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Nomura Sees McD’s Comp Sales Fading

Nomura Sees McD’s Comp Sales Fading

Nomura restaurant analyst Mark Kalinowski maintains both his Neutral rating of McDonald’s Corp. stock and his forecast for the chain’s Q2 same-store sales, which will be reported next week. But Q3 and Q4 likely will be more difficult, and the Grand Mac and Mac Jr. burgers aren’t likely to go national before early 2017, according […]

McDonald’s Tests Sriracha Big Mac Sauce

McDonald’s Tests Sriracha Big Mac Sauce

McDonald’s hasn’t finished testing new ideas in San Diego. The latest is the addition of a “Signature Sriracha” flavor package with the Signature Crafted Recipes menu it began testing in February. These are burgers customers can customize with one of several flavor/toppings packages. Ask for a Signature Sriracha burger and you get new Sriracha Big […]

NPD: Discounting Not Increasing Visits

NPD: Discounting Not Increasing Visits

Consumer restaurant traffic was flat in Q1, but restaurant visits on deal were up twice that rate overall and up 3% for quick-service restaurants, according to The NPD Group. A significant driver in that “deal” traffic has been the discount competition among QSR burger chains, especially McDonald’s heavily marketed McPick 2 for $2 or $5, […]

Deconstructing the All-American Burger

Deconstructing the All-American Burger

The average American restaurant burger is a $10.50 pre-formed, 8-oz. ground-chuck patty with American cheese, tomato, bacon and ketchup served on a brioche bun with fries on the side. That’s the picture painted by ground-beef purveyor Schweid & Sons’ 2016 Burger Trends Report. The survey is based on operations data from more than 100 Schweid […]

Fast Casual Continues Growth Leadership

Fast Casual Continues Growth Leadership

Fast-casual restaurants represent just 7% of QSR visits. The segment’s 19,043 units account for less than .03% of the total U.S. restaurants (629,488). But fast-casual chain restaurants account for more than their share of growth. According to new data from The NPD Group, fast-casual chain restaurant locations increased in number by 5% during the 12-month […]

Tight Market Boosts Innovation’s Value

Tight Market Boosts Innovation’s Value

Growth and innovation are both more likely to come from smaller chains rather than the largest in the year ahead, Peter Backman, managing director of British researcher Horizons, said this week at his company’s Annual Briefing in London. His observations are applicable globally. He told attendees that the UK foodservice market was likely to fall […]

Independent QSR Burger Count Falls

Independent QSR Burger Count Falls

The total U.S. restaurant count decreased slightly (-0.6%) from a year ago to 629,488 total unit, according to the count of U.S. commercial restaurant locations compiled in the spring and fall each year by The NPD Group’s ReCount tracker.  The reason for the anemic overall growth rate is simple: the number of independent restaurant units […]

Wendy’s Gives a QSR Tutorial

Wendy’s Gives a QSR Tutorial

I want to look past the basics of Wendy’s Q4 and 2015 sales report on Tuesday, although those numbers were quite strong, as you’ve likely seen. North American company same-store sales were up 4.8% for the quarter, 3.3% for fiscal 2015. Average unit sales increased 3% to $1.54 million and company-store margins rose 190 basis […]

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