Every January the forecasts come out, and by summer half of them look wrong. So this isn’t a list of predictions. It’s what the numbers from the first three quarters of 2026 actually show, from the National Restaurant Association, the Bureau of Labor Statistics, the Census Bureau, Circana, and the grocery industry, and what each trend means if you run an independent restaurant, deli, market, or cafe.
1. Sales are growing on price, not on customers
In February the National Restaurant Association projected $1.55 trillion in 2026 sales, up 4.8%. In July it cut that to 4.3% growth, or just 0.8% once you take out inflation. Menu prices are up 32% since the pandemic, so most of the industry’s growth is higher checks, not more guests.
The traffic numbers say the same thing. Circana measured a 0.3% drop in U.S. restaurant visits in 2025, even as spending per visit rose 3% by the fourth quarter. In the NRA’s survey, 61% of full-service and 64% of limited-service operators said traffic was lower in 2025 than in 2024. Placer.ai foot-traffic data had restaurant visits down in six of the first seven months of 2026.
What it means for you: raising prices has carried a lot of restaurants through the last few years, and it’s running out of room. The owners who grow from here will do it by getting the guests they already have to come back more often.
2. Your prices are rising faster than the grocery store’s
In August 2026, prices for food away from home were up 3.4% from a year earlier: 3.5% at full-service restaurants and 3.2% at limited-service. Food at home was up only 2.2%. That gap is the reason cooking at home keeps looking better to your customers.
The pressure is sharpest on households with less to spend. About four in ten adults told the NRA they use restaurants less than a year ago, and more than seven in ten said they’d eat out more if they could afford it. Circana found 35% of restaurant customers are ordering smaller sizes than they normally would.
What it means for you: make sure there’s a clear, good-value way in. A family meal that feeds four for less than four entrées, a dinner-for-two bundle, or a lunch combo gives price-conscious guests a reason to choose you without cutting your prices across the board.
3. The grocery store is going after your dinner business
This is the trend I’d watch most closely. Grocery deli prepared foods reached $31.7 billion in the year ending March 2026, with dollars up 3.7% and units up 3.3% (Circana data presented at IDDBA 2026). The Food Marketing Institute found that 28% of shoppers now buy deli-prepared food instead of going to a restaurant, up from 12% in 2017. Nearly one in four said they’re buying less from quick-service and fast-casual restaurants as a result.
The NRA sees it too: 64% of adults say they’re more likely than before to add restaurant-prepared items to meals they make at home.
What it means for you: people want restaurant food on a grocery-store routine: ready to heat, planned ahead, easy to pick up. Heat-and-eat trays, preorder family dinners, and meal plans let an independent compete on that routine with better food and a name customers know. It’s the model we built Buon Cibo around.
4. Takeout is permanent, but dine-in is back in focus
| Segment | 2019 | 2025 | 2025 breakdown |
|---|---|---|---|
| Full-service | 12.1% | 35.4% | Takeout 25.2%, delivery 9.6% |
| Limited-service | 74.1% | 89.9% | Takeout 43.6%, drive-thru 33.9%, delivery 12.4% |
Off-premises nearly tripled its share at full-service restaurants in six years. Nearly half of adults (47%) pick up takeout at least once a week, and 37% order delivery weekly.
At the same time, 93% of full-service operators said dine-in was their stronger business in 2025, and 85% say building dine-in matters more in 2026. Circana projects dine-in and delivery traffic will outperform carryout and drive-thru through 2028.
What it means for you: you need both, and you need to own the takeout side. Every order that comes through your own website gives you a customer you can reach again. Every order through a delivery app gives that customer to the app.
5. Value and loyalty decide where people go
When choosing where to order delivery, 81% of adults say deals and value promotions matter (76% for takeout). A loyalty program matters to 70% of delivery customers, 65% of takeout customers, and 56% of full-service diners. And 70% say they’d order through a restaurant’s own website.
What it means for you: a simple way to reward regulars and a website that makes ordering easy aren’t extras anymore. For most customers they’re part of the decision. I wrote about the math behind this in customer lifetime value and repeat rate for restaurants.
6. Labor keeps climbing, especially in California
Average hourly earnings in restaurants reached $22.08 in July 2026, up 4.2% from a year earlier. Since February 2020, restaurant wages are up 41% while wholesale food costs are up 35%, according to the NRA.
| Rule | Hourly rate | Who it covers |
|---|---|---|
| California minimum wage | $16.90 | All employers statewide, from January 1, 2026 |
| City of San Diego minimum wage | $17.75 | Anyone working 2+ hours a week inside city limits; tips don’t count toward it |
| California fast-food minimum wage | $20.00 | Limited-service restaurants in chains with 60+ locations nationwide, not independents |
What it means for you: the goal is more sales per labor hour. Preorders help more than almost anything here, because you know your counts before you schedule the shift, instead of staffing for a rush that might not come.
7. Catering and workplace food are quietly growing
Good public data on catering is thin, so treat this with care. In a late-2025 survey of more than 2,300 people, catering platform ezCater found that 91% of workplaces plan to spend the same or more on food in 2026, and 62% of employees who tried a restaurant through work later ordered from it on their own. That last number is the one that matters: a catering order can be your cheapest way to find new regulars.
8. What San Diego owners are dealing with
San Diego County has about 11,594 restaurants. In a California Restaurant Association survey reported by Times of San Diego in March 2026, 72% of local respondents said traffic was down, and margins had fallen to 3–5% from 8–10% before COVID. Some are closing an extra day a week to manage costs. Nationally, the NRA puts median pre-tax profit at 2.8% for full-service restaurants and 4% for limited-service.
What it means for you: at a 3% margin, there’s no room for marketing you can’t measure. Every dollar should be traceable to orders, which is the subject of how to tell if your marketing is working.
9. AI is here, and still early
About a quarter of operators (26%) told the NRA they use AI tools. Most of the practical wins for a small operator are unglamorous: writing menu descriptions and emails, drafting social posts, and summarizing reviews and customer feedback. Used that way, it gives a small team hours back every week.
What to do with all this
- Stop relying on price increases. Plan for more visits from the guests you have.
- Offer a clear value option, like a family meal or bundle, instead of discounting everything.
- Sell restaurant food on a grocery routine: heat-and-eat, preorders, meal plans.
- Move takeout onto your own ordering so you keep the customer.
- Reward regulars in a simple way, and make ordering from your site easy.
- Use preorders to schedule labor to demand you already know about.
- If catering requests come in on their own, build a real program around them.
- Only spend on marketing you can trace to orders.
Sources
- National Restaurant Association, State of the Restaurant Industry 2026 (Feb 2026)
- National Restaurant Association, mid-year outlook (Jul 22, 2026)
- Circana, global foodservice traffic in 2025 (Mar 12, 2026)
- Circana, how shifting lifestyles are shaping foodservice trends (May 4, 2026)
- Food Institute / Placer.ai, 2026 restaurant traffic (Aug 31, 2026)
- U.S. Bureau of Labor Statistics, Consumer Price Index, August 2026
- U.S. Census Bureau, advance monthly retail sales, August 2026
- FMI, Power of Foodservice at Retail 2025 (Oct 7, 2025)
- The Shelby Report, IDDBA 2026: Circana deli prepared foods data (Jun 8, 2026)
- California Department of Industrial Relations, minimum wage
- California DIR, fast food minimum wage FAQ
- City of San Diego, minimum wage increase to $17.75 (Oct 2025)
- City of San Diego, hospitality minimum wage ordinance FAQ
- ezCater, workplace catering data (May 5, 2026)
- Times of San Diego, San Diego restaurants and rising costs (Mar 1, 2026)