The Top 25 U.S. Restaurant Concepts of 2021 and 2022?

By Ryan D. Lavender Published on May 20, 2021 at 12:33 PM

Given the upheaval going on in the domestic restaurant industry last year and so far this year, we thought it would be intriguing to take a look at what restaurant concepts might end up as the largest in the U.S. (based on U.S. systemwide sales) for both full-year 2021 and full-year 2022. What concepts would be relative winners? What concepts might find themselves sliding down in rank?

Burger Sector: What Same-Store Sales Trends Hint at re: Average Unit Volumes

By Ryan D. Lavender Published on May 18, 2021 at 12:39 PM

Recently, McDonald’s, Wendy’s, and Burger King (owned by Restaurant Brands International [QSR; Not Rated]) all reported their Q1 2021 U.S. same-store sales. In this report, we discuss how these same-store sales results — and potential results for full-year 2021 — relate to these three concepts’ average unit volumes (AUVs). We further discuss what this means for the companies, and their stocks.

DIN: Could Applebee’s Sign a Large Development Agreement with…

By Ryan D. Lavender Published on May 17, 2021 at 12:42 PM

Could Applebee’s sign a large franchise agreement with TravelCenters of America (TA; Not Rated)?