Global Overview

Food delivery &

Takeaway – COVID-19

As of 20th June 2020

Advertisers continue to enjoy cheaper clicks & stronger consumer

engagement (across most countries)

Comparing June daily avg. to Jan 2020 daily avg. across metrics

Source: Internal Data

68%

104%

4%

30%

46%

44%

ES

NL

FR

DE

CA

UK

Avg. CTR

44%

28%

10%

35%

64%

46%

ES

NL

FR

DE

CA

UK

Clicks

28%

30%

32%

15%

26%

43%

ES

NL

FR

DE

CA

UK

Volume

-24%

24%

-10%

6%

-10%

-21%

ES

NL

FR

DE

CA

UK

Avg. CPC

114%

112%

France

113%

142%

W2

W3

W4

W5

W6

W7

W8

W9

W10

W11

W12

W13

W14

W15

W16

W17

W18

W19

W20

W21

W22

W23

W24

W25

Canada

99%

120%

W2

W3

W4

W5

W6

W7

W8

W9

W10

W11

W12

W13

W14

W15

W16

W17

W18

W19

W20

W21

W22

W23

W24

W25

Germany

101%

126%

Spain

121%

131%

W2

W3

W4

W5

W6

W7

W8

W9

W10

W11

W12

W13

W14

W15

W16

W17

W18

W19

W20

W21

W22

W23

W24

W25

United Kingdom

118%

Netherland

Demand is tapering as summer kicks in and lockdown easesWhat is expected in Autumn and beyond? What if there is a second wave???

Weekly search volume & clicks indexed to Pre COVID-19* weekly average

Source: Internal Data, *Pre COVID-19 is W2 – starting on 5th Jan 2020 to W25

ending on 20th Jun 2020

Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun

M Tu W Th F Sa Su

Canada

M Tu W Th F Sa Su

Germany

M Tu W Th F Sa Su

Spain

M Tu W Th F Sa Su

France

M Tu W Th F Sa Su

United Kingdom

M Tu W Th F Sa Su

Netherland

The preferred day(s) for a takeaway has changed pre COVID-19Greater change in some countries (ES, FR, DE) than the others

Search volume share across days of the week

Source: Internal Data, All Device,

*COVID-19 Period is 1st Apr to 20th Jun 2020, Pre COVID-19 is 5th Jan to 15th Feb 2020

Changing competition

and brand preferences

83%

55%

145%

68%

7%

38%

-7%

9% 7%

-10%

29%

-11%

Just Eat Uber eats deliveroo

Delivery Services

41%

10%

-35%

-93%

-47%

55%

-36%

-76%

-48%

28%

-81%

22%

-11% -7%

78% 80%

25%

-13%

237%

8%

106%

-14%

268%

-23%

-150%

-100%

-50%

0%

50%

100%

150%

200%

250%

300%

Dominos Pizza Hut Nandos Miller and

Carter

Subway Papa John's Mc Donalds Pizza

Express

Wagamama Burger King Frankie and

Benny's

KFC

Restaurants, pubs and eateries Pre Vs. Post Apr May Jun

UK - Preference shifting from pizza to burgers, pubs and more

Avg. daily search volume trends by brands

Pre COVID-19 vs. COVID-19 period and MoM Apr – Jun 2020

Pre Vs. COVID-19 Period*

Source: Internal Data, All Device

*COVID-19 Period is 1st Apr to 20th Jun 2020

84%

22%

70%

52%

36%

49%

4%

47%55% 52%

58%

8%

-40%

-26%

-42% -41%-36%

-41%-32% -34%

-43% -46%

-29% -28%

-60%

-40%

-20%

0%

20%

40%

60%

80%

100%

lieferando Mc Donalds Dominos Burger King KFC Call-a-pizza Subway Smiley's pizza Telepizza Flying pizza Pizza Max Pizza Hut

Restaurants, pubs and eateries

Pre Vs. Post Apr May Jun

DE – Online food ordering seem to be dipping as lockdown eases

Avg. daily search volume trends by brands

Pre COVID-19 vs. COVID-19 period and MoM Apr – Jun 2020

Source: Internal Data, All Device

*COVID-19 Period is 1st Apr to 20th Jun 2020

Pre Vs. COVID-19 Period*

99%

69%77%

31%19%

34%

21%

55% 53%44%

34%

77%

-43% -43% -41% -41%-37% -32% -37% -36%

-44% -44%-32%

-39%-60%

-40%

-20%

0%

20%

40%

60%

80%

100%

120%

140%

Uber Eats Deliveroo Just Eat Dominos Burger King Mc Donalds Sushi Shop Kiosque a PizzaLa Boite a pizza Eat sushi Tutti pizza Cote sushi

Restaurants, pubs and eateries

Pre Vs. Post Apr May Jun

FR - Online food ordering seem to be dipping as lockdown eases

Pre Vs. Apr to Jun Period*

Avg. daily search volume trends by brands

Pre COVID-19 vs. COVID-19 period and MoM Apr – Jun 2020

Source: Internal Data, All Device

*COVID-19 Period is 1st Apr to 20th Jun 2020

96%

196%

124%

65%47%

68%58%

109%

21%7%

-4%

65%

-42% -39%-54%

-38% -37%-26%

-43% -36%-30% -29% -36% -38%

-100%

-50%

0%

50%

100%

150%

200%

250%

Thuisbezorgd Uber Eats Deliveroo Takeaway Mc Donalds Dominos KFC Bakker Bart Subway De Beren Burger King Poke Bowl

Restaurants, pubs and eateries

Pre Vs. Post Apr May Jun

NL - Online food ordering seem to be dipping as lockdown eases

Pre Vs. Apr to Jun Period*

Avg. daily search volume trends by brands

Pre COVID-19 vs. COVID-19 period and MoM Apr – Jun 2020

Source: Internal All Device

*COVID-19 Period is 1st Apr to 20th Jun 2020

141%

244%

176%152%

99%

27%

107%

-32%

48% 45%

220%

85%

3%

-50% -60% -58% -63% -52%-45% -51%

-12%-36%

-55% -65%-50%

-24%

-100%

-50%

0%

50%

100%

150%

200%

250%

300%

Uber eats Glovo Deliveroo Burger King Just Eat Dominos Papa Jones Goiko Grill Pizza Hut Wetaca Mc Donalds Pizzeria

Carlos

Taco Bell

Restaurants, pubs and eateries

Pre Vs. Post Apr May Jun

ES - Online food ordering seem to be dipping as lockdown eases

Pre Vs. Apr to Jun Period*

Avg. daily search volume trends by brands

Pre COVID-19 vs. COVID-19 period and MoM Apr – Jun 2020

Source: Internal Data, All Device

*COVID-19 Period is 1st Apr to 20th Jun 2020

83%

145%

55%41%

55%

22%10%

-35%

-93%

-47%

-76%

-48%

-19% -13% -24%-37%

-14%

2%

-8%-18%

-7% -8%

5%

-25%

-150%

-100%

-50%

0%

50%

100%

150%

200%

Skip The

Dishes

Uber eats Doordash Swiss Chalet Pizza Hut Tim Hortons A&W Boston pizza Pizza Pizza Mc Donalds Subway KFC

Restaurants, pubs and eateries

Pre Vs. Post Apr May Jun

CA – Stable demand continues into June

Avg. daily search volume trends by brands

Pre COVID-19 vs. COVID-19 period and MoM Apr – Jun 2020

Source: Internal Data, O&O Search Data, All Device

*COVID-19 Period is 1st Apr to 20th Jun 2020

Pre Vs. Apr to Jun Period*

Optimise your performance by

setting up incremental bidding.

Remember it varies across markets.

Highlights & Recommendations