Wednesday May 15, 2024, 10:00:55

Restaurants’ Market Share Still Gaining, But Grocery Spending Moving Up

By Mark Kalinowski

Data out today from the U.S. Census shows that restaurants’ market share (with grocery stores/supermarkets making up the other component) was 55.8% in April 2024. This 55.8% figure is only -30 basis points below the all-time monthly record. It’s also up by +90 basis points on a year-over-year basis.

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Wednesday May 15, 2024, 09:09:21

Pricing Gap in Favor of Grocery Stores over Restaurants Remains Steady

By Mark Kalinowski

The latest Consumer Price Index (CPI) data shows that prices for food-at-home (grocery stores and supermarkets) rose by +1.1% in April — sequentially down by -10 basis points from March’s +1.2%.

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Monday April 15, 2024, 15:06:13

Burger Sector: FDD Review (McDonald’s/MCD, Wendy’s/WEN, and Burger King/QSR)

By Mark Kalinowski

We reviewed the recently-published Franchise Disclosure Documents (FDDs) for McDonald’s, Wendy’s, and Burger King — the largest, 2nd-largest, and 3rd-largest quick-service burger concepts in the U.S. Among our observations:

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