Gap: With the continuous evolution of the takeaway industry, many people may not cook at home in the future. Three meals can be made by robots in the factory like clothing, and the meals depend on drones.
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Meituan Dianping co -founder Wang Xing hopes to help everyone eat better and live better. This sentence is written in the prospectus of this world's largest catering takeaway service provider. The company in Hong Kong in Hong Kong in SeptemberListing, the company's valuation is 53 billion US dollars.This is an impossible dream, but his company is changing the diet of hundreds of millions of people.
Uber's car call service was the ultimate subversive, but the food delivery service is challenging this position.A motorcycle and bicycle are flying quickly in the city, sending three meals for the millennial generations who have no time or unwilling to cook by themselves.Uber hopes to grab more shares in the takeaway market in Europe and Asia, one of the competitors in the field of takeaway by MDASH; Mdash; MDASH; cooperation in the takeaway field.
The business of sending pizza does not sound greater than passengers, and takeaway is not the invention of Deliveroo, Uber Eats or Meituan.But the personal service developed on the two wheels set off a cultural revolution.In Indonesia, there are not only food delivery services, but also on -site massage and beauty care.
Just like other revolutions, this revolution also started on the streets.In London, the sign of sending takeaway is a red big L. This is a sign of the rookie rider installed on a motorcycle, which shows two points: Many takeaways have no quality and responsible quality of driving.Most of these companies have not asked them to.
These temporary takeaways and those who must share the urban streets with them are sympathetic.Uber Eats's riders recently protested outside the eastern office of London to oppose the basic distribution fee for each single takeaway.Because these platforms regard takeaway rider as self -employed contractors rather than employees, they can change the terms at will.
In the words of the technology industry, abandoning responsibility is a characteristic, not a bug (error).In February this year, Grubhub, a US catering takeaway platform, defeated the employment rights and interest claims of a former delivery driver in a court in California.Check his car and never even read the photos of his car.
The strategy of takeaway platforms is not only as cheap as possible to provide catering MDASH; MDASH; Meituan estimates that its labor cost of each takeaway in China is $ 1, and the number has continued to decline at a rate of 7%per year.Catering distribution companies not only compete with each other, they also hope to reduce the price to enough to convince a large number of consumers to stop cooking at home.
This wish looks incredible, but it is not.Investment banks UBS will make takeaway comparison on the APP for people to buy finished clothing on stores or online, rather than making clothes by themselves.A century ago, many of the developed economies made clothes by themselves, but later the supply chain was built and Volkswagen consumption rose.Cooking at home may also take the same old way.
Putting meals at home is already very attractive, especially in some cities, the apartment area is small, and the takeaway is more than half an hour than myself.However, there is still a financial gap between cooking and takeaway. UBS estimates that in the UK, the average takeaway from the restaurant to order a two -person meal is £ 19, and the cost of cooking at home is 6 pounds.
In order to reduce this gap, the first step adopted by the takeaway platform is to bring together a large number of catering orders to quickly complete the distribution through the takeaway network.Cheap and flexible labor resources are essential to this model.Just as a survey of 80,000 drivers called drivers in New York City, this model depends on the instant availability of idle drivers to minimize passenger waiting time.
There is no need to provide employment benefits. If the salary of sick leave and paid vacation can reduce the cost of labor by 20%to 30%, but the industry still needs to prepare for the reduction of costs and economic rationality.An obvious low -efficiency thing in the takeaway industry is to pick up meals from restaurants scattered everywhere, instead of setting the kitchen in the axis -like logistics distribution network, just like Amazon's warehouse layout.
The next step is the dark kitchen, separate the cooking facilities from the restaurant, and concentrate on making meals.Deliveroo has been creating a dark kitchen in the parking lot and business districts, saying that we provide selected restaurants in these centers.This allows it to order customers from the menu of different restaurants, cook in the nearest kitchen, and then be delivered by a takeaway.
The requirements for fast meal delivery temporarily limited the size of these centers, but if the meal is not necessary to pass through the road?The ultimate dream of the takeaway company about cost benefits is to establish a large -scale logistics distribution center. The rice is made by the robot, and the meal is completed by the drone.They will save costs without bypassed employment regulations, and unmanned planes are happy to work throughout the day.
Gradually, three meals can be produced in the factory like clothing instead of cooking at home, and the streets will become more peaceful and safer.But all the revolution will pay costs, which is no exception.What do you go through the take -out rider who work for the platform?And what does this mean for those restaurants that are increasingly dependent on takeaway revenue?
Given that the industry is constantly changing rapidly, these are not free care.Wang Xing helps everyone to live better goals. It seems to be credible, if everyone refers to consumers.Those people on the supply chain face a more difficult period.
Translator/He Li
