I think there is a huge win here for a first mover. Let's say McDonalds works out a deal to have EV chargers at all restaurants with a parking lot. You know have a known location to EV charge anywhere in the country. And as you say, might as well go get something to eat while you wait. Seems like a win-win. I think this is the thing that could take make gas stations less relevant. If I have to wait 30 minutes, I may want more than a candy bar or bag of chips. Obviously the EV transition is going to take quite a while so I expect convenience stores to slowly add "subway" style made to order subs, etc.
I wouldn't be surprised if they're already on this. On the highway, I don't recall ever seeing a pitstop that didn't have both a gas station and a McDonalds.
I realize that is anecdotal since I haven't been to all that many pitstops. But the competition for pitstop restaurant space is pretty clear.
It’s possible in rural America to have no-services at interstate exits, or to only have one gas station. I’m thinking about Montana, Wyoming, and southern Utah. McDonalds is not a guarantee at any single rest stop.
I think Target is the biggest first mover here. They're the most common to have a ton of Tesla superchargers and often a little Starbucks/Pizza Hut/Food place inside.
