No one saw this coming. In the often misunderstood world of ‘food tech’ Dominos is actually a relevant player. What’s truly noteworthy is how little credit Dominos has got for keeping up with the times and staying ahead of the disruption curve. In fact they’re bigger than the Tiny Owl & Runnr combine — which after raising a collective $55 million now faces the grim prospect of extinction (no pun intended).
To be fair, Runnr’s falling market share is probably reflective of their shift from B2C to B2B. Given the amount of cash required to stay in the B2C game — can’t say I disagree.
Zomato, by all accounts the happiest place to work, continues to grow in the order delivery segment. They doubled the size of their delivery business but problems persist. Maybe it’s the legacy of starting as review platform but Zomato’s reluctance to own the delivery experience is hurting them.
Swiggy’s embraced the messy logistics and managed the entire customer experience. User’s notice and reward.
Food Panda despite losses of Rs. 143 Crore last year and multiple problems at the India office — has managed to discount its way into people’s phones. At last count they were even slightly ahead of Zomato in terms of total installs. Large segments of the market will be lured in by fat discounts but ultimately discounts need to transition into value and create long term paying customers.
Thanks for your time,
Ashish
- Team KG
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You can reach me on ashish@kalagato.com
