Casual Dining Market Share Opportunities for Large Concepts

By Mark Kalinowski Published on December 8, 2020 at 12:00 AM

About six months ago, we published a report examining market-share opportunities within the casual dining sector. In this report, we update our numbers. One of the important changes is that we now look for 8%-20% of the casual dining restaurants in the U.S. that were in operation as of the start of 2020 to be closed permanently by the end of March 2021. (Previously, we were looking for 3%-15% of casual dining restaurants to be closed permanently by the end of December 2020.) Keep in mind that we expect these closures to be heavily weighted toward independents/momand-pops and, to a somewhat lesser degree, smaller (privately-held in nearly all cases) restaurant chains.

Casual Dining Market Share Opportunities for Large Concepts 6.25

By Mark Kalinowski Published on June 25, 2020 at 12:00 AM

Is it possible the Street is underestimating sales and market-share opportunities in 2021 for many of the larger publicly-traded casual dining concepts?

A Quick Look at the Fastest-Shrinking Restaurant Brands in the U.S.

By Mark Kalinowski Published on April 11, 2019 at 12:00 AM

Yesterday, we published a report highlighting the 20 fastest-growing restaurant brands in the U.S. (of those 175 restaurant brands that generated at least $200 million in U.S. systemwide sales during 2018). It would be wonderful if all restaurant brands did was grow, but alas, that is not the case. The restaurant industry is incredibly dynamic — it remains “The Endless Shakeout,” to use the memorable phrase coined in the 1970s by then-Salomon Brothers restaurant-industry analyst Robert L. Emerson.