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The New Fast Food

71 点作者 _pius将近 11 年前

11 条评论

jhonovich将近 11 年前
Google&#x27;s 2013 revenue is 20x greater than Chipotle (~$60 vs ~$3.2 billion).<p>To insinuate that Chipotle&#x27;s higher P&#x2F;E ratio says something about fast food vs tech is silly. It&#x27;s because Chipotle is so much smaller than Google that it&#x27;s easier for Chipotle to increase revenue than Google.<p>In 2004, Google had about the same revenue as Chipotle did in 2013 but a P&#x2F;E ratio of ~100, far higher than Chipotle does today.
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MediaSquirrel将近 11 年前
Article author here...<p>The critique about comparing P&#x2F;E&#x27;s is fair, but my point was really that Sprig &amp; friends are restaurant chains vs traditional tech co&#x27;s--and restaurant chains actually have decent P&#x2F;E ratios, which totally shocked me. I was expecting restaurant chains to have P&#x2F;E&#x27;s in the 1-10x range, not 30-70x!<p>From a VC perspective, investing in a restaurant chain looks like a good idea if you can actually make the E in the P&#x2F;E (ie turn a profit). I don&#x27;t know about you all, but this was surprising to me.<p>Also, to address another point that some people made: Sprig &amp; SpoonRocket use the delivery drivers as mobile storage units carrying pre-prepped &amp; heated meals in the trunk. They don&#x27;t do point-to-point pickup &amp; delivery, which is how they can deliver so fast, cover so much geography and leverage their smaller real estate footprint.
nawitus将近 11 年前
It&#x27;s hard to see how these new startups can compete with existing restaurants. There already are restaurants in cheap-to-rent locations, and it doesn&#x27;t seem like Sprig et. al. can compete with the prices. I guess my point is that I don&#x27;t see Sprig doing anything that new, so I don&#x27;t see what new value they&#x27;ll bring. But good luck of course, the restaurant business seems to be one of the harder markets out there.
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randallsquared将近 11 年前
I think one thing that&#x27;s missed, here, is that (e.g.) the company that owns &quot;MacDonald&#x27;s&quot; doesn&#x27;t actually operate fast food locations: they&#x27;re franchises. Instead, the company (which has the high P&#x2F;E spoken of) operates gigantic commercial kitchens-slash-factories and ships patties and other materials to the franchisees. Operating MacDonald&#x27;s restaurants isn&#x27;t a cost they bear. In this sense, these large franchises are already even more streamlined than Sprig, et al.
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hayksaakian将近 11 年前
For an article focused on &quot;new&quot; there was little regarding the difference over the &quot;old&quot;.<p>They made comparisons to traditional food businesses, but not to more similar, delivery-only businesses of the past.<p><i>That&#x27;s</i> what I&#x27;d like to see.<p>-----<p>for reference, here&#x27;s a 2006 era opinion on the business model.<p><a href="http://franchisepundit.com/i-wouldnt-buy-it/delivery-only-restaurants/" rel="nofollow">http:&#x2F;&#x2F;franchisepundit.com&#x2F;i-wouldnt-buy-it&#x2F;delivery-only-re...</a><p>clearly, the difference in 2014 is Mobile devices.<p>-----<p>Upon further though, these new fast-food companies are more like on-demand catering companies.
hackerews将近 11 年前
The P&#x2F;E comparison at the beginning sucks but it&#x27;s an eye-catcher for the average reader.<p>I guess the real question is whether you believe, at the same value point, delivery costs will be less than prime real estate + customer service costs. At the moment the answer is no. Delivery is expensive at the scale and speed necessary to compete with going out to grab a meal. But if you believe in a future where autonomous cars are delivering people and shipments in a highly efficient way, mixed with a future of resource abundance (ie robots taking all the boring jobs) where human time becomes incredibly valuable... then it&#x27;s not unlikely that a service like Sprig would beat out the traditional fast food model.<p>In fact, it&#x27;s not unlikely that restaurants and most other brick and mortar business would just become API&#x27;s on top of the delivery model.<p>However, I personally think Sprig is way too early to the game. Given an autonomous, speedy delivery system is (more than) a few years out, they must be handing out their investors&#x27; money trying to compete in the food business in today&#x27;s market while waiting for the distant future. I bet order-taking companies like GrubHub end up partnering with Uber to fill this gap in the market early on, rather than a startup trying to do food + delivery at once today. But that&#x27;s just my 2 cents.
mark_l_watson将近 11 年前
Interesting article. I usually view fast food consumers as people who are poor, working multiple jobs, and don&#x27;t have time for preparing healthier and much less expensive meals themselves. (The excellent documentary &quot;Fed Up&quot; makes this point.)<p>That is, for my wife and I part of being affluent is having time to enjoy preparing fine meals ourselves. This article made me realize that a lot of people who are well off financially are not well off as far as having lots of free time - thus the market for companies like Sprig, etc.
kevinmchugh将近 11 年前
&gt; delivery ain’t cheap — Sprig pays their SF delivery workers $16 an hour.<p>It&#x27;s odd that they have their own drivers. Why hasn&#x27;t someone (uber) commoditized moving things via car within a city on no notice? I&#x27;m surprised at least that there&#x27;s no app integrating various services that require drivers. If you can drive people, can&#x27;t you drive a pizza?
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chrisgd将近 11 年前
Would love to see a business model like this that accepts EBT. Everyone should have access to these kinds of meals. Plus it would give Sean hannity something to get upset about. &quot;How poor could they really be if they have refrigerators and good food?!?!&quot;
Grue3将近 11 年前
How is this a new thing? There are dozens of companies like this... in Russia of all places.
hyp0将近 11 年前
long-term strategy: get established now, ready for when legal drones&#x2F;self-driving cars shrink delvery costs.<p>but also kinda reminds me of webvan...