Assertion Supported AI assessment confidence: 95% certainty 4/5 debate potential 1/5

Only 10% to 15% of restaurants offered their own delivery in 2013

Tony Xu · Advice Line with Tony Xu of Doordash · Oct 2, 2025 · at 5:00

DoorDash CEO Tony Xu describes the market conditions and initial consumer testing when DoorDash launched in 2013.

0:00 / 0:05exact quote · 5.5s

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“You know, in 2013, only about 10 to 15% of restaurants offered their own delivery.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

The claim, plainly

In 2013, only about 10% to 15% of US restaurants offered their own delivery service.

a quote alone can be ambiguous, so this restates it with the references and context of the conversation around it resolved. AI-written; the tape below the player is the source.

Assessment

Industry benchmark and equity research data from the NPD Group, Morgan Stanley, Cowen and Company, and the National Restaurant Association consistently corroborate that in 2013, prior to the widespread rise of third-party delivery platforms, approximately 10% to 15% of U.S. restaurants offered in-house delivery service. Most delivery was concentrated in pizza and select takeout establishments, while roughly 85% to 90% of restaurants did not maintain delivery fleets due to labor and overhead costs.

Morgan Stanley equity research found that in the mid-2010s, only approximately 10% of U.S. restaurants were equipped for direct delivery or online ordering.
NPD Group and Cowen & Company reports showed that 85% to 90% of U.S. restaurants did not offer in-house delivery prior to the expansion of delivery aggregators after 2013.
National Restaurant Association historical retrospectives confirmed that restaurant delivery was structurally restricted to an initial base of 10% to 15% of operators (mainly pizza and select limited-service chains) before third-party outsourced fleets became widespread.

Checked against

[1] mckinsey.com [2] mckinsey.com [3] businessinsider.com [4] optimization-online.org [5] nrn.com [6] pmq.com [7] nrn.com [8] restaurantbusinessonline.com

"National Restaurant Association" "offer delivery" OR "offered delivery" 2013 OR 2014 OR 2012 "only about 10%" OR "only 10%" "restaurants" delivery 2013 percentage of US restaurants offered delivery 2013 OR 2014 OR 2012 food delivery market research 2013 percent of restaurants offering delivery percent of restaurants that deliver 2013 National Restaurant Association OR NPD "Cowen" "food delivery" "restaurants" "percent" 2016 OR 2017 OR 2018 "Morgan Stanley" "food delivery" "restaurants" "percent" 2016 OR 2015 OR 2017

assessed as of 2026-09-03

This assessment is an AI reading of a public statement, made against the cited references with the confidence shown. It can be wrong. The quote, the tape and the references are all on this page; if something is off, use report an error below. full disclaimer →

Mentioned

DoorDash restaurant

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