Shake Shack and Wingstop face new Q3 dynamics: growth through expansion, selective consumers, and strong promos.

Coffee visits rose 1.4% YoY in Q3 2025 as Starbucks (SBUX) and Dunkin’ saw slight declines, Dutch Bros (BROS) kept growing, and smaller brands drove the surge.

Texas Roadhouse and Chili’s continue to outperform in full-service dining by balancing value, efficiency, and higher-income consumer appeal.

Early-October sales events show retailers balancing online and in-store strategies to attract cost-conscious shoppers ahead of the holiday season.

Explore how affluent and value-conscious consumers are shaping retail trends heading into Holiday 2025. See what location analytics reveal about spending behavior, promotions, and the “two-tier economy.”

McDonald’s and Chipotle navigated dining headwinds in Q3 2025, as growth pressures mounted across the sector.