4 - LOCATION MCDONALD'S OPERATOR · HOUSTON, TX · DOORDASH + UBER EATS
ALREADY GROWING 18% A YEAR. TODC NEARLY TRIPLED IT.
The most common reason operators pass on TODC: "our delivery business is already growing." This Houston operator was — 18% year over year, well ahead of the pack, before we ever touched an account. They brought TODC on anyway on Nov 17, 2025. Over the next eight months, year-over-year growth ran at 51.1%. Strong growth isn't a reason to skip active management. It's proof the demand is there — and most of it is still unclaimed.
BEFORE TODC
18%
YoY delivery sales growth — already strong
VS.
● TODC ON · 4 STORES
51.1%
YoY sales growth with TODC managing
// The analysis window
NOV 17, 2025 · TODC ACTIVATED
Baseline · Pre-TODC
Mar 10 → Nov 16, 2025
All 4 stores self-managing delivery platforms — and already growing 18% year over year.
SELF-MANAGED · 4 STORES
With TODC · 8+ months
Nov 17, 2025 → Jul 26, 2026
TODC takes over hyperlocal campaign management on DoorDash and Uber Eats across all 4 locations.
● TODC ON · 4 STORES
Growth figures are measured year over year — the TODC period against the same dates a year earlier — so seasonality can't take the credit. Not a hand-picked hot streak: this is the full engagement to date.
+349.4%
New customers — New delivery customers more than quadrupled — from 245 in the baseline period to 1,101 with TODC.
+14.7%
Order growth — More orders on top of an already-growing base — 53,117 pre vs. 60,904 with TODC.
+$20,111
Franchisee payout — Incremental payout per store over the 8+ month engagement — roughly $2,300 more per month landing in the P&L.
GROWTH ON TOP OF GROWTH - yoy sales growth, before vs. with todc
GROWTH ON TOP OF GROWTH
An 18% growth rate is the kind of number that convinces operators they've got delivery figured out. But growth tells you demand exists — not that you're capturing all of it. Same 4 stores, same trade areas: active store-by-store management found another 33 points of growth the market was already willing to give.
● Growth rate nearly tripled — on stores that were already outperforming
BY CHANNEL
The lift held on both marketplaces
Sales and orders, year over year with TODC — not one metric propped up by the other.
DOORDASH
UBER EATS
What it meant in dollars
+$20,111
Incremental payout per store over 8+ months
-
Incremental payout per store +$20,111
-
Per store, per month ≈ +$2,300 / month
-
× 4 locations, portfolio to date ≈ $80,445
The bottom line
"WE'RE ALREADY GROWING" IS EXACTLY WHEN IT WORKS BEST. 18% BECAME 51.1%.
This operator had the strongest possible reason to say no: a delivery business growing 18% a year on its own. Eight months of hyperlocal, store-by-store management later, YoY growth ran at 51.1%, new customers more than quadrupled, and each store's payouts grew $20,111 over the engagement — roughly $2,300 more per month, per store. If your stores are growing, the demand in your trade area is real — the only question is how much of it you're leaving to the McDonald's down the street.
SEE WHAT'S STILL ON THE TABLE IN YOUR MARKET →Methodology: 4-location Houston McDonald's operator, active on DoorDash and Uber Eats at all 4 stores. TODC began hyperlocal campaign management Nov 17, 2025. Baseline period Mar 10 – Nov 16, 2025 vs. TODC period Nov 17, 2025 – Jul 26, 2026. Headline growth figures measured year over year (TODC period vs. the same dates one year prior) to control for seasonality; pre-TODC baseline growth of 18% YoY per operator reporting. New customer and order figures compare baseline vs. TODC period. Payout figures reflect incremental payout per store over the TODC period vs. baseline (≈$2,300 per store per month); portfolio figure sums the per-store increase across 4 locations.