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" ... According to this list, however, we’re still engaging with restaurants during that morning daypart, we’re just asking them to bring breakfast to us. This perhaps explains why IHOP’s delivery sales jumped to nearly 16% of its revenue in Q3, despite overall sales down by more than 30%, or why Denny’s average unit volumes of off-premise sales have increased by over 95% since the onset of the pandemic. ... "
" ... Consider the Q1 earnings round for context. At that time, the true ramifications of the pandemic–specifically shelter-at-home mandates that took morning commuters in need of a quick pick-me-up off the roads–were just starting to materialize. Yet every brand with a morning business spent time discussing the dire impacts of this compromised daypart. ... "
" ... Fiesta Restaurant Group is a fast-casual restaurant that offers Caribbean inspired menu items, featuring bone-in chicken marinated in a proprietary blend of tropical fruit juices and grilled over an open flame. FRGI’s menu also includes a line of TropiChops® (a create your own dish). For FY15, the average sales transaction at company-owned restaurants was $10.76, dinner being the dominant daypart. FRGI opened its first restaurant in 1988 in Miami, Florida. As of January 3, 2016, FRGI owned and operated a total of 155 Pollo Tropical restaurants, of which 117 were located in Florida. ... "
" ... Indeed, no other chain had launched such a program without restrictions on size, daypart or channel. ... "
" ... Third, there’s the breakfast consideration. While the daypart is down significantly across the segment, Wendy’s likes the runway it has in the morning. And it should. Wendy’s breakfast, launched in March, now makes up over 7% of total sales and consumer awareness of its morning offering is still only around 50%. Once those busy commuters start returning to their drive-thru routines in the morning, Wendy’s will be well positioned. ... "