Seeking Alpha

Online restaurant ordering: Who's winning?

  • Online ordering continues to be a big topic in the restaurant industry as companies walk the fine line between boosting sales and creating store execution issues.
  • Domino's Pizza (DPZ -0.1%) is the chain which has seen the most early success feed down to its bottom line in a meaningful way - although online is also starting to make a contribution at Papa John's (PZZA +0.4%), Panera Bread (PNRA -0.2%), and Chipotle (CMG +0.4%).
  • What to watch: Buffalo Wild Wings (BWLD -0.4%) and Cheesecake Factory (CAKE -0.5%) are still feeling their way into online. The pair can't ignore the concept, but their powerful brands are built on the in-restaurant experience.
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