Delivery sales rise but takeaways dip in flat September for restaurants' at-home sales - London Business News | Londonlovesbusiness.com
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Delivery sales rise but takeaways dip in flat September for restaurants' at-home sales - London Business News | Londonlovesbusiness.com
"A slump in takeaway sales offset sharp growth in deliveries to leave Britain's top restaurant groups with flat like-for-like sales in September, CGA by NIQ's latest Hospitality at Home Tracker reveals. Combined deliveries and takeaways were just 0.4% ahead of September 2024 on a comparative basis. It extends a challenging year that has seen like-for-like trading run behind the rate of inflation in every month so far, mirroring flat or negative figures for restaurants dine-in sales throughout 2025."
"September's delivery sales were 4.1% ahead on a like-for-like basis. In sharp contrast, takeaway and click-and-collect sales dropped 8.7%, reflecting consumers' steady migration from food pick-ups to straight-to-door ordering platforms. However, managed groups continue to drive overall sales by extending their at-home services. Total growth-including from newly-opened restaurants, or where deliveries and takeaways have been introduced for the first time-were 8.7% ahead year-on-year."
""The total increase in restaurants' at-home sales is an encouraging sign of solid demand for deliveries and takeaways. But it's clear that growth is being largely driven by new delivery provision and higher menu prices rather than order frequency, and inflation and third-party delivery fees are both sapping operators' profit margins. They will be hoping for a Christmas bounce and some respite on costs in the government's forthcoming Budget, but the environment for both eat-in and at-home trading is going to remain difficult for some time to come.""
Combined deliveries and takeaways were only 0.4% ahead year-on-year in September, leaving like-for-like sales effectively flat for Britain’s top restaurant groups. Delivery sales rose 4.1% on a like-for-like basis while takeaway and click-and-collect fell 8.7% as consumers shift from pick-ups to door-to-door ordering. Managed groups boosted total growth to 8.7% year-on-year through new openings and expanded at-home services. Takeaways made up 5.1 pence per pound spent, deliveries 13.1 pence, a rise of over two percentage points in two years. Growth is driven by new delivery provision and higher menu prices, while inflation and third-party delivery fees are squeezing margins. Operators hope for a Christmas bounce and Budget relief but expect trading conditions to remain difficult.
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