JSTLF - Food-As-A-Service: The $3 Trillion Meal Delivery Market
By James Wang, Analyst, Next Generation Internet
To find promising investment opportunities in the consumer internet, we believe it is imperative to look for companies that improve convenience in industries that haven't changed in decades. Convenience explains the success of Amazon (AMZN), Expedia (EXPE), Netflix (NFLX), and Uber (UBER). Each of these companies attacked an industry that burdened the consumer with work - whether searching through bookstores or finding taxis - and made it as simple as tapping a screen.
The latest industry to be attacked by internet-enabled convenience is meal delivery. Companies such as