Trade-area, demographic, and weather-sensitivity analysis on every public U.S. retail and restaurant chain — delivered as a branded PDF in three minutes. The consumer-analytics work a buy-side equity research desk, a private-equity diligence team, or a corporate real-estate lead would otherwise spend two weeks on.
McDonald's reaches 309M Americans (92.6%) at a 30-min drive radius today. The next 720 units close less than 4M incremental reach. U.S. unit growth is structurally over — the next decade is intensification, not expansion.
Trade-area · whitespace · cannibalization · expansion potential — live, on a dozen U.S. retail chains.
A self-serve geospatial analytics workflow for U.S. retail and restaurant chains. Pick the chain, pick the analysis, get the branded deliverable. No vendor onboarding, no integration project, no data-engineering ticket.
Choose from 106 pre-loaded U.S. retail and restaurant chains — Walmart, Costco, McDonald's, Starbucks, Chipotle, Cava, Tractor Supply, Sprouts, Ulta, Domino's, and the rest of the public coverage universe.
Saturation curve, whitespace MSAs, cannibalization overlay vs. a peer, customer demographic profile, drive-time catchment, weather-sensitivity decomposition — or all of them combined.
Board-ready PDF in your inbox in ~3 minutes. Cross-checked against management-disclosed unit counts. Defensible enough to take to an IC, a board, or a partner without writing a single footnote.
Every analysis is a dropdown, not a project. The platform answers the three trade-area questions that move equity research debates, drive PE diligence memos, and shape new-store proposals at the corporate board level.
Model-implied unit count at geographic ceiling, with the demographic mix that bounds it. Surfaces the gap between management's stated unit guidance and what the trade-area math actually supports.
Top 50 candidate MSAs ranked by a demographic-similarity score against the chain's existing best-performing markets. With population, median HH income, and the implied opportunity size per cell.
Pairwise overlap of two chains' trade areas — overlap percentage, A-only and B-only populations, MSA-level decomposition. The mathematical version of "how zero-sum is this competitive set."
Each analysis ships as a section in the branded PDF — with chart, table, and commentary. Combine them in one report, or pull just the slice that matters for the thesis you're working on.
Model-implied U.S. unit count at saturation, with the demographic mix that bounds it. Surfaces the gap between management's stated long-term unit guidance and what the trade-area math actually supports — the same chart that re-rates consumer staples and restaurant equities every quarter.
Top 50 candidate MSAs ranked by a demographic-similarity score against the chain's existing best-performing markets. Population, median household income, age mix, and opportunity-size estimate per cell. Built for site-selection committees, expansion teams, and analysts pressure-testing unit-growth narratives.
Pairwise overlap of two chains' trade areas — overlap percentage, A-only and B-only reached population, MSA-level decomposition. The mathematical version of "is this growth greenfield, or is it taking share?" Useful for Domino's vs. Pizza Hut, Five Below vs. Dollar Tree, and every other consumer-discretionary cage match.
Population, household income brackets, age mix, employment density, education, and household composition for every reached cell. Compare against national baselines. Identify whether a chain's customer base is structurally tailwinded or headwinded by the underlying consumer demographic shifts.
5-, 10-, 15-, 30-, and 60-minute drive-time bands around every store in a chain's footprint. Catchment population, household composition, and overlap with peer chains' catchments. The trade-area primitive every other analysis sits on top of.
Decomposition of comp-sales sensitivity to weather variables across the chain's footprint — temperature, precipitation, seasonality. Tells you which chains are more weather-exposed than the market gives them credit for, and which are more insulated. Quarter-end-of-the-quarter analytics for consumer-discretionary research desks.
Pre-loaded geospatial analytics on every major public U.S. retail and restaurant chain. From mass-market to natural-grocery, from QSR to off-price. Custom chain ingestion for private companies and international footprints is available on the Custom tier.
Don't see a chain you'd want? Custom chain ingestion (private companies, regional footprints, international parents) is included on the Custom tier with a 5-business-day SLA. Email us with the ticker.
Every PDF is one click from your inbox. The platform took eighteen months to build — and the result is something a buy-side analyst, a PE diligence lead, or a corporate strategist can hand to an IC, a board, or a partner without writing a single footnote.
Three buyer profiles. Three workflows we've already replaced. Every analysis the platform produces is defensible — the methodology section of every PDF cites every input.
You're long Chipotle and the bull case lives on the 7,000-unit number. Our model says 5,100. The PDF in your IC memo is a third-party trade-area read — not a sell-side regurgitation.
Same trade-area + saturation + cannibalization work, branded PDF for the IC memo, 5-day SLA on custom requests. Pricing built for diligence teams running 30+ deals a year, not for one-off retainers.
Your team has the operating model and the market expertise. What you need from us is a neutral, citable trade-area read — for board materials, investor day prep, and proposed new-store packs.
First five customers get 50% off Year 1 in exchange for a public logo and a one-line quote.
Self-serve access to the live web platform. Explore trade-area, saturation, whitespace, and cannibalization views on 106 pre-loaded U.S. retail and restaurant chains. Email support.
Branded PDF deliverables on demand. Unlimited custom builds across all 106 pre-loaded chains. 48-hour turn on bespoke analyses. Email-priority support. Best fit for buy-side analysts, PE diligence teams, and corporate strategy.
For corporate real estate, investment banks, or PE firms running 50+ diligence cycles. Custom chain ingestion (private companies, regional concepts, international parents). White-label co-branding. API access. Named-account support.
Eight answers to the questions buy-side analysts, PE diligence leads, and corporate strategy heads ask in the first meeting.
Fifteen minutes on the calendar. Or just send the ticker and we'll have the custom PDF in your inbox by end of next business day — free, no commitment.