You order on Uber Eats, Toast, Seamless, and they set the prices pushing them up.
It’s a completely parasitic market and if a restaurant does not participate it’s squeezed out due to not being able to compete with online ordering.
You notice how you can’t just order from xyzpizza.com and choose 1-7 vendors to deliver the pizza? They should class actioned into the depth of hell.
Imagine going to Nike.com, but Nike has to sell on the usp website at the ups price because they deliver the last mile package…
That's basically how retailing worked before direct-to-consumer? Even with Nike you can get their goods through a variety of distribution channels.
Pizza is already sold, the last mile delivery should have zero impact on its retail. Right now the last mile delivery has a near monopoly on retail of a restaurant. Pretending that toast/grubhub/seamless somehow benefit the customer is pure rubbish.
I wonder why the apps out-competed it. Delivery apps are often not even supported officially by the restaurants, right? It’s just sort of like—if somebody comes in for the pickup and gives the right name, they don’t typically care and will just give the delivery guy your order. So it isn’t like some vendor lock-in thing, seems just like network effect from the users or something…