IP InterviewExecutive Bio
Philip Green
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
Why is this interview interesting?
- How Deliveroo and Uber EATS attacked Just Eat's positioning in the UK
- Why marketplaces have relatively low barriers to entry versus owning the whole supply chain
- Why selection and logistics are both commoditized in the long run and what really matters to win
- Density and breakeven drops per hour analysis in rural areas
- Comparisons between Amazon and FBA and food delivery vendors and dark kitchens
- Why Just Eat is in the strongest position and Uber may struggle in the rural and suburb areas
- How the industry could shakeout and the main losers if the consumer price falls lower
Interview Transcript
Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
Free Sample of 50+ Interviews
Sign up to test our content quality with a free sample of 50+ interviews.
Or contact sales for full access
Related Content
Deliveroo, Nando's Exclusivity, and UK Food Delivery
Former Director at Deliveroo PLC
Just Eat Takeaway vs Wolt Germany & Employed Courier Models
Former Senior Executive at Wolt
Coupang: Coupang Eats & South Korean Food Delivery
Former Head of Coupang Eats at Coupang
Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY
© 2024 In Practise. All rights reserved. This material is for informational purposes only and should not be considered as investment advice.