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By ran out of steam I mean:

1. Their website is really quite poor, and has been for years. Why the hell is the navigation so crap, and why can't I search for a specific food item?

2. They still haven't done anything about the prevalent and pervasive fake reviews.

Also, they cannot "move up-scale", their logo is associated with cheap food. Upscale restaurants don't want to put themselves on just-eat, next to the cheap low end places, nor do they want the just eat logo in their windows.

IMO it's the opposite of what you describe - it's way harder to go low-end to high-end. Just eat has to somehow convince people their brand isn't for bad food.and cheap takeaways, then market themselves at high-end places.

Deliveroo just needs to keep their high-end image, and then all the cheap places would throw themselves at Deliveroo to up their own image. No convincing required.



1) Maybe mobile has a higher conversion rate and higher order value? Having a bad website would force people to mobile. Here are some screenshots of Just-Eat and Deliveroo's websites: https://imgur.com/a/9dWna -- Deliveroo hides search filters away, and has 2 wine shops first. Do you really think that Deliveroo's website is better, looking at these screenshots side-by-side? :)

2) I can't comment on reviews -- don't know if that's true or if it's the same with Deliveroo.

3) I just opened Deliveroo in Angel. First is a donut shop... second is Pret A Manger... third is a wine store... then LEON and then Itsu. First on HungryHouse (owned by Just-Eat) is YouMe Sushi, followed by a bunch of independents (none very special but still independent and better than Pret/LEON/Itsu!). First on Just-Eat is Burger King to be fair, but that is then followed by indepdenents. McDonalds is first on Uber Eats. So I think Just-Eat is already equaling Deliveroo/Uber. Also I do see their logo everywhere.




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