Coffee & QSR

CAVA and Sweetgreen saw major visit growth in Q2 2025, but their expansion philosophies differ. See the data comparing CAVA's market depth to Sweetgreen's national breadth.

Find out how leading QSR players Yum! Brands, RBI, and Wendy’s performed in Q2 2025.

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.

McDonald's Snack Wrap re-launch on July 10 drove a significant visit surge, up 15.0% from the 2025 YTD daily average. This initial success highlights the power of nostalgia-driven menu innovation to boost traffic, crucial for McDonald's ongoing efforts to reverse recent sales and traffic plateaus

McDonald's and Chipotle show diverse paths in Q2 2025. McDonald's visits rebounded, driven by innovation. Chipotle's overall visits grew, but its per-location traffic saw a dip. Both companies are expanding aggressively, shaping the dining landscape and demonstrating resilience amidst market challenges.

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.

Limited-service dining thrives. Coffee's growth is led by small chains and affluent visitors. Short visits boost coffee and fast-casual. Chicken's share grew, impacting burger chains. The category evolves through diverse strategies, showcasing resilience.

Chipotle, IHOP, and Jack in the Box used LTOs to drive visits. Chipotle's hockey BOGO surged traffic. IHOP's charity pancake day and Jack in the Box's T-Pain collab boosted visits. These show LTOs' power via local trends, charity, and pop culture.