What’s on the menu? Foodservice update Q4 2025

The foodservice industries in Europe and the US are currently experiencing modest revenue growth, largely driven by price increases. However, performance across individual companies is increasingly polarized, even within the same country or segment. This divergence is evident in financial disclosures, insolvency rates, and brand expansion trends.

Despite a challenging environment, certain players are consistently outperforming. These leaders share three core success factors:

Looking ahead to 2026, the operating environment is expected to remain similar – characterized by low growth and high uncertainty. In this context, company-specific capabilities will continue to be the key differentiator. Technology, expansion opportunities, and investors' interests are all on hand. But only those with superior execution will be positioned to capitalize on them.