TrendsVC PRO 0001 – Cloud Kitchens

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But, there are recent logistical improvements that have reduced friction and this takes it to another level. File size 120.14 kB Format File [1 Report (PDF)]

TrendsVC PRO 0001 – Cloud Kitchens

TrendsVC PRO 0001 - Cloud Kitchens

Problem
Traditional restaurants are going to lose in the delivery market if they don’t optimize.
Players
Cloud Kitchen Providers
CloudKitchens
Kitchen United
Virtual Kitchen Co
Fulton Kitchens
DoorDash Kitchens
Kitopi
Cloud Kitchen Restaurant Groups
Rebel Foods
Alt Grub Faction
Keatz
Cloud Kitchen Dropshipper
2ndKitchen
Predictions
It will be harder to find casual dining.
The majority of restaurants place importance on customer experience or efficiency.
Instead of saving money, we will cook for the enjoyment.
There will be more apartments built without full kitchens.
Delivery-Only restaurants will grow faster if their setup costs drop.
Opportunities
Rent cloud kitchen space
Build cloud kitchen equipment
Start a delivery-Only one restaurant
Get started in a fine restaurant
Packaging for delivery restaurants
Software to improve delivery tracking-Restaurant operations are the only exception
Haters
“This isn’t new. Takeout/delivery joints have existed forever.”
But, there are recent logistic improvements that have reduced friction and taken this to another level.
Links
Virtual Kitchen Documentary — HNGRY
Delivery Only: The Rise Of Restaurants With No Diners As Apps Take Orders — NPR
How to start your own delivery-only, virtual restaurant — The Food Corridor
A16Z Virtual Kitchen Co Investment Thesis — A16Z
Ghost Kitchens: Their Rise and Why They’re Here to Stay — FsR
Why ‘ghost’ restaurants are changing the delivery game — Restaurant Dive
The Rise of the Virtual Restaurant — New York Times
Is Tech a Threat to Restaurants? — Slate
Ghost kitchen — Wikipedia
Million Dollar Brainstorm – Cloud Kitchens, Kava Bars & Religious Products — My First Million