Fast Food & Quick Service (QSR)
Quick service restaurant operators providing value-oriented, drive-through, and counter-service meals to consumers.
- 3
- Verticals
Overview
Fast Food & Quick Service (QSR) covers value-oriented, drive-through, and counter-service restaurants — the franchise-dominated heart of the industry, led by global brands (McDonald's, Chick-fil-A, Taco Bell, Burger King) operated largely through franchisees. It is the largest and most consolidation-friendly restaurant format.
Economics favor franchising, throughput, and drive-through efficiency, and the format has proven resilient and digitally adaptive. Private equity is highly active in multi-unit franchisee platforms, and the Census category also captures fast-casual operators.
Market snapshot
- Market size
- ~$362B
- Growth
- ~7.3%CAGR (2017–22, nominal)
- Companies
- ~276,800
U.S. Census Bureau 2022 CBP/Economic Census, NAICS 722513 (Limited-Service Restaurants) + 722330 (Mobile Food). 722513 also includes fast-casual operators.
Business model & economics
- Revenue model
- Unit food sales; franchise royalties for franchisors
- Recurring revenue
- Moderate — recurring local demand
- EBITDA margin
- Unit-level thin; high and capital-light for franchisors
- Capex intensity
- High
- Franchise-dominated, throughput- and drive-through-driven.
- Resilient and digitally adaptive demand.
- Multi-unit franchisee platforms are highly PE-active.
M&A deal context
Who’s acquiring
What’s driving deals
- Aggressive roll-up of multi-unit franchisee operations.
- Brand-portfolio M&A among franchisors.
- Drive-through and digital efficiency favoring scale.
Verticals in this segment
- 2.4.5.1Drive-Through & Convenience Concepts
QSR operators focused on drive-through and grab-and-go convenience formats.
- 2.4.5.2QSR Chain Corporate Operators
Corporate-owned and operated quick service restaurant locations.
- 2.4.5.3QSR Franchise Operators
Multi-unit franchisees operating licensed QSR brand locations.
Find Fast Food & Quick Service (QSR) acquisition targets
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