How hybrid models could emerge as winners in the latest food delivery evolution

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Presented by

Ioannis Pontikis, Equity Analyst Morningstar

About this talk

Morningstar introduces the moat framework for food delivery, based on which hybrid models with strong foundations on marketplace businesses are more likely to emerge as the winners in the latest food delivery evolution. These are some of the conclusions that we detail in Morningstar's latest Food Delivery Observer, which offers a detailed look at the underlying economics and prospects of food delivery business models across regions and markets. Join Ioannis Pontikis, Morningstar’s Equity Analyst, as he will provide a broad assessment of the food delivery sector. In this webinar, you will learn the main drivers of competitive advantages in the food delivery space. - A detailed assessment of the structural characteristics that we believe lead to sustainable unit economics for own-delivery orders. - Which players are best positioned to win in the long-term

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