Casual dining decelerates amid inflation
Casual dining has faced inflationary headwinds in 2022 and, in turn, has struggled.
Applebee’s, Buffalo Wild Wings, Chili’s, Cracker Barrel, Outback Steakhouse, and The Cheesecake Factory have all seen declines in either order market share, monthly new distinct customers, or both in 1H22 vs 1H21.
Order Market Share by Restaurant
US, Third Party | January 2021 - August 2022
Monthly New Distinct Customers by Restaurant
US, Third Party | February 2021 - August 2022
However, the Italian casual restaurant Maggiano’s is the exception to this rule. Maggiano’s has gained order market share steadily since August 2021, up 3pp YoY.
This growth seems to be due to the launch of “Maggiano’s Italian Classics”, a DoorDash exclusive with a curated limited menu prepared in Brinker’s “virtual kitchens.” Like Pizza Hut – who recently launched 3P delivery and gained pizza delivery market share – Maggiano’s has benefitted from increased investment in a third-party partner. DoorDash gives the chain access to a set of new, hard-to-acquire customers and helped to increase the retailer's sales.
Industry Sales Share by Consumer Income Level*
United States | July 2021 - July 2022
Sources: Email receipt data
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