2025-06-12-Jefferies-四人桌_五月份全方位服务客流量数据揭示了什么_13页_303kb

报告摘要

Analysis of US full-service restaurant foot traffic for May 2025, comparing month-over-month (MoM) and year-over-year (YoY) trends.
Key improvements in MoM traffic: Casual Dining +5.0%, Dining, Steak, Breakfast, and Italian categories showed strong gains. Bar & Grill held steady, but Fine Dining declined.
2Q-to-date performance improved YoY for all categories, with notable increases in casual dining (e.g., +370bps) and selective brands showing momentum.
Top brand performers: Applebee's and DENN led with significant quarter-to-date gains, while newer concepts like Dave & Buster's saw substantial MoM growth (+770bps). Laggards included RRGB and some legacy brands.
Valuation and risks highlighted through brand ratings and market analysis, emphasizing directional traffic trends rather than absolute figures.

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