Over the past couple years, Taco Bell has aggressively invested in their digital presence. In 2020, the brand launched its new “Taco Bell Rewards” loyalty program promising “all the perks” and allowing users to earn 250 points for every $25 spent in their app.

In the modern world, consumers know what they want and when they want it. As consumers quickly become more comfortable with ordering food on third-party (3P) delivery platforms, what players are gaining the most traction and how?

An in depth analysis on the state of food delivery on DoorDash, Grubhub, Seamless, Postmates and Uber Eats, breaking down the performance of leading restaurant brands on third-party platforms. The report features a deep dive into Pizza Hut’s 1Q22 resurgence after initially struggling to claim share on food delivery apps.

Cities come alive at lunchtime. Like clockwork, people pour out from their office buildings and into the streets searching for a bite to eat. This regular metropolitan cadence screeched to halt at the onset of the Covid-19 pandemic.

Over the past 2 years, we’ve seen a shift in the dynamic between some of Pizza’s biggest national players. We’re seeing Pizza Hut lose significant share over 2021 while Papa John’s has gained momentum.

Most restaurant sales happen during Lunch or Dinner but ~11% of sales in 2021 took place after dinner (a larger share than breakfast sales). We call these sales that take place between 9pm-5am, “Late Night” sales and it has seen steady growth over the past 2 years.

In a highly competitive space, like delivery through third-party platforms, it is difficult to convert potential customers where they are spoiled for choice. To reel these customers in, merchants often bet on discounts or offers to be the deciding factor.