Jimnotaris schreef op 11 januari 2023 17:42:
www.nrn.com/technology/delivering-dig...Het zoveelste artikel dat de VS het helemaal zo slecht niet doen. Over een week hopelijk meer nieuws of Grubhub hier ook van profiteert.
2023 will be a year of normalization for restaurant delivery
We remain bullish that delivery is still a big part of our industry. Last year might have felt like a leveling out or pullback of delivery compared to the pace of 2021, when the industry was still dealing with the pandemic. In 2023, restaurant delivery will reach equilibrium, with a more steady-state growth rate rather than ultra-high growth driven by consumer adoption.
While it feels like delivery is a luxury that many cannot afford in the face of inflation, it is important to remember the total cost of use with delivery. A lot of consumers who order delivery do so because it means they don't have to get a babysitter, or maybe they are consuming a bottle of wine at home instead of buying one at a markup at the restaurant. Many younger generation consumers don't have cars. Delivery enables them to live a great lifestyle that does not need a car. Think of the savings if someone will bring it to you rather than buying a car. Especially for those people who have Dash Pass and Uber One and GrubHub Plus, I think they will continue to order delivery in large numbers.
Having said that, consumers are likely to be much more promo-sensitive. Restaurants and delivery marketplaces alike will increase promotional activity. As a result, check growth will slow, but transactions will continue.