.4% YoY according to the Earnest Analytics Spend Index powered by Vela Gamma transaction data. Part of the w...
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Feb 24, 2025 | 5 minutes read | All Posts
Mediterranean, Salad grow; Burger, Sandwich, Coffee restaurants decline in 4Q24
According to data measuring credit and debit card transactions in large restaurant chains across the US, restaurant spending saw improvements in Q4 2...
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