The hottest Food Delivery Substack posts right now

And their main takeaways
Category
Top Food & Drink Topics
Tech Buzz China Insider β€’ 19 implied HN points β€’ 17 Mar 23
  1. Douyin has successfully entered the group-buying market and is aggressively pursuing the food delivery sector, including forming partnerships to capture market share and drive ad revenue.
  2. Douyin's focus on travel as a high potential growth vertical, especially in lower-tier cities, is seen in its efforts in local services.
  3. The strengths of Douyin lie in livestreaming for branding and promoting products, attracting top-tier customers, while facing challenges such as operational costs and content popularity.
let them eat cake β€’ 39 implied HN points β€’ 04 May 22
  1. The pandemic has accelerated the growth of 15-minute grocery delivery and farm-taxi companies serving urban areas.
  2. These services vary in pricing and structure, with one being venture-funded and the other more community-oriented.
  3. Differences in pricing are influenced by labor value, externalities, and capital intensity, affecting the potential for automation and resilience in the long run.
Musings on Markets β€’ 19 implied HN points β€’ 22 Jul 21
  1. Zomato is a food delivery service in India that aims to grow as more people eat out and order food online. Investors are hopeful about its future, even though the company currently has low revenues and is experiencing losses.
  2. The Indian food delivery market is still small compared to countries like China and the U.S., mainly due to lower incomes and different dining habits. As incomes rise and digital access improves, this market could expand significantly.
  3. Zomato's success will depend on its ability to compete with other companies and adapt to changing market conditions. It may face challenges from competitors like Swiggy and Amazon Food as consumer preferences evolve.
Get a weekly roundup of the best Substack posts, by hacker news affinity: