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Restaurant Sector - September 2025

In this quarter's Restaurant Sector newsletter, the industry presents a varied performance outlook. The Restaurant Index recorded a modest gain of 1.27%, yet it underperformed compared to broader market indices. Starbucks continues to advance its Green Apron Service model while addressing heightened international competition. Similarly, fast-casual chains such as Cava have faced challenges with reduced customer traffic and price sensitivity. In the casual dining sector, The Cheesecake Factory achieved strong four-wall margins despite inflationary pressures.

Our lead story this quarter highlights Toast, a cloud-based restaurant point-of-sale and management system that has gained traction through innovative technology partnerships and international expansion.

Discover how Ankura supports restaurant clients in navigating industry challenges by enhancing customer value through digital engagement, loyalty programs, and localized menus, while driving operational efficiency through cost control, delivery optimization, and advanced technology solutions.

 

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© Copyright 2025. The views expressed herein are those of the author(s) and not necessarily the views of Ankura Consulting Group, LLC., its management, its subsidiaries, its affiliates, or its other professionals. Ankura is not a law firm and cannot provide legal advice. 

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insight, f-performance, finance, hospitality gaming leisure, office of the cfo

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