Articles

Coffee’s top chains show diverse paths in Q2 2025. Starbucks’ visits narrowed declines, Dunkin’ saw modest growth via value, and Dutch Bros continued rapid expansion. These distinct strategies shape the competitive market.

Shake Shack Q2 visits up 13.7% (per-venue -1.7%). Wingstop visits up 3.6% (per-venue -6.3%). These divergent paths show brand resilience. Shake Shack appeals to higher HHI. Wingstop's lower HHI family base faces budget pressure, impacting loyalty. Both brands adapt for future success.

Warby Parker sees visits up, though Q2 VPL dipped -2.7%. Allbirds' overall visits fell -12.5%, but Q2 VPL surged +18.2%. Both find unique success in their divergent brick-and-mortar strategies, proving different paths can move forward.

Movie theaters generally remain below 2019 visits, but Cinemark bucks this, nearing pre-pandemic levels (down 2.6% for flagship brand). Its success comes from targeting budget-conscious families with value memberships and child-friendly amenities, sustaining visits despite industry challenges.