Applebee’s – Sales reflect ongoing consumer strength and the brand’s value positioning.
Chili’s – A dine-in mix recovery is driving check with dine-in checks +$8 higher than to-go.
Denny’s – 50% of comp growth from check and 50% from traffic. Off-premise remains 2x 2019 level.
IHOP – Positive comps across all dayparts (particularly late-night & breakfast).
McDonald’s – 8% price increase translated into +5.5% comp growth offset by mix, traffic and order count.
Wendy’s – Expecting double-digit 2-year comps during 2H22 that will be less robust than 1H22 results.
Jack in the Box – Concerns about impact of lower income demo weakness on sales.
Burger King – Corporate is exploring ways to assist struggling franchisees.
Papa John’s – Check supported by premium innovation.
Domino’s – Sales suffered from a lack of delivery drivers and menu price increases.
Pizza Hut – While consumer demand remains strong, sales suffered from delivery driver shortages.
Wingstop – MSD comp decline in March & April attributed to pent-up dine-in demand is improving.
Popeyes – Staffing challenges, heightened competition in chicken sandwiches & lap of 2021 stimmy.
KFC – Sales helped by digital & chicken sandwich platform.
