INDUSTRY TRENDS: SALES AND TRAFFIC

Restaurant Industry Performance (ALL US): Comparable Sales vs. Traffic

Monthly Year-over-Year Growth Trends (Last 12 Months)

Restaurant Industry Performance (ALL US): Comparable Sales vs. Traffic (May '25 - Apr '26)
Month Comp. Sales Comp. Traffic
May 2025+1.4%-1.0%
June 2025+2.0%-0.9%
July 2025+2.4%+0.1%
August 2025+2.3%-0.2%
September 2025+1.1%-1.5%
October 2025+0.7%-2.0%
November 2025+0.0%-2.9%
December 2025-1.0%-3.3%
January 2026+1.0%-1.1%
February 2026+1.6%-2.0%
March 2026+0.7%-2.3%
April 2026+1.5%-1.7%
Key Insight: While Comp. Sales remained largely positive over the last 12 months, peaking at +2.4% in July 2025, Comp. Traffic has struggled significantly, consistently remaining negative and hitting a low of -3.3% in December 2025. This divergence indicates that sales growth is likely being driven by higher average checks or menu price increases, rather than an increase in overall guest counts.