Food Delivery Demand Seen at Risk Amid Consumer Spending Headwinds -- Market Talk

Dow Jones03-25 02:04

1404 ET - Demand for premium-priced food delivery is uncertain this year, and could falter if pressures on consumer spending intensify, Baird analysts say in a note. The growth of delivery sales per location for restaurant chains was modest last year and likely helped by higher prices, with transactions appearing to fall as some consumers grew more selective with their spending, the analysts say. Most restaurant companies have looked to address higher costs of delivery with price increases, which may have hurt demand growth but should allow the industry to grow the delivery channel over time, they say. Going forward, if trends like rising gas prices and signs of a softening labor market continue, an increasing number of consumers could opt for lower-priced alternatives like eating at restaurants or carrying out, the analysts say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

March 24, 2026 14:04 ET (18:04 GMT)

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Most restaurant companies have looked to address higher costs of delivery with price increases, which may have hurt demand growth but should allow the industry to grow the delivery channel over time, they say. Going forward, if trends like rising gas prices and signs of a softening labor market continue, an increasing number of consumers could opt for lower-priced alternatives like eating at restaurants or carrying out, the analysts say. 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