I'm not familiar with the presenter, but I found this "case-study" to be mostly filler. ie a case study by someone looking for things to say, but doesn't really

I'm not familiar with the presenter, but I found this "case-study" to be mostly filler. ie a case study by someone looking for things to say, but doesn't really understand the problem. A summary of his critiques: "They grew too quickly for their own good." Ok, so his conclusions, they should've grown more slowly "The giant Amazon entered the market and scared people away from them" Being an even smaller company wouldn't have helped fight amazon. Being larger and in a sufficient position with high enough revenue to try to fight amazon or get negotiate better rates would've. But this exactly contradicts growing too fast] "Don't buy a ranch" This point is funny, and makes for a catch phrase, but buying that single ranch had no significant impact on their profits. They aren't succeeding or failing because of that ranch. It's something convenient to point to and say a cliche like "you're not focusing on your core competencies", but honestly that likely had a .001 percent impact on their actual business. And no I don't imaging 70% of their management team is focusing on that ranch at the expense of their core business. This entire video feels like fluff, mad-money style analysis to me. And really gives no insights as to what is happening to their business. Things I would've found interesting. Are they losing customers? Has growth stopped? What are competitors spending on marketing? What are competitors acquisition rates? How long does the average customer stay? Was it priced assuming it was long term customers, but customers actually only stay less than 1yr then move on? Are single people using it to learn cooking then leave? Do customers that leave, leave the industry or just move to another service? Are customers just hopping/rotating between multiple services? Answers to those questions would provide some insight. this presentation really had nothing to me. The closest thing was the food safety issue, but again did that actually impact delivery rates? Or costs? is it just normal cost of doing business in produce/meat delivery? I really expected more from this.