Macroeconomic and policy disruptions reshape consumer foodservice
Consumer foodservice in the US experienced sustained upheaval throughout 2025, driven by macroeconomic pressures and significant policy shifts. Persistent inflation remained a critical theme as consumers resisted elevated dining costs relative to pre-pandemic levels. This volatility was compounded by the implementation of various tariffs, forcing the industry to seek alternative sourcing strategies to mitigate further price hikes. Furthermore, intensified immigration enforcement dampened demand among certain demographics, while also exacerbating existing labour shortages in a traditionally immigrant-reliant industry. Concurrently, the Make America Healthy Again (MAHA) movement pivoted national discourse toward ingredient transparency, establishing protein as the primary macronutrient of choice across diverse menus. Consequently, operators must now navigate complex logistical and staffing challenges while simultaneously adapting to an increasingly health-conscious and discerning consumer base.
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Overview:
Understand the latest market trends and future growth opportunities for the Consumer Foodservice industry in USA with research from Euromonitor International's team of in-country analysts – experts by industry and geographic specialisation.
Key trends are clearly and succinctly summarised alongside the most current research data available. Understand and assess competitive threats and plan corporate strategy with our qualitative analysis, insight and confident growth projections.
Data and analysis in this report provides further detailed coverage dedicated to the following key categories, where applicable:
- Cafés/Bars
- Full-Service Restaurants
- Limited-Service Restaurants
- Self-Service Cafeterias
- Street Stalls/Kiosks
- Consumer Foodservice by Location
If you're in the Consumer Foodservice industry in USA, our research will help you to make informed, intelligent decisions; to recognise and profit from opportunity, or to offer resilience amidst market uncertainty.
The Consumer Foodservice in USA report includes:
- Analysis of key supply-side and demand trends
- Detailed segmentation of international and local products
- Historic volume and value sizes, company and brand market shares
- Five year forecasts of market trends and market growth
- Robust and transparent research methodology, conducted in-country
This report answers:
- What is the market size of Consumer Foodservice in USA?
- Which are the leading brands in Consumer Foodservice in USA?
- How are multinational and local operators competing and expanding in USA?
- How are consumer lifestyle trends and eating habits shaping Consumer Foodservice in USA?
- How is the Consumer Foodservice industry adapting to a post-COVID-19 market environment? Where are the opportunities amidst the challenges?
- How significant are health considerations in shaping the future of Consumer Foodservice in USA? Which of these trends hold the greatest potential demand?
- Where is future growth expected to be most dynamic?
Consumer Foodservice in the US
Macroeconomic and policy disruptions reshape consumer foodservice
KEY DATA FINDINGS
Navigating operational volatility and the premiumisation of value
Brands adapt to capture value-conscious diners demanding convenience
Loyalty programmes and experiences connect with customers in a price-sensitive world
Challenges abound, but US consumers still love to eat
The legacy of GLP-1
Sustainability and health policy shifts
The golden arches remain important in consumer foodservice in the US
Dutch Bros continues to see the winds blow in its favour
K-Brands and beyond continue to push experiential dining in the US market
Chained and independent operators continue to face bankruptcy and closures
Delivery is automating to try and overcome human sentiment about delivery fees
DISCLAIMER
Cafés/Bars in the US
KEY DATA FINDINGS
Innovation and polarisation in cafés/bars
Cafés/bars sees growth, with juice/smoothie bars leading the way
Chained juice/smoothie bars benefits from a visible focus on whole foods and health
An on-the-go society continues to demand customisation and speed from its caffeine
Growth to abound for beverages, an area with endless customisation and potential
Fulfilment in cafés/bars set to head in opposite directions over the forecast period
Will Luckin Coffee disrupt cafés/bars?
Starbucks continues to lead cafés/bars, but it must pivot to stay ahead
Dutch Bros sets its eyes on food as it continues its march across the country
Brand loyalty and large footprints give chained formats a slight edge in cafés/bars
Full-Service Restaurants in the US
KEY DATA FINDINGS
Strategic shifts: Navigating inflation via loyalty and authenticity
Full-service restaurants coasts along on increased menu prices
Changes within the most dynamic format – other full-service restaurants
Consumers look for value in every transaction
Full-service restaurants shifts to consumer retention
Diners taken aback by delivery fees take away their patronage, opting for takeaway
The transition from environmental sustainability to nutritional reform
Challenges on the horizon for leading brand Olive Garden
Asian operators likely to see growth and opportunity in the near term
Independent operators hold more value sales, not without system-wide challenges
Limited-Service Restaurants in the US
KEY DATA FINDINGS
Value and convenience drive growth amid pricing pressures
Limited-service growth continues apace as convenience and value take centre stage
Chained Middle Eastern limited-service restaurants sees the strongest growth
Fulfilment in the US continues to favour convenience
Limited-service restaurants set to see significant growth over the forecast period
Fulfilment channels to become less discrete as formats evolve
Innovation will stand out as an important tool to combat price and labour disruptions
McDonald’s returns to its Monopoly roots
Blaze Pizza sees strong growth as it slices through the competition
Chained limited-service restaurants holds the lion’s share of sales
Self-Service Cafeterias in the US
KEY DATA FINDINGS
Self-service cafeterias: Navigating economic volatility through scale and value
Consumers are looking for safety, value and convenience
Self-service cafeterias are particularly susceptible to spoilage and ingredient shifts – chained operators outperform
Self-service cafeterias push the bounds of value offerings
Self-service cafeterias reliant on core consumer groups to extend their lifespan
Self-service cafeterias reliant on adjacency and smart placement more than others
Sustainability practices will remain important even as messaging dies off
Golden Corral dominates due to a lack of strong competition
Chained self-service cafeterias continues to perform best amidst turbulence
Value offering not enough for regional brands in many cases, consolidation a possible outcome
Street Stalls/Kiosks in the US
KEY DATA FINDINGS
Agility and authenticity: Independent operators drive growth in street stalls/kiosks
Street stalls/kiosks able to navigate a dual-demand macroenvironment
Chained street stalls/kiosks suffers from challenges and independents dominates
Street stalls/kiosks offer convenience that static competitors cannot replicate
Regulatory headwinds the biggest roadblock to higher rates of expansion
Wonder aims to position Grubhub as a niche provider for transient dining concepts
Electrification and automation for street stalls/kiosks
Street stalls/kiosks focused on independent operators
Agility and trend-capture necessary for street stalls/kiosks in the US market
Independent mobility, authenticity and agility key to longevity for independents
Consumer Foodservice By Location in the US
KEY DATA FINDINGS
Digital integration and growth in leisure locations: Leading the next wave of foodservice growth
Leisure locations continue to see food and beverage sales grow rapidly
Standalone remains dominant, but other locations present a challenge
"Eat-in delivery" model is increasingly evident
Eating on-the-go continues to improve, but so too does the level of bifurcation
Standalone foodservice will continue to lean into the value of convenience
US consumer foodservice faces an uncertain future, but one with increased variety
International cuisine will remain in focus between immigration policy and the forthcoming World Cup
Mixed environment for convenience stores amid challenges
Standalone foodservice increasingly turns to the digital realm to drive foot traffic
DISCLAIMER
The following categories and subcategories are included:
Consumer Foodservice
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- Chained Consumer Foodservice
- Independent Consumer Foodservice
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- Chained Cafés/Bars
- Independent Cafés/Bars
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- Chained Bars/Pubs
- Independent Bars/Pubs
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- Chained Cafés
- Independent Cafés
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- Chained Juice/Smoothie Bars
- Independent Juice/Smoothie Bars
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- Chained Specialist Coffee and Tea Shops
- Independent Specialist Coffee and Tea Shops
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- Chained Full-Service Restaurants
- Independent Full-Service Restaurants
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- Chained Asian Full-Service Restaurants
- Independent Asian Full-Service Restaurants
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- Chained European Full-Service Restaurants
- Independent European Full-Service Restaurants
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- Chained Latin American Full-Service Restaurants
- Independent Latin American Full-Service Restaurants
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- Chained Middle Eastern Full-Service Restaurants
- Independent Middle Eastern Full-Service Restaurants
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- Chained North American Full-Service Restaurants
- Independent North American Full-Service Restaurants
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- Chained Pizza Full-Service Restaurants
- Independent Pizza Full-Service Restaurants
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- Chained Other Full-Service Restaurants
- Independent Other Full-Service Restaurants
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- Chained Limited-Service Restaurants
- Independent Limited-Service Restaurants
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- Chained Asian Limited-Service Restaurants
- Independent Asian Limited-Service Restaurants
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- Chained Bakery Products Limited-Service Restaurants
- Independent Bakery Products Limited-Service Restaurants
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- Chained Burger Limited-Service Restaurants
- Independent Burger Limited-Service Restaurants
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- Chained Chicken Limited-Service Restaurants
- Independent Chicken Limited-Service Restaurants
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- Chained Convenience Stores Limited-Service Restaurants
- Independent Convenience Stores Limited-Service Restaurants
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- Chained Fish Limited-Service Restaurants
- Independent Fish Limited-Service Restaurants
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- Chained Ice Cream Limited-Service Restaurants
- Independent Ice Cream Limited-Service Restaurants
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- Chained Latin American Limited-Service Restaurants
- Independent Latin American Limited-Service Restaurants
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- Chained Middle Eastern Limited-Service Restaurants
- Independent Middle Eastern Limited-Service Restaurants
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- Chained Pizza Limited-Service Restaurants
- Independent Pizza Limited-Service Restaurants
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- Chained Other Limited-Service Restaurants
- Independent Other Limited-Service Restaurants
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- Chained Self-Service Cafeterias
- Independent Self-Service Cafeterias
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- Chained Street Stalls/Kiosks
- Independent Street Stalls/Kiosks
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- Consumer Foodservice Through Standalone
- Consumer Foodservice Through Leisure
- Consumer Foodservice Through Retail
- Consumer Foodservice Through Lodging
- Consumer Foodservice Through Travel
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- Takeaway Online Ordering
- Takeaway Offline Ordering
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- Delivery Excluding Fees
- Delivery Fees
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- First-Party Delivery Services
- Third-Party Delivery Services
- Delivery Offline Ordering
- Drive-Through
- Eat-In
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- Takeaway Online Ordering
- Delivery Online Ordering
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- Takeaway Offline Ordering
- Delivery Offline Ordering
- Drive-Through
- Eat-in
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Consumer Foodservice
Consumer foodservice is composed of cafés/bars, full-service restaurants, limited-service restaurants, self-service cafeterias and street stalls/kiosks.
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This report originates from Passport, our Consumer Foodservice research and analysis database.
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