HNGRY is a subscription media platform exploring how Technology reshapes our food system through trends like ghost kitchens, micro grocery fulfillment, fungi-based proteins, personalized nutrition, and much more. The call will take a deep dive into the business models of the critical food delivery companies. We will also discuss the viability of the vertically-integrated convenience delivery model and the implications of critical players like DASH, AMZN, UBER, and others.
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CLICK HERE for the webcast replay. |
Topics on the call included:
- How big can the 1st party ultrafast delivery category be? Is this a positive for DASH's DashMart service?
- What are the drawbacks of vertically integrated quick commerce?
- Will traditional grocers get into quick commerce?
- How big will AMZN be in sub-same-day delivery?
Hedgeye clients can get a 20% off coupon to subscribe using code HEDGEYE20.
