If the US version is hungry, it will be listed. What kind of experience is it to take out at the US?


Editor’s Note: This article is from WeChat public account “Siam Rabbit Race” (ID: sv_race), author Lexie, editor Jiang Feng, 36 氪 authorized to release.Do not look at the habit of selling takeaways in China, but in fact the fiery heat of this market has only developed in the last two or three years.In contrast, the US take-away market has been around for some years, and the market is now very lively, mainly divided by GrubHub, Uber Eats, DoorDash, Postmates.Postmates, which is particularly popular on the West Coast, is about to make a big move recently. According to TechCrunch, Postmates will be launched in September this year. As early as February of this year, the company has quietly submitted a listing application to the US Securities and Exchange Commission (SEC).An investor in the company also revealed to BusinessInsider that Postmates is currently in the waiting period before listing, with the latest valuation of $1.85 billion.Postmates is growing rapidly Postmates was founded in 2011, initially providing only one hour of on-demand delivery around 10 blocks in Manhattan, and has now successfully expanded the market to 3,500 cities, even winning the hearts of 70% of American families.The main business is also focused on food distribution services.Reviewing the financing history of Postmates: In May 2013, completed a $5 million Series A financing in April 2016, launching Unlimited subscription service in November 2016, completing a $140 million D round of financing in September 2018, completing $300 million EThe round, and said that in 90% of the market have achieved profit in January 2019, completed 100 million US dollars of financing, waiting for the listing.Bastian Lehmann, founder and CEO of the company, is from Germany. He had the idea of ​​starting a business when he worked at a London consulting firm. The first company he founded was called, which is a content platform similar to Twitter Moments, but becauseWhen you need a lot of labor costs, you start to seek other ideas.In an interview with CNBC in 2018, Lehmann compared the industry competition to a racing car. He thought that Postmates was the perfect car that was built with care, and now they are in a very good position to lead the competition in the best posture, and heI have also publicly expressed my love for the master.The Postmates ordering page is simple and exquisite. In 2017, chatting with LinkedIn’s editor Sara Weber, he once said, “I would rather create a company in a highly competitive field than to live in a less competitive field.” He talksAnd the giants like Amazon are also full of confidence, Lehmann said that Postmates in the food sector has great advantages, and believe that their decentralized infrastructure can compete with Amazon’s centralized infrastructure to help local retailers win the competition.The robot launching Postmates has recently been prepared to put a big move and use robots to help with delivery.The express robots that were once banned by the San Francisco government will be on the road again, bringing new machines to the express delivery industry.The robot, with its big eyes and four wheels, is called Serve. With a single charge, he can drive 30 miles with 50 pounds.Serve will rely on pure battery power, the speed is similar to that of pedestrians, and it also has touch screen and video chat function to communicate with humans. However, Serve will not replace Postmates couriers, but will work with them to complete the express mission.When the user places an order, Serve will receive an order to go, and the courier can complete the pickup through a simple unlocking process.With the help of Serve, couriers can reduce the time to find parking spaces and achieve a significant increase in express delivery productivity.The official permission to post the Postmates robot is the first license issued by San Francisco. Postmates will start testing in Los Angeles as the first pilot city later this year. Does the government’s move represent a policy relaxation, let us wait and see..Postmates’ main competitor, DoorDash, has just acquired Scotty Labs, a startup that specializes in developing automated and remote-controlled vehicle technology. Not long ago, they successfully conducted driverless testing in California, which also symbolizes the express delivery industry.Using an automatic robot to replace one direction of manpower, maybe after a while, the possibility of bringing your Taco to the door is the same as the Wall-E robot.In the take-away industry, the big melee is actually a generation. Postmates is a generation of the take-away industry. As early as 2004, Grubhub has taken the lead in bringing delicious food to thousands of households.According to the latest data from Second Measure, in July this year, DoorDash is currently in the leading position, accounting for 36.5% of the market, while GrubHub followed, with 33.3% of the market.Interestingly, the market share of these companies is significantly different in the region.GrubHub is the most popular in the Northeast, such as New York and Boston, while DoorDash is far ahead in Texas, and Postmates is in the 40% market in Los Angeles.These companies have their own merits, but they all rely on subscription models and catering partners to upgrade.In 2016, Postmates launched the Unlimited membership system. As long as the monthly membership fee of 9.99 knives is paid, the order delivery fee can be waived. Currently, 16% of Postmates users have become members.DoorDash also followed DashPass in 2018, and UberEats is said to be testing a new subscription model that includes takeaway, car, bicycle and electric car services.In the search for catering partners, companies are not idle.UberEats recently brought Star Dad to the camp, and DoorDash is proud to own the oldest favorite brands such as Chick-fil-A, Chipotle, and Chili’s.Postmates not only has Chinese restaurants such as Pei Wei, but also offers most of the life products such as ice cream, fruits and vegetables.GrubHub is a good friend of Yum Brands (including Taco Bell and KFC). It also has a partnership with Yelp, allowing users to place orders directly while browsing Yelp.According to Stastata’s report, the US food take-out market still has huge potential, and the overall income will increase from 9.1 billion in 2018 to 15.6 billion in 2023.At present, the market in big cities has been largely divided.The growth of the US take-away market in the next few years will be concentrated in small cities with less dense populations, which brings new challenges in how to change the habits of consumers in small and medium-sized cities to buy food and build a strong food and beverage network.At the beginning, GrubHub was only a bridge between merchants and users. It was distributed by merchants. Although it also provides new distribution services, it still adopts the old model in small and medium-sized cities, which saves a lot of expenses for recruiting and distributing personnel..It is still the boss of American users, but the leading trend has gradually narrowed.The Postmates courier distribution approach has caught up with the trend of the retail economy in the past two years. With Uber and Lyft launching shared ride services, entrepreneurs are beginning to think about how to more effectively allocate human resources in society, with “We don’t want cities.”The idea of ​​being abandoned and not wanting our friends to lose their jobs, the founders of Postmates have a vision of making the city a warehouse.Doordash is also not to be underestimated. It received $500 million in financing at the beginning of this year, with a valuation of at least $6 billion. One of its strengths is that it has the largest number of restaurants to choose from and also leads in market share.Whether it’s UberEats’ drone attempt or Postmates’ Serve robot, it’s obvious that everyone wants to reduce distribution costs by applying the latest technology, but these new methods are still in the testing stage. It seems that this take-out battle has just started..Snacks are also not just for dinner, because most of the old Americans have the habit of eating snacks during office hours. Many companies have started to start with snacks, such as Oh My Green, Nature Box and other companies have launched a snack takeaway service, which will be your favorite.The zero mouth is packed and sent to the mouth.Oh My Green is mainly for corporate subscription services, while Nature Box has both personal and corporate users. It not only has a variety of snacks and beverages, but also allows you to filter products based on low-fat, gluten-free labels, and never be afraid to go to work.Hungry is not working.The Chinese and American competitions have seen this place. Presumably, many people secretly conceited the American takeaways and our domestic hungry and beauty groups. Without any modesty, the US takeaways are weak, and even the foreigners who love to join in the fun are shooting.The video personal experiment comparison: “I don’t want to wait for an hour to eat American takeaway!!!” Where is the domestic and foreign sales win?First of all, there is a huge difference in demand. GrubHub has about 480,000 single transactions per day, and the latest data from the US group shows that the daily list has exceeded 30 million. Most urban residents in China have already regarded takeaways as a necessary means of daily survival..But for Americans, the most popular order is to satisfy the individualized appetite. The fast foodchain and the weekly purchasing habits of the daily necessities have made it impossible to become a mainstream industry.Of course, more importantly, there is a strong immediacy in selling at home and abroad.According to data from Ai Media Consulting, 58.1% of China’s take-away users focus on the speed of meal delivery, while the United States is sparsely populated. Even Amazon Prime has to wait for two days of practice so that most people have already developed a long-awaited half.A habit of eating more than a few points.The huge demand for domestic and international market and the demand for on-call demand have promoted the continuous upgrading of China’s take-out platform technology, and even the take-away products have been extended to all aspects of daily necessities.And companies such as Postmates only account for a very small portion of sales for daily necessities, which also represents a huge difference in distribution efficiency.The average daily delivery time of the US group is 30 minutes, while the DoorDash is 45 minutes at the fastest.I have to say that there is a rainless and unrestrained spirit of the Chinese courier brothers. In the storms and holidays, as long as you order, some people dare to send them.On the other hand, even in the United States, even in the online car market, it is necessary to increase the price at the peak.However, even if there is such a difference, how to effectively use manpower and establish a strong distribution network to achieve maximum distribution efficiency is a key challenge for seeking breakthroughs for both Chinese and American take-away markets.As the pace of our lives becomes faster and faster, the development of the lazy economy will surely advance by leaps and bounds. It seems that we really need to thank these take-away software so that we can not hungry in the middle of the night and meet the appetite in minutes.Curious little editors want to know which software you prefer?What big differences do you think the US and China takeaway?Say your feelings in the message..