Provocative question Roman! Which company (@Grubhub , @UberEats , @Doordash, @Postmates) will need to bend first/fastest to profitability? We know that 3/4 of the players in US food wars are heavy cash burners. That makes the analysis calculable...https://twitter.com/SaviRoman/status/1217999985142140928 …
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These companies need to trade wages for benefits to grow their workforce. Wholesale benefit packages cost less per person and reduce the cost per driver. In the same motion grow their workforce which is the easiest way to increase this market share. Available for hire
@bgurleyHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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“Selling tenners for a fiver” ~
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Correct. Next up in Tim Morgan’s Unit Economics 1.0 is the home meal kit delivery industry.
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Agree. Though the case for Uber moving faster is they may be applauded by the Street for trading empty calory growth for lower losses and it’s not their core biz.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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This is the best and cleanest explanation that I've seen. Thank you for sharing I was not only talking about the food delivery wars, but Uber in general, which I believe, loses money or subsidizes each unit (ride) Perhaps I am wrong
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You are mistaken. Check the last several quarters of the rides segment in the public numbers.
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Consolidation options/benefits ?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Following
@bgurley for 2+ years should come with an MBA diploma. Concise brilliance.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Bill, Postmates rev has actually accelerated In last 6 months, as the company cut down burn, subsidies, and weak GMV growth. Hopefully numbers out soon enough.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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