Just Eat Takeaway and New Solutions to Old Problems

Marketplaces. A platform for restaurants that have takeaway to offer their own services to new customers. JET is the perfect example.

When Uber entered the food space they wanted to do something different, to innovate. Why not leverage their existing infrastructure to make online food delivery better?

There are almost the same except for one small thing – profitability.

There are two types of Food Delivery companies.

Delivery networks. Apps that use their own delivery network to bring meals from restaurants that would not traditionally offer take-out. Uber is just one example but there are many including our very own Delivery Hero and Deliveroo.

It's not clear that the food industry can sustain the delivery industry but if it does, it will be a winner-takes-all market. And you are a lot more likely to win if you have a positive EBITDA.