High
FoodTech & Delivery
Meal Kits
Blue Apron and HelloFresh dominated but with very high churn. Subscription model difficult.
📊 Evidence
- • Blue Apron down 95% since IPO
- • HelloFresh profitable but growth slowed
- • 70% churn in first year
- • Competition with supermarkets
⚠️ Risks
- • Structurally high churn
- • Expensive and complex logistics
- • Food waste
- • Competition with ready-to-eat
💡 Opportunities
- • Specific diets (keto, vegan)
- • Premium with special ingredients
- • B2B for offices
- • Meal prep without subscription
Verdict
Mature model with difficult economics. Diet niches may work.
68
of 100
Saturation Score
High saturation. Proceed with caution.
Trend
↓ Falling
Category
FoodTech & Delivery