Hey Everyone, This video is a representation of how you could cross reference different events happening across the world and make a calculative projection about a company's performance. So, try doing this for other start-ups and find out their potential threats and opportunities! This will help you develop your business acumen :) And most importantly, this video is not an investment advice for the IPO but a blueprint for you to STUDY start ups and businesses. Personal opinion - Always wait for atleast 1 year after the pivoting has begun before you invest. Keep learning Keep growing 🔥 Lots of love Ganeshprasad Correction : June story date is 2016 not 2013 (It was conceptualised in 2013) Edited : Many people have assumed Zomato kitchen to be a Zomato venture selling it's own dishes. That's not what it is guys. Zomato knows that in the food business loyalty is important unlike product/tech and taste cannot be copied That's why ZOMATO kitchen is a PLATFORM for the best restaurants to scale up and not a full fledged kitchen of its own. (Clearly mentioned in the video) So, please watch the video completely before drawing conclusions :) Hope you understand.
I can see the depth of research and curve you are making in teaching the business lessons from multiple perspectives. I really loved watching it, Since it's not an investment advice, I enjoyed watching it..
Bhai 1 question hai Ki sab log bol rahe hai ki technical analysis kar k trading kar lo Lekin as being said it takes only 3 years for the curve to be created Will trading be automated ?? What is your take on this????
Bhai 1 question hai Ki sab log bol rahe hai ki technical analysis kar k trading kar lo Lekin as being said it takes only 3 years for the curve to be created Will trading be automated ?? What is your take on this????
@Deepak Singh exactly . similar concept like zomato . They'll have all the data of their high income credit card users and using this they have many business opportunities. I guess i watched its case study in this same channel only and also a podcast of CEO of CRED on beerbiceps channel.
Great video as always! But food businesses are far more volatile than Amazon’s products analogy. Zomato and Swiggy are in such huge losses that selling food just doesn’t seem to be able to cut it. Also, a very important fact that’s being overlooked is Amazon didn’t need June or such products to turn hopes of profitability. It was just an additional source which isn’t the case with zomato or swiggy. And while the cloud kitchens might sound like a great futuristic idea. Remember Freshmenu? Indian taste buds are much harder to please than the rest of the world. We get bored of even the tastiest foods very soon and a cloud kitchen cannot make top notch recipes that’ll become best sellers just by knowing what to make.
your views are good.....but you don't know the power of Data. Do u know Asian Paints history, it used data analytics well before we would have imagined, and thus it is a leader in his segment. fun fact: Google, Amazon, Facebook probably knows U and me better than our surroundings
Amazon was also cash rich and profitable by the time they started leveraging data while zomato is still taking up debt for operations . Great content though , the parallels with kitopi was perfect.
Same is the case with CRED. They have the customer data of the financially best 1% population of India. It is about time when they leverage this into a multi-billion dollar business.
Any company which enters the food aggregator market has to drain a shit load of money in terms of discounts to gain market share. Zomato has done that, swiggy is still doing that. Amazon will take a lot of time and money to gain market share where Zomato will have the first to market advantage. Amazon is a behemoth, no doubt, but If I had to put my money in these two, I’d pick Zomato because its kinda more ethical too.
Unlike copying products, copying food dishes is completely different. Even with the same recipes, the same food can taste very different from place to place.
6:32 Not only Behroz, but the parent company Rebel Foods had 10-11 such brands, and legends say that they share data with these giants! Edit: Commented before seeing 🤦♂️
Your theory is correct if applied to products that specialise in tech. At the end of the day its a service being provided by a product. The fundamental flaw in your theory Food is based on Emotions, there's no way to cut, copy paste emotions.
precisely. also you buy appliances once in several years, and there is significant IP involved in tech product, which are tangibles. there are very little tangibles when it comes to food. even restaurant ambience matters a lot, and that is thrown out of the water here. I personally think Zomato is pulling off a Ponzi.
Ipo will get the downward opening, after that if it started giving BO on the chart I'm going in with the small amount, just to play nothing more nothing less. If it breaks the HL will exit then and there. Simple plan to make a buck.
@@jasmindersikka7352 if I would take your comment then it directly means that you have taken MBA course from LOVELY professional. And if not you too have the audacity to comment without studying from there xD
@YASH tv i had respect for you but you think this is a valuable company which demands valuation of 50k crore … seriously,,,, Aurbindo pharma which is like 50k crore a part of nifty pharma and trailing at a pe of 9.. what is the comparison … do you think it will be double like you ar now saying it will be more than 1 lakh crore,,,, i feel this far far stretch… a loss making company
@@Arjunsbisht21 Thankyou buddy😉 I liked Think school presentation & he has mentioned its not from investing point of view. I watched this video just for information 😃 Other wise i am not interested in its public offer neither i want to promote it😃 Every comment may have a different meaning for different readers🙂 only wise people get it!!
I so want to believe in the Zomato growth story. For the past few weeks I am up-skilling so that I can contribute to Zomato's journey. But the very fact that the promoters hold 0% shares makes me feel it as a landmine. Do you have any take on this?
well, there is a bigger thing missing... how amzn has been trying their own delivery in Bangalore for years... the down side on what if the IPO fails? the gold mine will turn into a minefield. I am glad that they are trying it an ethical way, also working on the raw material chain is more ground work to succeed & I want them to kick it up. Remember when uber IPO failed? EDIT : & they sold uber eats
Amazon is facing a huge anti-competitive lawsuit for using sellers' data and coming up with its own similar product. I feel like behaviour like this is only going to get scrutinized more and more in every sector where a tech company is taking an unfair advantage!
Online Stuff is Flourishing in Pandemic When no mask trend comes everything will go back to normal. Sad to see this guy still thinks pandemic will last forever and makes video based on that perspective.
One more advantage that Amazon has that you didn't discuss is its using "loss leader pricing model" (learned this from your Netflix video). Basically, why June failed can be attributed to many things like Amazon having the customer data and having digital real estate but the major reason was the price difference. Amazon can afford to sell that oven cheaply because it doesn't care about making profits through that particular sale. It just wants to have market share. Now comparing Amazon to Zomato won't be right because zomato can't afford to price their dishes 30-40% lower than the competition. Agreed that zomato kitchen will cut down the production cost but I then everything needs to be perfect. From integration with Hyper pure to market competition. I think a lot of this depends on implementation and execution. And with Amazon entering the market, it might not be a cakewalk for Zomato.
This is mind boggling. Never thought about Zomato like this. Once in Gurgaon I did saw one such cloud kitchen hidden behind a mall, and identified it when I saw fassos behrouz and box8 packaging materials stacked up there..
One thing I've noticed. Whenever there are too many IPOs, it indicates it's time to get out of the market. Cause every such IPO boom is always followed by a huge slump in a year or two.
@@fakirinvestor8814 I always believe than big money knows way more than us at all given times. They're choosing this time to offload and cash in , so it might indicate that the market must be reaching its peak..
@@rohitroll2119 Yes of course huge liquidity push by central banks leading to surplus cash in hands of big financial institutions, what's better time than this for IPO. Its not that analyst haven't been warning. Rater similarities are being drawn with tech bubble. Where many companies Founders become billionaires by cashing out through public or PE buying out example bjyus and other leading techs on buying spree of competitors. However the companies that bought this young companies after bubble were holding trash
There is a fundamental difference though, manufactured products can easily be copy pasted, however it is very difficult to copy paste food because of the uniqueness of its recipes.
Exactly, and food is not just one item. It's also a matter of taste, which keeps changing, and people don't always want to order from the same outlet. Moreover, superkitchens are not that easy to run successfull like an electrical item factory.
An important thing you missed in case of food tech is "Customer taste and preferences" Even if what you are saying happens, local dhaba and small restaurants will be still taking order over calls and delivering themselves
Bro, this one has to be the best depth analysis of yours till now, Absolutely loved it. Working for swiggy, I know about the cloud kitchen concept and how multiple brands work in the same space. It was mind-blowing to see that. Keep the content coming. Need more such in-depth analysis.
@@RatulSahahammer marketing expense is needed for both normal restaurants and cloud kitchens, but keeping in mind that cloud kitchens are cutting costs almost everywhere, they can still market their brand extensively and still be able to be much more profitable than a regular restaurant if their food has the taste which public loves.
One thing I want to say, Rise of Indian startups. I don't know but i feel so satisfied when I hear Indian startups prosper😌 Hope so mine will too! I want to create my own city! Can we create our own city? Like nearly a 100 km square city?
Zomato will have a very tough competition from Reliance and Amazon who are preparing to enter in this sector and when such giants will enter they will invest heavily in costumer aquisitions, since they have a strong trust brand they will give some pretty tough time to zomato or swiggy, they will have to come up with something out of the box to contain their costumers. Zomato as a stock should not be considered for the long run. It's just an opinion. 🙏
Even ola is trying to enter the market nd doing market research nd testing deeply. Zomato and swiggy could be merged if reliance, google nd amazon comes into the game.
If that's the case zomato was successfully running it's business In 21 more countries .where Amazon and many other food companies was present zomato took lead by overtaking them . Then zomato will come with more ideas which are out of the box
Food is an emotion, personally i would go extra mile to go get my favorite biriyani even if it higher price. Also going to restaurant dine-in is another kind of recreational activity.. we cannot forever stuck at home.
But bruh with the digitalization speed and digital marketing strategies it could change the consumer behavior....Make you sit in your home and give whatever the heck u want getting to u in a few clicks changes the way you act
The thing that differentiates restaurants from other products is that every restaurant is selling a unique product (taste-wise) which has its own following. The same is not the case with other stuff say, a mixer or television which is not an emotion-driven purchase. Restaurants bring people together and it is an entire experience that people pay for - ambience, music, service etc. Online food delivery is just a means to fill-up your tummy when it's not possible to go out and eat. Saying this as a 5-year-old cafe owner.
The difference between Amazon and Zomato is that Amazon can afford to underprice its products (thanks to its other profit making arms AWS and retails). Zomato will need cash supply to fund these discounts. Further, India is a very price sensitive market where low discounts = low order volume. hence I am not getting hyped for the IPO.
Damn my man! If only business analysts/finance enthusiasts knew what they are missing out on. Bless you, and I hope you succeed with every frame that you record. lots of love
The title of this video has been changed from "Why Zomato is a Gold Mine" to "How could Zomato become Profitable? : Understanding the future of Foodtech in India". I remember seeing this analysis before the IPO of Zomato. They must have changed the title after its share price tanked. I don't want to criticize because honestly I love the work this channel does but you should have the 'balls' to stay with your analysis even if its goes south. The title changes the entire picture!
By watching your videos now i am more inclined towards gaining info regarding the different business case studies 🤩 Thanks for providing such a valuable info🙂
When it comes to item like an oven, there are few competitors..but when it comes to food items there are thousands of restaurants . At the same time, nobody has same expertise in making burgers like Macdonald or burger King or even local food outlets has.They have developed food items which was loved by our taste buds. so ,even though u have the data or not ,nobody can replace them.So , when you carving, u would like yo give an order from specific restaurant only. Food is not just a data or object to b use it's an emotion..we r emotionally connected ..so, it's not easy to replace already settled restaurants or food outlets just because one has data. It's much more than that
😂😂 True because Zomato is missing something that's the silence.... Amazon never let's it loud it's plans for future what they're on.... Unlike Zomato jo sirf meme banata hai or jor jor se sabko scheme bata ta hai 🤦
Such an amazing video! Just like the book Think & Grow rich, where Peter Lynch said that to find the next multibagger just keep your eyes open, look at what's trending and you won't need anything but common sense to invest in a gold mine. Brilliantly presented Think School 💙
Very insightful. Something the Indian market needs to learn from global markets. The way you are explaining the same is making it even more interesting and noteworthy.
Beautiful analysis. If this is the plan Zomato have in future then they can mint lot of cash, if not then they should watch this video and learn from it.
100% true! 60,000 crore valuation for a 3 year in a row loss making company facing competition with Amazon (started food delivery service in Bangalore) and others?
Love the content on this channel.. although for Zomato I felt you covered only the positive side. Negative side is Amazon entering the industry and secondly there isn't a strong moat with Zomato. Business model looks really good but in terms of the valuation, very tricky to tell.
After charging 28% & forcing vendors 15 to 20% as marketing expenses to push an outlet to go up the list, takes no participation in promos, no accountability in failed deliveries, no investments in delivery vehicles, no salaries to delivery ppl, push vendors to offer massive discounts whereby the vendors are actually making a loss on food cost. They still manage to post a loss of 1500 cr. All the money goes towards corporate rent, massive salaries, business class flights at the cost of the vendors.
Amazon is already entered in food business like zomato. And we know amazon can crush zomato easily. Trading is good with zomato shares, but i am not sure for the long term investment.
We must also keep in mind one important thing - government regulations. Government regulations won't allow FDI more than 51% and Amazon might find difficulty setting up their supply chain systems effectively. On the other hand, with Zomato's hyperpure coming into the picture (with effectively no restrictions from the govt), Zomato can produce better quality food in their cloud kitchens
It is not a gold mine, it is a landmine. You didn't consider WFH Scenario, before pandemic employees in major cities don't have other option in food space so the business is somewhat good but now majority of workforce is moving to villages at these places there is very less probability of consuming outside food. They might order food from these apps only twice or thrice a week which will hit there unit economics very hard.Your logic only works when work force return to their offices.
I don't think working from office will generate more revenue for month. People prefer to eat at restraunts. The only reason I have ever used Zomato / swiggy was when it offered discount than the original price.
This logic applies to a very small segment of the Indian population. If we look at the number of people ordering food online in India, it's growing at almost 15-20% annually. At this point, the only differentiator amongst the online delivery companies is the pricing since the food is being prepared by the same kitchen (restaurants) and hence quality would be the same irrespective of the platform. When cloud kitchen becomes the norm, quality would become an important factor for consumers and if Zomato can get that right, they will have a better hold over deciding the prices of the food being sold.
Believe me, you're one of the best UA-cam channel I ever came across in my life. You're just doing the work what the Indian schooling system should do.. you're the best. Keep up the good work❤️
Hi Ganesh, as you have talked about Cloud kitchens in the video, but recently both Zomato and Swiggy exited the cloud kitchen business. It would be great if you could make a video on this exit. What is the way ahead for both the companies?
Hey Everyone,
This video is a representation of how you could cross reference different events happening across the world and make a calculative projection about a company's performance.
So, try doing this for other start-ups and find out their potential threats and opportunities! This will help you develop your business acumen :)
And most importantly, this video is not an investment advice for the IPO but a blueprint for you to STUDY start ups and businesses.
Personal opinion - Always wait for atleast 1 year after the pivoting has begun before you invest.
Keep learning
Keep growing 🔥
Lots of love
Ganeshprasad
Correction : June story date is 2016 not 2013 (It was conceptualised in 2013)
Edited : Many people have assumed Zomato kitchen to be a Zomato venture selling it's own dishes.
That's not what it is guys. Zomato knows that in the food business loyalty is important unlike product/tech and taste cannot be copied
That's why ZOMATO kitchen is a PLATFORM for the best restaurants to scale up and not a full fledged kitchen of its own. (Clearly mentioned in the video)
So, please watch the video completely before drawing conclusions :)
Hope you understand.
@@pradeepreddyaluvala323 description bro
I can see the depth of research and curve you are making in teaching the business lessons from multiple perspectives. I really loved watching it, Since it's not an investment advice, I enjoyed watching it..
Bhai 1 question hai
Ki sab log bol rahe hai ki technical analysis kar k trading kar lo
Lekin as being said it takes only 3 years for the curve to be created
Will trading be automated ??
What is your take on this????
Bhai 1 question hai
Ki sab log bol rahe hai ki technical analysis kar k trading kar lo
Lekin as being said it takes only 3 years for the curve to be created
Will trading be automated ??
What is your take on this????
Sir please make a case study on PayTm as well about their business model.
100 years ago - if you have gold, u r rich
Now - if you have customer data, u r going to become rich
This is a data driven era
Still if you have gold you are rich even today 🙂
Even you have patience you will have gold mine in pocket
Gold har koi kharid sakta tha apni haisiyat k hisab se , but data will be hoarded by few . inequality bahot baad jayegi
Data is the new oil
@@saikiranrao194 Right
I don't know if zomato is a gold mine or not, but believe me your channel is a diamond in making.
Thanks bhai ❤️
I can't believe we have MBA grade case studies available for free today thanks to such hard working people.Thank you Think School.
Zomato is a GOLD MINE and Think School is a Gem 💎
♥️
💯💯💯💯💯💯
Well said bro❣️💯
He is Not a Gem but a Gem mine 💎
@@nashedibaba4110 😆
This channel will soon cross 1M.
Getting inspired 🙌🥳
Hey Neha,
Thank you so much ♥️
True
Agreed
@@ThinkSchool well explained! Good research!,looking forward good content like that
💯Totally agreed
I really appreciate this guy's efforts to educate and spread awareness on this platform! This is the kind of information our generation needs.
Indeed
His energy is far more than zomato's greatness.
Idea pitch karne ka experience hoga, I mean topi pehnane ka
😂😂
That's absolutely true
I feel UA-cam/Prime/Netflix are also doing something similar, with their respective original contents!!😉
Cred also doing the same
How
@@vishalbiswas9765 how?
Exactly bro....
@Deepak Singh exactly . similar concept like zomato . They'll have all the data of their high income credit card users and using this they have many business opportunities. I guess i watched its case study in this same channel only and also a podcast of CEO of CRED on beerbiceps channel.
I'm a learning entrepreneur, I have managed to start one company already, I'm 18. This channel is a goldmine for me. THANK YOU
Zomato Management watching the video be like : Chillah Chillahke scheme bata de sabko !!!
😂😂😂
😂
Haan isko pata hain na..
Lol, that dialog never gets old. Same reason why I never tell my family about shares and ideas!
They might didn't know about it before this video 😂😂
More like, “Acha aisa bhi kar sakte hain apun?!! “
You told the story behind the numbers, which even well known business analyst didn't know or doesnt want us to know. This video was very informative
♥️♥️
Great video as always! But food businesses are far more volatile than Amazon’s products analogy. Zomato and Swiggy are in such huge losses that selling food just doesn’t seem to be able to cut it.
Also, a very important fact that’s being overlooked is Amazon didn’t need June or such products to turn hopes of profitability. It was just an additional source which isn’t the case with zomato or swiggy.
And while the cloud kitchens might sound like a great futuristic idea. Remember Freshmenu?
Indian taste buds are much harder to please than the rest of the world. We get bored of even the tastiest foods very soon and a cloud kitchen cannot make top notch recipes that’ll become best sellers just by knowing what to make.
Yeah salute to you man🙃🙃
Whats freshmenu?
Your view makes sense but it's too early to tell. We'll see
That makes a lot of sense
your views are good.....but you don't know the power of Data. Do u know Asian Paints history, it used data analytics well before we would have imagined, and thus it is a leader in his segment.
fun fact: Google, Amazon, Facebook probably knows U and me better than our surroundings
When you watching Zomato @gold mine and you get Zomato advertisement! 😂😂
Le Zomato :- this is business 😂
😂
@@ThinkSchool yeah man it literally happened 😂
@@tomriddle62442 nah
@@s.r.ggaming4393 ?
@@tomriddle62442 broo🤣😂😂😂
"Data is the new oil"
-Mukesh Ambani
@Papa BOY papa is new boy 😀
i actually wanna tel you something interesting
take a paper an write JIO then see in in mirror
it will be OIL (reflection of jio in mirror)
@@mukuljain1312 thnx for the fact. Really amazing
@@sourishsaha8067 ✌
Wow, I am also waiting of Mukesh Ambani business case study.
Amazon was also cash rich and profitable by the time they started leveraging data while zomato is still taking up debt for operations . Great content though , the parallels with kitopi was perfect.
This one was epic. Useful as well.
I really appreciate your consistency, narration and your awesome voice bro. Tons of love n support. (:
Thanks alot Shilpa :)
Same is the case with CRED. They have the customer data of the financially best 1% population of India. It is about time when they leverage this into a multi-billion dollar business.
How do they have the financially best 1% data? It's utterly naive to think the best 1% use Cred to get 5 rupees cashback.
CRED is the biggest bubble there can be..All other internet companies have this data and a lot more....
@@manashejmadi like I said, naive.
Any decent bank has all that data and even client profile ! Even more
@@amitgoyal11 True that ua-cam.com/video/RARfNkJuLJI/v-deo.html
That was such a detailed explanation. Glad that I discovered this channel!
You’re the teacher we never had...but always wanted
Plot twist: Amazon is venturing into cloud kitchen too
But it won't have the data to complete with Amazon
Plot more twisted: That's not possible because Amazon dont sell food..
And its brand would be enough to make customer order !
Soon it will be the monopolistic company in every service sector
Any company which enters the food aggregator market has to drain a shit load of money in terms of discounts to gain market share. Zomato has done that, swiggy is still doing that. Amazon will take a lot of time and money to gain market share where Zomato will have the first to market advantage. Amazon is a behemoth, no doubt, but If I had to put my money in these two, I’d pick Zomato because its kinda more ethical too.
Unlike copying products, copying food dishes is completely different. Even with the same recipes, the same food can taste very different from place to place.
6:32 Not only Behroz, but the parent company Rebel Foods had 10-11 such brands, and legends say that they share data with these giants!
Edit: Commented before seeing 🤦♂️
😂😂
If think school was a university... I would be the first to enroll
Did I just hear someone explaining cloud kitchen benefits when we have street food all these years?
😂😂💯
😂😂😂🔥point bro
Thinking exactly the same 😂😂😂
street food and cloud kitchens are similar but not same.
@@bakuleshsuhasrane8734 tu
Your theory is correct if applied to products that specialise in tech. At the end of the day its a service being provided by a product. The fundamental flaw in your theory Food is based on Emotions, there's no way to cut, copy paste emotions.
precisely. also you buy appliances once in several years, and there is significant IP involved in tech product, which are tangibles. there are very little tangibles when it comes to food. even restaurant ambience matters a lot, and that is thrown out of the water here. I personally think Zomato is pulling off a Ponzi.
Ipo will get the downward opening, after that if it started giving BO on the chart I'm going in with the small amount, just to play nothing more nothing less. If it breaks the HL will exit then and there. Simple plan to make a buck.
@@ratnottamdas7095 Zomato has plans to open food chains like McDonald itseems
@@ratnottamdas7095 and also restaurants bring people together with the emotions, a change of scene for a birthday etc.
@@pushkardeshmukh2413 It didn't. Its peak was 140 Rs,approx double.
This channel enhanced my business understanding more than any MBA course ever would.
@@jasmindersikka7352 would aur did me difference dekho
I pity for you
@@jasmindersikka7352 if I would take your comment then it directly means that you have taken MBA course from LOVELY professional. And if not you too have the audacity to comment without studying from there xD
@@deepakshar677 Savage Af
Just found your link on one forum and became your subscriber in first 5 minute.
Amazing work bro. Keep it up..👍🏻
I am waiting for my zomato order to be arrived😆😆 watching this premiere at the same time
Heavy driver😁
Kya hoga iss desh ka🙆♂️😂
😂😂😂
Nice explanation.
this video is one of a kind backed with solid information. 5 years down the line the picture is going to be completely different.
❤️❤️
@YASH tv i had respect for you but you think this is a valuable company which demands valuation of 50k crore … seriously,,,, Aurbindo pharma which is like 50k crore a part of nifty pharma and trailing at a pe of 9.. what is the comparison … do you think it will be double like you ar now saying it will be more than 1 lakh crore,,,, i feel this far far stretch… a loss making company
@@Arjunsbisht21 Thankyou buddy😉 I liked Think school presentation & he has mentioned its not from investing point of view. I watched this video just for information 😃 Other wise i am not interested in its public offer neither i want to promote it😃
Every comment may have a different meaning for different readers🙂 only wise people get it!!
No man another 100 competitive players will come..
@@ThinkSchool Any Ways to connect with you buddy?
I so want to believe in the Zomato growth story. For the past few weeks I am up-skilling so that I can contribute to Zomato's journey. But the very fact that the promoters hold 0% shares makes me feel it as a landmine. Do you have any take on this?
When the market is up and IPOs are lisiting on a daily basis.. Be fearful 😉We need to control the FOMO
Great
Our population don't control the stock market. Major money is of FII.
Read balance sheet of zomato as a friend I will not recommend you to buy zomato share for long term
@@s.r.ggaming4393 Why bro?
@@aman.2912 read there balance sheet you will got it
I'm impressed the way you explained the context with real examples..
This is first video I watched.
Kudos to your research 👏
The concept of cloud kitchen and the customer data and its effective use are the key attributes for the success of an enterprise.
I can't even imagine the amount of effort you put in to research and come up with a detailed , well-structured narrative video🤯!!Hats off 🔥🔥🔥
Liked video before watching itself. Bcz this guy is a gem I know his videos can't disappoint me
well, there is a bigger thing missing... how amzn has been trying their own delivery in Bangalore for years... the down side on what if the IPO fails? the gold mine will turn into a minefield.
I am glad that they are trying it an ethical way, also working on the raw material chain is more ground work to succeed & I want them to kick it up.
Remember when uber IPO failed?
EDIT : & they sold uber eats
Amazon is facing a huge anti-competitive lawsuit for using sellers' data and coming up with its own similar product. I feel like behaviour like this is only going to get scrutinized more and more in every sector where a tech company is taking an unfair advantage!
Same is the case with zomato
@@logicalindian_777 Yeah just a few days back restaurants association complained to CCI against Zomato & Swiggy
@@devalmodi5350 for what?
Yes when the market matures govt might bring bring new regulations just like recent draft ecom rules.
Online Stuff is Flourishing in Pandemic When no mask trend comes everything will go back to normal. Sad to see this guy still thinks pandemic will last forever and makes video based on that perspective.
Whenever I see the notification of your channel, I know I will learn something new today
♥️
Agree...
One more advantage that Amazon has that you didn't discuss is its using "loss leader pricing model" (learned this from your Netflix video). Basically, why June failed can be attributed to many things like Amazon having the customer data and having digital real estate but the major reason was the price difference. Amazon can afford to sell that oven cheaply because it doesn't care about making profits through that particular sale. It just wants to have market share.
Now comparing Amazon to Zomato won't be right because zomato can't afford to price their dishes 30-40% lower than the competition. Agreed that zomato kitchen will cut down the production cost but I then everything needs to be perfect. From integration with Hyper pure to market competition. I think a lot of this depends on implementation and execution. And with Amazon entering the market, it might not be a cakewalk for Zomato.
This is mind boggling. Never thought about Zomato like this. Once in Gurgaon I did saw one such cloud kitchen hidden behind a mall, and identified it when I saw fassos behrouz and box8 packaging materials stacked up there..
The underrated channel producing some Gold Content.💯
I wish 2-3 years trajectory of your channel would hit 1M+
One thing I've noticed. Whenever there are too many IPOs, it indicates it's time to get out of the market. Cause every such IPO boom is always followed by a huge slump in a year or two.
Precisely. Booming IPO are heaven for promoters dumping their shares via OFS on naive retailers
@@fakirinvestor8814 I always believe than big money knows way more than us at all given times. They're choosing this time to offload and cash in , so it might indicate that the market must be reaching its peak..
@@rohitroll2119 Yes of course huge liquidity push by central banks leading to surplus cash in hands of big financial institutions, what's better time than this for IPO. Its not that analyst haven't been warning. Rater similarities are being drawn with tech bubble. Where many companies Founders become billionaires by cashing out through public or PE buying out example bjyus and other leading techs on buying spree of competitors. However the companies that bought this young companies after bubble were holding trash
@Dollup Raindrop You sound like the crypto fanboys 🤣. Sarcasm on point.
There is a fundamental difference though, manufactured products can easily be copy pasted, however it is very difficult to copy paste food because of the uniqueness of its recipes.
While that is true, more often than not people will settle for a cheaper slightly inferior meal over an expensive superior one.
Exactly, and food is not just one item. It's also a matter of taste, which keeps changing, and people don't always want to order from the same outlet. Moreover, superkitchens are not that easy to run successfull like an electrical item factory.
An important thing you missed in case of food tech is "Customer taste and preferences"
Even if what you are saying happens, local dhaba and small restaurants will be still taking order over calls and delivering themselves
Bro, this one has to be the best depth analysis of yours till now, Absolutely loved it. Working for swiggy, I know about the cloud kitchen concept and how multiple brands work in the same space. It was mind-blowing to see that. Keep the content coming. Need more such in-depth analysis.
Well talking about the business, i don't see any revolutionary in future, wait for secondary market, market will show the real place of zomato ❤️
I do agree
I don't understand how he missed the most important expense for cloud kitchen that is marketing expense which is hugggeeee when compared properly
Please elaborate :)
@@RatulSahahammer marketing expense is needed for both normal restaurants and cloud kitchens, but keeping in mind that cloud kitchens are cutting costs almost everywhere, they can still market their brand extensively and still be able to be much more profitable than a regular restaurant if their food has the taste which public loves.
@@RatulSahahammer bro what expense? They will do it on zomato their own platform
how are you researching so much ?
this guy himself gonna be the next case study in few years with this trajectory
Just amazing man this is just great the energy and enthusiasm people get by watching your videos just cannot be described
Bang on content bro, you easily deserve a million subscribers. God speed to you.
Thanks bro ♥️
Mesmerizing... Marvellous... I am speechless... 🤩🤩 Buddy you are a meticulous researcher. Hat's off to you...
Dude, you are amazing ! You got a new fan man! Keep going on !
Great video! The background music, overall editing, and content are just best. Best wishes for 1 Million..
THINK SCHOOL is the next big thing in Business Analysis
Zomato & swiggy
"Write that down, write that down"
I typing the exact same thing and commented it, I scrolled once and I found this comment, well I deleted it.
😂😂😂😂😂
"But you know what?"
"And this ladies and gentlemen!"
This man brings so much knowledge with data and present it like the best way possible! ❤️
♥️
Very good informative videos👍
Keep going man👌
Love from Kerala❤
When you don’t realise how 18 mins passed ❤️🔥
Ha bhai mene abhi comment dekha tab pata chala ki video 18 minutes ka tha oooooooo bhai vas bas me kar lete hain kya ye yr 😂😂😂😂😂
@@shivamramani2579 😂😂storytelling is next level bro
One thing I want to say, Rise of Indian startups. I don't know but i feel so satisfied when I hear Indian startups prosper😌 Hope so mine will too! I want to create my own city! Can we create our own city? Like nearly a 100 km square city?
That's not a bad idea
Wonderful.. Good luck bro
@@thebharatiyasoul Thank you bro!
@@abi9063 Bhai time hai abhi!
Simcity?
I am lucky I found this channel. Too much knowledge in just one video.
I add food items in the cart, see the final amount I have to pay, delete the items in the cart. Make my own Maggie . Sleep 🙂
Didn't check swiggy? 👀
@@dhruvjoshi6035 yeah, swiggy is also same 😂😂
Saaaameeeeeee
32 Rupees minimum delivery charges for 1 km range delivery.
Maggi single pouch for 12/- .. double for 24/-
10 minutes maximum cooking
Zomato will have a very tough competition from Reliance and Amazon who are preparing to enter in this sector and when such giants will enter they will invest heavily in costumer aquisitions, since they have a strong trust brand they will give some pretty tough time to zomato or swiggy, they will have to come up with something out of the box to contain their costumers. Zomato as a stock should not be considered for the long run.
It's just an opinion. 🙏
Amazon has entered not Reliance in INDIA 🇮🇳 food delivery industry 🍱🌯🍧 .... Amazon has launched in Bangalore City.
Even ola is trying to enter the market nd doing market research nd testing deeply. Zomato and swiggy could be merged if reliance, google nd amazon comes into the game.
If that's the case zomato was successfully running it's business In 21 more countries .where Amazon and many other food companies was present zomato took lead by overtaking them . Then zomato will come with more ideas which are out of the box
There is also possibility that Zomato and Swiggy might be taken over by the bigger companies.
Zomato takes 30%commision and half of delivery charges...lootera madarchop
Food is an emotion, personally i would go extra mile to go get my favorite biriyani even if it higher price.
Also going to restaurant dine-in is another kind of recreational activity.. we cannot forever stuck at home.
Emotion is 1 game changing marketing startegy away for a million dollar companies
( behrouz)
But bruh with the digitalization speed and digital marketing strategies it could change the consumer behavior....Make you sit in your home and give whatever the heck u want getting to u in a few clicks changes the way you act
Like zoom meetings is an indirect competitor to the hospitality industry
@@ThinkSchool am I right think school
@Charan Teja I completely agree .. if they can copy the recipe of best selling restaurant than it can work
Genius, You just changed my perspective again. Beautiful!
*Zomato CEO is watching Your Video*
I repeat *Deepinder Goyal is watching your Video*
@Gaurav Kumar 😂😂😂 Hahahahaha
The thing that differentiates restaurants from other products is that every restaurant is selling a unique product (taste-wise) which has its own following. The same is not the case with other stuff say, a mixer or television which is not an emotion-driven purchase. Restaurants bring people together and it is an entire experience that people pay for - ambience, music, service etc. Online food delivery is just a means to fill-up your tummy when it's not possible to go out and eat.
Saying this as a 5-year-old cafe owner.
please make video on "How Startups survive from these big giants " like in case of june and amazon
Think School should be a Netflix series, or better yet, its own B-school!
Netflix is just overrated pile of crap
Think school is or it going to be the GOLD MINE for India's youth generation.
The difference between Amazon and Zomato is that Amazon can afford to underprice its products (thanks to its other profit making arms AWS and retails). Zomato will need cash supply to fund these discounts.
Further, India is a very price sensitive market where low discounts = low order volume.
hence I am not getting hyped for the IPO.
You might be feeling happy everyday after not buying it
Zomato will too start Zomato Web Services to become profitable its so simple.
Think school is actually a gold mine. So informative.
I agree but prices of Zomato shares will fall, we can buy then
shares will fall why ?
They already did!
@@akashh8330 liquidity in the market is only push it up right now
@@raghulm6663 can you explain in layman terms?
Such an informative channel and so well researched. Keep up the great work!
Yes, this guy makes great videos !
Wow. I was not ready for how high quality content this is. Amazing work. More power to you!
Damn my man! If only business analysts/finance enthusiasts knew what they are missing out on. Bless you, and I hope you succeed with every frame that you record. lots of love
Yep. I officially wish I could invest in goldmine channels like this one :P
Zomato is watching Think School to make their strategy..
Really very good content...
I never thought it this way! Very valuable insight!
The title of this video has been changed from "Why Zomato is a Gold Mine" to "How could Zomato become Profitable? : Understanding the future of Foodtech in India".
I remember seeing this analysis before the IPO of Zomato. They must have changed the title after its share price tanked.
I don't want to criticize because honestly I love the work this channel does but you should have the 'balls' to stay with your analysis even if its goes south. The title changes the entire picture!
By watching your videos now i am more inclined towards gaining info regarding the different business case studies 🤩
Thanks for providing such a valuable info🙂
When it comes to item like an oven, there are few competitors..but when it comes to food items there are thousands of restaurants .
At the same time, nobody has same expertise in making burgers like Macdonald or burger King or even local food outlets has.They have developed food items which was loved by our taste buds. so ,even though u have the data or not ,nobody can replace them.So , when you carving, u would like yo give an order from specific restaurant only.
Food is not just a data or object to b use it's an emotion..we r emotionally connected ..so, it's not easy to replace already settled restaurants or food outlets just because one has data. It's much more than that
The gold mine has turned into a COal mine 😂
might as well become a landmine soon
Lol
😂😂 True because Zomato is missing something that's the silence.... Amazon never let's it loud it's plans for future what they're on.... Unlike Zomato jo sirf meme banata hai or jor jor se sabko scheme bata ta hai 🤦
This is best video on youtube about case study of any company.
You are absolutely amazing 🔥🔥🔥
The amount of research and effort that you put in every video is really commendable 🔥🔥
Big Fan🙋🏻♂️
Such an amazing video!
Just like the book Think & Grow rich, where Peter Lynch said that to find the next multibagger just keep your eyes open, look at what's trending and you won't need anything but common sense to invest in a gold mine.
Brilliantly presented Think School 💙
Very insightful. Something the Indian market needs to learn from global markets. The way you are explaining the same is making it even more interesting and noteworthy.
Beautiful analysis. If this is the plan Zomato have in future then they can mint lot of cash, if not then they should watch this video and learn from it.
Zomato ipo is coming at a valuation where they have already achieved what you said for 2025. Very expensive 😉
100% true! 60,000 crore valuation for a 3 year in a row loss making company facing competition with Amazon (started food delivery service in Bangalore) and others?
True
Would wait to buy at half or 1/3rd of the price
Good for trading but not for investing. Too much exaggerated video.
Quality content bhai. Aise hi high quality videos banate raho. Best of luck for the future endeavor.
Love the content on this channel.. although for Zomato I felt you covered only the positive side. Negative side is Amazon entering the industry and secondly there isn't a strong moat with Zomato. Business model looks really good but in terms of the valuation, very tricky to tell.
After charging 28% & forcing vendors 15 to 20% as marketing expenses to push an outlet to go up the list, takes no participation in promos, no accountability in failed deliveries, no investments in delivery vehicles, no salaries to delivery ppl, push vendors to offer massive discounts whereby the vendors are actually making a loss on food cost. They still manage to post a loss of 1500 cr. All the money goes towards corporate rent, massive salaries, business class flights at the cost of the vendors.
" you know what guys " is most awaited part of video
A Fan form Haryana ❤️
Who is here after losing 130% in zomato
Thank You for introducing me to this side of zomato and way of business. It's really apprciating your efforts ❤️❤️
Lucky are the people who discover this channel ❤
Amazon is already entered in food business like zomato. And we know amazon can crush zomato easily. Trading is good with zomato shares, but i am not sure for the long term investment.
We must also keep in mind one important thing - government regulations. Government regulations won't allow FDI more than 51% and Amazon might find difficulty setting up their supply chain systems effectively. On the other hand, with Zomato's hyperpure coming into the picture (with effectively no restrictions from the govt), Zomato can produce better quality food in their cloud kitchens
It is not a gold mine, it is a landmine. You didn't consider WFH Scenario, before pandemic employees in major cities don't have other option in food space so the business is somewhat good but now majority of workforce is moving to villages at these places there is very less probability of consuming outside food. They might order food from these apps only twice or thrice a week which will hit there unit economics very hard.Your logic only works when work force return to their offices.
Agreed ... He only talked about good points.... Nothing but a marketing gimmick by Zomato
I don't think working from office will generate more revenue for month.
People prefer to eat at restraunts. The only reason I have ever used Zomato / swiggy was when it offered discount than the original price.
So true
This logic applies to a very small segment of the Indian population. If we look at the number of people ordering food online in India, it's growing at almost 15-20% annually. At this point, the only differentiator amongst the online delivery companies is the pricing since the food is being prepared by the same kitchen (restaurants) and hence quality would be the same irrespective of the platform. When cloud kitchen becomes the norm, quality would become an important factor for consumers and if Zomato can get that right, they will have a better hold over deciding the prices of the food being sold.
Whether or not Zomato is a Goldmine, Think School is definitely a Diamond Mine! 🔥🔥🔥🔥🔥
Believe me, you're one of the best UA-cam channel I ever came across in my life. You're just doing the work what the Indian schooling system should do.. you're the best. Keep up the good work❤️
Thanks alot :)
Agree 100 % and also looks like zomato has roped him for their ipo promotion certainly ...
Hi Ganesh, as you have talked about Cloud kitchens in the video, but recently both Zomato and Swiggy exited the cloud kitchen business. It would be great if you could make a video on this exit. What is the way ahead for both the companies?