TraffiCast: Forward Looking Consumer Survey
RR’s Intent to Eat Out Index (our survey of 1,500 consumers’ plans to eat-out over the next month) increased +6.4% y/y to its highest level since we created the index in September 2018.
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Category: TraffiCast
Road to Recovery – Including Interview with Summit Restaurant Group
This issue of RR’s Road to Recovery includes an interview with one of the largest IHOP and Applebee’s operators in which we discuss the path of recovery. This issue also includes results from our TraffiCast forward looking consumer survey which is not as bad as we anticipated. Lastly, we provide closure & re-opening benchmarks from Yum China & Starbucks China.
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Road to Recovery
RR’s cash flow stress model assumes a 30 day dine-in restriction for each $1B+ brand under coverage consistent with the President’s current target to re-open businesses by April 12th. This time period is generally in-line with Starbucks and YUM China’s experience in China.
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TraffiCast: Forward Looking Consumer Survey
RR’s Intent to Eat Out Index (our survey of 1,500 consumers’ plans to eat-out over the next month) declined just about -1% on a y/y basis despite extensive media coverage over virus concerns.
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TraffiCast: Forward Looking Consumer Survey
Current results, which increased +20 bps y/y, were driven by strength in the 25-34 age demo. Overall results also benefit from less plans to curtail eating-out (i.e there is less overall negativity).
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