Fast food is often considered recession proof - An inferior good that boons in times of frugality. Why, then, are fast food sales dropping?
https://t.co/iE46EKRtha
It just keeps happening! Rite Aid has filed for Chapter 11 bankruptcy for the second time since 2024, marking the 5th such bankruptcy since the start of 2025.
Big boxes are facing immense pressure as Rite Aid’s collapse follows a string of closures by rival chains including CVS and Walgreens, both of which have also downsized in response to oversaturation, declining sales, and growing labor and regulatory costs.
https://t.co/wgw85rX3nH
Dubbed “JACK on Track" - Jack in the Box Inc. will close as many as 200 restaurants—nearly 9% of its system—as part of a sweeping restructuring plan announced this week.
Read more: https://t.co/ZYmQxkUnHt
Adam Neumann's "Flow" just raised another $100M at a $2.5B Valuation, however their real estate holdings suggest a much lower figure.
https://t.co/eZXBMULWtI
So Much for the Recession-Proof Myth! McDonald’s U.S. same-store sales just fell for the first time since 2020, marking the steepest domestic pullback since the pandemic—and confirming a trend CenterCheck’s sales data started flagging back in January.
Read more: https://t.co/TlI4M57ezt
Are data centers an impending bubble?
Alibaba chairman Joe Tsai recently warned of an emerging AI-fueled data center bubble, saying investors may be “building ahead of demand” based on optimistic projections rather than proven, profitable use cases.
We took a deep dive:
https://t.co/eczd2wFUS3
Total personal consumption expenditures (PCE) fell 0.2% month-over-month, with inflation-adjusted (real) spending plunging 0.5%, the largest drop since February 2021. CenterCheck 🎯 measures decade-low retail spend as tariff and recession fears loom.
Read more: https://t.co/9N9JSUzGFc
Fed Reserve data revealed consumers made more payments in 2023 than in previous years, continuing the trend of rising payment transactions since 2020.
Amid increased payments, cash’s share decreased in favor of credit and debit cards.
https://t.co/HgiOutnL1i
In a shifting cashless society where 70% of U.S. transactions are made via credit or debit cards, CenterCheck has built the most comprehensive, high-frequency, and statistically reliable retail data platform by leveraging anonymized card transaction data at scale.
https://t.co/tGRykwQLlu
As of 2024: 60% of monthly payments were made with cards. Cash fell to just 16%.
Even for small purchases under $25, cards have now surpassed cash as the preferred payment method.
Read More: https://t.co/3tdULNndu8
For years, Starbucks prided itself on being a “third place” for its customers—a spot between home and work where people can linger over handcrafted coffee. But in recent years, the experience at Starbucks had begun to feel more like an airport terminal. The culprit?
https://t.co/9s7UCqVPWz
Retailers once heralded self-checkout as the ultimate solution to speed and efficiency in stores. Yet in 2025, the reality for many shoppers feels like the exact opposite. Long lines snake through grocery aisles...
https://t.co/4qp1OKAOut
For years, online shoppers grew accustomed to no-questions-asked returns, easy prepaid shipping labels, and full refunds.
Read More: https://t.co/Xc3nUHjY5c
Retailers who have fully integrated their channels can see revenue growth rates 6–8% higher than their single-channel peers.
Read more: https://t.co/OtNbfg96aN
Leading right into the holidays came two surprise announcements within hours of each other: Party City & Big Lots will both close their stores.
Who could be next?
https://t.co/JiwpgptzHC
The old QSR formula—developer-led build-to-suit deals offering stable returns to landlords and easy growth for franchisees—no longer pencils out easily. Rising interest rates, construction expenses up more than 20% since pre-pandemic times, and land prices that refuse to ease are forcing operators to think differently.
https://t.co/yGQYsYoakX