Thanks Thomas. Great post and confirming the similar trend we’ve seen in ecommerce: reversion to the original trendline.
Two questions:
1. Do you project a difference in growth rate between restaurant delivery vs grocery delivery? Intuitively, I would say grocery delivery would grow faster because very few people actually love spending time at the grocery store while there are many other reasons to physically go to the restaurant besides consuming calories. But on the other hand, restaurant might be stealing more and more meals (out of the 21 meals you have in a week) away from grocery.
2. Dash, Uber, Instacart and Amazon all seem to be doing great. Do you see any of them uniquely positioned or doing better for the next few years?
Thanks Thomas. Great post and confirming the similar trend we’ve seen in ecommerce: reversion to the original trendline.
Two questions:
1. Do you project a difference in growth rate between restaurant delivery vs grocery delivery? Intuitively, I would say grocery delivery would grow faster because very few people actually love spending time at the grocery store while there are many other reasons to physically go to the restaurant besides consuming calories. But on the other hand, restaurant might be stealing more and more meals (out of the 21 meals you have in a week) away from grocery.
2. Dash, Uber, Instacart and Amazon all seem to be doing great. Do you see any of them uniquely positioned or doing better for the next few years?