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Rafael Ilishayev

10 statements across 2 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Jun 14, 2021 by Rafael Ilishayev · said 7 times in 3 episodes since 2021 · across every show →

On the record as a speaker too: Rafael Ilishayev's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (6), Emil Michael (1)

every mention, scene by scene, with the transcript →

Everything said about Rafael Ilishayev, oldest first

Jun 14, 2021 neutral
Assertion Supported
Ilishayev: GoPuff stocks 4,500 SKUs per micro-fulfillment center
“We have four and a half thousand SKUs per micro-fulfillment center, we don't have the massive tail of That a traditional big box has, right?”
Rafael Ilishayev Jun 14, 2021 ▶ 14:05 20VC: GoPuff's Rafael Ilishayev on How GoPuff Has Been EBITDA Profitable From Day 1; The Unit Economics Behind GoPuff, With Intense Competition What Happens To The Food Delivery Space & What It Takes To Launch, Grow and Maintain New Markets
Jun 14, 2021 neutral
Assertion Not yet assessed · timeframe Jun 2021
Ilishayev: College students represent low-teens percentage of GoPuff customers
“College, while it's an important part of our business, Is in the low teens as a total percentage of our customers”
Rafael Ilishayev Jun 14, 2021 ▶ 13:42 20VC: GoPuff's Rafael Ilishayev on How GoPuff Has Been EBITDA Profitable From Day 1; The Unit Economics Behind GoPuff, With Intense Competition What Happens To The Food Delivery Space & What It Takes To Launch, Grow and Maintain New Markets
Jun 14, 2021 bullish
Assertion Not yet assessed · timeframe Jun 2021
Ilishayev: GoPuff subscribers have 30% higher monthly repeat rates and higher AOV
“Your subscription customers behave in a way that It's very different than your non-subscription customers, right? Like, 30% more repeat on a monthly basis, significantly higher AOV, even though that you removed the delivery fees from your subscription members,…”
Rafael Ilishayev Jun 14, 2021 ▶ 16:29 20VC: GoPuff's Rafael Ilishayev on How GoPuff Has Been EBITDA Profitable From Day 1; The Unit Economics Behind GoPuff, With Intense Competition What Happens To The Food Delivery Space & What It Takes To Launch, Grow and Maintain New Markets
Jun 14, 2021 bullish
Prediction Not yet assessed · timeframe Dec 2021
Ilishayev: In-app referrals will account for 30% of new GoPuff customers
“I think it's going to grow to 30% of customers this year come from in-app referral.”
Rafael Ilishayev Jun 14, 2021 ▶ 13:17 20VC: GoPuff's Rafael Ilishayev on How GoPuff Has Been EBITDA Profitable From Day 1; The Unit Economics Behind GoPuff, With Intense Competition What Happens To The Food Delivery Space & What It Takes To Launch, Grow and Maintain New Markets
Nov 2, 2022 bullish
Prediction Not checkable as stated
Ilishayev: Unannounced GoPuff business line could eventually match core retail app
“I think that business one day can be as large as our retail business or as large as large as, you know, GoPub as it exists today, right? The GoPub app.”
Rafael Ilishayev Nov 2, 2022 ▶ 46:56 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
Nov 2, 2022
What-if
Ilishayev: GoPuff tested too many side initiatives and opened kitchens too fast
“Probably wouldn't have tested as many things as we've tested. Right. I mentioned pharmacy to you as one. It's like, it's not even the money aspect of the distraction factor for the team. I'm like, not focusing on the things that matter most. Like I mentioned k…”
Rafael Ilishayev Nov 2, 2022 ▶ 37:08 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
Nov 2, 2022 positive
Insight
Ilishayev: Alcohol sales are particularly resistant to economic downturns
“Alcohol is particularly resistant to any effects of an economic downturn.”
Rafael Ilishayev Nov 2, 2022 ▶ 32:47 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
Nov 2, 2022 neutral
Prediction Not checkable as stated
Ilishayev: Recession basket values will hold, but product mix will shift
“I actually don't think baskets are going to change from a dollar amount perspective, but the assortment inside of the basket is going to change, right? More of the kind of budget budget bottles but more quantity versus one kind of high ticket, high end item.”
Rafael Ilishayev Nov 2, 2022 ▶ 33:15 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
Nov 2, 2022
What-if
Ilishayev: Earlier product and engineering hires would have accelerated GoPuff
“If, We hired some of that talent earlier, especially on the engineering and product side, we would have been even further.”
Rafael Ilishayev Nov 2, 2022 ▶ 53:14 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
Nov 2, 2022
Assertion Not checkable as stated
GoPuff co-founders spend one day every week visiting micro-fulfillment centers
“Kira and I still spend a day in the week inside of the MFC every single week, right? We travel to a new MFC and we visit it.”
Rafael Ilishayev Nov 2, 2022 ▶ 52:13 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
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