There will be only one winner in Food, Drink & Local Services

Players in high frequency need can beat low frequency need players extremely easily.

Yelp will definitely agree to this statement – they’re getting killed by Google.

Food is the highest frequency need, then drink, then other local services (grocery, autos, karaoke, kart racing, kayaking, wedding, etc etc).

You will probably know you can also order drink from the app where you ordered food, rather than an app where you ordered grocery delivery, even though the nature of the business are not much that different.

Doordash will almost certain enter the business of grocery delivery, killing instacart and shipt.

Doordash has to face Yelp, if it wants to keep its high evaluation after COVID. Yelp is currently only 2.67B while Doordash is 65B. Buying Yelp will be a smart move that will almost pay back immediately after COVID.

Ride sharing will be the next one. Isn’t it nice if you can send some riders to restaurants, then immediately pick up some food from the very same restaurant (or in the same plaza), deliver it to the residential area, and then getting another ride request from the residential area to the business area?

The list goes on and on. The path is clear, the rest is just execution. Doordash had amazing execution in the past (and strategy as well for sure!) – otherwise they would not have won the delivery war.

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