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Aggregating many restaurateurs at a single kitchen, and encouraging families to order from that kitchen, a bundle of meals, could save significant money on deli
by petra 6y ago
Aggregating many restaurateurs at a single kitchen, and encouraging families to order from that kitchen, a bundle of meals, could save significant money on delivery.
And landlords could also offer their own delivery app, for more savings.
For a restaurant brand owner, leaving that kitchen means leaving those bundles and customers. And replacing him(for many customers), is a possibility.
That's one way landlords could gain some lock-in.
Also, even without significant lock-in, landlords that may have many kitchens, could have significant purchasing power of food ingredients. Even if they earn only a single digit percentage on that, food ingredients have rapid turnover, so yearly ROIC is significant.