High
FoodTech & Delivery
Dark Kitchens
CloudKitchens and Kitchen United led, but many closing. Model depends on delivery apps.
📊 Evidence
- • CloudKitchens (Travis Kalanick) with $700M
- • Many dark kitchens closing
- • Reef Technology laid off 60%
- • Dependence on delivery apps
⚠️ Risks
- • Tight margins (30% to apps)
- • Competition with physical restaurants
- • Inconsistent quality
- • Total dependence on delivery apps
💡 Opportunities
- • Ghost kitchens for established brands
- • Shared kitchens for influencers
- • B2B for catering
- • Production for meal kits
Verdict
Challenging model. Works better for brands with existing demand.
75
of 100
Saturation Score
High saturation. Proceed with caution.
Trend
→ Stable
Category
FoodTech & Delivery