645 PIECES · UPDATED DAILY
Dunkin' gets 39.9% of traffic before 10 AM vs Starbucks' 29.9%. McDonald's breakfast drives 25% of total sales. QSR brands capture 3.9 monthly breakfast visits vs 2.5 for coffee chains. Morning daypart economics explained.
Taco Bell Defy, Chipotle Digital Kitchens, McDonald's CosMc's, and Chick-fil-A drive-thru-only tests all point in the same direction: the 4,000 square foot QSR box is giving way to 1,200 to 2,000 square foot formats that cost less to build, staff, and operate.
Land costs up 20% to 40%. Construction up 35% since 2020. NNN lease escalators pushing occupancy above 8% of revenue. QSR franchisees face the tightest development economics in a generation, and sale-leaseback transactions have doubled as operators scramble for capital.
Daily insights on the QSR industry. No spam, just intelligence.