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23.04.26 - 18:39
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Goldman: Fast Food′s ′Bang For The Buck′ Gains As Casual Dining Appeal Craters (ZeroHedge)
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Goldman: Fast Food's 'Bang For The Buck' Gains As Casual Dining Appeal Craters
Goldman analyst Christine Cho has published her latest quarterly survey of 2,000 consumers for 1Q26, pointing to a softer restaurant environment. Muted demand backdrop suggests that the K-shaped economy continues to fester, with working-poor consumers still facing the greatest downward pressure.
Respondents expect their visits to limited-service restaurants (LSRs), restaurants where customers generally order and pay at a counter, kiosk, drive-thru, or app, such as McDonald's, Burger King, Wendy's, Chipotle, CAVA, Sweetgreen, Panera, and others, to hold steady for the next three months, while casual dining still has some room for visit growth, though at a slower pace than in prior quarters.
The respondents under most pressure to spend on food away from home were among lower-income households, with roughly half of consumers earning under $70,000 saying they plan to dine out less.
Another key takeaway is the gro...
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