Just Eat Takeaway and New Solutions to Old Problems

Given the importance of route optimization and maximizing orders per delivery run, Asian food delivery platforms may have a much better shot at improving margins.

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.

The grocery value chain is highly fragmented and new players operate on a variety of segments: restaurant delivery (Deliveroo), multi-product delivery (Glovo), grocery personal shopper (Instacart), and instant delivery shopping (GoPuff or Gorillas). Such actors can be both competitors and partners for traditional retailers. Faced with such disrupti... See more