What's perhaps more fascinating is that food delivery may not yet be as widespread as one may think. "In May, 29 percent of American consumers had ever ordered from one of the services," the Second Measure analysis finds. That means 70% of Americans have yet to order food delivery from any of the major services!
Luke Duncan: With an established and loyal community, any protocol that is running inefficiently can be forked in order to create net value for the community.
My thoughts on @brandless. A thread:
Putting the biz model aside, which was flawed (high CAC, low margin, low AOV), the problem, ironically, wasn’t lack of brand. Brand was clear – sleek, health-conscious, value, convenience. The bigger issue was lack of a clear identity 1/7