Operator size mix
Single-unit, small-chain, and growth-stage operators in panel
| Tier | Locations | Net sales | SSS idx |
|---|---|---|---|
| Single-unit | 64% · 126,492 | 49% | 101.5 |
| 2–9 units | 28% · 55,340 | 34% | 102.5 |
| 10–50 units | 8% · 15,811 | 17% | 103.0 |
Independent Operator Health Index
24-mo composite: SSS, panel churn (openings/closings), avg ticket
100.3
Composite (base 100 = Jun 2024)
SSS idx 102.1
Gross churn 2.19% MoM · Net +0.1%
A real-time small-business health indicator unavailable from chain-based datasets.
Fulfillment mix
Stacked share by week, trailing 13 weeks · Trailing 7 days · Jun 1–Jun 7, 2026
Daypart performance
Share, ticket and traffic by daypart · Trailing 7 days · Jun 1–Jun 7, 2026
| Daypart | Share of tx | Avg ticket | Traffic YoY |
|---|---|---|---|
| Breakfast (6–10a) | 13.4% | $9.42 | +7.1% |
| Lunch (11a–2p) | 27.8% | $13.18 | +1.2% |
| Afternoon (2–5p) | 11.3% | $11.07 | −0.6% |
| Dinner (5–9p) | 38.6% | $19.84 | +2.3% |
| Late night (9p–2a) | 8.9% | $15.91 | −1.8% |
| Total | 100.0% |
Openings & closings
Monthly counts and net change, trailing 12 months · Trailing 7 days · Jun 1–Jun 7, 2026
Reconciles to IOHI: gross churn 2.19% MoM, net approximately +0.1% panel-wide. Midwest net churn runs slightly worse than other regions.
Demand by community type
Net-sales split with SSS index per segment · Trailing 7 days · Jun 1–Jun 7, 2026
| Segment | Net sales | SSS idx |
|---|---|---|
| Urban | 51.7% | 102.4 |
| Suburban | 44.2% | 101.8 |
| Rural | 4.1% | 99.6 |
Dietary attribute trends
Share of net sales by item tag, trailing 8 quarters · Trailing 7 days · Jun 1–Jun 7, 2026
Modifier & attach-rate analytics
Premiumization signal — customization revenue invisible to card panels · Trailing 7 days · Jun 1–Jun 7, 2026
Line items w/ modifiers
33.6%
Avg modifier value
$1.84
Channel mix
Where the dollar lands
Stadium/Venue and Travel/Airport reflect independently operated concessions only — no national contract operators (Aramark, Levy, HMSHost, etc.).
Cuisine / retail type
Demand across 40+ independent cuisine segments
Distributor exposure
Panel demand routed through broadline distributors — leading indicator for SYY / USFD / PFGC prints · Trailing 7 days · Jun 1–Jun 7, 2026
| Distributor | Ticker | Routed volume | YoY | 12-wk trend |
|---|---|---|---|---|
| Sysco | SYY | $309,840,512 | +6.2% | |
| US Foods | USFD | $214,562,847 | +4.1% | |
| Performance Food Group | PFGC | $156,118,205 | +5.4% |
Panel-routed volume estimated via independent-operator wallet share by distributor. Leads SYY / USFD / PFGC quarterly prints by ~6 weeks.