Friday August 15, 2025, 09:13:22
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 56.2% in July 2025. This is sequentially down by -20 basis points from June 2025’s 56.4% market share. (The all-time record for any month remains at 56.5%, from May 2025.) So, even though same-store sales for most large restaurant concepts during Q2 2025 — and Q3 2025 so far — appear to have left something to be desired, this dynamic does not appear to be due to consumers meaningfully shifting their food spend to grocery stores and supermarkets.
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Tuesday August 12, 2025, 09:00:42
By Mark Kalinowski
The latest Consumer Price Index (CPI) data shows that prices for food-at-home (grocery stores and supermarkets) rose by +2.2% in July — sequentially -20 basis points lower than June’s +2.4%. This +2.2% number compares with price for food-away-from-home (restaurants) that increased by +3.9% year-over-year in July (sequentially up by +10 basis points from June’s +3.8%) This marks the 28th month in a row for which restaurant pricing is outpacing grocery/supermarket pricing.
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Thursday July 17, 2025, 09:18:33
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 56.5% in June 2025. This is sequentially the same as May 2025’s 56.5% market share. Both of these figures remain all-time records for the restaurant industry in this regard. So, even though same-store sales for most large restaurant concepts during Q2 2025 appear to have left something to be desired, this dynamic does not appear to be due to consumers shifting their food spend to grocery stores and supermarkets.
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