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It doesn't change demand, but it does change pricing and shift demand to convenience.
If Moto's experience is the same as what I've seen, choosing delivery over purchasing in person doesn't just add a delivery charge, but also increases prices across the board, and then adds a service charge for delivery.
I suppose the argument for groceries is that an employee's time is spent collecting the goods before the delivery method. But in a fast food scenario where everything is made to order, regardless of dine-in, dine-out, drive-thru, or delivery, an increased price point across the board, before the delivery surcharge, is tough to accept. Though I understand that if restaurants aren't managing their own deliveries, they are often embedding third-party delivery app charges in their prices.
All of that to say, while I understand the arguments, I also know there's profit being made at each step, and they can only keep gouging for so long before the whole house of cards comes crumbling down.
He's not saying it was pushing prices. He was saying it was potentially a big driver of the OP headline.
Yes, prices are going up, but a potential big factor in the increase of spending on food could be associated delivery costs.
They are likely considered part of "money spent on food" as calculated by the study, and have been a much more prevalent thing since the pandemic.
I've seen delivery drivers picking up orders at 7-11.
Boggles the mind that someone would pay essentially double for a hoagie.