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Last month, DoorDash announced it’s pulling out of four markets while doubling its engineering investment in the UK, the same company that bought Deliveroo five months ago. In the meantime, Prosus moved ahead with its acquisition of Just Eat Takeaway, consolidating yet another major European delivery player. According to Restaurant Dive, the combined DoorDash and Deliveroo group now handles over $90 billion in annual orders.
In under six months, two of the three platforms that are the most dominant in the European QSR chains changed hands. What is the next move for the platforms? More advanced features, branded websites, loyalty programs, all offered by the aggregator, leaving QSR leaders even more dependent on them? Delivery isn’t a side channel anymore. We’re speaking to operators where delivery has gone from 5% of revenue to 50% in just a few years. But that growth only works in your favour if it’s happening on your own channel. If it’s growing on the platforms, you’re scaling their business, not yours.
QSR chains that have been working to reduce delivery platform dependency for the last two years are now seeing the payoff. Here’s what they’re actually doing.
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