Archive - Annanth’s Newsletter

#4 - Food Delivery FAQ - What do long-term economics look like?

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…

Mar 11, 2022 •

Annanth Aravinthan

January 2022

#3 - Food Delivery FAQ - Do food delivery companies have moats and competitive advantages?

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…

Jan 14, 2022 •

Annanth Aravinthan

#2 - Food Delivery FAQ - What are the next growth avenues for food delivery co's?

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…

Jan 7, 2022 •

Annanth Aravinthan

#1 - Food Delivery FAQ - What does the competitive end state of food delivery look like around the world?

This post is the first in a FAQ series on the food delivery industry.

Jan 1, 2022 •

Annanth Aravinthan

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