Pizza’s slipping share of U.S. restaurant sales and falling store counts are a canary for a broader shift: platformized delivery and cross‑cuisine discovery are reallocating demand away from category incumbents that once depended on simple logistics (box + driver) toward flexible, algorithmically mediated meals. The result compresses margins, prompts consolidation and bankruptcies, stresses last‑mile logistics, and reorders local real‑estate and labor demand.
— If pizza—long the archetypal takeout staple—can be displaced by app discovery and price competition, policymakers and cities must address the resulting effects on jobs, commercial real estate, curb/kerb management, and small‑business resilience.
msmash
2026.01.09
100% relevant
Technomic/Datassential sales and store‑count data cited in the article, Papa John’s CFO quote about disruption, and recent pizza‑chain bankruptcies (Pieology parent, Anthony’s/Bertucci’s owners).
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