2025年餐饮行业趋势报告：区域增长、高端餐饮扩张与远程工作影响

Year-over-Year Dining Traffic Trends.............................................................................................3Dining Traffic by Market........................................................................................................... 3Dining Traffic by Category....................................................................................................... 4Dining Demographics.................................................................................................................... 6Visitor Income Levels...............................................................................................................6Suburban Visitor Share............................................................................................................7Dining Consumer Behavior Trends................................................................................................8Visit Distribution Throughout the Week....................................................................................8Consumers in Most Dining Segments Prize Efficiency.......................................................... 10Summary......................................................................................................................................11Key Takeaways............................................................................................................................11© 2025 Placer Labs, Inc. | More insights atplacer.ai|2 Year-over-Year Dining Traffic TrendsDining Visits Mostly Up in the West, Down in Most of Midwest and EastOverall dining visits held relatively steady in the first five months of 2025, with year-over-year(YoY) visits to the category down 0.5% for January to May 2025 compared to the same period in2024. Most of the country saw slight declines (less than 2.0%), though some states and districtsexperienced larger drops: Washington, D.C, saw the largest visit gap (-3.6% YoY), followed byKansas and North Dakota (-2.9%), Arkansas (-2.8%), Missouri and Kentucky (-2.6%), Oklahoma(-2.1%), and Louisiana (-2.0%).Still, there were several pockets of moderate dining strength, specifically in the west of theUnited States. January to May 2025 dining visits in Utah, Idaho, and Nevada increased 1.8% to2.4% YoY, while the coastal states saw traffic rise 0.6% (California) to 1.2% (Washington).Vermont also saw a slight increase in dining visits (+1.9%).© 2025 Placer Labs, Inc. | More insights atplacer.ai|3 Coffee & Fine Dining See Strongest Overall Visit GrowthDiving into visit trends by dining segment shows that fine dining and coffee saw the strongestoverall visit trends, with visits to the segments up 1.3% and 2.6% YoY, respectively, betweenJanuary and May 2025. But visits per location trends were negative for both segments – adecline of 0.8% YoY for fine dining and 1.8% for coffee during the period – suggesting that muchof the visit strength is due to expansions rather than more crowded restaurants and coffeeshops.In contrast, full-service casual dining saw overall visits decrease by 1.5%, while visits perlocation remained stable (+0.2%) YoY between January and May 2025. Several casual diningchains have rightsized in the past twelve months – includingRed Lobster,TGI Fridays, andOutback Steakhouse– which impacted overall visit numbers. But the data seems to show thattheir rightsizing was effective, as the remaining locations successfully absorbed the traffic andmaintained performance levels from the previous year. And the monthly data also providesmuch reason for optimism, with May traffic up both overall and on a visit per location basis –suggesting that the casual dining segment is well positioned for growth in the second half of2025.Meanwhile, QSR and fast casual chains saw similar minor visits per venue dips (-1.5% and-1.2%, respectively). At the same time, QSR also saw an overall visit dip (-0.8%) while traffic tofast casual chains increased slightly (+0.3%) – suggesting that the fast casual segment isexpanding more aggressively than QSR. But the two segments decoupled somewhat in May,with overall traffic and visits per venue to fast casual chains up YoY while traffic remained flatand visits per venue fell slightly for QSR – perhaps due to the relatively greater affluence of fastcasual's consumer base.© 2025 Placer Labs, Inc. | More insights atplacer.ai|4 Dining DemographicsVisitor Income Levels Hold Steady in Most SegmentsAnalyzing the income levels of visitors to the various dining segments over time shows thateach segment followed a slightly different trend – and the differences in visitor income may helpexplain some of the current traffic patterns.The only three segments with YoY visit growth – casual dining, fine dining, and coffee – alsohad the highest captured market median household income (HHI). Although the median HHI inthe captured market of upscale and fine dining chains fell after COVID, it has risen back steadilyover time and now stands at