There are businesses with network effects: the more people using them, the better off everyone using it is. There are businesses with scale advantages: doing i

There are businesses with network effects: the more people using them, the better off everyone using it is. There are businesses with scale advantages: doing it bigger makes it much cheaper. There are businesses with required huge capital investments: if you don't have the $25 billion silicon foundry, you don't make CPUs. There are businesses where a national brand is a big advantage, and businesses where local is a selling point. The meal-kit industry looks like it's halfway between grocery stores and delivery restaurants, and that means economies of scale aren't hugely important, but a reputation for quality is. Local/national can go either way, but most people are willing to experiment every so often and have strong preferences about what they like -- which means that having a lot of players in the market is to their advantage, and long-term contracts are not.