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Shake Shack

Delivery Apps vs. Foot Traffic

Over the last couple of years we've seen food delivery services explode in popularity: companies like Grubhub Seamless, Eat24, Postmates and DoorDash are rapidly expanding and fiercely competing to deliver your favorite food from any restaurant quickly and cheaply. The innovation of the new breed of food delivery apps is in the fact that this service is being implemented completely independently of the restaurants who actually prepare the food. This begs the question: are these services cannibalizing the restaurant's direct-to-customer business? Do people who use delivery apps just stop visi…

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