The hottest Food Delivery Substack posts right now

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Chowdeck, a Nigerian food delivery service, is growing fast and has already raised $9 million, a big deal for food delivery in Africa. They focus on local foods that people eat every day, which keeps customers coming back.
Jumia Food struggled because it had high costs and did not adapt its logistics to the food delivery market well. Chowdeck learned from these mistakes and set up systems better suited for food delivery.
Chowdeck benefits from improved technology and infrastructure, like high smartphone usage and digital payments, which help them succeed where others failed. This makes it easier for them to operate efficiently.

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.
Douyin's focus on travel as a high potential growth vertical, especially in lower-tier cities, is seen in its efforts in local services.
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.

The pandemic has accelerated the growth of 15-minute grocery delivery and farm-taxi companies serving urban areas.
These services vary in pricing and structure, with one being venture-funded and the other more community-oriented.
Differences in pricing are influenced by labor value, externalities, and capital intensity, affecting the potential for automation and resilience in the long run.

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.
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.
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.

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