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14.04.2026, 09:00
From sweet treats to protein boosts, chains are banking on beverages to drive sales

Beverages outsell burgers: what McDonald's 9% drink menu surge means for Moldovan food businesses

 

When drinks become the destination, not the side order, the entire logic of running a food business changes.

 

The number of beverages offered by the top 500 restaurant chains grew by more than 9% in a single year, according to Technomic's 2025 Away-From-Home Beverage Navigator Report. That figure alone would be unremarkable if it were simply a menu expansion story. It is not. What is happening across McDonald's, Dunkin', Starbucks, and Dutch Bros is a structural redefinition of why people walk through the door — and it has implications far beyond American fast food.

 

For decades, the beverage was the footnote. You ordered a burger, and you added a drink. That logic has now inverted. In a 2024 survey cited in the Technomic report, 22% of consumers said their primary reason for visiting a chain was to get a pick-me-up — up from 20% in 2023 — while 20% said they came to wash down food. Those two motivations switched places from the prior year. The drink is no longer the accessory. It is the occasion. McDonald's CEO Chris Kempczinski said it plainly on a recent earnings call: beverages are "growing and more profitable than food," with full-margin products that franchisees would not have to discount. Dunkin' reported its Refreshers platform hit record unit sales, up more than 30% year-on-year in its most recent quarter.

 

The deeper insight is not that chains are launching new drinks. It is that they are engineering a separate revenue stream that runs on different economics — higher margins, stronger brand association with a specific moment in a customer's day, and a product that is genuinely difficult to replicate at home. Starbucks, still navigating a 2% year-on-year U.S. sales decline, is preparing a late fourth-quarter launch of protein cold foam under CEO Brian Niccol's turnaround strategy. McDonald's will begin an expanded market test of new drink lines in 500 restaurants across Wisconsin and Colorado on September 2, including cold brews, "dirty sodas," and Refreshers developed from learnings of its now-closed CosMc's concept.

 

For anyone operating in Moldova's food and beverage sector — café owners, quick-service restaurant operators, even the growing segment of grab-and-go food retail — this trend is worth reading carefully. The Moldovan market is at an earlier stage, which means the window to establish a beverage identity before the category becomes crowded is still open. A café that positions itself as a destination for specialty cold drinks, rather than a place where drinks accompany a pastry, is building a fundamentally different business. The margin structure, the repeat visit frequency, and the customer's mental framing of what the place is for — all of it shifts. The Technomic report noted that specialty coffees and energy drinks saw the most growth over the past two years globally, while hot coffee and tea declined on menus. That directional signal is not specific to the United States.

 

Before assuming this trend either does or does not apply to your operation, it is worth asking yourself the right questions. Is your current beverage menu generating repeat visits on its own, or do customers only order drinks because they are already there for food? Do you know which specific drink — if made remarkable enough — could become the reason someone crosses town to reach your location rather than the nearest alternative? And are your margins on beverages actually higher than on food, or have you never separated the two in your cost accounting? These are not rhetorical. The economics of the global chains suggest that operators who have not run those numbers are likely leaving money on the table in the most literal sense.

 

Ultimately, the question worth carrying is this: if you stripped your food menu entirely tomorrow, would any customer come back just for what you pour into a cup?

 

Most food businesses in Moldova treat beverages as a supporting category — priced low, restocked on autopilot, and rarely reviewed for margin contribution. A more deliberate approach starts with a single, well-executed signature drink that gives customers a concrete reason to return — and a story worth telling someone else.

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