Full Service Restaurants

Darden’s 2025 performance reveals a split: overall visits rose 1.4% YoY, outpacing the full-service dining sector, but same-store traffic was flat. Yard House and LongHorn powered growth, Olive Garden held steady, while Cheddar’s softened – underscoring the importance of portfolio balance.

After stability in early 2025, U.S. retail and dining traffic has declined for three straight months, with weakness spreading across states. Tariffs, income bifurcation, and Gen Z holiday cutbacks signal rising risks to consumer resilience heading into late 2025.

Q2 2025 foot traffic: Brinker surges on value, Texas Roadhouse stays strong, Bloomin’ Brands lags. See key insights now.

Discover two distinct paths to success in casual dining: high-income expansion vs. value-driven loyalty.

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

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.

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.

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.