Both KFC and Pizza Hut received a boost from the dinner daypart and because their menus consist of group-friendly buckets and pizzas for families quarantined together at home. They’re also more insulated than many industry players because of their strong off-premise channels — the drive-thru and delivery for KFC and delivery/carryout for Pizza Hut.
No doubt these channels have proven to be a critical channel during nationwide dining room closures. Digital orders from restaurants were up 106% in April versus April 2019, third-party delivery orders were up 204% in that same time, and the drive-thru accounted for nearly half of all restaurant visits for the month, according to The NPD Group.