The Takeout Boom 🛵📈

Here’s where the money’s headed

June 06, 2025

In partnership with

The Takeout Boom

The way Americans eat is changing fast. (Take our POLL at the end!)

A new report from the National Restaurant Association finds that “Nearly 75% of all restaurant traffic now happens off-premises — meaning that almost 3 out of 4 restaurant orders are taken to go.”

This includes drive-thru, pickup, and delivery.

Gen Z and Millennials are at the forefront here. “Two-thirds of them say takeout is essential to their lifestyle,” the report said.

Nearly 95% of consumers said speed is “critical” to their takeout experience, with 90% saying it’s their top priority. 

This isn’t a small change. It’s a lifestyle shift driven by the younger generations who value convenience, speed, and technology.

And the amount Americans spend on restaurants (whether take-out or dine-in) versus on groceries has been climbing dramatically over decades.

In 1997, Americans spent 59% of their food budget on groceries and 41% on dining out. 

By 2023, that flipped. Now, 53% goes to eating out or ordering in, while 47% is spent on food at the grocery store:

This shift means more money is flowing into restaurants and delivery services — a trend that’s likely to keep growing.

Clearly, companies that support the takeout boom will stand to benefit. Here are a few stocks that could benefit…

  1. DoorDash (DASH)

No surprise here. DASH is the leading food delivery app and is at the heart of the takeout surge.

The company officially became profitable in 2024 with a net income of $117 million, and it announced Q1 2025 earnings of 44 cents per share compared to -6 cents in the year-ago quarter.

Its stock is up 95% over the past year and 26% YTD. It’s a powerful growth stock worth considering.

  1. Uber Technologies (UBER)

While Uber is the “Coca-Cola” of ridesharing, Uber Eats is also a major player in food delivery.

Uber's total revenue for Q1 2025 was $11.53 billion, up 14% from $10.13 billion in Q1 2024. The company’s Delivery segment posted more modest growth at 4% year over year, from $3.09 billion to $3.21 billion.

UBER is up 29% over the past year but 34% YTD. The company’s broader business in ridesharing provides built-in diversification, which helps manage risk.

  1. Yum Brands Inc. (YUM)

YUM is the parent company of Taco Bell, KFC, and Pizza Hut. 

While Pizza Hut obviously capitalizes on the takeout/delivery trend, it’s Taco Bell that accounts for 80% of YUM’s U.S. profits, and the taco joint experienced 32% growth in digital sales in 2024, reaching $6 billion.

Those sales accounted for 35% of total sales, with takeout and delivery being key components.

The company posted a $1.79 billion revenue in Q1 2025 — up 12% year-over-year, and Taco Bell in particular achieved 9% year-over-year growth in same-store sales.

YUM stock is up 7% YTD, which isn’t especially impressive until you consider that it nearly 6x’s the S&P 500’s 1.21% YTD gain. The stock reliably trends up and is a more conservative pick compared to the other two.

Final Thoughts

We should also keep in mind the risks in this sector. Delivery apps charge high fees, which squeeze restaurant margins and hit consumers in the wallet. Paying a premium for fast food may not be sustainable if the economy goes south.

Still, the numbers don’t lie. Takeout and delivery are dominating the restaurant industry.

For investors, this is a chance to get in on a trend that’s reshaping how we eat, and stocks like DASH, UBER, and YUM offer ways to play it.

As always, do your research and consider your risk tolerance. But one thing is clear: the takeout boom is here to stay.

To Your Success,

P.S. Take our TAKEOUT POLL - see how others are voting, too!

VOTE! How about YOU? What do you prefer?

Login or Subscribe to participate in polls.

 

*together with Money

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