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Cuộc chiến của các công ty giao đồ ăn trực tuyến
12 Aug, 2019
năm 2018 tổng thị trường là 161 tỷ usd, dự đoán trị giá 1.000 tỷ usd vào năm 2023, nhưng không tasty tẹo nào đâu,
chia đôi rõ rệt: cựu binh có lợi nhuận và cty khởi nghiệp đốt tiền, 1 đằng thì phải tăng chi tiêu (mạnh cho) quảng cáo và hình thành mạng lưới giao hàng, 1 đằng thì trợ giá cho khách hàng (dẫn đến dung lượng thị trường thực ra có thể ảo, vì nếu giá tăng lên thì ko còn nhiều khách; alibaba còn dùng ele.me chịu lỗ để dẫn khách đến trang thương mại điện tử của họ),
hướng đi tới có thể là tổng điều phối, cung cấp thực phẩm cho các nhà hàng, có khi còn hình thành "nhà hàng ma" - chuẩn bị món chỉ để giao đi...
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...The food-delivery business can be split into two camps: mostly profitable veterans and loss-making newcomers. The veterans, founded at the start of the century, are led by publicly traded Grubhub in America, and Just Eat and Takeaway in Europe. The trio are collectively worth $18bn or so. They account for the largest share of the market, offering customers online access to restaurants that already have their own delivery services, such as pizza joints, sushi bars and Chinese restaurants. Their relatively simple business model, in which they take a cut of the bill from the restaurants, has enabled Grubhub and Just Eat to turn a profit for years. Takeaway makes money in its home market of the Netherlands.
The newbies, born more recently, have turned a once-tidy business into a food fight. They include listed firms such as Meituan of China and Delivery Hero of Germany, Uber Eats (part of Uber), Ele.me (owned by China's Alibaba), and privately held DoorDash, based in San Francisco, and Deliveroo, from London. For most of them, delivery is their core business, so they share their cut of the bill with riders as well as restaurants. This substantially broadens the market to restaurants offering everything from steak to Hawaiian poké bowls. But margins suffer. Funded largely by venture capital, they have thrown subsidies at customers, forcing their veteran rivals onto the defensive. To catch up, the veterans are investing in advertising and delivery networks—at a big cost. This week Grubhub and Just Eat reported slumping earnings, and Takeaway mounting losses, as they spent heavily to fend off the upstarts.
...Another is to provide cheaper meals by centrally supplying ingredients to restaurants, or building “ghost kitchens” that prepare food only for delivery.
Bài trước: “Quantum pricing” nghĩa là gì?
Tags: economics
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