Online Food Delivery: UberEATS, Deliveroo, Delivery Hero, Just Eat, & More

Index Ventures' Mignot Sees Opportunity in Food Delivery

Video above published Sep 25, 2017 by Bloomberg.com: Martin Mignot, Index Ventures (domain: indexventures.com) partner, discusses the meal-delivery startup scene with Bloomberg's Emily Chang on "Bloomberg Technology."

“There’s a global trend towards delivery ... As people use mobile phones more and more for everything in their lives, we’re starting to see a secular change in how people eat.”--Jason Droege, Vice President of UberEverything, the division under which UberEATS operates (source: NYTimes.com infra).

The online food delivery sector is hot--UK's Deliveroo (domain: deliveroo.co.uk to which deliveroo.com redirects) raised $385 million for "food fight"--Reuters.com Sep 24, 2017.

Deliveroo competitors include publicly traded Delivery Hero (domain: deliveryhero.com) and Just Eat (domain: just-eat.co.uk and just-eat.com to which justeat.com redirects), as well Uber Eats (domain: ubereats.com)--UberEats Is the Most Profitable Part of Uber | Eater.com.

UberEats competitors in the U.S.? "We ordered from seven different services — GrubHub, Eat24, Caviar, DoorDash, Postmates, UberEats, and Amazon Prime Now — in the ultimate delivery showdown."--Business Insider.com

One Surprise Standout for Uber: Food Delivery | NYTimes.com: "Uber has barreled into the crowded, cutthroat space of food delivery ... The delivery service, available in more than 120 markets globally, sometimes eclipses Uber’s main ride-hailing business in markets like Tokyo; Taipei, Taiwan; and Seoul, South Korea, the company said. The number of trips taken by UberEats drivers grew by more than 24 times between March 2016 and March 2017 ..."

The changing market for food delivery | McKinsey.com: "Online food-delivery platforms are expanding choice and convenience, allowing customers to order from a wide array of restaurants with a single tap of their mobile phone." See also Naspers buys half of Rocket's stake in Delivery Hero | Reuters.com Sep 28, 2017.

UberEATS and Deliveroo Twitter feeds:

Tweets by UberEATS Tweets by Deliveroo

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DISCLAIMER

Amazon App To Use Self-employed for Delivery, Disrupting UPS, FedEX

Amazon Prime Now - Now Featuring Grocery Delivery: Now available in select areas of: New York City, Miami, Baltimore, Dallas, Atlanta and Austin

Amazon Prime Now just the beginning--waiting in the wings is On My Way:

"In its ceaseless quest to speed delivery, Amazon.com Inc. wants to turn the U.S. into a nation of couriers."--Wall Street Journal

As first reported in the Wall Street Journal, Amazon is looking for a way to contain and control its shipping costs which grew 31% last year--faster than Amazon's revenue growth--threatening the very business model upon which Amazon is built. This has become a known and worrisome Achilles heel that has concerned Amazon investors. Apparently, release of the App and commencement of the service, internally called "On My Way" within Amazon, is still unknown, but it reportedly would involve using brick-and-mortar retailers in urban areas to store packages--by renting space from them or paying a per-package fee--for pick-up by Uber-like self-employed couriers to make last-mile delivery to Amazon's customers. Amazon currently utilizes UPS, USPO, and FedEX for most of its deliveries in the U.S. This would be another iteration of what is commonly called crowdsourced delivery using contract (self-employed) workers.

Principal domain name: amazon.com

AMZN stock closed UP Tuesday ($427.26  Price increase +3.59)

FedEX and UPS stock were down in after-hours trading: NYSE:UPS and NYSE:FDX

UPDATE: Caveat--California Says Uber Driver Is Employee, Not a Contractor - The New York Times: "Classifying Uber’s drivers as employees may turn out to be an even bigger roadblock to the company’s business than regulatory changes because it could change Uber’s cost structure, requiring it to offer health insurance and other benefits, as well as paying salaries. On-demand companies have been premised on the idea that people who find piecemeal work through these online marketplaces are freelancers, not employees entitled to costly benefits."

See also on Domain Mondo: Amazon, Apple, Facebook, Google, Winners, Losers (Scott Galloway video explaining Amazon's delivery costs problem)


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