Annanth’s Newsletter | Annanth Aravinthan | Substack

This post is the first in a FAQ series on the food delivery industry. There’s no real structure or method to my madness. As I come across interesting questions related to the industry I’ll update them here on a periodic basis. If you have questions, comments, or feedback, you can…

Annanth Aravinthan

Jan 1, 2022

In today’s post I’ll walk through what the current economics look like for 3P (logistics) restaurant food delivery in the US and how I see that evolving…

Annanth Aravinthan

Mar 11, 2022

In today’s post I hope describe what I think are the moats and competitive advantages within the food delivery industry; economies of scale, network…

Annanth Aravinthan

Jan 14, 2022

In today’s FAQ, I’ll summarize what I find interesting in the near term growth areas for food delivery co’s; new verticals, white-label, corporate…

Annanth Aravinthan

Jan 7, 2022

Annanth’s Newsletter

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