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Home , DoorDash, Foodler, Postmates, Seamless (company), Shipt, Tapingo

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Sponsored by Sponsored Rivers Restaurant Group Moderated by Skip Kimpel, “The Holy Grails of Digital Growth” Digital of Grails Holy “The Confidential and proprietary Edison Kuypers Robert Director Strategic Strategic Director Solutions Calleja - Chief Experience Experience Chief Officer Patty Lopez Today's Speaker Panel Chief Sales and and Sales Chief Officer Marketing Trish Giordano Confidential and proprietary Edison how how much market share third party operators like like operators party third – – restaurant promotions that that promotions restaurant – the variety of strategies and and strategies of variety the – , Eats, and others. and Eats, , Uber Digital Promotions are intended for use on digital channels. Digital Share of Wallet a restaurant has against its competition specific to consumer on spend digital channels. Digital Playbook sales. digital grow to use will restaurant a tactics Service DoorDash online points of sale including , the approach a restaurant will take to to take will restaurant a approach the – increase in restaurantincrease digital on made sales – – purchases via website, , food –

increase itsincrease digital sales. Digital Strategy Digital Sales delivery service, or ordering platform. Digital Growth channels. Digital Channels mobile app, food delivery service or ordering platform. Digital Terminology Digital Confidential and proprietary Edison How has consumer digital spend on restaurants changed since 2020? The week ofAmericans July 12, spent 9% more on digital restaurant purchases than the year before, and also 9% more than they spent on online grocery purchases (during 12). July of week same the In March through April 2020 digital digital 2020 April through March In increased spend an astounding 93% in response to the pandemic. ✚ ✚ t. nd party services, 39 ordering platforms, a platforms, ordering 39 services, party -

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This analysis was based on over 10 million transactions. "Restaurant" includes 21 third 21 includes "Restaurant" transactions. Targe and million 10 over onbased was Club, Sam's analysis This Walmart, as well as services, ordering and stores grocery 49 includes "Grocery" . restaurant 76 It does not include pickup orders direct from Target, but does include Digital spend on restaurants up 106% since Jan 2020 Confidential and proprietary Edison - year. - How has consumer adoption of last the in changed delivery food years? two over penetration market delivery food Overall rose from 14% to 18% in 2020 became buyers delivery 45%food of madeany having not after 2020 in active 2019. in purchases Between 2019 to 2020, the overall overall the 2020, to 2019 Between food party third of users of number 28%by increased yearservices delivery ✚ ✚ ✚ 8 - mber 31, 2020 according according 2020 31, mber transactions from third Dece 000 - ar. “” tiers include 3 include tiers “Medium” ar. , , Eat24, , , 2 purchases in the given ye given the in purchases 2 - , Order Up, UberEats , party food service users, between January 1, 2019 1, January between users, service food party - , DoorDash , Delivery Dudes, Bite Squad, Eat Street, and Food Dudes Delivery. WaitrApp , NeighborFavor

Chart shows estimated online food delivery purchase volume across third across volume purchase delivery food online estimated shows Chart 3,000, over on performed was to Edisonanalysis Trends.This “Notyear. active” tiersgiven include the noin purchasespurchases 9+ in theinclude given year.tiers “Light” tiers include“Heavy” 1 year. given the in purchases Caviar, , including operators delivery food party Restaurants,

Heavy buyers drove 89% of online food delivery service spend in 2020. in spend service delivery food online of 89% drove buyers Heavy Digital Spend on Food Delivery Services YoY Grew 101% Confidential and proprietary Edison for second, with 14% of of 14% with second, for

last year, 20% also ordered fromordered also 20% last year, Chili’s. and Panda Express tied Applebee’s customers ordering had Steakhouse Outback there. 9%. Among customers who made an online Applebee'sorder from the in party) third via or (direct

✚ Who is actually competing for digital dollars? ✚

Applebee’s Share of Wallet / Stomach Who are you actually competing with for digital dollars? dollars? digital for with competing actually you are Who Confidential and proprietary Edison April 30, - captured over half the largest share was in , York, largest in New share was DoorDash where they had 33%. During the period of February 1 2021, market in , , and San Antonio, and 77% of the market in San Jose. took the lion's share in New York, capturing cities, the largest slice of the pie for39%, while outPostmates (owned by Uber) came in Los of these Angeles at 29%. Grubhub's How did US market share of food delivery spend in 2021 compare to years past? ✚ ✚ ✚ n

April 30, 2021, according to Ediso to according 2021, 30, April -

Chart shows estimated share of food delivery transactions in select cities, from February 1 1 February from cities, select in transactions delivery food of share estimated shows Chart services. delivery food from transactions delivery and pickup 230,000 over Basedon Trends. FDS Market Share Advantage Varies by City Advantage Varies FDS Market Share Confidential and proprietary Edison . DoorDash are the #1 appetizer/side menu item sold at this this at sold item menu appetizer/side #1 the are Sold at a National Wings Chain Wings National a at Sold competitor through through competitor Fries Which items do your competitors sell most through digital? through most sell competitors your do items Which – June, 2020 June, –

5. Fried PicklesFried 5. 4. Mozzarella Sticks Mozzarella 4. 3. CheeseCurds 3. 2. Potato Wedges Potato 2. Top 5 Appetizers Sold Fries 1.

Digital Menu Optimization Optimization Menu Digital Top 5 Appetizers & Sides January January Confidential and proprietary Edison http://trends.edison.tech for a demo of Edison Trends, or more questions. more or Trends, Edison of a demo for Q&A’S [email protected] Learn more about Edison Trends at Learn aboutmore Edison Trends Contact