food companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 11, 2025 by Ron Shaich · across every show →
Everything said about food companies, oldest first
Nov 11, 2025 negative
Delivery functions inevitably crowd out innovation and discovery as companies scale.
“Delivery, because it does add value starts to push out delivery discovery because discovery doesn't have oxygen. If you got delivery pushing down on it and over time, what happens in so many food companies, Is that, that discovery is pushed out by delivery. De…”