Tag Archives: Delivery Hero

What Amazon-Whole Foods Means for the IPOs of Blue Apron and Delivery Hero

With Amazon-Whole Foods, Amazon will go faster into everything food-related. As we said in “Analysis: Whole Foods in an Amazon Go/Flex/Fresh World“: What Amazon is doing with Amazon Go and the Amazon Fresh Pickups is a rethinking of what local locations in a grocery value chain have to look like and what jobs they have […]

Delivery Hero Plans a Big IPO. Does Its Business Model Have a Moat?

Delivery Hero expects trading to begin on the Frankfurt stock exchange on June 30. Bloomberg: “Delivery Hero Seeks $4.9 Billion Valuation as IPO Price Set“: Delivery Hero operates a variety of brands including Lieferheld, Foodora and Foodpanda, through which it either brokers deliveries from restaurants or brings the food to customers’ homes itself, by bicycle. […]

Here Are Two Ways To Deliver Meals Profitably

A little over a year ago we asked wether delivery costs for food are too high for dedicated startups. And to this day the answer to this question is still very much open. It is not that there is no conceivable theoretical end-point (high-enough density and according infrastructure) at which a dedicated company would then be […]

Trouble for Rocket Internet Doesn’t Stop, Kinnevik Sells Half Its Shares. What Now?

The trouble for Rocket Internet just doesn’t stop. Kinnevik, formerly the main investor in Rocket Internet, sold half of its shares yesterday: Kinnevik AB today announced that Kinnevik Internet Lux S.à r.l. (“Kinnevik”) has completed the placement of approximately 10.9 million shares (the “Placing Shares”) in Rocket Internet SE (the “Company”) to institutional investors by […]

Chinese Food Delivery Startup Ele.me Might Show The Way For The Future Of Delivery Hero Et Al

Ele.me, a Chinese food delivery startup, is trying out an interesting B2B expansion of its service. Tech in Asia is reporting: Are you hungry? That’s the question asked by Ele.me, China’s biggest food delivery startup. The company, which until now has offered only a traditional B2C online-to-offline (O2O) food delivery service, has just announced that […]