ð³äžé±éã®ããŒãã»ããªããªãŒé¢é£ãã¥ãŒã¹ãŸãšã2021/4/26ïœ5/2
ãããªã¢ã³ã±ãŒãèšäºããããŸããã
ããŽãŒã¹ãã¬ã¹ãã©ã³ãšãæµè¡ã£ãŠããã©ããªãã ããã ã§ãã§ãŒã³åºããããšãããåŸæ¥ã¢ã³ã±ãŒãã ããæãåºãããããã§ãŒã³åºã®ååãäžäœã«æ¥ãã ãã§ã¯ãããšããããããææ³ã¯ãããšæããŸããããã©ãããã©ãŒã ã«åºåºããããããããä»æ¥ã¯UberEatsã»åºå通ã泚æãããã§ã¯ãªãããä»æ¥ã¯â»é£²é£åºåâ»ã泚æãããã£ãŠèšã£ãŠãããããããªã¢ã¯ã·ã§ã³ãããŠã顧客ãšã®æ¥ç¹ãçŽæ¥æã€ããšãæ±ããããŠããŸããã
ð°ãã¬ã¹ãªãªãŒã¹
ð°ããªããªãŒïŒãã€ã¯ã¢ãŠãã¢ããªmenuãå šåœ47éœéåºçãžããªããªãŒé éãšãªã¢å±éãéæïŒ
menuæ ªåŒäŒç€Ÿãéå¶ããããªããªãŒïŒãã€ã¯ã¢ãŠãã¢ããªmenuã¯ã2021幎4æã«æ°ãã«4çïŒå¯å±±çãäœè³çã鹿å 島çãæ²çžçïŒãžé éãšãªã¢ãæ¡å€§ããå šåœ47éœéåºçãžã®ãšãªã¢å±éãéæããã
åã åã®noteã§ãæ®ãïŒçã©ãããïŒãã£ãŠåãäžããŸããããæ©ããå šåœå¶èŠéæãšã®ããšã
èšäºå ã«ã¯å çåºèæ°No.1ãšæžããŠãããŸãããçŸæç¹ã§ã¯åºå通ã®æ¹ãå€ãã£ããïŒãšãããããã§åºèæ°ãäºã£ãŠããŸãã
ãã©ãããã©ãŒããŒã®æŠç¥ãšããŠïŒã€ã¯ãšãªã¢æ¡å€§ããããŸããããã®åŸã©ããªæãæã£ãŠããã®ã泚ç®ã§ãã
ð°ãããŠãªãããªããªãŒãWolt ïŒãŠã©ã«ãïŒããããã¥ã©ã«ããŒãœã³ããšææºããããäžè³ªãªç掻ããææ¡ãéœå ããã¥ã©ã«ããŒãœã³13åºèã§ãµãŒãã¹éå§
ããªããªãŒãµãŒãã¹ãWoltïŒãŠã©ã«ãïŒããå±éããWolt Japanæ ªåŒäŒç€Ÿã¯ãæ ªåŒäŒç€ŸããŒãœã³ãšææºããååã®é éãµãŒãã¹ããæ±äº¬éœå ã®ããã¥ã©ã«ããŒãœã³13åºèã§éå§ã
ð°ãããŒãœã³ã¹ãã¢100ãããUber Eatsãã®æ¬æ Œå°å ¥ã決å®ïŒä»å¹Ž8ææ«ãŸã§ã«100åºèãžæ¡å€§äºå®
æ ªåŒäŒç€ŸããŒãœã³ã¹ãã¢100ã¯ã2021幎5æ10æ¥ãŸã§ã«ãé¢æ±ã»äžéšã»è¿ç¿ãšãªã¢ã®ããŒãœã³ã¹ãã¢100ã®èš43åºèã«ãããŒãããªããªãŒãµãŒãã¹ãUber EatsïŒãŠãŒããŒã€ãŒãïŒããå°å ¥ããŸãã2021幎8ææ«ãŸã§ã«å°å ¥åºèã100åºèãŸã§æ¡å€§ããèšç»ã
ããŒãœã³ãããªããªãŒã匷åããŠããŸãã
UberEatsãç¬å çãªå¥çŽã§ãããŠããããšæã£ãŠããã®ã§ãããããã¥ã©ã«ããŒãœã³ã«Woltãå ¥ã£ãŠãããšã¯âŠã
åºèåŽãšããã°ïŒç¬å ã«ããææ°æå€§å¹ æžçãªããã°ïŒããã©ãããã©ãŒããŒãåç¬ã«ããã¡ãªããã¯ããŸããããŸããã®ã§ãã³ã³ããããªããªãŒããŸã ãŸã å ç±ãããã§ãã
ð°ããªãã§ãé ãã«ã¯ã€ã¹ãéœå äžéšåºèã«ãŠ4æ28æ¥ãããUber Eatsãå°å ¥éå§
æ ªåŒäŒç€Ÿã«ã¯ã€ã¹ã¯Uber Eatsãæ±äº¬éœå ã®äžéšã®éå®åºèã«ãŠé 次éå§ã察象ãšãªã¢ïŒäžç°è°·åºãæžè°·åºã枯åºã®äžéšãšãªã¢ã察象ååïŒãé ã»ãœããããªã³ã¯ã»ãã€ãŸã¿ãªã©çŽ400ç¹
ããªãåãããã£ãšèªç€Ÿé éãè¡ã£ãŠããŠããã®ã§ãç¬èªè·¯ç·ã貫ããŠããããšæãããããã³ããçŠã§ããªããªãŒéèŠã䌞ã³ãŠããããšããããšã§ãUberEatsãå°å ¥ãšã®ããšã
é éããåŽãšããŠã¯ãåå厩ãçã¯ç¡ããã®ã®ãããŒã«ïŒã±ãŒã¹ãªããŠãã泚æã ãšèªè»¢è»ã§ã¯ãªããªãããã·ã€ãããããŸãããâŠã
ðŸåœå ã®ãã¥ãŒã¹
ðŸããã¯ååãèªå£²æ°è販売åºã¹ã¿ããããå±ãâŠå šåœå±éãž
èªå£²æ°èã°ã«ãŒãæ¬ç€Ÿãšæ¥æ¬ãã¯ããã«ãã¯ãèªå£²æ°èã®è²©å£²åºããã¯ããã«ãã®å® é ãµãŒãã¹ãããã¯ããªããªãŒããåèšããã¹ã¿ãããããã¯ã®ååãé éããåãçµã¿ãå šåœã§é²ããŠãããšçºè¡šããçµç¹çã«ããŒãããªããªãŒãåèšããŠå šåœå±éããã®ã¯åããŠã
èšäºã«ã¯ãéŠéœåãªã©äžéšåºèã§ïŒ¹ïŒ£ãåèšããŠããããå°åãç¥ãå°œãããã¹ã¿ããã®è¿ éãªé éãšäžå¯§ãªæ¥å®¢ãªã©ãè©äŸ¡ãããå šåœã«åºããŠããããšãšãªã£ããããšããããã«ãäžéšãã©ã€ã¢ã«ã¯å®æœããŠãããã§ããã
æ°èé éåºãšã®ææºãšèšãã°ãéå»ã«åºå通Ãææ¥æ°èããããææºè§£æ¶ã®è©³çŽ°ãªçç±ã¯ããããŸãããããã©ãããã©ãŒããŒã§ã¯ãªãããã¡ãã§ãŒã³åºãææºããããããèªç€Ÿé éãšã®äœã¿åãçãäœãããã®åç®ãããããšãããšã§ããã
ðŸé§ ãã«ã»ã³ã³ããããã¢ããŒãã§ç¡äººæ±ºæžã·ã¹ãã å°å ¥ãž
西æŠééãšãã¡ããªãŒããŒããå ±åå±éããŠãã西æŠç·ã®é§ ãã«ã»ã³ã³ããããã¢ããŒãã¯ã TOUCH TO GOãéçºããç¡äººæ±ºæžã·ã¹ãã ã®å°å ¥ã«åããåãçµã¿ãéå§ãããšçºè¡šããã
察象ã®é§ ã¯è¥¿æŠæ°å®¿ç·ã®äžäºé§ ã
æ¢åã®ã³ã³ããã§ã¯ãŸã 人æãå¿ èŠãªæ¥åãå€ãã§ããããããã£ããšããã«ã®ããªã¹ã¯çã¯ãŸãã«ããã¿ãªãªä»çµã¿ã§ããã
ðŸãã€ããŒããªã³ã³ïŒèªè²©æ©ã®é¡èªèšŒæ±ºæžãã«ãªãŒãããã¹ã¯ççšã察å¿
ãã€ããŒããªã³ã³ã¯ããã¹ã¯ãççšããŠããŠãé¡èªèšŒã§èªå販売æ©ããè³Œå ¥ãã§ããé¡èªèšŒæ±ºæžãµãŒãã¹ãKAO-NEïŒã«ãªãŒãïŒãã®æ¬æ Œå±éãéå§ãããšçºè¡šã察å¿èªè²©æ©ããã€ããŒããªã³ã³ã®å€§éªæ¬ç€Ÿãæ±äº¬æ¬éšã倧åè¬åå·¥æ¥ã®é¢æ±å·¥å ŽãNECæ¬ç€Ÿãªã©ã«é 眮ããŠããã2000å°ã®èšçœ®ãç®æãã
ãã¯ãã¹ããããããããšããé¢åã«ãªãã€ã€ããèªè²©æ©ã§ããããããªããã£ãšã©ã¯ã«ãªããããªäºæãããŸãã
ãšã¯ãããé¡èªèšŒã«å ããŠãã¹ã³ãŒããå ¥åããå¿ èŠãããã®ã§ããããè¥å¹²æéæãããŸãããå ¥åæäžžèŠããªã®ãã¡ãã£ãšäžå®ããã
ðŸã»ãã³ãçšèŸŒäŸ¡æ Œããå°æ°ç¹ç¬¬2äœããŸã§è¡šç€ºãžãéå»ã«ã¯ã100åÃ3åïŒ301åãåé¡ã§è¬çœª
ã»ãã³âã€ã¬ãã³ã»ãžã£ãã³ã¯2021幎5æ以éãååã®çšèŸŒäŸ¡æ Œããå°æ°ç¹ç¬¬2äœããŸã§è¡šç€ºããããé 次å€æŽãããšçºè¡šãããããå³å¯ã«äŸ¡æ Œã衚瀺ããããšã§ã顧客ã®æ··ä¹±ãé²ãçããããã
å³å¯ãªè§£æ±ºã暡玢ããçµæããªãã ãæäŸåŽã顧客åŽãåæ¹ã§åããã«ããæ¡ã«ãªã£ãŠããŸãã®ããã©ã€æã§ããâŠã
ðŸãé£ã¹ãã°ããã©ãŒã®æ¬åœãïŒãInstagramãå°å³æ€çŽ¢å®è£ ãž
Facebook Japanã¯ãInstagramãã§ãå°å³ãã飲é£åºãçŸå®¹é¢ãªã©ãæ€çŽ¢ã§ããæ©èœã®ãã¹ãæéãçµãŠãæ¥æ¬ã®å©çšè åãã«æ£åŒæäŸãããæ€çŽ¢æ©èœã«ãå°å³ããšããã¡ãã¥ãŒãè¿œå ãããInstagramäžã®å£ã³ããåºã«è¿é£ã®ã¬ã¹ãã©ã³ãã«ãã§ãªã©ãæ¢ããããé£ã¹ãã°ãããGoogle ãããããšãã£ãããŒã«ã«æ å ±æ€çŽ¢ãµãŒãã¹ã®èŠæš©äºãã«å€§ããªåœ±é¿ãåãŒãããã ã
ç¹ã«googleãããã®å¯Ÿæ銬ãšããŠå€§ããªåœ±é¿ã¯ãããããªäºæã¯ããŸãã
googleãã€ããžãã¹ã®ããã«ããŠãŒã¶ãã¢ããããç»åã§ã¯ãªããããã³ãšãã®ãåºã®ã¢ã«ãŠã³ãã«çŽã¥ããç»åãåºãã®ãããã§ããã
ç¹å®ã®ãåºãéžæãããšãããã³ãšãæçã泚æããã¿ã³ãã§ãŠããã®ã§ããã®ãŸãŸãã©ãããã©ãŒã 泚æã«ç¹ããããšãã§ããŸãã
ãã©ãããã©ãŒã 泚æã«ãããŠããã¢ããªãéããŠéžã°ãã泚æã§ã¯ãªãããããã£ãæåè²·ããã©ããã£ãŠå¢ããããããã€ã³ãã§ãã
ðŸèã¡ãã¥ãŒã®å® é ãµãŒãã¹ãDEKITATEãéœå äžéšãšãªã¢ã§ã¹ã¿ãŒã
å® é 寿åžãéã®ããããå±éããã©ã€ããªã³ãšã¯ã¹ãã¬ã¹ã¯ãèã¡ãã¥ãŒã«ç¹åããå® é ãµãŒãã¹ãDEKITATEïŒããã¿ãïŒããæ±äº¬éœå ã®äžéšãšãªã¢ã§ã¹ã¿ãŒãããã
çªå®£ã§ãïŒç¬ïŒ
ãé°æ§ã§åœæ¥ã¯è³ãã£ãŠããŸããã
ðæµ·å€ã®ãã¥ãŒã¹
ð飲é£åºã®ææ°æã15ã»25ã»30%3æãç±³æçå® é ãã¢ããã·ã¥
ç±³æçå® é 倧æãã¢ããã·ã¥ã¯ãæçãå±ããéã«é£²é£åºãæ¯æãææ°æã3段éããéžã¹ãããã«ãããšçºè¡šãããæ°åã³ãããŠã€ã«ã¹äžã§ã®ãç¹éãã享åããŠããå瀟ã¯ãçµæžã®æ£åžžåãèŠæ®ãããµãŒãã¹ã®èŠçŽããè¿«ãããŠãããè€éãªæéäœç³»ãåããããããã飲é£åºã®ã€ãªãçããå³ãã
ããã¯ã¬ã¹ãã©ã³åŽãšããŠã¯å¬ããæœçã§ããããææ°æãå®ãã»ã©æ¶è²»è ããã¢ããã·ã¥ã«æãé éæã¯é«ããªãã15%ã®ææ°æãéžæããã¬ã¹ãã©ã³ã§ã¯ãæ¶è²»è ã¯å¹³å4.99ãã«ïŒçŽ540åïŒã®é éæãè² æ ãããããšããããšã§ãçµå±ã®ãšãããã¢ããã·ã¥ãå¿ èŠãšããé¡ãã¬ã¹ãã©ã³ãæãã®ããŠãŒã¶ãæãã®ãã ãã®éããšããããšã§ããâŠã
飲é£åºåŽãšããŠã¯15%ãéžã³ãããšããã§ããããŠãŒã¶èŠç¹ã§ã®å¿è±¡ã¯æªããªãã®ã§ãç¶ç¶çãªé¡§å®¢ãšã®çµã³ã€ããæãã®ã§ããã°ãåŒãç¶ã30%ãéžã°ãããåŸãªãã®ãããããŸããã
ðã€ã³ãã§Uber Eatsãè²·åããããŒãããªããªãŒãZomatoãã1200ååèŠæš¡ã®IPOç³è«
ã€ã³ãã®ããŒãããªããªãŒã¹ã¿ãŒãã¢ããã§ããZomatoïŒãŸããïŒã¯IPOãç³è«ãããæ°å¹Žã«ãããææãªæé·ãçµãŠãå瀟ã¯ããã«ããäžç第2äœã®ã€ã³ã¿ãŒãããåžå Žã«ãããŠãããã¯ãŠãã³ãŒã³äŒæ¥ãã¡ã®æ°æ代ããªãŒãããããšã«ãªãã
2020幎ã«ã€ã³ãã®UberEatsãè²·åããZomatoãã€ãã«IPOç³è«ãšããããšã§ããIPOã«ãã調éããè³éã®75ïŒ ãã顧客ãè¿œå ç¹å žãå©çšã§ããZomato ProäŒå¡å¶åºŠããå瀟ã®B2Bçšåäºæ¥ã§ããHyperpureã®æé·ã«æè³ããææºã¬ã¹ãã©ã³ãšã®é¢ä¿ãæ·±ããããšãèšç»ãããšã®ããšã
競åã®swigyããœãããã³ã¯ããåºè³ãåããŠãããåŒãç¶ãã€ã³ãã«ãããŠããã®æ¥çã¯å éããŠããŸããã
以äžã
-----------------------------------------
ðãã®èšäºããããã¬ãžã³
ãïŒæ¯é±æææŽæ°ïŒ
-----------------------------------------
ð°ãã¬ãžã³äžèŠ§
ð ããŒã
ãã®èšäºãæ°ã«å ¥ã£ãããµããŒããããŠã¿ãŸãããïŒ