Executive Summary

Restaurant operators are facing material margin pressure from third-party aggregators; across roughly 10 million restaurants this amounts to about $150B of recoverable commissions, or approximately $15,000 per location per year. The specific pain is converting platform-loyal customers—repeat diners who default to marketplaces—into lower-cost direct orders without breaking user experience or spending more on acquisition than the savings achieved. You could build a turnkey stack that detects and maps marketplace behavior to anonymous or consented CRM identities, then nudges those customers to frictionless direct channels using tokenized payments, QR-triggered PWAs, saved-wallet checkouts, and tailored incentive flows. The product would combine lightweight SDKs or middleware, automated off-platform retention campaigns, and clear pricing (SaaS or revenue-share) designed to recover a meaningful share of that $15K per year per restaurant while remaining compliant with marketplace terms. Timing is favorable: restaurateurs are actively pursuing DTC strategies (Market Score 92/100), payment tokenization and wallets are reducing checkout friction, and QR/PWA ubiquity means customers increasingly accept browser-based ordering—together these trends lift the Revenue Potential score to about 80/100. With saved credentials and ubiquitous QR triggers, switching frictions drop and conversion experiments can scale rapidly. To stand out you must prove measurable ROI quickly (ideally saved commission per location in 3–6 months), make integrations trivial, and prioritize privacy-safe first-party data capture and clear legal guardrails. Be honest about challenges: marketplaces may push back, incentives to lure users off-platform can erode margins, and the sales cycle with multi-unit operators can be long—but a tightly instrumented, economics-first product can win in a medium-competition landscape.

Market Opportunity

Convert platform-loyal restaurant customers to cheaper direct orders targets a $150B = 10M restaurants x $15K annually in recoverable commission/margin per restaurant total addressable market with medium saturation and a year-over-year growth rate of 12% (direct ordering and restaurant tech adoption).

Key trends driving demand: Direct-to-consumer push -- restaurants seek to reclaim margin and first-party data from aggregators; Payment tokenization & wallets -- saved credentials make leaving marketplaces less painful; QR/PWA ubiquity -- customers increasingly comfortable ordering via browser-based apps; Regulatory & PR pressure -- scrutiny on platform commissions drives merchant demand; Personalization via ML -- tailored incentives increase conversion for high-value lapsed users.

Key competitors include ChowNow, GloriaFood, Flipdish, Square Online / Square for Restaurants, Marketplace apps as adjacent solutions (Uber Eats / DoorDash / Deliveroo).

Sign in to access

Convert platform-loyal restaurant customers to cheaper direct orders

Executive Summary

Market Validation

Market Opportunity

More in Marketing Tech

SEO, reviews & online-presence system for small service shops without a team

Cut agency workload with AI-led marketing automation and white‑labeling

Slow, low‑ranking content → RAG‑powered AI team that automates SEO briefs & drafts

Automate ad targeting & conversion tracking with LLM-driven workflows

Automate release-day media aggregation & reporting across 21 sources (seconds)

Turn low-performing sites into revenue engines — AI-driven monetization & personalization