Retailers in April proved that breakthrough moments come from bold repositioning, experiential stunts, and quiet backend innovations that reshape operations. Here are the three retailers that won April's “Unofficial Monthly Retailer Awards.”

McDonald's leads all US food and grocery sites and apps with 57 million unique visitors, outpacing DoorDash (52.8 million) and nearly doubling the top traditional grocer Kroger (31.3 million), according to November 2025 data from Comscore.

Fast-food restaurants are leaning into nostalgia to get customers through the door. McDonald’s The Grinch Meal holiday special is so far outperforming the chain’s Minecraft Meal and the revived Snack Wrap. Burger King’s SpongeBob menu “is swimming off trays,” with some restaurants running low on items less than a week after launch, the company told Nation’s Restaurant News. McDonald’s and Burger King’s use of nostalgia—and popular IP—is enabling them to build emotional connections with consumers and create additional reasons to visit their restaurants.

McDonald’s CEO Chris Kempczinski expects pressures on US consumers to remain “well into 2026,” he said on the company’s Q3 earnings call. The deepening cost of living crisis is especially painful for lower-income households, who are struggling to manage higher rents and childcare costs alongside a renewed spike in food prices. McDonald’s playbook for navigating those pressures is relevant to both fellow QSRs and the retail industry. By successfully combining value initiatives with marketing and product innovation, the company is gaining share with higher-income consumers and staying relevant with less affluent households.

With more signals than ever, and the AI tools to make sense of the data, retail brands can find new ways to engage customers and drive business value. But they need firm strategies and vision to avoid getting lost in the numbers, and many are finding in-store impact with digital efforts. At Advertising Week New York (AWNY), marketing heads at top brands, including McDonald’s, Gap Inc., bp and Visa, discussed their approaches to driving business value by elevating value for customers.

Jack in the Box introduced an in-app, AI-powered “choose your own adventure” game to deliver more deals to customers and increase engagement. More quick-service restaurants (QSRs) are turning to gamification to reverse slumping traffic, spotlight value offerings, and attract more diners to their apps. Offering gamified experiences is an effective way for QSRs—and even retailers—to get new customers into their orbits while encouraging existing ones to order more frequently.

One out of every four new McDonald’s stores is located in Texas, per Bloomberg, as the fast-food chain aligns its footprint with US population trends and races toward its goal of 50,000 locations worldwide by 2027. Companies should be constantly reevaluating their store portfolios to ensure they align with demographic trends. Failing to respond to population shifts could cause brands to lose relevance, particularly in fiercely competitive sectors like fast food.

McDonald’s is bringing back its Monopoly promotion after nearly a decade, with help from an unexpected retailer: Best Buy. The partnership between Best Buy and McDonald’s could be a harbinger of things to come, as companies across industries look for ways to broaden their appeal to value-seeking customers—and as retailers with media networks look to bring in more nonendemic advertising dollars.

Restaurants face shifting consumer behavior, tighter household budgets, and rapid advances in technology. This report provides the latest data on restaurant traffic, delivery, mobile engagement, and technology adoption.

The insight: Growing GLP-1 usage could reduce McDonald’s annual sales by as much as $428 million, or 1% of system sales, according to an analysis by researchers at Redburn Atlantic. The impact could widen to 10% or more “over time,” the analysts wrote, for brands like McDonald’s that are “skewed toward lower-income consumers or group occasions.” Our take: GLP-1s are just one of the many factors influencing what consumers eat. With economic uncertainty looming large, financial concerns are the biggest consideration for the majority of consumers—which is why households are choosing to eat at home more often and increasingly opting for private labels at the grocery store.

Clucking strong in a soft market: Chicken-focused restaurants are drawing more visits than other fast-casual chains with a winning formula of value, variety, and innovation.

Dollar General’s core customer is under considerable financial strain: Many shoppers can only afford basic essentials as inflation and economic uncertainty take their toll.

McDonald’s organizational overhaul aims to get new products out faster: The speedier rate of innovation could entice customers to visit more often.

A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5. This week, Temu and Shein get a scare, consumers use buy now, pay later (BNPL) apps to discover new products, and Super Bowl viewers don’t really care about ads for AI products or services.

In-store, consumers want experiences that engage their senses, while online, they’re interested in generative AI (genAI) tools that can help them research products. Plus, young men in the South lead in fast-food consumption, retail leaders lean on loyalty to boost growth, and holiday spending remained in check (for the most part).

QSRs resume the value wars in 2025: McDonald’s, Taco Bell, and Wendy’s are among the many fast-food chains leaning on deals to drive traffic.

Key stat: Price inclination for food away from home was up 3.8% YoY in October 2024, higher than the 1.1% increase in inflation for food at home, according to data from the US Department of Labor’s Bureau of Labor Statistics.

McDonald’s will focus on “McValue” in 2025: The fast-food chain plans to extend its $5 value menu and add deals as the QSR price war rages on.

McDonald’s earmarks $100 million to undo damage from the E. coli outbreak: The fast-food chain will spend big on marketing and offer franchisees more support to win back customer trust and sales.

McDonald’s value focus paid off in Q3: But challenges remain as the company needs to dig out from the recent E. coli outbreak.