2020 has been an interesting year for food delivery to say the least. Of course the big event was the new virus life that dramatically altered the industry's trajectory
It remains to be seen which trends in delivery should be extrapolated and which should not be. There will be a lot of alpha available to those that can successfully figure this out
A deal for GHUB, the DDash IPO and Uber getting more credit for delivery assets has created a window of stability in the near term in the U.S.
That said, periods of stability tend to breed their opposite
The seeds of the next big trade or deal in the food delivery/local commerce space are being planted right now and my instinct is it won't take too long for new twists to occur that will ignite the next period of instability #FoodWarIIIAwaits
• • •
Missing some Tweet in this thread? You can try to
force a refresh
