Convert platform-loyal restaurant customers to cheaper direct orders

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.