

Restaurants: Market-Share Gains Resume, at the Expense of Groceries and Supermarkets
Data out today from the U.S. Census shows that restaurants’ market share (with grocery stores/supermarkets making up the other component) was 56.4% in January 2025. This matches the all-time high, previously also set in November 2024. The January 2025 data marks a sequential reversal from December 2024, which is the only month in which the restaurant industry ceded market share to the grocery industry since pandemic-affected February 2021.