NEW INTERVIEW: UberEats, SkipTheDishes, & Food Delivery Business Models
This was one of our favourite interviews on food delivery
$TKWY $DASH $UBER
This was one of our favourite interviews on food delivery
$TKWY $DASH $UBER
In logistics markets (US, Canada, Aus), platforms are moving to parity in terms of selection, pricing, delivery time, etc.
How can $UBER or $DASH differentiate?
How can $UBER or $DASH differentiate?
3 potential areas:
1) Building brand equity
2) Subscriptions (eg. Dashpass)
3) New product categories (eg. convenience, grocery, meds, etc)
1) Building brand equity
2) Subscriptions (eg. Dashpass)
3) New product categories (eg. convenience, grocery, meds, etc)
One core insight was that marketplace network effects are different.
Restos are family run, with huge volume from $tkwy or $grub driving stickiness.
PLUS: family members typically run delivery. This is not a 'true' variable cost for them.
Restos are family run, with huge volume from $tkwy or $grub driving stickiness.
PLUS: family members typically run delivery. This is not a 'true' variable cost for them.
''I think there are actually really strong network effects in core marketplace areas, like New York and Chicago.''
If you're doing 40% of your sales through $tkwy, how risky is it to switch to a diff platform?
If you're doing 40% of your sales through $tkwy, how risky is it to switch to a diff platform?
A big question for the industry is:
'if you do your own in-house delivery today, will you switch to logistics?'
'if you do your own in-house delivery today, will you switch to logistics?'
We discuss unit economics, tipping, $TKWY strategy, and a lot more.
Read the full interview: inpractise.com/articles/ubere…
Read the full interview: inpractise.com/articles/ubere…
PS: go follow @ProtagorasTO
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