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How much margin does a restaurant actually have for software, and what do delivery platforms and POS vendors take out of it?

EU food service keeps 11.28% of net turnover as gross operating surplus and pays 57.38% of its value added out in labour costs (Eurostat, 2023) — software is bought out of a very thin margin. A global delivery marketplace takes 13.4% of order value as revenue and keeps 4.7% of it as contribution profit worldwide (DoorDash, 2024 and 2025), while 48.01% of EU accommodation and food service firms with 10 or more staff already take orders on their own website and only 11.98% use any AI (Eurostat, 2025).

Eurostat structural business statistics (sbs_sc_ovw, NACE I56 food and beverage service, 2022-2023) and Eurostat ICT usage surveys (NACE I accommodation and food service, enterprises with 10 or more persons employed, EU27, 2021-2025); DoorDash and Toast annual reports filed with the SEC for fiscal year 2025 · verified as of

What is left in the operator's P&L (EU food and beverage service, NACE I56)

This is the budget a restaurant product has to fit inside. Gross operating rate is gross operating surplus over net turnover: the cents left on a euro of sales before interest, depreciation and tax. Size class TOTAL unless stated.

MetricValueSegmentPeriodSource
Gross operating rate, food and beverage service11.28%share of net turnover · all NACE I56 enterprises, EU272023ec.europa.eu
Gross operating rate, food and beverage service10.8%share of net turnover · all NACE I56 enterprises, EU27 · prior year of the same 2022-2023 pull2022ec.europa.eu
Labour costs as share of value added57.38%share of value added · all NACE I56 enterprises, EU272023ec.europa.eu
Labour costs as share of value added58.39%share of value added · all NACE I56 enterprises, EU27 · prior year of the same 2022-2023 pull2022ec.europa.eu
Net turnover per person employedEUR 59.28kper person employed · all NACE I56 enterprises, EU272023ec.europa.eu
Net turnover per person employedEUR 53.82kper person employed · all NACE I56 enterprises, EU27 · prior year of the same 2022-2023 pull2022ec.europa.eu
Net turnover, micro enterprises (0-9 employees)EUR 204,666 millionNACE I56, size class 0-9 persons employed, EU272023ec.europa.eu
Persons employed, micro enterprises (0-9 employees)3,730,249NACE I56, size class 0-9 persons employed, EU272023ec.europa.eu

How digital the EU buyer already is (NACE I, firms with 10+ staff)

Eurostat ICT usage surveys cover accommodation and food service together (NACE I) and only enterprises with 10 or more persons employed — the larger, more digital end of the market. Treat these as a ceiling, not an average for the whole sector.

MetricValueSegmentPeriodSource
Website offers online ordering, reservation or booking48.01%of enterprises, NACE I, 10+ staff, EU272025ec.europa.eu
Website offers online ordering, reservation or booking48.31%of enterprises, NACE I, 10+ staff, EU27 · earlier survey round2023ec.europa.eu
Website offers online ordering, reservation or booking47.26%of enterprises, NACE I, 10+ staff, EU27 · earliest survey round held2021ec.europa.eu
Website carries at least three of eight functionalities42.09%of enterprises, NACE I, 10+ staff, EU272025ec.europa.eu
Website available in at least two languages38.03%of enterprises, NACE I, 10+ staff, EU272025ec.europa.eu
Website available in at least two languages32.54%of enterprises, NACE I, 10+ staff, EU27 · earlier survey round2023ec.europa.eu
Web sales via e-commerce marketplaces27.73%of enterprises, NACE I, 10+ staff, EU272025ec.europa.eu
Web sales via e-commerce marketplaces — Hungary32.15%of enterprises, NACE I, 10+ staff, HU · single-country reading2025ec.europa.eu
Sell online ONLY via marketplaces (no own-website sales)7.82%of enterprises, NACE I, 10+ staff, EU272025ec.europa.eu
Buy paid cloud computing services39.52%of enterprises, NACE I, 10+ staff, EU272025ec.europa.eu
Use finance or accounting software as a paid cloud service23.05%of enterprises, NACE I, 10+ staff, EU272025ec.europa.eu

What a delivery marketplace takes, and what it keeps

DoorDash reports the whole chain on one base: gross order value, then revenue, then gross profit, then contribution profit, all as a share of GOV. The gap between what the platform charges and what it keeps is the room a competing channel has to work in. Marketplaces include grocery and retail orders, not restaurants only.

MetricValueSegmentPeriodSource
Marketplace gross order value$102,018 millionDoorDash Marketplaces worldwide, all categories2025sec.gov
Total orders completed3,172 millionDoorDash Marketplaces worldwide, all categories2025sec.gov
Order growth, year over year23%DoorDash Marketplaces · 20% in 2024, 24% in 20232025sec.gov
Net revenue margin (revenue as share of GOV)13.4%share of marketplace GOV · the platform's effective take2024sec.gov
Net revenue margin (revenue as share of GOV)12.9%share of marketplace GOV · earlier year2023sec.gov
GAAP gross profit as share of GOV6.6%share of marketplace GOV2025sec.gov
GAAP gross profit as share of GOV6.2%share of marketplace GOV2024sec.gov
GAAP gross profit as share of GOV5.8%share of marketplace GOV2023sec.gov
Contribution profit as share of GOV4.7%share of marketplace GOV · what the platform keeps per order2025sec.gov
Contribution profit as share of GOV4.3%share of marketplace GOV2024sec.gov
Contribution profit as share of GOV3.7%share of marketplace GOV2023sec.gov
Monthly active users56MDoorDash Marketplaces, December 20252025-12sec.gov
Paid membership subscribers (DashPass, Wolt+, Deliveroo Plus)35Mas of 31 December 20252025-12sec.gov

What a restaurant software vendor's book looks like

Toast is the one restaurant-only platform that files its numbers in full, so it is the cleanest public read on a POS and payments book. Gross payment volume per location is an average across the whole installed base, not a typical single restaurant.

MetricValueSegmentPeriodSource
Restaurant locations on the platform164,000Toast installed base, US2025sec.gov
Gross payment volume processed per location$1.19M per yearproxy: total GPV across the US installed base divided by locations2025sec.gov
Gross margin on subscription software revenue71.8%share of subscription segment revenue, US · payments revenue carries a much thinner margin2025sec.gov

AI in food service: adoption, and why it stalls

The same Eurostat question asked of three populations shows where food service sits. Accommodation (I55) is pulled out separately because it runs far ahead of the combined sector, which means the combined NACE I number understates how far behind restaurants are.

MetricValueSegmentPeriodSource
Use at least one AI technology — accommodation and food service (NACE I)11.98%of enterprises, 10+ staff, EU272025ec.europa.eu
Use at least one AI technology — accommodation and food service (NACE I)6.09%of enterprises, 10+ staff, EU272024ec.europa.eu
Use at least one AI technology — accommodation and food service (NACE I)3.81%of enterprises, 10+ staff, EU272023ec.europa.eu
Use at least one AI technology — accommodation and food service (NACE I)3.27%of enterprises, 10+ staff, EU27 · earliest round held2021ec.europa.eu
Use no AI technology at all — accommodation and food service (NACE I)86.15%of enterprises, 10+ staff, EU272025ec.europa.eu
Use at least one AI technology — accommodation only (NACE I55)21.31%of enterprises, 10+ staff, EU27 · hotels run ahead of the sector2025ec.europa.eu
Use at least one AI technology — accommodation only (NACE I55)6.32%of enterprises, 10+ staff, EU272023ec.europa.eu
Use at least one AI technology — whole economy benchmark19.95%of enterprises, 10+ staff, all activities EU272025ec.europa.eu
Use at least one AI technology — whole economy benchmark8.06%of enterprises, 10+ staff, all activities EU272023ec.europa.eu
Use AI for marketing or sales — accommodation and food service (NACE I)5.76%of enterprises, 10+ staff, EU272025ec.europa.eu
Barrier to adoption: lack of relevant expertise69.01%of NACE I enterprises that considered AI, 10+ staff, EU272025ec.europa.eu
Barrier to adoption: lack of relevant expertise71.48%of NACE I enterprises that considered AI, 10+ staff, EU272023ec.europa.eu
Reason for not using AI: not useful for the enterprise22.92%of NACE I enterprises that considered AI, 10+ staff, EU27 · falling2025ec.europa.eu
Reason for not using AI: not useful for the enterprise27.7%of NACE I enterprises that considered AI, 10+ staff, EU272024ec.europa.eu
Reason for not using AI: not useful for the enterprise30.28%of NACE I enterprises that considered AI, 10+ staff, EU272023ec.europa.eu

Why these numbers do not line up into one market

Four different perimeters sit on this page and mixing them produces a wrong answer. First, the industry code: Eurostat structural business statistics are read here for NACE I56, food and beverage service only, while every ICT and AI percentage is read for NACE I, accommodation and food service together. Hotels digitise far ahead of restaurants — 21.31% of EU27 accommodation enterprises use AI against 11.98% for the combined EU27 sector in 2025 — so the combined figure flatters restaurants, and a restaurant-only reading of the ICT survey does not exist. Second, the size threshold: the ICT and AI surveys only cover enterprises with 10 or more persons employed, but 3,730,249 people in EU food service work in firms with nine or fewer, so the adoption rates describe the larger end and not the sector a founder usually sells into. Third, the base behind the platform numbers: DoorDash reports gross order value for all its marketplaces, including grocery and retail, so its 13.4% net revenue margin is the economics of an order, not of a restaurant order specifically. Fourth, averages across an installed base: Toast's $1.19M of payment volume per US location is total volume divided by 164,000 locations, so it mixes quick-service and full-service restaurants of very different sizes. The margin side and the adoption side also differ in time — the P&L numbers are 2022 and 2023, the digital numbers 2021 to 2025 — so read the margin as the budget constraint and the adoption numbers as the current state, not as two halves of one year.

Eurostat — Enterprise statistics by size class and NACE Rev. 2 activity (sbs_sc_ovw) · Eurostat — Websites and functionalities by NACE Rev. 2 activity (isoc_ciwebn2) · Eurostat — Artificial intelligence by NACE Rev. 2 activity (isoc_eb_ain2) · Eurostat — E-commerce sales by NACE Rev. 2 activity (isoc_ec_eseln2) · DoorDash — Annual report on Form 10-K for fiscal 2025 · Toast — Annual report on Form 10-K for fiscal 2025

Methodology

Every number on this page is a fact node in the God of Startups Atlas — a knowledge graph where each metric carries its source URL, reporting period, evidence tier, the population it was measured on and the verbatim quote it was taken from. Tier 1 here means official statistics (Eurostat) and statutory filings (annual reports on Form 10-K filed with the US Securities and Exchange Commission). Values are shown in the currency and unit the source reports; nothing is converted, estimated or modelled. One row — payment volume per restaurant location — is an average the filing does not print directly and is labelled as a proxy in the segment column.

Related benchmarks

Analysis built on this data

Market cells behind this benchmark

Fact tables from the same knowledge graph — one market, every number with its source, period and evidence tier.

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