Five companies now control over 90% of the restaurant food delivery market
marketsaintefficient.substack.com
Five companies now control over 90% of the restaurant food delivery market
1–10 of 350 posts
Re: Five companies now control over 90% of the restaurant food delivery market
#2I would care a lot more if this market had even existed as recently as 15 years ago, but most of what this article is making a case for is that the next 5 years in this space are almost completely unpredictable.
Re: Five companies now control over 90% of the restaurant food delivery market
#3The title scared me a bit before I opened the article and realized it was talking about restaurant->consumer food delivery services. While that isn't great, I was initially thinking was that the companies that facilitate the food delivery supply chains around the world were massively consolidated (I sure hope they aren't)
Re: Five companies now control over 90% of the restaurant food delivery market
#4> total food delivery market worldwide
This is the article's claim, but I'm fairly certain it's of the food delivery aggregator market. There's still plenty of independents.
Re: Five companies now control over 90% of the restaurant food delivery market
#5I would care a lot more if this market had even existed as recently as 15 years ago, but most of what this article is making a case for is that the next 5 years in this space are almost completely unpredictable.
And the alternative to restaurant delivery service is really the way we get the other 98% of our food. Anything I can ignore without being at some sort of disadvantage I don’t really get worked up about consolidation.
I wish we had more than 3 cell phone networks, this could all be one and I’ll just drive to the restaurant.
Re: Five companies now control over 90% of the restaurant food delivery market
#6One of those companies are available where I live, and I'll never use them, because they make my pick ups insufferable.
I have kids, and can see McDonalds from my bedroom window, so I have more McDonalds points than I care to admit. Wolt is pissing me off every time. The amount of time the McDonalds staff needs to dedicate to Wolt staff is insane. They could easily serve twice the customer in resturante/drive-through if they didn't have to help a borderline incompetent Wolt staffer on a moped. It's actually rude to priorities deliveries over in restaurant customers. For that alone I will never use Wolt. Fortunately every single good pizza place nearby have their own drivers, who are actually polite and competent.
Re: Five companies now control over 90% of the restaurant food delivery market
#7The title scared me a bit before I opened the article and realized it was talking about restaurant->consumer food delivery services. While that isn't great, I was initially thinking was that the companies that facilitate the food delivery supply chains around the world were massively consolidated (I sure hope they aren't)
I built one of the trade promotion management (TPM) tools used in that space and had to deal with these companies daily for the last decade.
There are absolutely a bunch of acquisitions/ consolidation in that food distribution space, but there are still hundreds of different distributors just in the US. However, most volume does flow through the largest distributors.
For example, I had to build a specific feature to merge distributors after an acquisition happens in the industry, to make the product work properly because that's such a common occurrence. Had the same type of feature for manufacturers (my customers) also, because they kept buying each other.
Re: Five companies now control over 90% of the restaurant food delivery market
#8> total food delivery market worldwide This is the article's claim, but I'm fairly certain it's of the food delivery aggregator market. There's still plenty of independents.
Yeah, there’s no way Domino’s doesn’t appear on that chart.
Re: Five companies now control over 90% of the restaurant food delivery market
#9The title scared me a bit before I opened the article and realized it was talking about restaurant->consumer food delivery services. While that isn't great, I was initially thinking was that the companies that facilitate the food delivery supply chains around the world were massively consolidated (I sure hope they aren't)
I built one of the trade promotion management (TPM) tools used in that space and had to deal with these companies daily for the last decade. There are absolutely a bunch of acquisitions/ consolidation in that food distribution space, but there are still hundreds of different distributors just in the US. However, most volume does flow through the largest distributors. For example, I had to build a specific feature to…
Thanks for your response! I love this forum for how many experts chime in in the comments section
Re: Five companies now control over 90% of the restaurant food delivery market
#10Rappi is missing. It's huge in all of Latin America.