Food delivery apps are creating the chance for delivery-only restaurants to thrive.
🔍 Problem
Traditional restaurants will lose in the delivery game unless they optimize.
🏁 Players
Cloud Kitchen Providers
Cloud Kitchen Restaurant Groups
Cloud Kitchen Dropshipper
🔮 Predictions
- Casual dining will become harder to find.
- Most restaurants will focus on efficiency or experience.
- We will cook for the experience instead of cost savings.
- More apartments will be built without full kitchens.
- Delivery-only restaurants will evolve faster as setup costs drop.
☁️ Opportunities
- Rent cloud kitchen space
- Build cloud kitchen equipment
- Start a delivery-only restaurant
- Start an upscale restaurant
- Make packaging for delivery restaurants
- Build software to track and improve delivery-only restaurant operations
😠 Haters
“This isn’t new. Takeout/delivery joints have existed forever.”
Yes, but, recent logistic improvements and friction reduction takes this to another level.
🔗 Links
- Virtual Kitchen Documentary — HNGRY
- Delivery Only: The Rise Of Restaurants With No Diners As Apps Take Orders — NPR
- How to start your own delivery-only, virtual restaurant — The Food Corridor
- A16Z Virtual Kitchen Co Investment Thesis — A16Z
- Ghost Kitchens: Their Rise and Why They’re Here to Stay — FsR
- Why ‘ghost’ restaurants are changing the delivery game — Restaurant Dive
- The Rise of the Virtual Restaurant — New York Times
- Is Tech Destroying Restaurants? — Slate
- Ghost kitchen — Wikipedia
- Million Dollar Brainstorm – Cloud Kitchens, Kava Bars & Religious Products — My First Million