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20:42
Jul 22
Jul 22
Food computer cuts meal costs
Cloud Kitchens/City Storage Systems is a digitized real estate and manufacturing play using delivery-only kitchens as a food computer. Online delivery growth raises kitchen volume and lowers tenant churn, while applications guarantee volume to restaurant tenants. Food robotics cuts production costs by 50%, and robotic couriers could reduce distribution from $12 per drop to $0.50-$1, bringing all-in delivered meals to $8-$10 and approaching grocery-store economics. It already has hundreds of facilities in 30 countries.
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About CloudKitchens Investor Commentary
Across the available history and selected sources, Buzzberg tracks CloudKitchens across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Travis Kalanick.