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27/ "By 2023, Uber Eats is expected to own 25% of the global food delivery industry forecasted to be worth $191 billion"
— Anand Sanwal (@asanwal) May 19, 2019
Don't worry about ride-hailing. Food delivery is just going to be so huge
Just wait until 2023
Believe#networkeffectsorsomethinghttps://t.co/I9SLY5Otgh
Uber Eats has an Uber problem. That is: it's customers aren't loyal, leading Uber Eats and its deep-pocketed and numerous competitors into a price war. In Q1, about half of Uber Eats customers also ordered from another food-delivery company https://t.co/xupYL2ISkd via @voxdotcom pic.twitter.com/dEpRudQ4K3
— Rani Molla (@ranimolla) May 17, 2019
Deliveroo is Uber Eats, but British.
— Stefan Constantine (@WhatTheBit) May 16, 2019
Help me understand why $AMZN is investing in this.
They already have an app they give their drivers to track location and deliveries in real time. https://t.co/XyXy6tMO9z
Food delivery apps are currently as interchangeable as gas stations given customer loyalty.
— Dare Obasanjo (@Carnage4Life) May 19, 2019
Without network effects or differentiated offering, competition boils down to who can raise enough VC to outlast the others. Basically ride sharing all over againhttps://t.co/uvdT7oUqVs pic.twitter.com/msb9J5F7mi
Food delivery apps are currently as interchangeable as gas stations given customer loyalty.
— Dare Obasanjo (@Carnage4Life) May 19, 2019
Without network effects or differentiated offering, competition boils down to who can raise enough VC to outlast the others. Basically ride sharing all over againhttps://t.co/uvdT7oUqVs pic.twitter.com/msb9J5F7mi
Uber Eats is facing a price war — just like Uber https://t.co/5uWT8N8pgw
— ?Robyn Bakker (@RobynDunnit) May 19, 2019
$GRUB $UBER Which company is winning the food delivery war? https://t.co/KL5ZbDqK32 pic.twitter.com/fnBgyEwFuT
— North Bluff Capital (@bluff_capital) May 18, 2019
Nice piece of analysis focused on share of sales between @UberEats , @Postmates, @DoorDash, @Grubhub & @caviar based on credit card data from @second_measure. "Which Company is Winning the Food Delivery War?": https://t.co/7qZmbio9hp #stocks #startups #foodie pic.twitter.com/pYv8Uv3gJW
— AlternativeDataClearinghouse (@AltDataConnect) May 20, 2019