Thank you for your time. Just a few things I’ve been wondering about.
1/ The thing I find most fascinating about aggregator businesses is that if they work, they own the consumer touch points and that gives them the leverage over their own suppliers to make interesting maneuvers. For example, if I wanted to get from point A to B, I wouldn’t be thinking about a specific Uber driver, I’d defer to Uber’s (admittedly) algorithmic choice. If I want to buy a phone off the internet, I wouldn’t be thinking about a specific vendor, I’d type my preferred brand in Amazon’s search bar and buy the first option I see. Because Amazon has aggregated all those suppliers to one feed, they end up determining what I buy and who I buy it from.
Do you see something similar playing out at Jumia Food? In the coming years, does Jumia Food make the shift from executing orders flawlessly (what I imagine is the current goal) to mass customization - telling the consumer what to eat on a particular day based on their order history and other decisions they’ve made across Jumia’s platforms? Is there a case for an advertising business on the back of something like that? Or maybe even vertical integration via a Jumia Kitchen?
1b/ Considering that Jumia Food owns the consumer relationship, but does not actually produce the food, how do you cut down the amount of time between them hitting “Order” and receiving their food? Do you classify restaurants according to order volume and fry “bigger fish” first? Do you have priority deals with some of the restaurants you send more business to than others? What does that process look like?
2/ As things are right now, does Jumia Food work as a subscription business? Are there (enough) customers right now that place orders enough times in a month that it makes sense to lock them in using a monthly subscription service?
3/ Are there any interesting/unusual consumer behaviors you have noticed while running a food delivery service? I’d love to hear about them.