Leading Brands in Canada's Food & Dining Services: Q4 2023 Analysis

Introduction

In the competitive landscape of Canada's Food & Dining Services category, certain brands have distinguished themselves by capturing substantial monthly audiences across their websites and apps. In Q4 2023, UberEATS, Tim Hortons, and DoorDash emerged as leading players. Utilizing Sensor Tower's unparalleled data, we delve into the performance and trends of these brands from Q3 to Q4 2023.

UberEATS

UberEATS maintains a strong digital presence with its website, ubereats.com, and the Uber Eats: Food Delivery app.

• Audience Trends: From Q3 to Q4 2023, ubereats.com saw a notable increase in visits, peaking at over 21M in October. The monthly true audience rose above 5.5M by December, indicating a solid performance across both web and app platforms.

• App Engagement: Monthly active users of the app remained stable, exceeding 4.5M by December, highlighting consistent mobile engagement.

• Ad Spend & Channels: Monthly advertising expenditure surged, with significant investments in TikTok and YouTube, reaching over $1.4M in December. Monthly impressions also climbed, exceeding 283M, indicating a robust advertising strategy.

Tim Hortons

Tim Hortons continues to be a household name with its website, timhortons.com, and the Tim Hortons app.

• Audience Trends: The website experienced fluctuations, with visits hovering around 4M to 5M monthly in Q4. The monthly true audience remained above 5M, driven largely by app users.

• App Engagement: The app's monthly active users remained strong, maintaining levels above 4.3M throughout Q4.

• Ad Spend & Channels: Tim Hortons maintained a high monthly advertising spend, peaking at nearly $2.4M in December, with a focus on Instagram and Snapchat, generating over 552M monthly impressions.

DoorDash

DoorDash solidifies its position with its website, doordash.com, and the DoorDash - Food Delivery app.

• Audience Trends: The website's visits showed growth, reaching around 13M in December. The monthly true audience climbed to over 3.6M, with a balanced distribution between web and app users.

• App Engagement: App engagement was steady, with monthly active users around 2.8M by year-end, indicating a loyal user base.

• Ad Spend & Channels: DoorDash's monthly advertising spend was significant, although it decreased to $577K in December. TikTok and YouTube were primary channels, achieving nearly 99M monthly impressions.

Conclusion

In Q4 2023, UberEATS, Tim Hortons, and DoorDash demonstrated robust digital strategies that leveraged both web and app platforms effectively. Sensor Tower's comprehensive data—encompassing web insights, app performance, and digital advertising—provides critical insights into these trends, illuminating the dynamic behaviors of Canadian consumers in the Food & Dining Services category. Sensor Tower's analytics empower decision-makers with the clarity needed to navigate this evolving market landscape.