![]() Watchful produces intel about which app does what for which user personas.Ī lot of data is private to the company’s customers among which are the largest players in #FoodDelivery, #Retail, #Travel, and #Dating. The company specializes in watching consumer apps, tracking releases, new features, tests, and all the moves that impact users. Recently I came across a report created by our friends from Watchful. And I feel this hard technical and product work is underappreciated. Now, try doing this without subsidizing much of the demand. ![]() Especially when consumers have many other options to use. If it was more of a marketing game before - you had to outspend your competitors to win users - today it becomes more of a product play when you have to outsmart the others to keep those users active (and profitable!). This shift of focus also impacts the nature of the competition. Money is expensive now and it’s more important to earn than to expand the footprint at all costs. The focus seems to be on keeping users active and getting them to order more often. Lately, I felt that Uber, DoorDash, and other leaders talk more about product capabilities and less about their expansion efforts. One of my favorite things to do is to listen to food delivery platforms' earnings calls. #thelempertreportlive #delivery #pizza #dominos #instacart #supermarkets #foodtrends But the question is, with all these delivery services, with all these gig workers working in delivery, what's gonna happen? So you know, Instacart might be really smart getting their IPO before this whole market blows up. Domino's, their delivery declined 3.5 percent. Chipotle's delivery decreased almost 16 percent. In their filing, they said that the growth of its core delivery business slowed in the first half of 2023. We don't have any number for supermarkets, except one from Instacart. Chipotle Mexican Grill, Kava and sweetgreen have all reported significant declines in delivery sales. Once you factor in the delivery fees, service fees and tips, plus the generally higher price of food due to inflation, delivery is down. There is a study that came out from Bloomberg that delivery is too expensive. It's then cut into triangular pieces and served in compostable packaging that has slots for three salsas or sides, like tomato salsa, sour cream, and guac (which, yes, is extra).Instacart's IPO might be perfect timing. The ingredients are placed in a flour tortilla, which is folded and pressed using a new custom Chipotle oven that's designed to melt cheese quickly. If you meet the criteria, the $8 discount will be automatically applied to your cart.Ĭhipotle's Hand-Crafted Quesadillas come with Monterey Jack cheese and your choice of chicken, steak, carnitas, barbacoa, sofritas, or fajita veggies. And finally, your order must meet a minimum of $25 and include a Hand-Crafted Quesadilla. Second, you must place your Chipotle order through DoorDash. First, you must be a DashPass subscriber. To qualify for the discount, you must meet a few conditions. This week, DoorDash is encouraging people to try it out with a new deal that'll almost cover the cost of the entree.įor only a short time beginning Thursday, March 18, DoorDash members can get $8 off their Chipotle orders. Last week, Chipotle finally came through with its first-ever customizable quesadilla option.
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