Olo (OLO) UBS Global Consumer and Retail Conference summary

Business overview and platform evolution

• Provides a modular, open platform for enterprise restaurants, serving over 750 brands and 86,000 locations, processing $29 billion GMV and $2.8 billion in payments in 2024.

• Platform consists of Order, Pay, and Engage suites, enabling digital ordering, embedded payments, and personalized guest engagement.

• Guest Data Flywheel leverages transaction data to personalize experiences and drive profitable traffic.

• Digital transactions now represent 18% of industry sales, with some brands reaching up to 75% digital mix.

• AI is integrated across all suites, powering recommendations, fraud mitigation, and operational efficiency.

Customer benefits and engagement

• Digital ordering increases average ticket size and visit frequency by streamlining guest experiences.

• Engage suite uses guest data to drive personalized marketing, increasing menu exploration and lifetime value.

• Industry is in early stages of leveraging guest data for engagement; most restaurants lack visibility into their top customers.

• New card present capabilities allow brands to identify and engage all guests, not just digital or loyalty members.

• Case study: California Fish Grill saw a 41% increase in guest database and $7 million in attributed sales through personalized campaigns.

Cost savings and operational efficiency

• Digital platforms reduce labor needs by shifting order and payment tasks to guests, allowing labor redeployment to enhance hospitality.

• Transitioning from homegrown to Olo’s platform reduces ongoing R&D and operational costs, leveraging $90 million annual R&D spend across clients.

• Over a dozen brands have migrated from in-house solutions to Olo since IPO, combining platform benefits with custom brand differentiation.