Updated
Updated · CNN · Aug 19
U.S. Consumers Shift Spending to Higher-Value Chains as Target Sales Rise 3.8%
Updated
Updated · CNN · Aug 19

U.S. Consumers Shift Spending to Higher-Value Chains as Target Sales Rise 3.8%

3 articles · Updated · CNN · Aug 19

Summary

  • Target’s comparable sales rose 3.8% in its latest quarter after roughly $5 billion in store upgrades and new brands, a sign shoppers are returning to chains that improve the experience.
  • Higher pay and frustration with shrinkflation, long waits and glitchy self-checkout are pushing Americans to favor businesses that offer better portions, service and store conditions over the lowest sticker price.
  • McDonald’s said its $1 and $2 value deals were falling flat as wait times grew, leaving last-quarter sales nearly flat and prompting a push into higher-quality chicken and brighter restaurants.
  • Burger King posted 8.5% sales growth after upgrading Whopper ingredients and plans to hire 60,000 workers, while fast-casual chains such as Cava and Chipotle also reported strength among lower-income diners.
  • Chili’s, with five straight years of sales gains and 5.6% growth last quarter, underscores the broader shift: consumers still want value, but increasingly define it as value plus experience.

Insights

If cheap fast food is dead, what happens to the millions of consumers who can no longer afford the upgraded menus?
Are major brands using the promise of a better experience to quietly make shrinkflation and price hikes a permanent reality?
Could the massive shift toward premium retail experiences actually be driven by a psychological need for community rather than products?