Restaurants platforms - are chains going to follow the hotel model?

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Explore the pulsating heart of the restaurant industry with us as we dissect DoorDash's latest earnings and the seismic shifts in food prices that have reached a 30-year summit. As we navigate through the financial intricacies, we shine a spotlight on the subtle strategies at play in this fiercely competitive market. From Focus Brands' pivot to a platform-centric approach to the ways in which soaring costs shape the dining landscape, we're serving up a full course of analysis that promises to satisfy your appetite for industry knowledge.
Venture into the future with us as we stir up the conversation on dining and retail's evolving symbiosis. With insights into Walmart's intriguing partnership with Wanda and the innovative models that Cluster Truck and Kitchen United bring to the table, we question the traditional boundaries between shopping aisles and restaurant tables. And as we chew over Chipotle's sustained financial success, we ponder the potential market disruption ushered in by alternative delivery services and semi-prepared meal kits, all while food prices continue to climb.
Cap off your experience with a taste of tomorrow, as we examine Wanda's acquisition of Blue Apron and mull over the savory prospects of drone delivery. Not to be outdone, we delve into Cartgen robots' dance with Uber Eats in Tokyo, a city that may well become the proving ground for automated delivery in urban jungles worldwide. Join us for a rich blend of strategy, technology, and culinary evolution that's tailored to satiate your curiosity and whet your appetite for what's next in the digital dining domain.

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1. Introduction (00:00:00)

2. DoorDash Results are better than most expected (00:01:43)

3. Focus rebrands itself as a platform company (00:05:46)

4. Food cost has the highest share of the American wallet in 30 years (00:10:02)

5. Wonder beds in at Walmart (00:14:01)

6. Tokyo goes all in with Cartken Robots and (00:22:02)

7. Closing Remarks (00:23:55)