Feeding The Rebels

As Americans dine-out less and order-in more, “virtual kitchens” are emerging in dense metropolitan areas to house dozens of delivery-only concepts in converted warehouses. The biggest player in the US is CloudKitchens, backed with $150m from Uber founder and ex-CEO Travis Kalanick. Watch as we provide an inside look into these mysterious kitchens ... See more

But the broader issue that hasn’t garnered much press attention is how the restaurant industry itself is being transformed and what tools a modern restaurant will need to compete. What is the Shopify of the restaurant industry? I have some compelling data that suggests it may just become ChowNow.

“It almost feels like, you must have a social media acumen, you must be savvy in this area that is adjacent to your business, but not directly embedded in your business, in order to be successful and visible,” Walsh continued. That means achieving metrics like plenty of tagged photos on Instagram and positive user reviews on the business’s listing

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But CloudKitchens is struggling to overcome early challenges, limiting how much it can take advantage of the crisis, at least in the U.S. Certain properties it has bought have turned out to be in worse shape than anticipated, making some of them unusable and sharply raising the costs of renovating others, say people with knowledge of the problems.