ð³äžé±éã®ããŒãã»ããªããªãŒé¢é£ãã¥ãŒã¹ãŸãšã2019/9/30ïœ10/6
ä»é±ã¯UberEatsã§è²ã ãªåãããããŸããããå人çã«ã¯always LUNCHãã¡ããã£æ°ã«ãªããŸãã
ðŸåœå
ãµã€ãã®èšäº
ð³è±ªå·ã®ããããã¶ãã¬ãŒãªãã¯ãã³ã®è©Šé£ä¿ãåé æ絊ã¯2000å
ãªãŒã¹ãã©ãªã¢ã«ããããããã¶ããå瀟ã®äººæ°ååã®å³èŠè©Šéšæ åœè ãåéãæ絊ã¯çŽ2190åã§ãã¶ã®æŒé£ä»ããã»ãã®ååã®è©Šé£ãæ åœããããã³ã®åã¿å ·åãšæãããã®é åãå®ç§ã«å¿åŸãŠãã人ç©ãçæ³ãšããŠããã
ããã¢ãŒã·ã§ã³ããšæãããéåžžã®æ¡çšãªã®ã§ãããããæ絊以å€ãäžæãªã®ãè¥å¹²æãã§ããâŠããããããããããã¶ã§ã¬ãŒãªãã¯ãã³ã人æ°ååãšããã®ãé©ãã§ãããæ¥æ¬ã®ãããã§ã¯åãæ±ã£ãŠç¡ãããã§ããããªãŒã¹ãã©ãªã¢ã®æ³šæãµã€ããèŠãããµã€ãã¡ãã¥ãŒãšããŠãããŸããã
確ãã«ãããã¯çŸå³ãããã§ãããªãŒãºããã«ãªã®ã§ã¡ãã足ãã«ã¯ãŽã£ããã§ããã
ïŒãã è©Šé£æ
åœè
ãšããŠã¯çžåœã®æãç¡ããšé£œãã¡ããããã§ãã æ±ïŒ
ð³æé¡4980åã§ã©ã³ãé£ã¹æŸé¡ã®ãalways LUNCHãã京éœãšçŠå²¡ã§ã¹ã¿ãŒã
ã€ãžã²ã³ã¯10æ1æ¥ãçšå¥æé¡4980åã®å®é¡å¶ã©ã³ãé£ã¹æŸé¡ãµãŒãã¹ãalways LUNCHããéå§ãçŸåšã®ãšããå¶æ¥ãšãªã¢ã¯äº¬éœåºäžäº¬åºã»äžäº¬åºãšçŠå²¡ççŠå²¡åžäžå€®åºã®äžéšã京éœã§ã¯16åºèãçŠå²¡ã§ã¯10åºèã§ã©ã³ãé£ã¹æŸé¡ãå¯èœã
æ¯æ¥äœ¿ãã° 166å/1æ¥ïŒçšæïŒãšãªããŸãããæ¬åœãã©ããçã£ã¡ããã¬ãã«ã§å®ãã§ããããŸã 京éœãšçŠå²¡ã ããšã®ããšã§ãããããžãã¹ãã³ã«ã¯è¶ ããããããµãŒãã¹ã ãšæããŸããå ¬åŒãµã€ããèŠããšæé¡2000åã§ããªã³ã¯é£²ã¿æŸé¡ãšãããµãŒãã¹ãåæã«ãªãªãŒã¹ããŠããŸããã
ð³Uber Eatsãæ¥æ¬ã§ã®ãµãŒãã¹éå§ãã3åšå¹Žãææºåºã¯1äž4000åºã«
ãWeWorkã¢ã€ã¹ããŒã°ãã«ãªãã£ã¹ãæ§ãããUber Eatsããæ¥æ¬ã§ãµãŒãã¹ãå§ããŠã9æ29æ¥ã§3åšå¹Žãè¿ãããææºåºã1幎ç®1000åºã2幎ç®3500åºãšå¢å ã®äžéããã©ãã3幎ç®ãšãªãçŸåšã¯1äž4000åºãšææºã
çŸåšã®é
éãšãªã¢ã¯ãæ±äº¬ã»æšªæµã»å·åŽã»åŒçã»åèã»åå€å±ã»å€§éªã»ç¥æžã»äº¬éœã»çŠå²¡ããš10éœåžã«ãŸã§åºãã£ãŠããŸãããåé±ã«ãµãŒãã¹éå§ãã20幎ã§åºå通ã20,000åºèçªç Žãããšã®ãã¥ãŒã¹ããããŸããããUberEtasã®å±éã¹ããŒãã«ã¯é©ããããŸãã
ïŒãã¡ããåžå ŽãåºããåŽãšè¿œéããåŽã§ã¹ããŒãã¯å§åçã«å€ãããŸãããïŒ
ð³Uber Eatsãé
éå¡ã®ã±ã¬ãæ°éä¿éºã§è£å
æ¥æ¬æ³äººãŠãŒããŒãžã£ãã³ã¯30æ¥ãé£äºã®å® é 代è¡ãµãŒãã¹ããŠãŒããŒã€ãŒããã®é éå¡ã«å¯Ÿããè£åãåºãããšçºè¡šããããŸã§é éå¡ã誰ãã«ã±ã¬ããããããç©ãå£ãããããå Žåã«è£åããŠãããã10æ1æ¥ããé éå¡èªèº«ã®ã±ã¬ãªã©ã察象ãšãªãã
èµ·å ã¯ãã¯ããã¡ãã®ãã€ãŒãã§ããããã
ãŸããé éå¡ã§æ§æãããåŽåçµåã®èšç«ç·äŒãéãããŸããã
ããããã®ã°ã¯ãŒã«ãŒãšããŠåãæã«ãšã£ãŠã®æè»ãªåãæ¹ãšãäŒæ¥åŽã«ãšã£ãŠã®æè»ãªéçšãšãããã©ã³ã¹ã«ãããŠãæè¿ã§ã¯äŒæ¥åŽã«å°ãåŸããŠããåŸåãããããšããããšã§ããããã
æè¿ã¯ä»¥äžã®ãããªåãæã®åé¡ãç®ã«ããæ©äŒãå€ããªã£ãŠããŸãããããŸããã©ã³ã¹ãä¿ã¡ãªãã顧客ãžæè¯ã®ãµãŒãã¹ãå±ããŠã»ãããã®ã§ãã
ð³ããã泚æã®ãã³ãé§
ã§åãåããéªæ¥éªç¥
éªæ¥éªç¥ããŒã«ãã£ã³ã°ã¹ã¯1æ¥ãéªæ¥é»éã®å€§éªæ¢ ç°é§ æ§å ã«ãå©çšè ãäºåè³Œå ¥ããååãåãåããåºèãéæ¥ãåœåã¯éªæ¥æ²¿ç·ã«ããããŒã«ãªãŒã·ã§ããã®ãã³ãªã©ãæ±ãã
1æ¥1å件ã®ç®æšãšã¯ããªãé«ãæ°ãããŸãããç¬èªã§ãµãŒãã¹ãå®æœããŠããã®ã§ã¯ãªããPicksãšãããã€ã¯ã¢ãŠããµãŒãã¹ã«åºåºãã圢ãªã®ã§ããã§ã«äžå®ã®é¡§å®¢ã«ã¢ãããŒãã§ãã匷ã¿ããããŸããã
ãŸããPicksã¯åºæ¬çã«ãŠãŒã¶ãšåºèã®ïŒå¯ŸïŒã§ãããä»åã®åãçµã¿ã¯ïŒå¯Ÿå€ãšãªã£ãŠãããååºèã®ååãïŒã€ãã€éããŠååãšããïŒã€ã®åºèã«èŠç«ãŠãã¯ããŒã¯ãšããã¹ã¿ã€ã«ã§è²©å£²ãã圢ã¯ãåºèåŽãšããŠã¯åãåãã¹ããŒã¹ã確ä¿ããå¿
èŠããããã®ã®ãçŸè²šåºçè€æ°åºèãæ±ããæ¥æ
ã§ã¯ä»åŸæµè¡ã£ãŠããããã§ããã
ð³ã°ã«ã¡ã»ãã¡ã³ãã£ã³ã°ãFundishã 第äžåŒŸåºèâè¶å²âãä»æããã¬ã¹ãããããŒã»ã¬ã¹ãã©ã³ãONDãã¹ã¿ãŒã
æ ªåŒäŒç€ŸVALUã¯ã6æã«çºè¡šãã飲é£ã«ç¹åããã¯ã©ãŠããã¡ã³ãã£ã³ã°äºæ¥ãFundishïŒãã¡ã³ãã£ãã·ã¥ïŒãã®ç¬¬äžåŒŸåºèãONDïŒãªã³ãïŒãã®ååäŒå¡æš©ã®è²©å£²ã2019幎10æ2æ¥ïŒæ°ŽïŒããéå§ã
VALUãFundishã®ä»çµã¿ã€ããŠã¯ãã¡ãã®ã¹ã©ã€ãããšãŠãããããããã§ãã
飲é£åºÃã¯ã©ãŠããã¡ã³ãã£ã³ã°ã¯ä»ãšãªã£ãŠã¯çããããšã§ã¯ãããŸããããè³éãéããã ãã§ãªãäŒå¡æš©ãçºè¡ããã®å£²è²·ãããããšã§ãåºã®äŸ¡å€ãé«ãŸããã¹ã¿ãããžã®æ°ããå ±é
¬ã«ããããšãã§ããããšããVALUã®èŠçŽ ãå€åã«å«ãŸããæ°ããä»çµã¿ãšãªã£ãŠããŸãã
ãŸããã客æ§ãé£äºåŸã«ãã©ã€ã·ã³ã°ãã "ããšå€æ±ºãæ¹åŒ" ãå
è¡äŒå¡éå®ã§å°å
¥ããšããããšã§ãããªãææŠçãªå®éšãããŠããäºå®ã§ããã
ð³æé¡1280åã®ã³ãŒããŒãµãã¹ã¯ãPostCoffeeãã5000äžå調éãèªåã«åã£ãã³ãŒããŒãèŠã€ããæ©èœåŒ·åãž
ã³ãŒããŒã®ãµãã¹ã¯ãªãã·ã§ã³ãµãŒãã¹ãPostCoffeeããéå¶ããPOST COFFEEã¯10æ1æ¥ãã»ã¬ã¹ãææ¥ã¡ãã£ã¢ã©ããã³ãã£ãŒãºãã€ã³ãã¥ãã€ããã¡ã³ããã¹ã¿ãã£ãŒãºããç·é¡çŽ5000äžåã®è³é調éãå®æœããããšãæããã«ããã
ã²ãšãã«ã³ãŒããŒã®ãµãã¹ã¯ã«è¡ã£ãŠããTOGOã®ãããªãã€ã¯ã¢ãŠãã³ãŒããŒãã³ãŒããŒè±å® é ãã§å€§ããåãããŸããããã¡ãã¯è±ã®ãµãã¹ã¯ã§ããè±ã®ãµãã¹ã¯ãä»ã¯ããã€ããµãŒãã¹ããããŸããããµãã¹ã¯ã®ãã©ãããã©ãŒã ããããªãªãžãã«ã®ã¢ããªã§é¡§å®¢ãšç¹ãã£ãŠãã匷ã¿ãPostCoffeeã«ã¯ãããã³ãŒããŒã®ããŒãœãã©ã€ãºæ©èœçãã§ã«çºè¡šãããŠããããã«ãä»åŸãæ§ã ãªäœéšäŸ¡å€åäžæ©èœãèŒã£ãŠãããšæããŸãã
ð³ããŒãã€ã³ã¿ã¯ã·ãŒãéœå
ã«åºæ²¡ãå€é£ãšã¿ã¯ã·ãŒã®ç°è²ã³ã©ãã®èæ¯ã¯âŠ
人æ°ãã¡ããªãŒã¬ã¹ãã©ã³ãããŒãã€ã³ãã2019幎10æ1æ¥ãããããŒãã€ã³ã¿ã¯ã·ãŒïŒããŒãã€ã³å·ïŒãã®éè¡ãå§ããã2é±éã®æééå®ã§èµ°ãã
éè³ã1äžåãŸã§ã¯ç¡æãšããããã¢ãŒã·ã§ã³ã«å
šæ¯ãããæœçã§ãããæ±äº¬ã»æ°å®¿ããæžè°·è¿éãèµ°ããã®ã®ïŒå°ã®ã¿ããšããããã¯ã©ããªå¹æãæåŸ
ããŠããã®ããå¹»ã®ã¿ã¯ã·ãŒãšããŠSNSäžãè³ãããããšãç®çãšããŠããã®ããã©ãäŒç»ãããŠã©ãéããã®ãåãç«å ŽãšããŠã¯ãããæ°ã«ãªããŸãã
ããã¢ãŒã·ã§ã³ãšèšãã°ããã¯ã¬ã³ãžã£ãŒãã¢ã³ã¹ããšã³ã©ãããŠããŸãããäžéæ§ã§çµãããã«ç¶ç¶ããŠå瀟é£æºããªããå®æœããé£ããã¯æ³å以äžã ãšæããŸããããã®åå¹æã¯å€§ãããšæããŸãã
ð³ããŒã 倧éªãå
±ã«çãäžããïŒãåºå通ããã倧éªãšãŽã§ããµããšãªãã£ã·ã£ã«ãŽãŒã«ãããŒãããŒå¥çŽãç· çµ
å® é ããŒã¿ã«ãµã€ããåºå通ãã¯ãB.LEAGUEã®B1ãªãŒã°ã«æå±ããã倧éªãšãŽã§ããµããšããªãã£ã·ã£ã«ãŽãŒã«ãããŒãããŒå¥çŽãç· çµã
éå»ã«ãäœåºŠãåãäžããŠããŸãããã€ãã«ã¢ãªãŒãããªããªãŒã«æ¬æ Œçã«ä¹ãåºããŠããŸããããäŒå Žå ã§ããªããªãŒãããšããããšã¯ãåžçªå·ãå ¥ããã€ã¡ãŒãžã§ãããããéåžžã®åºå通ã·ã¹ãã ã§ã¯ãªããå¥ã®ãµãŒãã¹ãã€ããã®ãã©ããããã®ä»çµã¿ã«ãšãŠãèå³ããããŸãã
ð³åŠé£ã§ããããŒããã¹ãã®åæžããæ±äº¬èŸ²å€§é£å ã«ãTABETEãå°å
¥
ãã®ã»ã©ãã°ãããã¶ã€ã³è³ãåè³ããããŒãã·ã§ã¢ãªã³ã°ãµãŒãã¹ãTABETEïŒã¿ããïŒããããããããåŠé£ãã«ãå°å ¥ããããããã¯ãåœå åã®è©Šã¿ã
åŠé£ã«åå°å ¥ãšããããšã§ã確ãã«ããã¯ãã¹ãç ã£ãŠãããã§ãããè²·ãæãåŠçãªã®ã§ãç¹ã«äžäººæ®ããã§ããã°win-winã§ãããã®èŠç¹ã§ãããšç€Ÿé£ããããªãã«èŠæš¡ãããããã§ãè¥æ瀟å¡ã«ã¯åã°ãããã§ãã
ð³IPOç®åã®ããŒãããªããªãŒäŒæ¥ãæªæ¥ãèšããåºåããããã
ããŒãããªããªãŒäŒæ¥ãPostmatesãã¯ãèªåé転è»åãã«é éæäœæè¡ãæäŸããã·ãªã³ã³ãã¬ãŒã®ã¹ã¿ãŒãã¢ãããPhantom Autoããšææºããããšãæããã«ãããPostmatesã¯ä»åŸãæ©éãèµ°è¡ããé éãããããServeãã«Phantom Autoã®ãœãããŠã§ã¢ãæèŒããé éã®é 延ãé²ããšããã
Postmatesã¯æ©ã段éããããããå® é ã«åãå ¥ããŠãããå°çšã®ãµã€ããŸã§äœã£ãŠããŸãã
ä»åã¯Phantom Autoã®æè¡ïŒäœé 延éä¿¡ã«ããç£èŠã»é éã¢ãã¿ãªã³ã°ïŒæäœïŒãå°å ¥ããããšã§ãé éã®ç²ŸåºŠïŒå®å šæ§ãšä¿¡é Œæ§ïŒãåäžãããããšããŠããŸããã2020幎ãŸã§ã«100å°ãè¶ ãããããããäž»ã«ããµã³ãŒã«ã¹ãšãµã³ãã©ã³ã·ã¹ã³ã«å°å ¥ããäºå®ããšã®ããšã§ãããããæªæ¥ãè¿ã¥ããŠãŸãããŸãããã
ð³ãããŒã³é
éãã€ãã«åãã ãïŒUPSã®æ°èªç©ºäŒç€Ÿãç±³åœã§èªå¯ãæ¬æ Œå±éã«åããŠèŠããŠãã課é¡
米倧æééäŒç€Ÿã®UPSãæããããããŒã³é éãµãŒãã¹ããæ°éã®èªç©ºäŒç€ŸãšããŠåããŠç±³é£éŠèªç©ºå±ïŒFAAïŒã®èªå¯ãåãããããã«ããUPSã¯ãããŒã³ã«ããé éäºæ¥ãå šç±³ã§å±éã§ããããã«ãªããããããŒã³ã®åæ¥é£è¡ã«æ é姿å¢ã瀺ãåœå±ãæ³èŠå¶ã®ããã«èª²é¡ã¯å±±ç©ããŠããã
èšäºã«ã¯ãUPSã¯ãã®èªå¯ãåŸãããšã§ãå šç±³ã®ã©ãã§ã奜ããªæ°ã®ãããŒã³ãéçšã§ããããã«ãªããããšãããŸããããããã§ãæ瞊è ãç®èŠã§ããç¯å²å€ã®é£è¡ã«ã€ããŠã¯æ¯åãFAAã®èš±å¯ãå¿ èŠã«ãªããããšããããšã§ãäŒæ¥åŽäž»å°ã®åçšå©çšã¯ãŸã å ã®ããã§ãããäžæ©ãã€ãã®æªæ¥ã«è¿ã¥ããŠããŸãã
ðæµ·å€ãµã€ãã®èšäº
ð³2幎éã®æ¹ååŸããã©ã€ãã¹ã«ãŒç²ŸåºŠãäœäž
ããè€éãªã¡ãã¥ãŒãããå¿ããè»ç·ãé床ãéèŠãããã©ã€ãã¹ã«ãŒã¯ãã¹ãŠã粟床ã«å§åããããèŠå ã§ããã©ã€ãã¹ã«ãŒã®å¹³å泚æ粟床ã¯ãæšå¹Žãã5ããŒã»ã³ããã€ã³ãããããã«äžåãã2幎éã®äžæåŸåã«æ¯æ¢ããããã£ãã
ãã©ã³ããšããŠããé
åçãªååãããã«äŒŽããµãŒãã¹ãå±éããããšããã°ããã»ã©ã泚æã®è€éãã¯å¢ããŠããŸããŸãããåºå¡ãšã®äŒè©±ã§è¡ãåºå
ã§ã®æ³šæã¯ãŸã ãããæ§ã
ãªå¶éã®ãããã©ã€ãã¹ã«ãŒæ³šæã§ã¯é¡§å®¢åŽã»åºå¡åŽäž¡æ¹ã«èª€æ³šæã®å¯èœæ§ã倧ããåãã§ãããèŽåœçãªã®ã¯èª€æ³šæã ã£ãããšã«æ°ä»ãã®ãæã¡åž°ã£ãåŸãšããããšããã©ã³ãã€ã¡ãŒãžã®æ£æã«å€§ããç¹ãã£ãŠããŸããšããããšã§ãããèšäºã«ã¯åãã§ãŒã³åºã®æ³šæ粟床ãèŒã£ãŠããŸãããæã£ãããäœãã§ããïŒ10人ã«1ïœ2人ã¯èª€æ³šæãšã¯âŠïŒ
以åã®èšäºã§ãåãäžããŸãããããã¯ããã«ãã¯ãã©ã€ãã¹ã«ãŒã®æ³šæäœéšãåäžãããããã«ã¹ã¿ãŒãã¢ãããè²·åããããšãæ£ç¢ºãÃã¹ããŒãÃç人åïŒã³ã¹ãïŒãã©ãçµã¿åãããŠããã®ããä»åŸã課é¡ã«ãªãããã§ãã
ð³DOORDASHããã¯ããã«ãã®ããŒã±ãã£ã³ã°ã解ãæŸã€
DoorDashã¯ããã¯ããã«ããä»ããé éããŠããããšã顧客ã«ç¥ã£ãŠããããããæææ¥ã«100äžå°ã®Big Macã1ã»ã³ãã§è²©å£²ãã100äžãã«ã®æžè³ãéå¬ããŠãããšèªã£ããä»é±æææ¥ããéææ¥ã«äŒç€Ÿã®ã¢ããªã§Big Macã泚æããã客æ§ã¯ãããã¢ãŒã·ã§ã³ã³ãŒãã1BIGMACãã䜿çšãããš1ã»ã³ãã§æã«å ¥ãã
ãã¡ãã¯DoorDashã®ããã¢ãŒã·ã§ã³ã§ãããã¯ããã«ãã¯DoorDashãšãææºããŸããããããã§ã¬ãããªåãåããå³ã£ãŠããŸããã1ã»ã³ãã§ã®ããã¯ããã¯è²©å£²ãããããšãªããã100äžãã«ã®æžè³ãšã¯ãŸãé¡ãã¹ãŽã€ã§ããâŠãã¢ã¡ãªã«ãäžåœã®ããã«å€åŒãåæŠãåçºããããªäºæãããŠãªããŸããã
ð³ããããããã¶ã¬ã¹ãã©ã³æ¥çãæãããšãã§ããçç±
ããŒãºæ¥çã®ããã©ã³ã®1人ã«ãããšããããã§ãªã¢ã®ãªãŒããŒã¯ããããé©åœãæããããšã¯ãããŸãããå®éã圌ãã¯ããªãã¬ãŒã¿ãŒãæã«å ¥ããããšãã§ããæé«ã®ã®ããã¬ã¹ãã©ã³ãã«ãªãå¯èœæ§ãããã
ã¬ã¹ãã©ã³ã«ãããããããã®å°å ¥ã«ãããŠè¯å®çãªæèŠãè¿°ã¹ãŠããã確ãã«åã«ã¬ã¹ãã©ã³æ¥åãšãã£ãŠãã調çã»é è³ã»æ±ºæžçæ¥å®¢ã»æž æã»æè²ã»å Žåã«ãã£ãŠã¯é éçãè²ã ãªæ¥åããããªãã§ãã©ãããããããåããã®ããAmazonGoã®ããã«ã¹ã¿ã€ã«ããå€ããŠããŸãã®ãããããŸã§ããµããŒãã«åŸ¹ããã®ããä»åŸã¯èäœçã«ã粟ç¥çã«ãè² æ ããããã¬ã¹ãã©ã³æ¥åã®ãªãã§äººæäžè¶³ã§ãè³éãäžããããªãæ§é ã®åé¢ãåäžãç¶ããããããã®æ§èœãããŸãçµã¿èŸŒãã§ããããšãã¬ã¹ãã©ã³ã ãã§ãªããã®ä»æ¥æ ã§ãé¿ããããªãéãšãªãããã§ãã
以äžã
============================
ãã®èšäºããããã¬ãžã³ã¯ãã¡ã
============================
ãã¡ããæ¯éã
æ§ã
ãªäœéšããŸãšãããã¬ãžã³ã¯ãã¡ã
販ä¿èå¯ã®ãã¬ãžã³ã¯ãã¡ã
éèšã®ãã¬ãžã³ã¯ãã¡ã
============================
twitterã¯ãã¡ã
ãã®èšäºãæ°ã«å ¥ã£ãããµããŒããããŠã¿ãŸãããïŒ