8 months ago
Activist investor Cat Rock is growing more impatient by the day with Just Eat's lack of a CEO appointment. Somewhere Yelp is reading this understanding the UK company's pain.
10 months ago
We know consumers like easy delivery, but it's too easy not to be loyal to one company and the cost of customer acquisition is too high to for companies to battle it out in the marketplace. So the carving up of markets will accelerate in 2019.
11 months ago
The big battle to come at restaurant brands is chief marketing officer vs. chief digital officer. Smart brands will realize that cooperation can breed innovation rather than conflict.
1 year ago
Just Eat was an early mover, but it doesn't appear that it's kept moving at the pace necessary to fight back rivals or expand out of its small UK market.
2 years ago
Will there ever be enough money in playing middleman between restaurants and consumers to make these giant investments really make long-term sense?