Thursday May 14, 2026, 09:10:06
Data out today from the U.S. Census shows that restaurants’ market share (with grocery stores/supermarkets making up the other component) was 56.7% in April 2026, -30 basis points below the all-time monthly record of 57.0% set in February 2026.
Tuesday May 12, 2026, 09:28:34
The latest Consumer Price Index (CPI) data shows that prices for food-at-home (grocery stores and supermarkets) rose by +2.9% in April — sequentially up by +100 basis points since March’s +1.9%. This +2.9% number for April compares with price for food-away-from-home (restaurants) that increased by +3.6% year-over-year in April (sequentially down by -20 basis points from March’s +3.8%). This marks the 37th month in a row for which restaurant pricing is outpacing grocery/supermarket pricing.
Tuesday April 21, 2026, 09:02:43
Data out today from the U.S. Census shows that restaurants’ market share (with grocery stores/supermarkets making up the other component) was 56.8% in March 2026, -20 basis points below the all-time monthly record of 57.0% set in February 2026. So, even though same-store sales for most large restaurant concepts during Q1 2026 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.
Wednesday August 12, 2026
Wednesday August 12, 2026