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FSRs show resilience in 2025. Casual and upscale dining saw mostly positive YoY visits. Casual dining's per-location growth reflects rightsizing success. Steakhouses and American-style restaurants grew share, while Mexican declined. Strong per-location trends signal industry resilience moving forward.

Starbucks faces stiff competition and flat visit frequency. Its "Back to Starbucks" plan focuses on innovation and experience to boost loyalty. Despite challenges, the brand's core customer base remains stable, positioning it for a potential turnaround through strategic in-store enhancements.

Darden is considering ceasing Bahama Breeze operations after 15 closures. Visit data shows consistent YoY declines, with 2025 being particularly challenging. The brand's foot traffic struggles suggest a strategic pivot or more drastic measures may be ahead for the remaining restaurants.

The US economy shows a split. Retail visits rebounded in May-June, driven by value and promotions, after a slow start. This consumer resilience contrasts with a slowdown in manufacturing and port activity since May, as businesses brace for potential tariff volatility in H2 2025.