What do Deliveroo Earnings Signal for Uber and DoorDash's Coming Quarter?

In this week's The Digital Restaurant podcast, we discuss the following key headlines, and here are some of our key quotes. To get the transcript of our podcast - head here.

Articles mentioned in the video:

1. Deliveroo results improving...but still showing slowed growth

Related Article: Deliveroo 2024 Q1 Trading Update

?"The pandemic was an accelerantto delivery and digital adoption in the restaurant industry. And I think that's true. And therefore you haven't seen a big regression to mean in terms of the consumer going back to old behavior and stopping their usage of delivery, but that growth really has dramatically slowed down once that adoption was pushed.And I think it would actually be negative if it were not for all the promotional activity that the platforms are engaging in. " - Meredith

2. NRN's launches their Tech Report for 2024

?“…data and getting a better grasp on data is very much a capability set that's going to be important for restaurants of all sizes and shapes.” - Carl

3. Senators questions Doordash and Uber Eats over hidden fees

Related Video: The Internet is starting to Break - Here's Why

?"This is a problem, across the Internet, really" - Meredith

4. Loyalty and Value driving 1PD preference among consumers from latest Tilster study

?“When you you see the success of those folks that are very much building kiosks into their future, it's understandable because customers are saying they want it. They spend more on them.” - Carl

5. Third party marketplaces offer growth...but at what cost?

Related Article:?Cunningham Restaurant Group Takes Control of Delivery by Ditching Third-Party Apps?

"Full service is known for specifically a dine in experience, an on prem channel, and when they start to try to do off prem things in the form of takeout curbside delivery it's just a very different consumer behavioral pattern and operational flow that makes it hard to weave those 2 things together." - Meredith

Additional Articles:

6. Roblox and WowBao team up for another big partnership coup for Geoff Alexander

7. Wonder acquires Relay to boost delivery power

8. Uber's video marketing to take on the TikTok generation

9. RLC Takeaways

10. Byte takes a chunk of financing as kiosks hit inflection point

11. The Big Mac with no Big Mac order

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