maarten304 schreef op 25 juni 2023 15:53:
iFood continues to outperform the targets we set, driven by expansion of its product offering
and logistics business. iFood grew GMV 92% with order growth being an impressive 122% year on year. iFood is
investing in first party logistics, new cities as well as building out cloud kitchens and other models that enable us
to scale very quickly. On a pre-unit basis iFood is realising cost efficiency as we scale and as we get better at
optimising. In India Swiggy continues its impressive with orders up a 165% year on year and GMV up a 134%
year on year. This is driven by its rapid expansion into new cities and roll out of cloud kitchens and private label
food supply. Delivery Hero continues to also execute well. For its first six months ended 30 June, 2019 Delivery
[...]