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Well, for one thing, "integration".

Domino's is built to deliver pizzas. They have streamlined the process of an order being placed, prepped, and handed off to delivery to try to make each step of the process as efficient as possible.

Do "horizontal" delivery companies have similar integration and benefit from similar efficiency?

In an ideal delivery situation, you want two things to be true: first, delivery people should be constantly moving. Second, orders should be handed off to a delivery person as soon as they are finished.

Is this achievable when delivery people are routed to new pick-up locations for each delivery? You want your delivery person to arrive at the restaurant right as the meal is finished -- if they arrive early, your delivery person is idle and your costs go up; if they arrive late, the food is cold and your customers are dissatisfied.

Restaurants with successful delivery components can solve this by tweaking their number of delivery people and their service areas in response to their busy-ness, so that they always have delivery people returning to pick up more food with an appropriate frequency. Have horizontal delivery companies solved these problems, either through integration with the restaurants or through some sort of big data magic?



Additionally "idle" doesn't mean quite the same thing to the vertically-integrated driver as it does to the horizontally-integrated driver. A Domino's driver who arrives at the restaurant before the pizza is ready is still a Domino's employee. The Uber driver who arrives before the McDonald's order is ready is just a dude in the lobby.


I suppose the argument goes: if anyone can approach that optimality, it's a company with a large fleet of repurposable drivers.

Being able to dispatch to a driver in motion depends on having a suitable driver available.

I'm still doubtful it can ever work, for the reasons people mentioned above. But the realistic game is that Uber becomes the new Yelp and strongarms restaurants for a share of their profit, in return for customer access / promotion. (Which I have pretty strong feelings about as an ethical business model, but that's just my opinion...)


Uber and the like already take a share of the profit, last time I chatted to a restaurant owner while waiting to pick up some food I'd ordered even Just Eat, who don't even provide delivery services, take a 15% cut of the order value. Uber/Delivery I believe are taking 20-30% of the order value, which given the margins on takeout food feels like its leaving basically nothing on the table for the actual restaurant.


Other way I see it working out is Uber gets so optimized that they can have a driver double dip with a delivery and passengers going on the same route.


That's the idea, but it seems like Uber's going to have to swing some pretty big stick / carrots to blunt restaurants' worst tendencies.

What will passengers think about having their ride delayed? Lump it into Pool and partially rebate them?

What will keep restaurants from #&@$ing around with their notifications (e.g. ready) for a partner who they don't really like working with?

(Personally, I switched to Lyft and don't use Uber products anymore)


You could say that Chinese restaurants in NYC are also built to deliver. These restaurants have had their own delivery fleet for decades.

For a non-chain business, probably the key is being in a dense city where majority of your customers are within a few mile radius.




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