It's hard for us to understand why analysts keep saying casual dining is dead. Applebee's, Chili's, Outback Steakhouse, and now Olive Garden have all reported strong quarterly sales.
It's hard to be forward-looking when short-term sales are at stake, but McDonald's executives are right to keep funneling money into system-wide tech upgrades. This will pay off in the not-so-distant future.
Papa John's and Pizza Hut partnering with DoorDash and Grubhub give them access to an entirely new consumer base each company needs. But they will need more than this to dethrone Domino's.
Third-party ordering and delivery services are starting to power big chain pizza delivery, a big departure from the in-house strategy we've come to know.
It's a rarity to see a large restaurant group decide not to chose between proprietary and third-party delivery, but instead happily opt for both in efforts to get all of the customers it can.
It's certainly Waitr's game to lose in the particular small-market segment that it serves. But as it branches out from its core business, it's going to take a ton of time and investment to be a best-in-class service for not just delivery, but loyalty programs and point-of-sale systems and reservations as well.
Independents and mid-sized chains are very reliant on delivery companies, as they are too small to launch delivery channels of their own, and a failure to offer the channel would result in large amounts of missed revenue and new customers.