Leading Brands in US Food & Dining Services: Q4 2023 Insights

Introduction

In the competitive landscape of Food & Dining Services in the US, certain brands have emerged as leaders in Q4 2023, showcasing significant monthly deduplicated audiences across their websites and apps. This article delves into the performance of DoorDash, McDonald's, and Yelp, highlighting key trends and insights. Sensor Tower's comprehensive data provides a unique perspective on cross-platform user behavior, with insights from Web Insights, App Performance Insights, and Pathmatics.

DoorDash For Customers

DoorDash maintains a robust digital presence with its website, doordash.com, and the DoorDash - Food Delivery app.

• Audience Trends: From Q3 to Q4 2023, the monthly deduplicated audience remained stable above 50M, with a notable increase in December. Web and app audiences were evenly distributed, with the app consistently attracting over 35M monthly users.

• App Engagement: The app witnessed a slight increase in monthly active users, reaching approximately 38M in December, indicating sustained interest in mobile platforms.

• Ad Spend & Channels: Despite fluctuations, monthly ad spend remained strong, surpassing $16M in December. Key channels included YouTube and OTT, delivering significant impressions.

McDonald's

McDonald's digital strategy is anchored by its website, mcdonalds.com, and the McDonald's app.

• Audience Trends: The monthly deduplicated audience grew steadily, surpassing 48M by December. The app was the primary driver of this growth, with over 42M app-only monthly visitors.

• App Engagement: Monthly active users remained stable around 21M, reflecting consistent engagement with the brand's mobile offerings.

• Ad Spend & Channels: Monthly ad spend peaked in December at over $26M, with Facebook and Instagram leading in impressions, showcasing McDonald's effective use of social media platforms.

Yelp Inc.

Yelp capitalizes on its extensive reach with yelp.com and the Yelp: Food, Delivery & Reviews app.

• Audience Trends: The monthly deduplicated audience remained stable, consistently above 44M. The web platform continued to dominate, although the app showed resilience with over 16M app-only monthly visitors.

• App Engagement: The app's monthly active users hovered around 9M, reflecting a slight decline yet maintaining a core user base.

• Ad Spend & Channels: Yelp did not engage in digital advertising during this period, focusing on organic growth and user engagement.

Conclusion

DoorDash, McDonald's, and Yelp demonstrate distinct strategies and successes in the Food & Dining Services category in Q4 2023. Sensor Tower's data reveals critical insights into user behavior across platforms, underscoring the importance of a holistic digital strategy. By leveraging Sensor Tower's unparalleled data offerings, brands can optimize their cross-platform presence and engagement effectively.

For more detailed insights, explore Sensor Tower's Web Insights, App Performance Insights, and Pathmatics.