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Hi Ni, thanks for your post on Drizly. You explained very clearly how the company is able to operate in an extremely regulated market by creating a business model that explores the 3-tiered system. I was also very surprised to find out they never touch any alcoholic beverage we order or any cent of the transactions. It will be interesting to see how they will maintain a competitive advantage going forward with so many new entrants in the space.
Great post, Curtis! I am a big fan of Seamless and agree with you that their business model creates value for both diners and restaurants. Their first-mover advantage and numerous acquisitions were key for maintaining a leadership position. I also agree with Pia that new entrants like Eat24, Amazon and Uber could seriously challenge Grubhub’s position in the future. As soon as other players gain scale and register more restaurants, the pressure will be on Grubhub to deliver. They should pay special focus on improving their prices and delivery times in order to sustain their market shares across the country.
Thanks Sayiddah. This post does a great job in showing how Related has been able to maintain its competitive advantage. For years, I have followed Related and have been captivated by the company’s leadership in the real estate industry. The company is at the forefront of innovation having developed and built some of the most amazing buildings globally. Having all capabilities involved in the development process certainly justifies a great part of why Related is so successful.