Transcript
Transcript

Ghost Kitchens – Impact on Food Delivery & QSRs – 3 July 2019

  • Multi Asset
  • Consumer
  • North America

Specialist

VP at Chick-fil-A Inc

Agenda

  • Ghost kitchen operations and cost differences vs traditional restaurant models
  • Growth and sustainability of prominent players such as Kitchen United and CloudKitchens
  • Competitive shifts and ghost kitchens' impact on standard QSRs (quick-service restaurants)
  • Role of third-party food delivery services such as GrubHub (NYSE: GRUB), Uber Eats, Deliveroo, etc
  • 2019-20 outlook including scenario analyses

Questions

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