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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