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Zach Goldstein Profile picture
Zach Goldstein
@ZGoldstein
Sacramento Kings fan. CEO & Founder at @ThanxInc.
Apr 12, 2019 • 17 tweets • 11 min read
Some analysis / quotes from the @Uber #S1 re: #UberEATS

For starters, while @UberEats fleeces restaurants w/ high take rates, "cumulative payments to Drivers for deliveries historically have exceeded the cumulative delivery fees paid by consumers." /1

sec.gov/Archives/edgar… 2/ They openly acknowledge directly competing w/ restaurants: "@UberEats offering competes with restaurants, meal kit delivery services, grocery delivery services, and traditional grocers" & "we estimate TAM to be the entire $2.8 trillion consumer spend at retail restaurants."