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Harvard Case - Takeaway.com: Exponential Growth in Online Food Ordering and Delivery

"Takeaway.com: Exponential Growth in Online Food Ordering and Delivery" Harvard business case study is written by Tom Mom, Justin Jansen, Niela Kleinsmith. It deals with the challenges in the field of General Management. The case study is 23 page(s) long and it was first published on : Apr 2, 2019

At Fern Fort University, we recommend Takeaway.com focus on a multi-pronged growth strategy that leverages its existing strengths while adapting to the evolving online food ordering and delivery landscape. This strategy encompasses strategic acquisitions, geographic expansion into emerging markets, innovation in technology and analytics, and strengthening its corporate social responsibility (CSR) initiatives.

2. Background

Takeaway.com, a European leader in online food ordering and delivery, faces a rapidly evolving market characterized by fierce competition, evolving consumer preferences, and technological advancements. The company's success is rooted in its international business presence, strong brand recognition, and efficient platform. However, maintaining its competitive edge requires proactive adaptation and strategic planning.

The case study focuses on Takeaway.com's decision to acquire Just Eat, a competitor with a strong UK market presence. This acquisition, while offering potential benefits, presents challenges in terms of integration, cultural alignment, and operational efficiency.

3. Analysis of the Case Study

Strategic Analysis:

  • SWOT Analysis:
    • Strengths: Strong brand recognition, broad international reach, efficient platform, data-driven approach, strong financial performance.
    • Weaknesses: Potential integration challenges post-acquisition, reliance on third-party delivery partners, limited market share in certain regions.
    • Opportunities: Expanding into emerging markets, developing innovative features, leveraging technology and analytics, strengthening CSR initiatives.
    • Threats: Increasing competition, regulatory changes, economic downturns, evolving consumer preferences.
  • Porter's Five Forces:
    • Threat of new entrants: High, due to low barriers to entry in the online food ordering and delivery space.
    • Bargaining power of buyers: High, as consumers have many choices and can easily switch platforms.
    • Bargaining power of suppliers: Moderate, as Takeaway.com relies on restaurants and delivery partners.
    • Threat of substitute products: High, as consumers can choose to dine in or order from other platforms.
    • Intensity of rivalry: Very high, with numerous established players and new entrants constantly emerging.

Financial Analysis:

  • Revenue growth: Takeaway.com has consistently experienced strong revenue growth, driven by increasing order volume and market share.
  • Profitability: The company has maintained healthy profit margins, despite intense competition.
  • Financial resources: Takeaway.com possesses significant financial resources to support its growth strategy, including acquisitions and investments in technology.

Marketing Analysis:

  • Brand awareness: Takeaway.com enjoys strong brand awareness in its core markets.
  • Customer loyalty: The company has built a loyal customer base through its user-friendly platform and competitive pricing.
  • Marketing strategies: Takeaway.com utilizes a mix of online and offline marketing channels, including search engine optimization (SEO), social media marketing, and partnerships with restaurants.

Operational Analysis:

  • Platform efficiency: Takeaway.com's platform is designed for efficiency, allowing users to easily order food and track deliveries.
  • Delivery network: The company relies on a network of third-party delivery partners, which can pose logistical challenges.
  • Data analytics: Takeaway.com leverages data analytics to optimize its operations and personalize customer experiences.

Cultural Analysis:

  • Organizational culture: Takeaway.com's culture is characterized by innovation, data-driven decision making, and a customer-centric approach.
  • Post-acquisition integration: The acquisition of Just Eat presents challenges in terms of integrating diverse cultures and aligning operational processes.

4. Recommendations

1. Strategic Acquisitions:

  • Target Emerging Markets: Identify and acquire promising players in emerging markets with high growth potential, such as Latin America, Africa, and Southeast Asia.
  • Focus on Niche Markets: Explore acquisitions in niche food delivery segments, such as grocery delivery, meal kits, or specialized cuisines.
  • Integration Strategy: Develop a comprehensive integration strategy to ensure smooth transitions, minimize cultural clashes, and optimize operational efficiency.

2. Geographic Expansion:

  • Leverage Existing Infrastructure: Utilize existing infrastructure and partnerships to accelerate expansion into new markets.
  • Adapt to Local Preferences: Tailor marketing campaigns and product offerings to cater to local tastes and preferences.
  • Develop Local Partnerships: Partner with local businesses and organizations to build brand awareness and establish strong relationships.

3. Innovation in Technology and Analytics:

  • Invest in AI and Machine Learning: Develop AI-powered features to personalize customer experiences, optimize delivery routes, and improve fraud detection.
  • Enhance Data Analytics Capabilities: Utilize data analytics to gain deeper insights into customer behavior, market trends, and operational efficiency.
  • Develop Innovative Features: Introduce new features such as pre-ordering, meal planning, and integrated loyalty programs.

4. Strengthen Corporate Social Responsibility (CSR) Initiatives:

  • Focus on Sustainability: Implement sustainable practices throughout the supply chain, including reducing packaging waste and promoting eco-friendly delivery options.
  • Support Local Communities: Partner with local charities and organizations to address social issues related to food insecurity and hunger.
  • Promote Diversity and Inclusion: Create a more diverse and inclusive workplace by implementing policies and programs that promote equal opportunities.

5. Basis of Recommendations

These recommendations are based on a comprehensive analysis of Takeaway.com's strengths, weaknesses, opportunities, and threats. They consider the company's core competencies, external customer needs, competitive landscape, and potential for growth. The recommendations also align with the company's mission to provide a convenient and affordable food ordering and delivery experience.

Quantitative Measures:

  • NPV analysis: Evaluating potential acquisitions based on projected future cash flows and expected returns.
  • ROI analysis: Assessing the return on investment for new market expansions and technology investments.
  • Break-even analysis: Determining the point at which new initiatives become profitable.

Assumptions:

  • Continued growth in the online food ordering and delivery market.
  • Increasing consumer adoption of mobile ordering and delivery services.
  • Continued advancements in technology and data analytics.
  • Government regulations supporting the online food delivery industry.

6. Conclusion

Takeaway.com is well-positioned for continued growth in the online food ordering and delivery market. By implementing a multi-pronged growth strategy that leverages its existing strengths while adapting to the evolving landscape, the company can maintain its competitive edge and achieve its ambitious goals.

7. Discussion

Alternatives:

  • Organic growth: Focusing on organic growth in existing markets through marketing campaigns and product enhancements.
  • Joint ventures: Collaborating with other companies to expand into new markets or develop innovative features.

Risks:

  • Integration challenges: Difficulty integrating acquired companies and aligning cultures.
  • Competition: Intense competition from established players and new entrants.
  • Regulatory changes: Unfavorable government regulations impacting the online food delivery industry.

Key Assumptions:

  • The online food ordering and delivery market will continue to grow.
  • Consumers will continue to embrace convenience and technology.
  • Takeaway.com can successfully integrate acquired companies and leverage their strengths.

8. Next Steps

Timeline:

  • Year 1: Implement strategic acquisitions and geographic expansion initiatives.
  • Year 2: Focus on technology and analytics innovation, and strengthening CSR initiatives.
  • Year 3: Evaluate the effectiveness of implemented strategies and adjust as needed.

Key Milestones:

  • Complete the acquisition of Just Eat and successfully integrate the company.
  • Expand into three new emerging markets.
  • Launch a new AI-powered feature for personalized recommendations.
  • Develop a comprehensive CSR strategy and implement key initiatives.

By taking these steps, Takeaway.com can solidify its position as a global leader in the online food ordering and delivery market, while also contributing to a more sustainable and equitable future.

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Case Description

This case highlights the organizational, international and strategic challenges faced by a leading internet restaurant aggregator, Takeaway.com, in the food online ordering and delivery (FOOD) industry after receiving a mandate for rapid international growth through investor and IPO funding. The case describes the concepts of scalability and network effects, and the industry's changing business model, from one of online aggregator to one of vertically-integrated food logistics companies. The purpose of this case is to push students to reflect on Takeaway's competitive position and to decide on Takeaway's best course of action: 1) to reach scalability and continue to expand in international markets, and 2) to survive its rapid organizational growth, while maintaining a centralized structure, which is key to its successful business model.

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