As lockdown policies are lifted in many economies around the world, there is likely to be a rapid transformation in consumer behaviour as shops, restaurants and leisure facilities start to re-open. What does this mean for the on-demand delivery companies which have thrived over the past eighteen months? As people return to the office, socialize in bars and clubs and – critically – start to eat out once again, will home deliveries continue at the same level as they have been?
Despite soaring revenues experienced throughout the Covid-crisis, few companies have been able to make any profits and with conditions set to become far less benign in the coming years, it is unclear how the sector can remain sustainable.
Three of Ti’s expert advisors – John Manners-Bell, Raghu Ramachandran and Ken Lyon share their views in our latest whitepaper.
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