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Restaurants focus on average order value as traffic declines

Restaurant operators reported fewer customers in 2025 while facing higher food costs. Marketers are now targeting higher-spending diners through online ordering tools to improve margins.

Insider
1 source·May 22, 1:21 PM(7 days ago)·1m read
Restaurants focus on average order value as traffic declinesInsider
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More than 60 percent of restaurant operators reported traffic declines in 2025, according to the National Restaurant Association's 2026 State of the Restaurant Industry report. Forty percent of consumers said they are cutting back on how often they dine out, and 69 percent of those reducing visits cited price increases as the main reason, per YouGov's 2025 US Dining Out Report.

Forty-two percent of operators were not profitable in 2025, and food costs have risen 35 percent since the pandemic. Running discounts to drive traffic has become harder under these conditions. A 2026 McKinsey analysis found that higher-income diners were the least likely to reduce restaurant spending, while lower- and middle-income consumers pulled back sharply.

Younger generations showed greater willingness to spend on dining out.

DoorDash research shows that 60 percent of consumers are likely to add impulse buys when ordering online. Research from Revenue Management Solutions and the University of South Florida indicates that the online menu browsing phase offers the best window to influence order size.

DoorDash launched Average Ticket Size Targeting, which lets restaurant advertisers reach customers based on their historical spending behavior. In early tests, campaigns aimed at high average ticket size customers produced more than a 35 percent increase in average ticket size and nearly 4x incremental return on ad spend compared to untargeted campaigns.

Key Facts

60% traffic decline
Operators reporting fewer customers in 2025
35% food cost rise
Increase since the pandemic
35% AOV increase
From high-spend customer targeting tests
Nearly 4x iROAS
Return on ad spend in targeted campaigns

Story Timeline

3 events
  1. 2025

    More than 60% of operators reported traffic declines.

    1 sourceInsider
  2. 2025

    42% of operators were not profitable.

    1 sourceInsider
  3. 2026

    DoorDash launched Average Ticket Size Targeting tool.

    1 sourceInsider

Potential Impact

  1. 01

    Restaurants may allocate more marketing budgets to high-spending customer segments.

  2. 02

    Online ordering platforms could see increased demand for targeted advertising tools.

  3. 03

    Value-focused restaurants may face continued margin pressure if spending patterns persist.

Transparency Panel

Sources cross-referenced1
Confidence score65%
Synthesized bySubstrate AI
Word count230 words
PublishedMay 22, 2026, 1:21 PM

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