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Sonic Drive-In

restaurants
PE-OWNED

Classic American drive-in restaurant chain.

PE-OWNED

Acquired by Roark Capital2018-09-01

View PE Firm Profile

What Made It Great

Classic drive-in experience with car-hop service and slushies.

What PE Will Likely Do

Reduction in portion sizes of signature menu items like burgers, fries, and slushies while maintaining or increasing prices

HIGH LIKELIHOODBased on: Roark Capital's track record of cost-cutting and brand expansion in other restaurant acquisitions

Substitution of cheaper, lower-quality ingredients for classic Sonic Drive-In staples like the all-beef hot dogs, real fruit in slushies, and hand-breaded chicken

HIGH LIKELIHOODBased on: The industry playbook for common private equity tactics in the restaurant sector, which closely match the specific changes expected for Sonic Drive-In

Increase in franchise fees and operational requirements, potentially leading to some franchise locations being unable to maintain the traditional Sonic Drive-In experience

HIGH LIKELIHOODBased on: The importance of the classic Sonic Drive-In experience, with car-hop service and signature menu items, as a key differentiator for the brand

Reduction in menu variety as Sonic focuses on a smaller set of high-margin items, potentially removing long-standing favorites like the Tater Tots or Mozzarella Sticks

HIGH LIKELIHOODBased on: The importance of the classic Sonic Drive-In experience, with car-hop service and signature menu items, as a key differentiator for the brand

Decreased staffing in kitchens and at car-hop stations, leading to slower service and less attentive customer experience

HIGH LIKELIHOODBased on: The importance of the classic Sonic Drive-In experience, with car-hop service and signature menu items, as a key differentiator for the brand

Expected Timeline

0-6 monthsCompleted

0 to 6 months months

Minor changes to portion sizes and some ingredient substitutions begin, with little noticeable impact to customers

6-12 monthsYOU ARE HERE

6 to 12 months months

Customers start to notice smaller portions and subtle quality declines in signature menu items like burgers and slushies

12-24 months

12 to 24 months months

Significant portion reductions and ingredient substitutions become commonplace, with regular customers expressing disappointment in the degradation of the classic Sonic Drive-In experience

24-36 months

24 to 36 months months

Franchise closures accelerate as the brand's reputation for quality and service declines, and the once-unique Sonic Drive-In experience becomes increasingly difficult to find

Similar Cases

Other companies that followed a similar path after PE acquisition

What You Can Do

Actions

  • Frequent customers of Sonic Drive-In should be on the lookout for any noticeable changes in portion sizes, ingredient quality, or service levels, and be prepared to voice their concerns if the classic Sonic experience starts to deteriorate

  • Consumers who value the unique Sonic Drive-In experience should consider visiting their local Sonic locations more frequently in the next 12-24 months, as the brand may become increasingly difficult to find if the private equity ownership leads to widespread franchise closures

Alternatives

Darden Restaurants (Olive Garden, LongHorn)SAFE

Publicly traded restaurant group

Local independent restaurantsSAFE

Support local businesses in your area

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