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delivery apps

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Mar 27, 2025 by Adam Guild · across every show →

Everything said about delivery apps, oldest first

Mar 27, 2025 negative
Assertion Supported
Delivery apps charge restaurants 30% and consumers 20% on average per order
“It's not just 30% that these delivery apps take from the restaurant. It's also 20% on average that they're charging the consumer.”
Adam Guild Mar 27, 2025 ▶ 42:43 Scrappy tactics and a huge post-COVID pivot | Adam Guild (Co-founder and CEO of Owner)
Mar 27, 2025 positive
Assertion Not checkable as stated
Driver tips are higher on direct restaurant orders than on delivery apps
“The driver tip also tends to be more when people are ordering directly from the restaurant, which offsets the driver costs and ends up making it higher gross margin.”
Adam Guild Mar 27, 2025 ▶ 44:00 Scrappy tactics and a huge post-COVID pivot | Adam Guild (Co-founder and CEO of Owner)
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