I'm seeing less foodpanda and deliveroo rider in my area, are you?
Sometimes, Primary research gives you way better insights in a company than their financial report. So I'm trying to do a survey to understand the competitive landscape of Singapore's food delivery business.
Just trying to make a pool to try and analyse the Singapore food delivery market of $Grab Holdings (GRAB.US)$. During covid time, I do see FoodPanda and Deliveroo riders around the malls I frequent, together with GRAB driver. But recently, I notice their population around the malls have dropped. Did you also see a drop in FoodPanda or Deliveroo riders?
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Matthew D : Foodpanda hiring and salary freeze, grab is dominating.
Gojek only good for ride-share because of heavy and buggy promotions.
doctorpot1 OP Matthew D : Yea is a tough space now to fight using promotion now as we are all entering (or even already entered) a recession. I see companies now are cutting down cost and headcounts not sure who have the balance sheet to continue crazy discount without worrying about going bankrupt.