Consumers across income levels are becoming more deliberate about dining out. CE data shows grocery spending has gained share of stomach across all income groups. The result is a more polarized landscape where consumers are either trading down for savings or trading up for experience and atmosphere.
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GLONew Data Reveals Steady Restaurant Spending as Consumers Prioritize Affordability, Quality and Consistency
Consumer Edge (“CE” or the “Company”), the leading provider of global consumer data-driven insights, released its 2026 Restaurant Outlook, revealing that U.S. restaurant spending has held steady through 2025, even as consumers become more selective about where they dine and place greater emphasis on value and reliability.
With inflation fatigue setting in, consumers are being more intentional about how they spend their money. CE’s transaction data shows that brands such as Chili’s, Texas Roadhouse and Raising Cane’s are gaining market share by pairing fair pricing with consistent experiences, signaling a new era where value, not hype, is driving industry growth.
Key findings of CE’s 2026 Restaurant Outlook include:
- Value drives shifting wallet share: Consumers across income levels are becoming more deliberate about dining out. CE data shows grocery spending has gained share of stomach across all income groups. The result is a more polarized landscape where consumers are either trading down for savings or trading up for experience and atmosphere.
- Casual dining continues to outperform: In Q3 2025, Chili’s, Texas Roadhouse and Olive Garden saw steady growth as middle-income consumers opted for affordable sit-down meals. Red Lobster also rebounded during the same period after introducing new value combos and a simplified menu. These trends point to 2026 as a year when casual-dining leaders could build on that momentum, offering quality meals and reliable service without the premium price tag to maintain share.
- Chicken chains lead a multi-year growth trend: Since 2019-2020, the chicken category has expanded by 50 percent, fueled by menu simplicity and strong brand trust. Within the segment, Raising Cane’s has nearly doubled its market share to 11 percent over that time, overtaking Popeyes and KFC, while Chick-fil-A maintains its commanding lead with about 50 percent of total category spend. The data suggests this strength could continue into 2026, supported by consistent value, operational efficiency, and broad appeal across income levels.
- Some fast-casual brands lose momentum: Chipotle and Panera saw slower year-over-year growth in Q3 2025 as higher prices weighed on consumer demand, while Panda Express gained traction through menu innovation and digital engagement. The segment’s mixed performance underscores how consumers are becoming more selective — rewarding brands that balance novelty with clear value, a trend likely to shape spending patterns into the coming year.
- Regional favorites drive new growth: In the Southern U.S., Freebirds World Burrito and Biscuitville led year-over-year growth in Q3 2025 as consumers embraced comfort dining. Northeast standouts Springbone Kitchen and Blank Street Coffee thrived on healthy, convenient offerings. Together, these regional players highlight how local identity and community connection are becoming just as influential to dining choices as price or convenience.
“For restaurant brands, value in 2026 needs to go beyond discounts — they need to build consumer trust through fair pricing, consistent experiences and menus that deliver quality and satisfaction at every price point,” said Michael Gunther, Vice President, Head of Insights, at Consumer Edge. “Today’s consumers have adapted to years of inflationary pressures, and the brands seeing real momentum in this industry are those that treat value as part of their DNA, rather than a short-term promotion.”
Consumer Edge tracks more than 600 restaurant brands across all major categories, including casual dining, family dining, fast casual, fine dining, quick service and upscale casual. The analysis also includes wallet share by income, market share across different transaction sizes, customer retention and loyalty trends and demographic exposure by both income and age — offering new visibility into how the K-shaped economy and generational factors are influencing consumer dining behavior.
Consumer Edge’s full 2026 Restaurant Outlook white paper can be downloaded here.
About Consumer Edge
Consumer Edge (“CE”) is a leading data and insights-as-a-service (IaaS) company specializing in the global consumer, B2B, and healthcare economies. Founded in 2009 by CEO Bill Pecoriello, CE delivers real-time, transaction-based intelligence enriched by deep industry expertise. Its solutions equip corporate and investment leaders with best-in-class tools for strategic decision-making, offering granular insights and benchmarking across products, brands, sub-industries, and industries. CE’s unique capabilities turn complex data into clear, actionable insights that drive smarter, faster decisions.
SOURCE Consumer Edge
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