on-demand delivery industry
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 8, 2024 by Bastian Lehmann · across every show →
Everything said about on-demand delivery industry, oldest first
Apr 8, 2024 positive
Lehmann: Major food delivery competitors had sound unit economics and profitability paths
“The fundamentals of, I think, the companies, and I can, I know this for us, but I have some insight in the other players. They were all pretty sound, and by that I mean there was a clear path to profitability. There was a clear understanding of unit economics,…”