Domino’s, Pizza Hut and Papa John’s All Face a Big Problem

Before we had Grubhub, Uber (UBER) – Get Uber Technologies, Inc. Report Eats, Postmates, and DoorDash (DASH) – Get DoorDash, Inc. Class A Report, pizza was the only food you could easily get delivered pretty much anywhere. 

It’s now possible to get anything from a sandwich to a five-course gourmet dinner dropped off at your door.

That has given the major pizza chains — Domino’s (DPZ) – Get Domino’s Pizza, Inc. Report, Papa John’s (PZZA) – Get Papa John’s International, Inc. Report, and Yum! Brands’  (YUM) – Get Yum! Brands, Inc. Report Pizza Hut — some pretty major competition. Of course, pizza still has some inherent advantages. It’s a food that travels really well (try ordering french fries for delivery to see one that doesn’t). And it can easily be reheated or even eaten cold. 

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