The Trojan Horse of Delivery: Why Domino's Refuses to Surrender its Drivers to Uber Eats
News

The Trojan Horse of Delivery: Why Domino’s Refuses to Surrender its Drivers to Uber Eats

If you look at the P&L statement of an average QSR franchisee in 2026, the line item bleeding the most red ink is usually third-party delivery commissions. Forking over 30% of top-line revenue to an aggregator completely destroys unit economics, leaving operators essentially subsidizing the delivery platform’s business model. Domino’s Pizza, however, has engineered a […]

Analysis

The 2026 Restructuring: Why Real Estate Liabilities Are Driving Franchise Bankruptcies

The U.S. restaurant industry is currently undergoing a brutal, data-driven footprint rationalization. As we enter the third quarter of 2026, the primary catalyst for the recent wave of Chapter 11 filings is no longer simple operational failure, but rather structural real estate liability. Data from Black Box Intelligence indicates that approximately 9% of full-service restaurants […]

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