5D·

Just Eat Takeaway

How is it that Lieferando is fundamentally so weak?

Do you think they still need time to become profitable or is their business model simply too weak?

It certainly seems to be a mega trend here in Germany to order food and groceries.

You can't walk anywhere anymore without being almost run over by a food courier.

However, I now see more Foodora than Lieferandos on the streets.

Is Foodora worth investing in?


Alternatively, I keep reading about "Uber Foods", but I don't think we have them in Austria (yet)?


$TKWY (-1.08%)

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4 Comments

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I haven't seen Foodora yet.
But Wolt, Lieferando and Uber Eats every day.

The margins there are probably extremely competitive, as food delivery has already become considerably more expensive in recent years and I can't imagine that the restaurants would like to pay even more to Lieferando and the like to finance their marketing and the like.

I live in the country and a normal pizza without any frills costs almost €15 here. No cheese crust, no double cheese etc.
Delivery on top of that in an emergency.
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So you've invested half an hour or so gathering the information and haven't come to the conclusion that it's garbage? Purely personal opinion: Historically bad figures. Margin is minimal. Winner takes it all market. As long as there is no deregulation like in the USA, Asia with more stupid idiots below cost price (car gasoline, depreciation, taxes, cost of living etc.) self-employed drivers will not be able to get more margin....
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Quick question, where did you get these graphics from, they look very interesting
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@Habicht128 traderfox und simplywallstreet
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