Saturday, December 6, 2025

Fast Food Discontinuity and the Millennial Quest for Discovery

 


For decades, America’s fast-food sector thrived by doing what it had always done—replicating, repeating, and rarely reinventing. But in 2025, that legacy playbook no longer aligns with how consumers actually eat, shop, and explore.

Foodservice Solutions® Grocerant Guru® Steven Johnson puts it plainly:
“Doing things the way they’ve always been done is no longer a recipe for relevance. Today’s consumers want discovery, convenience, and meals that meet them where they are.”

And increasingly, where they are is anywhere but inside a traditional restaurant.

 


A Landscape of Declining Visits, Rising Expectations

Restaurant industry transaction data reveals a structural shift:

·       Restaurant traffic has fallen 5% cumulatively since 2019

·       Fast-food visits dipped again in 2024, marking the first multi-year decline since the Great Recession

·       The average restaurant meal is now 27–31% more expensive than in 2014

·       Meanwhile, in-home meal consumption exceeds 83% of all meals, its highest point in 30+ years

·       Grocery prices stabilized in 2024–25, widening the “value gap” between dining out and eating at home

The conclusion isn’t that people are eating less—there are 12 million more Americans today than 10 years ago.
They’re simply eating elsewhere.

And the biggest driver behind that shift?
Millennials.

 


2025 Millennials: Discovery-Driven, Digital-Native, and More Like Their Parents Than Ever

Millennials—now aged 29 to 44—represent the largest eating cohort in the United States. They spend more on food than any generation in history, but not in conventional ways.

How Millennials Differ From Their Parents

·       They treat food as a form of identity, discovery, and self-expression

·       They shop across more channels than any generation before them

·       They value clean labels, traceability, sustainability, and functional ingredients

·       They prefer friction-free experiences—mobile order, curbside, cashier-less, smart vending

How Millennials Are Becoming More Similar to Their Parents in 2025

As they age into homeownership and parenthood, Millennials are now:

·       Prioritizing convenience over novelty

·       Choosing value-driven meals, especially combo bundles and family-size entrĂ©es

·       Showing a renewed interest in comfort classics

·       Increasingly visiting grocery-store prepared food sections like previous generations

·       Becoming loyal to brands that simplify weekly routines, not just those that spark discovery

They are, in effect, turning into the customers fast food used to own—
but they expect far more choice and far more control.

 


Where Millennials Are Eating Instead: Omni-Channel Everything

According to Foodservice Solutions® Grocerant Guru®, Millennials are the #1 driver of omni-channel food retail growth. They don’t think about “restaurants” vs. “grocery” vs. “convenience.”
They think about speed, freshness, and accessibility.

The winners are the retailers who broke their own molds:

Central-Kitchen + Low-overhead Models

·       Everytable, expanding nationally in 2024–25

·       Amazon Go / Amazon Fresh hybrid formats

·       Meal subscription players integrating retail pickup

These deliver fresh, fast, high-value meals without legacy cost structures. Perfect for time-starved Millennial parents.

C-stores Becoming Food Destinations

2024–25 data shows:

·       C-store prepared food sales +9.3% YOY

·       Lunch and early-dinner traffic grew 11%, mostly Millennials

Brands leading the charge:

·       Wawa

·       QuickChek (“Made Fresh for You” program)

·       Sheetz

·       Green Zebra Grocery

·       7-Eleven Evolution Stores

They aren’t “stopping points” anymore. They’re meal destinations.

Grocery Deli & Fresh-Prepared

Grocers continue to capture more restaurant dollars:

·       Grocery deli-prepared sales +7% in 2024

·       Heat-and-eat meals +14%

·       Grab-and-go meals +18%

Ready-2-Eat and Heat-N-Eat aren’t trends—they’re now the backbone of mealtime consumption for Millennials.

 


The Real Discontinuity: Legacy Chains Won’t Leap

The biggest competitive flaw in traditional fast food is its reliance on “incrementalism.”
A new dipping sauce. A seasonal burger. A slightly faster drive-thru.

Incremental change doesn’t validate consumer needs in 2025.

Foodservice Solutions®’ Build–Measure–Learn–Repeat innovation template calls for bold tests, not micro-tweaks:

·       New formats

·       New distribution points

·       New service models

·       New price architectures

·       New partnerships

·       New meal-bundle ecosystems

Millennials reward those who try, not those who merely optimize.

 


2025 Reality Check

Consumers aren’t abandoning foodservice; they’re abandoning old formats.

Fast-food discontinuity isn’t a threat.
It’s an invitation—to evolve, expand, and meet customers where they really eat.

If it’s time for your team to explore a grocerant assessment, ScoreCard, or brand placement strategy, Foodservice Solutions® has been Looking A Customer Ahead® since 1991.

 


Three 2025 Millennial Insights from the Grocerant Guru®

1. Millennials Are the “Gateway Generation” to the Future of Food

They were the first to shift to mobile delivery, fresh-prepared grocery meals, and omni-channel eating. Understanding their choices predicts where all generations eventually follow.

2. Millennials Aren’t Loyal to Locations—They’re Loyal to Solutions

Brands that simplify weekday meals with friction-free access, bundled value, and discovery-driven options will earn repeat visits.

3. Millennial Parents Are Now the Most Valuable Segment in Food Marketing

They buy across more channels, purchase more prepared food, influence Gen Alpha preferences, and anchor the growth of Ready-2-Eat and Heat-N-Eat retail.

Success Leaves Clues—Are You Ready to Find Yours?

One key insight that continues to drive success is this: "The consumer is dynamic, not static." This principle is the foundation of our work at Foodservice Solutions®, where Steven Johnson, the Grocerant Guru®, has been helping brands stay relevant in an ever-evolving market.

Want to strengthen your brand’s connection with today’s consumers? Let’s talk. Call 253-759-7869 for more information.

Stay Ahead of the Competition with Fresh Ideas

Is your food marketing keeping up with tomorrow’s trends—or stuck in yesterday’s playbook? If you're ready for fresh ideations that set your brand apart, we’re here to help.

At Foodservice Solutions®, we specialize in consumer-driven retail food strategies that enhance convenience, differentiation, and individualization—key factors in driving growth.

đŸ‘‰ Email us at Steve@FoodserviceSolutions.us
đŸ‘‰ Connect with us on social media: Facebook, LinkedIn, Twitter



Friday, December 5, 2025

Why Restaurant Customers Are Eating Lunch — and Everything Else — at Convenience Stores

 


Foodservice Solutions® Grocerant Guru® Steven Johnson has been spotlighting restaurant customer migration toward grocery stores and convenience stores since 1991, long before it became a headline trend. Yet here we are in 2025, and the data has clearly caught up with what our 125,000 regular readers have known for decades: C-stores are now full-fledged foodservice competitors across breakfast, lunch, dinner, snacking—and even coffee.

A new wave of industry research confirms what the grocerant niche has been signaling: convenience stores have evolved into primary destinations for ready-to-eat, ready-to-heat, and fresh-prepared meals. The NPD Group, Circana, Technomic, and multiple POS analytics platforms all point to one undeniable fact:

Restaurant customers aren’t just defecting from QSR—they’re replacing entire meal occasions at C-stores.

 


New 2025 Food Facts: How Convenience Stores Now Compete Across Every Daypart

BREAKFAST: The New Power Meal for C-Stores

·       Since 2021, morning food and beverage trips to convenience stores have grown 17%, driven by grab-and-go handhelds, breakfast burritos, and morning bakery programs.

·       42% of Gen Z now say they “frequently” get weekday breakfast from a C-store—up from 29% just five years ago.

·       Fresh bakery cases and heat-and-eat sandwiches are outperforming traditional QSR value menus by 10–14% in unit sales.

Coffee:

·       C-store coffee volume is up 11% YoY, with bean-to-cup brewing systems becoming a top differentiator.

·       Premiumization matters: customers will spend up to $1.40 more for customized espresso or cold brew in upgraded C-stores vs traditional gas-station blends.

 


LUNCH: The Daypart Where C-Stores Now Outperform QSR

The migration that began a decade ago is now fully realized.

According to 2025 Circana data:

·       C-stores hold 11.7% of all quick-service lunch visits, up from 10% in 2016.

·       Millennials and Gen Z account for over 56% of all C-store lunch traffic.

·       Fresh-made pizza, chicken tenders, salads, and snack bundles are driving double-digit growth, while QSR lunch visits remain flat.

Pricing remains a major advantage:

·       In 2025, lunch at a C-store averages $2.45 less than a QSR combo meal.

·       “Mix-and-Match Meal Deals” have increased lunch basket spend by 22% over five years.

 


DINNER: The Surprising New Battleground

Dinner was once untouchable for C-stores. Not anymore.

Key 2025 metrics:

·       Take-home prepared meals from C-stores are growing at 3× the rate of QSR family bundles.

·       31% of shoppers now say C-stores are a “reliable” or “frequent” source for rotisserie chicken, heat-and-eat entrĂ©es, or fresh sides.

·       Urban C-store formats with hot bars and fresh bowls are seeing 20–28% higher dinner sales than legacy convenience formats.

Consumers cite:

1.       Speed

2.       Price transparency

3.       Portion control + customization (mix-and-match)

All core to the grocerant niche.

 


SNACKING: The All-Day Driver Behind Higher Frequency

The biggest performance gains for C-stores in 2025? Snacking.

·       All-day snacking trips to convenience stores are up 19% over 2022.

·       Grab-and-go protein boxes, cut fruit, sushi, premium jerky, and better-for-you snacks are growing 2–3× faster than candy or chips.

·       Gen Z shoppers now make 3.1 convenience-store snacking trips per week, compared with 1.7 QSR snack visits.

Snacking is also where brand loyalty is highest:

·       22% of Gen Z and 24% of Millennials say they “prefer a specific C-store chain” for snacks.

·       Compare that to QSR where brand loyalty for snacks sits below 13%.

 


Updated C-Store Loyalty Insights (2025)

Fresh data continues to reinforce what your original article observed back in 2016:

1.       C-stores now capture nearly 1 in 5 Gen Z foodservice trips.

2.       Millennials remain the heaviest users—representing 34% of all C-store foodservice traffic.

3.       Loyalty is rising: 20%+ of younger consumers go to C-stores specifically because they prefer the brand.

4.       Value still leads—but quality, speed, and customization now tie for second place.

As NPD’s Bonnie Riggs said years ago, “It’s something new, different.” In 2025, that’s even more true—because C-stores now offer restaurant-quality experiences at convenience speed and grocery-level price points.

 


FOURSIGHTS: 2025 Insights from the Grocerant Guru®

1. Mix-and-Match Is Now the Dominant Consumer Behavior

Customers want components, not combos. Whether coffee + bakery item, protein box + fruit cup, or bowl + beverage, convenience stores have mastered choice-based meal construction better than QSR.

2. Price Elasticity Favors C-Stores

In an inflation-fatigued environment, the ability to walk out with a full meal for under $8 remains a major advantage—and C-stores execute that consistently.

3. C-Store Coffee Is Now a Loyalty Anchor

The “morning coffee run” has become the gateway to impulse breakfast, snack, and beverage purchases—creating a dependable daily frequency loop that QSR struggles to match.

4. Technology Has Closed the Quality Gap

Made-to-order kiosks, AI-driven inventory, and better food-safe holding equipment mean that C-store food is fresher, hotter, and more consistent. Convenience stores are no longer the “alternative” to restaurants—they are the new mainstream meal provider.

 


Think About This

Success leaves clues. The ability to bundle meal components, customize flavor profiles, and deliver value at speed sits at the heart of Foodservice Solutions® FIVE P’s of Food Marketing. C-stores are executing on these principles with precision—and consumers are rewarding them with loyalty across every daypart.

For menu positioning, product placement, or foodservice ideation, contact:
Steve@FoodserviceSolutions.us