food delivery competitors
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 12, 2025 by Niklas Östberg · across every show →
Everything said about food delivery competitors, oldest first
Mar 12, 2025 negative
Östberg: Unprofitable delivery subsidies only attract temporary low-value discount hunters
“If someone is willing to make a loss per order without that trajectory for getting profits, They might get some of the discount hunters and hunters, and the low value customer base might go to that competitor, but it, but it's not sustainable. So eventually th…”