How effective are dark stores in generating demand for on-demand delivery companies?

I think dark kitchen can either decide to partner with online food players or build your own sales channel, your own POS, and then maybe have your own delivery guys or have a third-party player that's only doing delivery. In that case, you need to invest a lot in marketing and build your own strategy. I think it's much more difficult because people are so used to going to Deliveroo or Uber Eats if they want to order food.

The dark store model, I think it's really difficult to scale, but if you decide to partner with Deliveroo or Uber Eats and you have a dark store, then these platforms already have some marketing in place where you invest in priority listing, which can be really expensive, to be honest.

Platforms like Deliveroo or Uber Eats have so much power to drive traffic that I think any dark store should consider partnering with them.

There is also a bit of conflict of interest between online platforms and dark stores, because if you're a dark store and you have been partnering with Deliveroo and everything has been working well, then you're happy.

But Deliveroo is also expanding their Deliveroo Editions and their dark stores, and they are positioning their brands on top of yours. So that's also driving a bit of a conflict of interest because they're competing with their partners, which have been essential partners of the Deliveroo platform, without restaurants, there's no Deliveroo.