Discover and read the best of Twitter Threads about #deliveryhero

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1/🧵

Ordering food online is quickly becoming the next big thing.

In this thread (🧵), we'll take a deeper look at
- The market
- The business model
- Basket size trends
- Costs per order
- Economics

This is a long one, best served with a hot cup of chai 🫖
2/🧵

I’m sharing what I've found during the past few months not to say how things are, but to learn from better-advised contributors. Any challenging or complementary insights very welcome.

With that said, let’s start with the market...
3/🧵

Market appeal is obvious; people have to eat.

TAM for food purchases is counted in trillions, delivery businesses have raised billions, and online share growing fast. Some listed companies include DoorDash, Delivery Hero, Deliveroo, Just Eat TakeAway, Uber, and GrubHub.
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