Wawa-grade made-to-order has built a multibillion dollar foodservice business inside a fuel canopy. The format works. Margins beat every legacy SKU.
Sheetz operates fresh foodservice at near-QSR pace across a thousand stores, with kitchens, hot cases, and grab-and-go all running off one operating model.
7-Eleven is rebuilding the largest c-store footprint in the country around fresh, betting a national fresh push will replace declining tobacco and packaged margin.
Across the category, fresh foodservice is the only line growing same-store dollars and trip frequency. The race now is who can run it cleanly at scale.