RRupdates

 

Monday
Sep172018

September 2018

Restaurants in C-Store Crosshairs

 

  • C-stores are focused on regaining their share of total food dollars which has declined -28% since 2002. While a big surge in restaurant industry discounting was sufficient to slow the more recent advance in c-store food sales, $30B in annual food sales reveals a solid c-store positioning among those restaurant consumers that may be more interested in an opportunity to save time with one stop shopping for gas, groceries & food than chowing on gourmet fare. These consumers may also appreciate the ability to mix-and-match prepared food with grocery options (including a plethora of bottled drinks & snacks).

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Wednesday
Aug152018

August 2018

Recap of 2Q18 Investor Calls

 

 

Source: Quarterly Concept & Comp Update Reports (click for outlines)

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Monday
Jul162018

July 2018

Measuring the Incrementality of Delivery

  • If delivery is truly incremental, we would expect to see restaurants taking share from total food sales over time as they continue to grow this channel.

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Monday
Jun182018

June 2018

The Real Cost of Delivery

 

 

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Tuesday
May152018

May 2018

Digital Marketing Moving the Needle?

 

Chains Calling-Out Digital Marketing in 1Q18 Calls

 

 

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