DMA Presentation

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Food Industry. Facts. Insights. Consulting.

Selected Foodservice Industry Innovation Forces Prepared by:

November 2009 Project #13509


Introduction


Who We Are  Consulting firm dedicated to foodservice  Tracking industry performance for 40+ years  Market assessments and opportunities for     

Manufacturers Ingredient suppliers Operators Distributors Associations

Ron Paul, Founder

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Menu Development Activity Most Active Menu Categories At Top 250 Chains in First Half 2009 716

369 236

230 103

Entrees

Appetizers

Sandwiches

Note: Non-alcoholic beverages only Source: Technomic Menu Monitor, First Half 2009

Desserts

Beverages

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Seafood Tops Center of Plate

50

Shellfish

Proteins Added by Top 150 in First Half 2009

101

104

Fish

63

Seafood

18 Chicken

Beef

Legal Sea Foods’ Spice-Crusted Salmon, Grilled Fruit & Mushroom Quinoa

Pork

5

Source: Technomic Menu Monitor, First Half 2009


Innovation Forces Are Numerous

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Communication / Technology Innovation


Technology Enables New Approaches

Web-based meeting planning

Touchscreen ordering kiosks

iPhone ordering application

Sheetz Bros. Coffee truck

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Bottom Line: Social Media Won’t Wait

Number of Years it Took to Reach an Audience of 50 Million

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Source: Facebook as cited by money.cnn.com, March 11, 2009

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Naked Pizza Tweets Success Tracks Twitter-driven sales at the register ď ˝ An April 23rd Twitter-exclusive promotion accounted for 15% of sales for the day

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Tweets to Eats

+ VERDE: 6PM-9PM@UCLA Gayely & Strathmore; 10:00PM2AM@The Brig - Abbot Kinney and Palm in Venice

= ROJA: 12PM-3PM@Hannam Chain 2740 W. Olympic Blvd in K-Town; 7:30PM-9PM@Santa Fe Springs - next to the secret warehouse

KOGI SPECIAL! Korean Burger w Chile Salted Watermelon! @ ALL LOCATIONS! 3:06 PM May 13th from txt

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Kogi’s Korean Short-Rib Tacos

Sesame-Chili Salsa Roja, Korean Chili-Soy Vinaigrette, Cilantro-Green Onion-Lime Relish, Crushed Sesame Seeds, Sea Salt, Radish & Lime 12


Web 2.0 Upside + Downside: Give Up Some Control Of Your Brand This new era will demand more “crisis management� skills

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“Recycling” Innovation


Burgers Are the New….Burgers Burger Development Trends 2006 - 2009 Hamburger

Cheeseburger

Specialty Burger

2006

110

143

165

2009

100

136

215

% change

-9%

-5%

+30%

Ave. Price $

$7.16

$8.18

$8.80

% change vs. ‘06

10%

15%

14%

Ave. Price $

$3.58

$4.04

$4.93

% change vs. ‘06

15%

19%

6%

Menu Items

FSR Menu Pricing

LSR Menu Pricing

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Source: Technomic Menu Monitor, First Half 2009 Base: Top 250 Chains


Slider’s Are HOT

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Burger Wars Continue

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Beef Still Leads Burger Proteins 28%

Ground beef

31% 15%

Angus

19% 7%

Chicken

4% 4%

Sirloin

3%

Turkey

Fish/Seafood

Bison

7% 2%

Top 250 Casual Dining FSRs Leading/Independent FSRs

2% 1%

Source: 2009 Burger Consumer Trend Report, Technomic Base: 150 incidences Casual Dining Emerging & Independent FSRs, 373 incidences in the Top 250 CDR

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The Pool Is Getting Crowded Burger chains expanding  The Counter, 5 Guys, Smashburger, etc. Elite chefs enter the game Sodexho introduces The Original Burger Company

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Survival Innovation


Across Income Groups, Many Consumers Have Felt a Direct Impact “Has the economy had a direct impact on you?"

“Yes” by Income <$35,000

Yes 70%

No 30%

74%

$35,000-$59,999

71%

$60,000-$99,999

70%

$100,000-$149,999 $150,000+

59% 66%

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Price Has Been Increasingly Important to All Groups In 2009, consumers will:

Total

TQ*

 Rely more on moneysaving options

71%

70%

 Seek out special offers

64%

62%

 Order less expensive items

33%

31%

 Visit less expensive restaurants

29%

30%

INSIGHT Insight

*TQ = Top Quintile household income (median after tax income = $158,388). This group represents 40% of all FAFH spending! 22


Demonstrating Value and Affordability  Absolute price points  “Barbell” pricing  Happy Hour migrating beyond the bar  Free! offerings

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Lower Price Points Demonstrate Value  “Value menus” evident in all segments

Small Plates, Small Prices

Big Eat, Tiny Price

Business Lunch Menu

 Lower prices on core menus

Reductions on 100 Items

New Items for $5

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“Barbell” Pricing: Balancing Premium and Lower-Priced Options  Discounting common drinks, raising prices for specialty options

 Premium options in test balance “Why Pay More?” menu  Wines by the glass in three portion options 25


The Food-Centric New Happy Hour  $2 snacks in afternoon

 Penny perks for sides or extra entrée

 Half-price smoothies from 5-6

 Kids eat free on family night

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“Casualization” of Upscale Dining through Comfort Foods  Next evolution after deep discounting?  Prix-fixe menu; new ideas about future of fine dining  New burger menu  High-end celebrity chefs shifting to casual dining 27


“What is the long term consequence of deep discounting?� Full Service Steak Restaurants Quarterly Sales Reports Q3-08

Q4-08

Q1-09

Q2-09

Q3-09

-9%

-9%

-19%

-22%

-18%

Flemings (Outback)

-10

-20

-20

-22

Longhorn (Darden)

-5

-6

-5

-7

-6

Morton's Restaurants

-8

-12

-24

-26

-17

Outback Steakhouses

-8

-10

-8

-10

Ruth Chris Steakhouse

-7

-19

-19

-23

-24

Stoney River

-8

-18

-17

-20

-17

Capital Grille (Darden)

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Mandated Innovation


Mandated Menu Disclosure  Gaining momentum and support  NRA supports LEAN Act  Overrides various local mandates  Provides protection from lawsuits

 Jury is out on the real impact

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NYC Consumers Surprised by Calorie Counts; Higher than Expected “Have you been surprised by the calorie counts?”

“Are they …”

Base: Have read calorie information = 203

Base: Surprised by calorie content = 163

Yes 80%

No 20%

Higher than expected

89%

Source: Technomic Economic Impact Update, August 2009 Base: 300 NYC residents

10%

About what expected 1%

Lower than expected

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Operators Investing in Health & Nutrition in Myriad Ways  Special equipment for fortified tea  Kids’ menu: broad-based overhaul to enhance nutritional profile

 Iced tea with probiotics

 Mediterranean options

 Emphasizing “pure” options 32


Key Takeaways


Key Takeaways  Innovation sources are many – challenge your cross functional teams to get engaged  Some sources of innovation are unavoidable; get ahead of the wave as early as possible  Menu disclosure  Technology

 Find ways beyond core menu pricing to show your value  How can you stimulate demand in this environment while balancing profitability and customer frugality? 34


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