Subscriptions are relatively hot in travel although AirAsia's limited new plan might be seen as a sign of weakness rather than strength. AirAsia Super+ is essentially a marketing plan to jumpstart the airline's flights and food delivery businesses.
Running an airline isn't easy, and neither is launching ridesharing, financial services, and delivery businesses from scratch. AirAsia has its work cut out for it in terms of the required investments and trying to be everything to everyone in Southeast Asian markets with entrenched incumbents.
Travelers, whether for work or leisure, want to dine at local restaurants. If they can't venture out, easy restaurant delivery is the next best option.
As far as Pizza Hut is concerned, the company cannot construct Delco stores fast enough, especially with foot traffic down in recent quarters. It will surely leverage its new $5 value menu and expanding Grubhub partnership to lure customers back.
The diner is the latest chain this earnings season to talk up the importance of delivery for their business, as it gradually sells company-owned stores to franchisees.
Chipotle is going to great lengths to communicate that the company's performance on all of its digital initiatives will be a defining factor in the future success of the business.