Publicly traded restaurants like McDonald’s, Wendy’s and Wingstop are just a few of the mega brands that were early adopters of delivery. Others, like Chipotle, Starbucks and the Yum Brands trio of Taco Bell, KFC and Pizza Hut were later adopters. As part of its...
There’s a running conversation in the restaurant industry about delivery’s impact on margins, and now investment advisor Hedgeye Risk Management has crunched the numbers in a range of scenarios, including how much delivery impacts the total volume, as well as...
Incrementality, margins, cannibalization and the true impact of third-party delivery on a restaurant business can become to be tricky math really fast. And that math is essential to move from testing the waters of third-party delivery to learning to swim. So to get a...
As more restaurants offer delivery and advertising of delivery options continues to increase, Olo CEO Noah Glass said restaurants should expect deteriorating levels of incrementality, meaning that fewer truly new customers will be up for grabs in the coming year. The...
