Articles

May 2026 office visits dipped 1.2% YoY on raw numbers, but rose 3.7% per working day. San Francisco led all major markets in YoY growth; Denver trailed.

Can CAVA's aggressive growth strategy continue to deliver traffic increases?

Four years after their IPOs, First Watch, Portillo’s, and sweetgreen are navigating a new dining reality. First Watch continues strong growth, Portillo’s cools after expansion, and sweetgreen balances new tech and suburban growth to sustain its momentum.

Wendy’s same-store visits dropped 6.3% YoY in Q3 2025 amid high costs and discounting pressure. But a simplified promotion strategy – led by the $1 breakfast biscuit deal – fueled double-digit breakfast growth in August. The brand’s new “fewer, bigger deals” approach could help reignite momentum heading into year-end.

In Q3 2025, Yum! Brands outperformed the broader QSR category, led by Taco Bell’s continued strength and recoveries at KFC and Pizza Hut. Meanwhile, Restaurant Brands International (RBI) saw overall declines, though Firehouse Subs’ steady visit growth stood out as a bright spot.