Pies 'n' Thighs

Comp Sales Decline Analysis

Williamsburg Dine-In Deep Dive
Prepared for
Brain Trust Session
Matt Lieber, Sarah Sanneh, Jeff Phillips
Period
January 2023 through March 2026
Data through March 8, 2026
Methodology
364-day DOW-aligned comparison
(matches Toast / MarginEdge)
02

Executive Summary

Dine-in sales at Williamsburg are down 13.5% over the most recent seven-week matched window. But the headline number masks a more specific story: traffic has held up reasonably well, while check size has been falling almost every week for a year.

Roughly 75% of the dine-in check decline is explained by a structural shift in who is walking through the door. Solo diners have gone from about 1 in 5 checks in 2023 to nearly 1 in 3 today. Two-tops, which are the biggest revenue base, have dropped from 56% of checks to 48%.

This is not a blip. It is a steady migration that started as a slow creep in late 2023 and accelerated sharply in mid-2025. Everything else, from menu mix to weather to beverage attach, is the remaining 25%.

-13.5%
Dine-in sales
(7-week matched window)
~75%
Of check decline
driven by party size
20% → 31%
Solo diner share
(2023 → today)
03

Traffic Has Held Up. Check Has Not.

Weekly dine-in YoY comps, January 2025 through March 2026. Green = positive, red = negative.

Traffic comp by week (% YoY)

-20% -10% +10% +20% +30% Q1 '25 Q2 Q3 Q4 Q1 '26

Check size comp by week (% YoY)

-15% -10% -5% +5% Q1 '25 Q2 Q3 Q4 Q1 '26
The contrast tells the story. Traffic has been mixed all year, with a strong positive stretch from August through December 2025. Check size has been negative 53 out of 61 weeks. We were getting more people through the door, but each check was worth less. The traffic gains masked the check erosion until both turned down in early 2026.
04

The 7-Week Comp Decline

Matched window: Jan 19 – Mar 8, 2026 vs. Jan 20 – Mar 9, 2025. Dine-in only.

Metric Current Prior Year YoY Change
Net sales $124.9K $144.4K -13.5%
Checks (traffic) 2,250 2,452 -8.2%
Avg check $55.50 $58.88 -5.7%
Avg party size 2.20 2.26 -2.3%
Spend per guest $25.04 $26.64 -6.0%

Where the gap is

The $19.5K sales shortfall splits roughly 60/40 in this recent window: traffic decline accounts for about 60%, lower check size for about 40%. But over the full year, the check problem has been far more persistent than the traffic problem. Check was negative nearly every week. Traffic was often positive.

Daypart concentration

DaypartSales YoYDollar gap
Lunch-15.9%-$10.1K
Dinner-14.5%-$7.5K
Afternoon-16.1%-$3.2K
Breakfast+8.2%+$0.7K

Party Size Is the Story

The same number of parties are walking in, but more of them are parties of one. About three quarters of the check decline traces to this single structural shift, and it has been building for three years.

05

Solo Diner Share Has Been Rising Since 2023

Percentage of dine-in checks that are 1-tops, by month. January 2023 through February 2026.

15% 20% 25% 30% 35% 2023 2024 2025 '26 21% 17% 20% 24% 22% 21% 23% 24% 26% 28% 28% 31% 31% 34% 35% 31% 29% J A J O J A J O J A J O J F +0.34pp/mo
Two phases of the shift. From January 2023 through mid-2024, solo share drifted gradually from ~20% to ~25%, barely noticeable quarter to quarter. Starting mid-2025, it accelerated sharply to 30%+ and peaked at 35.4% in December 2025. The trend line slope is +0.34 percentage points per month, or roughly 4 points per year of structural drift.
06

Party Size: ~75% of the Check Decline

Dine-in checks by party size, 7-week matched window

Party size Sales YoY Traffic YoY Check YoY Dollar gap
1-tops (solo) -16.6% -1.2% -15.6% -$2.4K
2-tops -11.7% -8.8% -3.2% -$8.4K
3–4 tops -14.1% -11.2% -3.2% -$5.6K
5+ tops -26.5% -22.2% -5.5% -$4.8K
The math: Within each party size bucket, check declines are modest (2-tops -3.2%, 3-4 tops -3.2%). The big problem is the compositional shift. Solo diners average about $16 per check. Two-tops average about $50. Every check that moves from a 2-top to a 1-top erases roughly $34 in revenue, even if both guests spend exactly the same as last year.

The biggest dollar loss is in 2-tops (-$8.4K) because that is the biggest base of business. But the worst comp rate is in 5+ parties (-26.5%), which suggests we are losing occasion and group dining disproportionately.

07

The Other 25%

Secondary factors that are real but not the main story

Weather

The 7-week window was significantly colder (30.2F vs 35.1F), wetter (6.5 in vs 4.1 in), and snowier (14.2 in vs 4.9 in) than prior year. This likely pressured lunch and Sunday brunch traffic. It does not explain the party size shift, which predates this winter.

Beverage attach

Non-alcoholic beverage attach dropped about 7 checks per 100. Soft drink attach down almost 10 per 100. This is a real check headwind but secondary to the party size composition.

Menu changes

Fried chicken box sales are down $6.2K and chicken biscuit down $3.5K. Tenders box launch is offsetting +$5.5K. There may be some cannibalization, but the check gap remains after adjusting for menu shifts.

Channel context

3P delivery is also down 13.3% over the same window. Takeout is roughly flat (-2.1%). The softness is not unique to dine-in, but the party size problem is.

These factors collectively account for roughly 25% of the check decline. They are worth monitoring but not the lever that moves the needle.

What's Next

The data tells us what happened. Now we need to understand why, and decide whether to lean into the shift or fight it.

08

What We Can Do About the Party Size Shift

The 75% answer raises the real question: what do we do about it?

1

How can we win back groups?

Five-plus parties are down 26.5%. Sunday brunch and Friday dinner are the hardest-hit dayparts. A family pack offering, a Sunday dinner concept, or group-friendly promotions could directly target the lost occasion dining. This is about recapturing the higher-value checks that have disappeared. Kern + Lead could develop a "family pack" campaign around group-friendly formats: family-style platters, set menus for parties of 4+, Sunday supper specials, or a kids-eat-free night. This is testable immediately and directly targets the biggest revenue gap.

2

Should we embrace solo diners?

Solo share has climbed from 20% to 35% in two years, and the trend is accelerating. If this is structural, fighting it is a losing strategy. Instead, we could optimize for it: reconfigure seating to turn 1-tops faster with more bar and counter positions, build a solo-friendly menu tier designed to raise the $16 average check, and introduce a frequency program that rewards repeat solo visits. A solo diner who comes three times a week at $20 is worth more than a 2-top that comes once at $50.

3

Is this our neighborhood changing or our restaurant changing?

Are we attracting different customers than we used to, or are the same customers coming in differently? Williamsburg's residential mix has shifted and remote work has changed weekday dining patterns. Park Slope's demographics skew toward families and couples, so if this is partly a neighborhood-driven phenomenon, Park Slope may naturally attract the larger parties Williamsburg is losing. We should watch the party size mix there from day one.