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Mr Groen is a reluctant apostle of black magic.
He once said of his efforts to expand beyond the Netherlands, “It’s horrible.
We’ve spent 100 times more money in Germany than I thought I’d ever be able to spend.”
Takeaway’s deal with Just Eat highlights the conviction that consolidation is the only way to make the sums add up.
The food-delivery business can be split into two camps: mostly profitable veterans and loss-making newcomers.
The veterans, founded at the start of the century, are led by publicly traded Grubhub in America, and Just Eat and Takeaway in Europe.
The trio are collectively worth $18bn or so.
They account for the largest share of the market, offering customers online access to restaurants that already have their own delivery services, such as pizza joints, sushi bars and Chinese restaurants.
Their relatively simple business model, in which they take a cut of the bill from the restaurants, has enabled Grubhub and Just Eat to turn a profit for years.
Takeaway makes money in its home market of the Netherlands.
The newbies, born more recently, have turned a once-tidy business into a food fight.
They include listed firms such as Meituan of China and Delivery Hero of Germany, Uber Eats (part of Uber), Ele.me (owned by China’s Alibaba), and privately held DoorDash, based in San Francisco, and Deliveroo, from London.
格伦先生是一个不情愿的黑魔法传道者。
他曾在谈到自己在荷兰之外扩张的努力时说,“这太可怕了。
我们在德国花的钱比我想象的要多100倍。”
外卖与Just Eat的交易突显出一种信念,即整合是实现盈利的唯一途径。
送餐业务可以分为两个阵营:主要是盈利的老手和亏损的新人。
老手组织成立于本世纪初,由美国上市公司Grubhub、欧洲Just Eat以及Takeaway领导。
这三家公司的总市值约为180亿美元。
它们占据了最大的市场份额,为顾客提供了进入已经拥有自己送货服务的餐厅的在线通道,比如比萨店、寿司店和中餐馆。
他们相对简单的商业模式,即从餐馆中收取一定的费用,使得Grubhub和Just Eat多年来一直盈利。
而Takeaway则在荷兰本土获利颇丰。
而新来者是最近才有的,他们把原本井然有序的生意变成了一场食物大战。
这些公司包括中国的美团和德国的快递超人、Uber Eats (属于Uber)、饿了么(由中国阿里巴巴所有)、总部位于旧金山的私人控股公司DoorDash和总部位于伦敦的Deliveroo。
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