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What was the performance of the QSR industry in Q1 2025?
Let's have a look at the overall results.
🟡 Revenue growth: Most companies remain cautiously optimistic, projecting moderate to strong growth, especially via expansion. However, mixed forecasts from several major players—including McDonald’s and Wendy’s—offset broader confidence.
🟡 Profitability: Profit performance was mixed. While several companies like Jollibee, Shake Shack, and Wingstop posted notable profit increases, others such as RBI, Arcos Dorados, and Jack in the Box reported declines.
🟡 Market dynamics: Market conditions remain mixed. While macroeconomic challenges like inflation and regional volatility persist, they were largely offset by strong brand execution and strategic responses, yielding limited adverse impacts across the board.
🟢 Growth outlook: Forward-looking revenue sentiment is generally positive. Most firms expect low to mid-single-digit growth, supported by pricing actions, innovation, and international demand resilience.
🟢 Profitability outlook: Most companies project profit growth, supported by margin expansion, cost efficiencies, and brand investments. Examples include hake hack’s 110 bps margin target and McDonald’s Japan’s forecasted 3.1% profit increase.
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