Question · Q4 2025
Christopher Carril asked for more details on the Order Ahead and walk-up channels, including their incrementality, expected pace of growth for the year, and long-term upside potential.
Answer
Christine Barone, CEO and President, reported that mobile order reached 14% of transactions in Q4, and the walk-up window mix increased from around 10% to 18%, helping balance demand across shops. She emphasized that the company is driven by customer preference for channels rather than setting internal targets, expressing satisfaction with the popularity and demand-balancing effect of these channels.
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