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Zomato has pulled far ahead in quick commerce. The other rivals are in no mood to slow down. Majety knows radical change is non-negotiable
There’s perhaps a case for the classifieds company and tech investor to be opportunistic about its biggest bet
It got off the ground as a health-first cloud-kitchen brand—and then embraced pizzas, donuts, and dine-in restaurants to grow
The question is not whether it should be at a discount to Zomato, but by how much. Without leaving too much money on the table
An intense tech battle in Indonesia has dragged into its second decade, yet the latest earnings calls indicate there remains little that sets these foes apart
Once a financial black hole for investors like Softbank, Blinkit (formerly Grofers) has transformed under Zomato’s wing and is set to drive growth for its parent
Platforms like Thrive and Peppo led the direct-food-delivery movement in India. But they over-promised and under-delivered to restaurant owners
In its quest to be profitable before a 2024 listing, the foodtech is reining in its employees
A recent protest by its gig workers sparks tough questions for the food-and-grocery-delivery giant
Subscribers of Grabunlimited have revived growth in food deliveries GMV, but the turnaround is built on fragile foundations
Hungry to grow and experiment, Indomaret and Alfamart are eating into the business of young retail ventures
The ~US$273 million Grab paid for Jaya Grocer in 2022 helped lift its delivery segment out of the red. But with consumer interest in e-groceries waning across Southeast Asia, growth potential looks limited
In post-pandemic Indonesia, delivery platforms are pushing hard for profitability. As a consequence, F&B brands have had to spend more to stay relevant on delivery apps
With a shift to platform work—thanks to the rise of Grab, Gojek, foodpanda—Singapore is now considering compulsory contribution of pension funds for gig workers. But who can foot the bill?
Their ambitions are growing, as is the competition. With the pandemic effects waning off though, hyperlocal businesses are facing a 25-35% shortage in delivery personnel. It’s a nudge for companies to evaluate if their proposition is alluring for the challenging nature of the job
Zomato’s 10-minute fixation—both with Blinkit and Zomato Instant—could set its journey to profitability back by a few years. While cracking the latter takes Zomato into uncharted waters, executing on the former will be equally difficult given Zomato’s failed alliances with grocery
Food delivery has always been the backbone of Swiggy’s journey to decacorn-dom. With the acquisition of discovery and reservation business Dineout, Swiggy’s inching closer to both an IPO as well as Zomato’s all-rounder crown
Vietnam’s food delivery market barely expanded in 2021 thanks to stringent lockdowns. This created a slim opening for smaller players like Andale and Loship to try and eat into the domination of GrabFood and ShopeeFood
Nine-year-old foodpanda has always trailed behind super app Grab in food delivery, but it aims to win Southeast Asia’s instant grocery delivery race. With 300 dark stores already set up across 11 Asian markets, it’s got a substantial head-start. But competitors are catching up
Shadowfax, with its 170 enterprise clients and 100,000+ active delivery partners, reigns supreme at the top of the hyperlocal delivery chain. But as its clients diversify and develop their own logistics ecosystems, the six-year-old startup needs a trump card
To bolster its digital ventures, Asia’s largest budget carrier AirAsia Group is taking over the Thailand operations of Indonesian ride-hailing unicorn Gojek for US$50 million. Can the airline group’s digital play really compete against Grab, and to a certain extent, Gojek?
Jubilant FoodWorks, the India franchisee for Domino’s, has built the pizza chain’s app to be a viable alternative to India’s foodtech majors. With 57 million downloads so far, the app contributes over half of the chain’s sales. Can Jubilant replicate this magic with its newer restaurant brands?
Malaysian restaurateurs are bearing the brunt of riders opting out of delivery platforms in Malaysia. Riders say they're leaving because platforms are docking their incentives. And platforms need to watch out for new and eager players like airasia food happy to hire the riders they lose
Amazon is in the crosshairs of seemingly everyone from well-funded startups to Reliance Industries to independent merchants to regulators. This is shaping its expansion into sectors like food, edtech and e-pharmacy
The food delivery unicorn couldn’t have asked for a better time to go public. But listing in India means having a clear road to profitability
The pandemic may have put a dent in Ferns N Petals’ flagship product—on-demand, same-day delivery of perishable gifts—but it’s already looking to new segments and newer destinations. E-commerce gifting, though, brings a peculiar set of challenges for a traditionally offline retailer
Grab expanded its GrabMart shopping segment and launched an in-house groceries line. Gojek linked entire traditional wet markets to its platform via a new chat commerce app. But it can't be easy sustaining interest in these features once the pandemic subsides
Zomato’s recent ‘performance report’ claims the pandemic accelerated its journey towards profitability when restaurants are shutting down. But the numbers don’t paint the full picture
As consumer footfall declines and pressure from store closures mounts, the Philippine mall giant has no choice but to go online. With on-demand delivery app Pickaroo, it’ll be up against the likes of Grab
Chinese super app Meituan Dianping turned a profit on the back of food delivery in 2019. It's also largely unaffected by Covid. Southeast Asian players Gojek and Grab could really use a favour from Meituan in their super app race. And the odds are in Gojek's favour
Amazon has chosen to finally make its long-awaited entry into the food delivery business in India. But why did it choose to enter the market now? What are its imperatives and ambitions? How does this impact Swiggy and Zomato?
From just Bengaluru and Delhi in 2019, Zomato's restaurant supply business Hyperpure has already entered two new cities—Mumbai and Pune—in the past month. By next quarter, it wants to be in eight more
Ola wants to go from 40 to 100 cloud kitchens this year, and from 100 to 600-700 within five years. The pandemic has put cloud kitchens on a level playing field with restaurants, but how far can Ola go dependent on Swiggy-Zomato's fleet, with Rebel Foods breathing down its back
The rise of health scores, and with it, health score providers
With dine-in dead under lockdown, Malaysian F&B operators need GrabFood and foodpanda. But the food delivery platforms also charge a third of the restaurant revenue as their commissioning fee. Not an easy bargain
With many restaurants shutting down, cloud kitchens and food-delivery apps are ideally positioned to realise the foodtech opportunity that the pandemic has created. However, keeping up with a surge in demand for online food delivery isn’t as straightforward as it sounds
Foodpanda is seeing a 25-30% week-on-week order spike, and LINE MAN's order volume has tripled since January. Isolation during the pandemic has people ordering in, and while restaurants in Thailand are struggling without dine-in, apps are hiring tens of thousands of delivery staff
From wanting to "change the way India eats" to "elevating the quality of life of urban consumers", Swiggy is relentless
Uber Eats India's fickle, deal-seeking customer base and heavily loss-making operations weren't enough to deter Zomato from an acquisition. Here's why
As the capital-fueled and discount-led fires in various sectors subside, Zomato, Swiggy, MakeMyTrip, OYO, Amazon and Flipkart are the lucky ones left standing. Now they must deal with the perfect storm
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