Category: Dashboard

RR Dashboard: Nov 2021

• 3Q21 total restaurant industry revenues increased +30% y/y and +15.2% on a 2 yr. stacked basis. This suggests a huge rebound in the mom & pops during last quarter!
• Sharp FSR Decline Triggered by Lockdown Threats
• Higher Commodity & Construction Prices May Continue into 2022

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RR Dashboard: Sep 2021

• QSR Finally Ramps-up Value Amid Record Core Price Hikes
• Consumer Weakness + Inflation = Higher Value Mix
• Labor Issues and Difficult Comparisons Weigh on QSR
• Cap Rates Reach All-Time Low

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Dashboard: July 2021

• Possible Pause from Astounding 2Q Sales Results
• Drive-Thrus Back in Favor
• FSR Feels Need to Discount More So Than QSR
• Food Inflation & Labor Shortages are a Thing

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