I personally think just eat / uber eats / deliveroo are playing the long con. They make you think they are a delivery service but really their aim is to make you associate fast food with their platforms so you only ever go to their website when you need fast food. Then slowly but surely they start opening up their own fast food restraunts and the offers will now only work on their offerings giving them an advantage and pushing out the competition. Then BAM 10 years later all of the food choices on the platforms will be owned by platforms and little bobs kebabs goes bye bye, because for the last decade everyone has been conditioned to order their fast food from those platforms and the platforms own brands are now household names like Mcdonalds and KFC.
If you would like to see the effects of a fast food monopoly in the future you can watch the documentary Demolition Man.
Agree on this.
2 things I've noticed happening. Pizza hut, papa John's are listed on these apps. Why? They have this all sorted themselves, but they know people when hungry, now are starting to just load up these apps and looks what's available.
And also, many people are opening a food place that sells entirely just on this app. I've (unfortunately) ordered from places that are run from someone's kitchen in their flat. You don't realise it until you go looking for restaurant address.
This means these food places will he entirely dependent on uber/deliveroo and have to abide by their terms as they get better and better for uber/deliveroo until it becomes impossible to do business.
Then as you say, you'll have deliveroo with the ability to open food places themselves, instantly making a national brand fast food place that operates super cheap as they can run it from a shipping container and no one would know as they won't need a shop front.
It seems silly to me suggest as the company sees a huge uptake during this pandemic, that they wouldn't push any extra income right back into expansion.
