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Friday, October 20, 2023

Are quick meals apps taking over UberEats?

Final week, in How the NFL reshuffled the App Retailer, I drew consideration to the truth that the beginning of the NFL season had dramatically re-shuffled each the App Retailer and Google Play, with almost the entire prime rank-gaining apps being associated to watching soccer at house:

However I discovered one thing curious on this state of affairs: why would the apps for quick meals corporations see their ranks acquire? Isn’t meals supply extra generally facilitated by devoted meals supply companies, equivalent to UberEats or DoorDash?

It’s not merely the truth that these apps had seen their rankings rise precipitously that I discovered perplexing. A few of these quick meals apps have reached Prime 10 and even Prime 5 Downloaded rating positions for the reason that NFL season began, which is astounding — reaching these positions in the USA requires vital volumes of day by day app installs. These are the present Prime Downloaded chart rankings within the US (All Classes) for the 4 hottest quick meals apps:

Of specific word: yesterday, three quick meals apps held Prime 10 Downloaded chart rank positions on iOS within the US, within the extremely aggressive “All Classes” chart:

  • McDonald’s, #2;
  • Wendy’s, #3;
  • Dairy Queen, #6.

Be aware that gaming apps are now not included within the iOS “All Classes” chart.

Even with the tailwinds of the NFL season prompting natural discovery by retailer search, it’s unlikely that these apps might have achieved these rank positions absent deliberate person acquisition advertising and marketing campaigns. The query is: why would they try this?

My speculation is that these corporations have determined to satisfy supply orders immediately, sidestepping the most well-liked supply apps as a method of aggregating buyer knowledge. This buyer knowledge will be aggregated and used for myriad causes. My sense is that these quick meals chains are driving installs for his or her apps as a part of a first-party knowledge aggregation technique.

The McDonald’s app hints at this motivation:

  • It exposes a pre-ATT immediate, explaining the advantages of permitting monitoring to the person;
  • It incentivizes supply with a extremely seen low cost;
  • It states plainly at checkout that supply is fulfilled by DoorDash.

These quick meals apps can accomplice with corporations like Uber by their white-label applications, equivalent to Uber Direct. From the web site:

Add quick and dependable native supply to your individual gross sales channels with Uber Direct, our white-label delivery-as-a-service. Obtain orders immediately out of your app or web site or by cellphone, and get your items delivered with Uber’s international courier community.

DoorDash has an analogous product, DoorDash Drive, which expenses a flat payment on supply orders.

Whereas I’d assume that the supply companies would favor that meals be ordered inside their very own devoted apps, they seemingly acquire much less from the order knowledge than does the quick meals chain, which might use that knowledge to focus on promotions, make pricing and menu selections, and even promote viewers knowledge by a retail media community (see: Every thing is an Advert Community).

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