TrendsVC PRO 0001 – Cloud Kitchens

TrendsVC PRO 0001 – Cloud Kitchens

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Problem
Traditional restaurants will lose in the delivery game unless they 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
Casual dining will become harder to find.
Most restaurants will focus on efficiency or experience.
We will cook for the experience instead of cost savings.
More apartments will be built without full kitchens.
Delivery-only restaurants will evolve faster as setup costs drop.
Opportunities
Rent cloud kitchen space
Build cloud kitchen equipment
Start a delivery-only restaurant
Start an upscale restaurant
Make packaging for delivery restaurants
Build software to track and improve delivery-only restaurant operations
Haters
“This isn’t new. Takeout/delivery joints have existed forever.”
Yes, but, recent logistic improvements and friction reduction takes 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 Destroying Restaurants? — Slate
Ghost kitchen — Wikipedia
Million Dollar Brainstorm – Cloud Kitchens, Kava Bars & Religious Products — My First Million

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