Aligning Business Models to Markets - Kwokchain

highlights from Danny Meyer’s autobiography via David Senra:

1. I had an uncontainable drive to win.

2. The inception of Shake Shack actually began with a humble hot dog cart. Small as the project was, I took this cart quite seriously. I was asking myself, "Who ever wrote that rule that you can't push the envelopes of excellence and hospitality for

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Yet, despite this new source of e-commerce demand, restaurants have struggled to keep up. The dominant reason is that restaurant demand is inherently “peaky.” It’s even more peaky now that delivery and pick up are turning restaurants into omni-channel retailers. Restaurants have fixed labor costs that do not scale up or down with volatile demand th... See more

Doordash and Uber both emerged as leaders delivering from individual stores to individual customers. However, both have been expanding into owned microwarehouses as this model could be more profitable in certain categories, like convenience, grocery, and other consumer categories.