Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More

Dine-In Restaurant Demand is Building...

March 22, 2022

I don’t know about where you live, but in Louisville, it’s finally patio season.

Couple this warming weather with loads of consumers who have been couped up inside and it’s no surprise that dine-in restaurant demand is popping.

Mentions of going out to eat in a restaurant have increased by +19% YoY, and have completely normalized to pre-pandemic levels.

This is great news if you’re a restaurant owner.

And it’s helping to elevate demand momentum for these dine-in restaurants above that of fast-food providers, who did see demand return sooner.

This all makes sense. But LikeFolio data analyzing these segments revealed an interesting takeaway: not all companies in each segment are performing equally.

There’s one fast-food company that is significantly overperforming peers, and one dine-in group falling behind. 

1. YUM Brands! Demand is booming alongside new menu item releases.

Yum! Brands owns a handful of popular fast-food chains like Taco Bell, KFC, and Pizza Hut. And Taco Bell's wings and the return of the beloved nacho fries have driven demand for the company.

2. Darden Restaurants, owner of restaurant chains including Olive Garden, Longhorn Steakhouse, Cheddar’s and Yard House, is falling behind its sit-down peers.

What’s going on?

Even though some brands in Darden’s portfolio are doing well, like Cheddar’s whose mentions have increased by +5% YoY – other brands aren’t faring as well. Olive Garden, which comprises ~half of Darden’s revenue, is exhibiting brand weakness, with mentions declining YoY.

Moral of the story: even though Darden is reporting earnings this week, we are sidelined. Data suggests a more clear directional signal is brewing in names, like YUM, who are gaining favor with consumers.

Related Posts

This Critical Metric Will Let Us Know When PZZA Is Ready To Recover

LikeFolio's Consumer Happiness data on Papa John's has been incredible […]

Read More
Fast-Casual Recovery Heightened vs. Fast-Food Peers

Fast-Casual Recovery Heightened vs. Fast-Food Peers LikeFolio Data reveals a […]

Read More
Can Darden Restaurants Continue on its Recovery Trajectory? ($DRI)

Can Darden Restaurants Continue on its Recovery Trajectory? ($DRI) Since […]

Read More
1 2 3 5

Related Posts

Related Reports


Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

© 2024
 LikeFolio. All Rights Reserved.
Privacy Policy
Terms of Use
LikeFolio userslaptop-phonepie-chartselect