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May 12, 2026

Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank

Carvana•US•Large CapCellaVisionAlly FinancialBroadcomSysmexVitrolifeSafeliteCelsiusFTAI AviationCarMaxGoogleDoorDashFarfetchDHLReplySimpson ManufacturingFevertree DrinksGXO Logistics

Jan 6, 2025

Just Eat Takeaway vs Wolt Germany & Employed Courier Models

IP Interview

Just Eat Takeawaycom•NL•Mid CapUberDelivery HeroDeliverooDoorDashNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services

Dec 23, 2024

Just Eat Takeaway: UK vs EU Courier Models and Delivery Economics

IP Interview

Just Eat Takeawaycom•NL•Mid CapUberDelivery HeroDeliverooDoorDashNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services

Jul 4, 2021

Domino's Pizza: Managing the US and UK Franchise Network

IP Interview

Domino's Pizza Enterprises•AU•Small CapDominos PizzaDoorDashUberJust Eat TakeawaycomProcess PowerBrand EquityNetwork EffectsFranchisorsMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology

IP Research Analysis

May 23, 2021

Bechtle AG, Software Reselling, & White Label Food Delivery

In Practise Weekly Analysis

Bechtle•DE•Mid CapJust Eat TakeawaycomDoorDashUberSlerpNetwork EffectsB2B MiddlemenMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrials

IP Research Analysis

May 17, 2021

Food Delivery Wars and Credit Acceptance's Underwriting Moat

In Practise Weekly Analysis

DoorDash•US•Large CapJust Eat TakeawaycomUberCredit AcceptanceNetwork EffectsCornered ResourceProcess PowerMarketplaces & PlatformsInsurers & FinancialsConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyFinancials

Mar 10, 2021

Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens

Partner Interview

Nimbus KitchensJust Eat TakeawaycomDoorDashUberNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology

Dec 29, 2019

Grubhub and US Online Food Delivery

IP Interview

GrubhubUberDoorDashNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services

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Uber Eats vs DoorDash: Basket Size & Unit Economics

Uber Eats vs DoorDash: Competitive Dynamics & Product Strategy

Uber One: Membership Economics, Member Retention & Growth Strategy

DoorDash: DashPass Product Offering and Growth Opportunity

PAR Brink, Olo, and Qu: Positioning in the Restaurant Tech Stack

Toast: POS and Payments Platform Strategy

DoorDash Inc: DashPass Strategy, Churn, and Pricing

Instacart: Smart Carts, Theft, and ROI Challenges

Coupang: Coupang Eats & South Korean Food Delivery

Deliveroo, Nando's Exclusivity, and UK Food Delivery

Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank

Just Eat Takeaway vs Wolt Germany & Employed Courier Models

Just Eat Takeaway: UK vs EU Courier Models and Delivery Economics

Domino's Pizza: Managing the US and UK Franchise Network

Bechtle AG, Software Reselling, & White Label Food Delivery

Food Delivery Wars and Credit Acceptance's Underwriting Moat

Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens

Grubhub and US Online Food Delivery