I think DD will either expand into (1) retail operations kinda like Wolt in Europe, or will adopt (2) a hybrid Cloud Kitchen model like companies in South East Asia.
This is apart from their international expansion to Japan, etc., and grocery/Walmart delivery.
(1) They will think retail operations will justify a parallel low-commission high-aov offering, but the unit economics might not work out despite aggregation.
(2) Going the hybrid CK route means adding a differentiated product within their main offering. Can use the opportunity to nudge customers to buy more by splitting the savings between their commission and cost to customer.
What do you think?
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It doesn’t matter which industry you are in - if you are a watch maker, sell high end pools, or flat screen TVs. If you have this much market penetration, you are not going to just die.
DoorDash catering orders - part of doordash for work / other products
Just saying …