Meal kits and most grocery delivery services will either go down on unit economics as soon as VC money dries up (I talked to some people doing beverage wholesal

Meal kits and most grocery delivery services will either go down on unit economics as soon as VC money dries up (I talked to some people doing beverage wholesale and distribution to restaurants and groccery stores, and they do offer a service for consumers as well that piggy backs on their larger volume runs, and they simply cannot meet the prices those start-ups offer). So, either those companies raise prices or go bust, or they try run a hail mary with the money they have in some huge market consolidation.