餐饮科技：强大的技术支柱正在成为必备条件

Restaurant Tech A Strong Technology Backbone isBecoming Table Stakes STEVE MCLAUGHLIN Table of Contents Founder, CEO, Managing Partner SUBSCRIBE 1.Introducing FT Partners42.Executive Summary73.Market Overview94.FinTech Solutions135.Industry Landscape376.Selected Financing and M&A Activity407.Public Companies Analysis518.CEO Interviews589.Selected Company Profiles9010.Selected M&A Transaction Profiles12611.FT Partners Overview141 Table of Contents Selected Company Profiles, M&A Deal Profiles and CEO Interviews Introducing FT Partners FT Partners–The Most Trusted Brand in FinTech Comprehensive FinTech Advisory Expansive Global Presence Extensive Network Across FinTech Ecosystem Proprietary FinTech Database Leading Producer of FinTech Insights FT Partners’ Expertise Across Restaurant Tech & POS Payments Selected Transactions II. Restaurant Tech Executive Summary Although the masks have faded, the COVID-19 pandemic left an indelible mark on the restaurant industry. Thepost-COVID impact was felt across all facets of the industry including reservations, takeout and delivery, staffing,input pricing, marketing, and payments. While consumers have long since returned to in-person dining, demandfor off-premise interactions and omni-channel experiences has not dissipated given the degree of conveniencethey provide. To meet this demand, restaurants must be able to handle and coordinate online ordering anddelivery (whether through their own channel or third parties), order ahead and pick-up, and more. Other decisionpoints involve cashless in-person interactions including new payment mechanisms, as well as challenges inmarketing to and engaging with consumers across multiple channels, including newer channels such as Tik-Tok.Meanwhile, input prices have increased, and staffing challenges persist as roles are difficult to fill and employeedemands are higher than ever. To solve these challenges, restaurants have turned to technology solutions in greater ways than ever before. Infact, a strong technology backbone has become table stakes across the industry. Fortunately, FinTech and othertechnology providers are rising to the occasion with tailored solutions that simplify complexity, streamlineoperations, reduce operating costs, and create a more seamless customer experience. A wide range of AI-drivensolutions have also emerged to help operators automate a wider range of processes, improve efficiency andboost margins. Historically, restaurant technology providers swam in separate lanes, but today, software, hardware, andprocessing are coming together with some platforms able to replace a multitude of point solution providers.While best-of-breed point solution providers will always have an opportunity in the space, we expect to see moreconsolidation as the platform plays look to serve an increasingly larger role for their customers. This report is a comprehensive update of our Restaurant Tech report that was originally published in 2024. In thisreport, we discuss the challenges restaurants are facing and how technology solutions are easing these burdens,provide a detailed company landscape, and numerous company profiles along with transaction overviews ofnotable M&A deals and CEO interviews with key players in the space. III. Market Overview Restaurant Market Overview Current State of the Market A $1 Trillion+ Market Opportunity Rising input costs, supply chain disruptions and increasing competition have put strain on restaurant operators across the country, and these headwinds have continued in 2025.Despite these persistent challenges, the industry has managed to sustain a strong level of growth thus far this year, will sustain its current level of growth this year, with the NationalRestaurant Association predicting total sales of$1.5 trillionin 2025.(1) Market Commentary •There are over749,000restaurants operating inthe US, down from~1 millionsince the COVIDpandemic forced many restaurants to closes(3)•Restaurant sales are projected to reach$1.5trillionin 2025, driven in part by higher menuprices due to inflation•Employment in foodservice is expected to growby200,000in 2025, reaching a total of15.9millionjobs•Rising costs remain a significant headwindfaced by restaurant operators, with menu pricesincreasing by3.9%in the last 12 months(2)•Competition is increasing as the economyslowly recovers, putting pressure on operatorsto differentiate and increase marketing spend “Gone are the days when restaurant operators could simply balance the checkbook at the end of the month to know if theywere profitable. Today, meeting the demands of the modern restaurant environment requires a whole new level of insights andtools.That means tighter control over inventory, smarter purchasing decisions, and more strategic supply chain management.It also means managing labor costs more effectively, with better scheduling, predictive tools, and automation that enhancesoperations, rather than replacing people.”(2) M