How could Zomato become Profitable? : Understanding the future of Foodtech in India

Sdílet
Vložit
  • čas přidán 8. 07. 2021
  • Disclaimer : This is not an investment Advice!!
    Learn how to communicate ideas like us: communication.thethinkschool....
    Food Delivery Giant Zomato IPO has been announced and its information related to its price band and Subscription Window on 8th July 2021. This offering was one of the most awaited IPOs of this Financial Year.
    In this video, we have done a detailed analysis of Zomato and Swiggy given our opinion on food tech.
    Sources and credits of important contents
    Kitopi Numbers: www.skyrocketbpo.com/wp-conte...
    Kitopi general information and footage: • The cloud kitchen hopi...
    Cloud kitchen vs restaurant comparison: yourstory.com/2020/02/restaur...
    Cloud kitchen %Expenses: inc42.com/features/the-econom...
    Check out Think School's Online courses:
    1. Learn how to communicate ideas like us: communication.thethinkschool....
    2. Land your dream jobs: linkedinmasterclass.thethinks...
    3. Create a Perfect Resume in less than 90 minutes: resumemasterclass.thethinksch...
    Want to buy the equipment we use?
    Mic: amzn.to/2PjDNAP
    Camera: amzn.to/3dMzojh
    Camera Stand: amzn.to/3nidnfp
    Mobile holder for stand: amzn.to/3xgCF25
    Laptop: amzn.to/3gMYXRi
    Open and Demat account & start investing: zerodha.com/open-account?c=ZM...
    To support our work you can donate here: www.instamojo.com/@thinkschool
    LinkedIn: / the-think-school
    Instagram: / thethinkschool
    Facebook: / thethinkschool
    #zomatoIPO #zomatoipofail #zomato

Komentáře • 3,5K

  • @ThinkSchool
    @ThinkSchool  Před 2 lety +252

    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.

    • @ThinkSchool
      @ThinkSchool  Před 2 lety +9

      @@pradeepreddyaluvala323 description bro

    • @gana6004
      @gana6004 Před 2 lety +11

      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..

    • @vedantchapale1262
      @vedantchapale1262 Před 2 lety +1

      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????

    • @vedantchapale1262
      @vedantchapale1262 Před 2 lety

      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????

    • @abirbaranpal
      @abirbaranpal Před 2 lety +3

      Sir please make a case study on PayTm as well about their business model.

  • @prabinkumarbaniya
    @prabinkumarbaniya Před 2 lety +1697

    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

    • @saikiranrao194
      @saikiranrao194 Před 2 lety +98

      Still if you have gold you are rich even today 🙂

    • @nikhilbhattji
      @nikhilbhattji Před 2 lety +6

      Even you have patience you will have gold mine in pocket

    • @kohli11000
      @kohli11000 Před 2 lety +23

      Gold har koi kharid sakta tha apni haisiyat k hisab se , but data will be hoarded by few . inequality bahot baad jayegi

    • @krishna-rv5xz
      @krishna-rv5xz Před 2 lety +8

      Data is the new oil

    • @sarveshpadmakumar8423
      @sarveshpadmakumar8423 Před 2 lety +2

      @@saikiranrao194 Right

  • @tomriddle62442
    @tomriddle62442 Před 2 lety +523

    When you watching Zomato @gold mine and you get Zomato advertisement! 😂😂
    Le Zomato :- this is business 😂

  • @aakarshit_jaswal
    @aakarshit_jaswal Před 2 lety +23

    I can't believe we have MBA grade case studies available for free today thanks to such hard working people.Thank you Think School.

  • @gunjansaha9856
    @gunjansaha9856 Před 2 lety +113

    I really appreciate this guy's efforts to educate and spread awareness on this platform! This is the kind of information our generation needs.

  • @evergreen7781
    @evergreen7781 Před 2 lety +421

    Zomato Management watching the video be like : Chillah Chillahke scheme bata de sabko !!!
    😂😂😂

    • @ThinkSchool
      @ThinkSchool  Před 2 lety +24

      😂

    • @joydeepmukherjee3889
      @joydeepmukherjee3889 Před 2 lety

      Haan isko pata hain na..

    • @evm6177
      @evm6177 Před 2 lety +8

      Lol, that dialog never gets old. Same reason why I never tell my family about shares and ideas!

    • @iranashubham
      @iranashubham Před 2 lety +5

      They might didn't know about it before this video 😂😂

    • @shekahamedshadhik1592
      @shekahamedshadhik1592 Před 2 lety +4

      More like, “Acha aisa bhi kar sakte hain apun?!! “

  • @ayushgupta4381
    @ayushgupta4381 Před 2 lety +136

    I don't know if zomato is a gold mine or not, but believe me your channel is a diamond in making.

  • @bipinchandra8080
    @bipinchandra8080 Před 2 lety +138

    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.

    • @isolated.wallflower
      @isolated.wallflower Před 2 lety

      Yeah salute to you man🙃🙃

    • @kamizwr2082
      @kamizwr2082 Před 2 lety +2

      Whats freshmenu?

    • @ronniebine1325
      @ronniebine1325 Před 2 lety +2

      Your view makes sense but it's too early to tell. We'll see

    • @cauliflowerhead2735
      @cauliflowerhead2735 Před 2 lety +1

      That makes a lot of sense

    • @pritammaity686
      @pritammaity686 Před 2 lety +7

      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

  • @shreyanjoshi3622
    @shreyanjoshi3622 Před 2 lety +1

    Wow. I was not ready for how high quality content this is. Amazing work. More power to you!

  • @nehanagar
    @nehanagar Před 2 lety +535

    This channel will soon cross 1M.
    Getting inspired 🙌🥳

  • @sourishsaha8067
    @sourishsaha8067 Před 2 lety +542

    "Data is the new oil"
    -Mukesh Ambani

    • @pawandalvi6465
      @pawandalvi6465 Před 2 lety +14

      @Papa BOY papa is new boy 😀

    • @mukuljain1312
      @mukuljain1312 Před 2 lety +47

      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)

    • @sourishsaha8067
      @sourishsaha8067 Před 2 lety +5

      @@mukuljain1312 thnx for the fact. Really amazing

    • @mukuljain1312
      @mukuljain1312 Před 2 lety +2

      @@sourishsaha8067 ✌

    • @g.r.a.s.s
      @g.r.a.s.s Před 2 lety +15

      Wow, I am also waiting of Mukesh Ambani business case study.

  • @VismayPatil
    @VismayPatil Před 2 lety +17

    That was such a detailed explanation. Glad that I discovered this channel!

  • @Nightcrawler333
    @Nightcrawler333 Před 2 lety

    Man, your videos are so interesting even to common people(non-business) like me.. These detailed case studies are taught only in highly priced business schools but you are giving to us for free.. thanks a lot for your work and passion 👍👍 it's really interesting to know how the world of Corporate giants work and the brilliant strategies they employ..

  • @alok6422
    @alok6422 Před 2 lety +793

    Plot twist: Amazon is venturing into cloud kitchen too

    • @jyoti61948net
      @jyoti61948net Před 2 lety +26

      But it won't have the data to complete with Amazon

    • @HOID365
      @HOID365 Před 2 lety +20

      Plot more twisted: That's not possible because Amazon dont sell food..

    • @rajatagarwal4403
      @rajatagarwal4403 Před 2 lety +16

      And its brand would be enough to make customer order !

    • @thameemshahul4249
      @thameemshahul4249 Před 2 lety +12

      Soon it will be the monopolistic company in every service sector

    • @meetadityanihlani
      @meetadityanihlani Před 2 lety +20

      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.

  • @ivinitmittal
    @ivinitmittal Před 2 lety +449

    I feel CZcams/Prime/Netflix are also doing something similar, with their respective original contents!!😉

    • @vishalbiswas9765
      @vishalbiswas9765 Před 2 lety +6

      Cred also doing the same

    • @Pheonixia
      @Pheonixia Před 2 lety

      How

    • @ivinitmittal
      @ivinitmittal Před 2 lety +1

      @@vishalbiswas9765 how?

    • @naveenkumarjanapareddy4244
      @naveenkumarjanapareddy4244 Před 2 lety

      Exactly bro....

    • @vishalbiswas9765
      @vishalbiswas9765 Před 2 lety +5

      @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.

  • @nitin4138
    @nitin4138 Před 2 lety +2

    Just found your link on one forum and became your subscriber in first 5 minute.
    Amazing work bro. Keep it up..👍🏻

  • @D10S116
    @D10S116 Před rokem +10

    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.

  • @TonioN
    @TonioN Před 2 lety +1528

    Zomato is a GOLD MINE and Think School is a Gem 💎

  • @debajitdeka3814
    @debajitdeka3814 Před 2 lety +1

    You, buddy simply the presentation to such an extent, that's it's pleasure to watch your offering even for a "non-business minded" individual till the end.
    Thank you

  • @mohammedamer4195
    @mohammedamer4195 Před 2 lety +2

    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🙂

  • @Anonymous-vf7qc
    @Anonymous-vf7qc Před 2 lety +240

    His energy is far more than zomato's greatness.

  • @sharanchuraky6356
    @sharanchuraky6356 Před 2 lety +44

    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

  • @ayandey137
    @ayandey137 Před 2 lety +74

    The gold mine has turned into a COal mine 😂
    might as well become a landmine soon

    • @tapssharma6965
      @tapssharma6965 Před rokem +1

      Lol

    • @aer0449
      @aer0449 Před rokem

      😂😂 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 🤦

  • @financefanatics866
    @financefanatics866 Před 2 lety +4

    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

  • @ER-xc2ef
    @ER-xc2ef Před 2 lety +14

    I'm impressed the way you explained the context with real examples..
    This is first video I watched.
    Kudos to your research 👏

  • @ivinitmittal
    @ivinitmittal Před 2 lety +82

    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 🤦‍♂️

  • @ankitkejriwal8860
    @ankitkejriwal8860 Před rokem +6

    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!

  • @soorajkhandelwal1347
    @soorajkhandelwal1347 Před 2 lety +2

    More power to you brother♥️♥️... You yourself are a knowledge mine🔥🔥... I love your videos only because they are widely researched... And giving examples of international peers is like a cherry on the cake...

  • @yashtv555
    @yashtv555 Před 2 lety +118

    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.

    • @ThinkSchool
      @ThinkSchool  Před 2 lety +3

      ❤️❤️

    • @Arjunsbisht21
      @Arjunsbisht21 Před 2 lety +5

      @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

    • @yashtv555
      @yashtv555 Před 2 lety +1

      @@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!!

    • @Minaldas81
      @Minaldas81 Před 2 lety +1

      No man another 100 competitive players will come..

    • @igotaffiliatedollar1091
      @igotaffiliatedollar1091 Před 2 lety

      @@ThinkSchool Any Ways to connect with you buddy?

  • @tushararora443
    @tushararora443 Před 2 lety +12

    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.

  • @rohitpawar2811
    @rohitpawar2811 Před 2 lety

    Came accross your videos recently, and I definitely can tell they are the best...best in terms of content, the detailed way you explain with depth of the subject,the examples you give to relate to the subject and your simplicity is the best ....you are a gem 💎 keep going ..you are surely going have huge numbers of followers soon

  • @hemendrananavatyheisgrands1353

    Excellent in-depth explanation. You drive home complex situations in listeners minds like hot knife through butter. Being retired professor myself, I really enjoyed listening to you.On top of that, I got 3/3, allotment in Zomato IPO and intend to keep in my portfolio for my grandson

    • @ThinkSchool
      @ThinkSchool  Před 2 lety +1

      Means alot coming from you sir ❤️ thank you so much :)

  • @shilpameti7891
    @shilpameti7891 Před 2 lety +112

    This one was epic. Useful as well.
    I really appreciate your consistency, narration and your awesome voice bro. Tons of love n support. (:

  • @vajahatshaikh3638
    @vajahatshaikh3638 Před 2 lety +151

    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.

    • @ratnottamdas7095
      @ratnottamdas7095 Před 2 lety +10

      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.

    • @pushkardeshmukh2413
      @pushkardeshmukh2413 Před 2 lety +1

      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.

    • @ripper5941
      @ripper5941 Před 2 lety

      @@ratnottamdas7095 Zomato has plans to open food chains like McDonald itseems

    • @rashipasari1182
      @rashipasari1182 Před 2 lety +7

      @@ratnottamdas7095 and also restaurants bring people together with the emotions, a change of scene for a birthday etc.

    • @parilkotecha3300
      @parilkotecha3300 Před 2 lety +2

      @@pushkardeshmukh2413 It didn't. Its peak was 140 Rs,approx double.

  • @salilsrivastava52
    @salilsrivastava52 Před 2 lety

    All your videos are simple, yet very easily conveys the story. Brilliant job guys!!!

  • @manookm933
    @manookm933 Před 2 lety +1

    I'm extremely thankful to think school for such an informative and easily understandable video!! You guys have helped me a lot for my final year project report. It was very much appreciated by the staff and all the credits goes to you!
    (I have given credits to think school in the report)

    • @ThinkSchool
      @ThinkSchool  Před 2 lety

      Wow that's amazing man♥️ keep growing. Which college btw?

    • @manookm933
      @manookm933 Před 2 lety

      @@ThinkSchool Omg!! Thanks for the reply... Unexpected 🥺
      I'm from Chennai... SDNB Vaishnav college for women...

  • @durgeshpachghare6901
    @durgeshpachghare6901 Před 2 lety +5

    Great video! The background music, overall editing, and content are just best. Best wishes for 1 Million..

  • @nishantpandey893
    @nishantpandey893 Před 2 lety +242

    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.

    • @enigmatheangel
      @enigmatheangel Před 2 lety +46

      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.

    • @amitgoyal11
      @amitgoyal11 Před 2 lety +24

      CRED is the biggest bubble there can be..All other internet companies have this data and a lot more....

    • @enigmatheangel
      @enigmatheangel Před 2 lety +1

      @@manashejmadi like I said, naive.

    • @pcaso
      @pcaso Před 2 lety +10

      Any decent bank has all that data and even client profile ! Even more

    • @kaps2k10
      @kaps2k10 Před 2 lety +1

      @@amitgoyal11 True that czcams.com/video/RARfNkJuLJI/video.html

  • @rajgoyal108
    @rajgoyal108 Před 2 lety

    Quality content bhai. Aise hi high quality videos banate raho. Best of luck for the future endeavor.

  • @ashaysaoji2273
    @ashaysaoji2273 Před 2 lety

    Bhai how do you even undergo such an extensive and thoughtful research? This is really really commendable!

  • @heetsurana3785
    @heetsurana3785 Před 2 lety +12

    Just amazing man this is just great the energy and enthusiasm people get by watching your videos just cannot be described

  • @devalmodi5350
    @devalmodi5350 Před 2 lety +127

    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!

    • @logicalindian_777
      @logicalindian_777 Před 2 lety +3

      Same is the case with zomato

    • @devalmodi5350
      @devalmodi5350 Před 2 lety +5

      @@logicalindian_777 Yeah just a few days back restaurants association complained to CCI against Zomato & Swiggy

    • @uvaisca1810
      @uvaisca1810 Před 2 lety

      @@devalmodi5350 for what?

    • @DarkHorse_MP
      @DarkHorse_MP Před 2 lety +2

      Yes when the market matures govt might bring bring new regulations just like recent draft ecom rules.

    • @prmodn
      @prmodn Před 2 lety +2

      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.

  • @alitariq1444
    @alitariq1444 Před 2 lety +1

    Cloud Kitchen concept is also adapted by Foodpanda here in Karachi, Pakistan.
    BTW I love the way how you explain each and every case study.

  • @YashHalgaonkar
    @YashHalgaonkar Před 2 lety +12

    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.

  • @LifeSkillsDelivered
    @LifeSkillsDelivered Před 2 lety +110

    I am waiting for my zomato order to be arrived😆😆 watching this premiere at the same time

  • @HarikrishnanSrinivasan
    @HarikrishnanSrinivasan Před 2 lety +7

    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 🔥🔥🔥

  • @THESTORIESKUTCH
    @THESTORIESKUTCH Před 2 lety +3

    Thank You for introducing me to this side of zomato and way of business. It's really apprciating your efforts ❤️❤️

  • @teynali9518
    @teynali9518 Před 2 lety

    Great content!!! I wish there was also focus on 1) Will Zomato solve the problem of short staffing in the global restaurant industry? 2) What if the real estate owners bring down the rental/deposit rates? 3) After the Pandemic lock outs, are users keen to step out to enjoy the restaurant's ambience 4) Do the tourism industry users prefer eating at their hotel room?
    Sameer Moreshver

  • @sibanjanpurkayastha1953
    @sibanjanpurkayastha1953 Před 2 lety +62

    When the market is up and IPOs are lisiting on a daily basis.. Be fearful 😉We need to control the FOMO

    • @bizguru111
      @bizguru111 Před 2 lety +1

      Great

    • @Prakhar_CAN
      @Prakhar_CAN Před 2 lety +11

      Our population don't control the stock market. Major money is of FII.

    • @s.r.ggaming4393
      @s.r.ggaming4393 Před 2 lety +4

      Read balance sheet of zomato as a friend I will not recommend you to buy zomato share for long term

    • @aman.2912
      @aman.2912 Před 2 lety

      @@s.r.ggaming4393 Why bro?

    • @s.r.ggaming4393
      @s.r.ggaming4393 Před 2 lety +2

      @@aman.2912 read there balance sheet you will got it

  • @sumermehra5275
    @sumermehra5275 Před 2 lety +10

    You’re the teacher we never had...but always wanted

  • @souvikganguly9948
    @souvikganguly9948 Před rokem +15

    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?

  • @nagame859
    @nagame859 Před 2 lety

    You always explain everything practically and even very smoothly which makes us easy to understand.
    But this video is far more than that!
    You crucified the analysis of so called "one sided analysts" on Zomato and gave us too much(tooooo!) knowledge on even very very small things which makes an 🌊🌊🌊 of knowledge together!
    THANK YOU very much for creating awareness among us and making us understand this world🙏🙏🙏.

  • @yourboss255
    @yourboss255 Před 2 lety +3

    1 week ago I was doing same kind of analysis on remote kitchen, and thought would be a revolutionary in India.. well loved to see it in more depth ❤️

  • @adityanaik5427
    @adityanaik5427 Před 2 lety +4

    You are absolutely amazing 🔥🔥🔥
    The amount of research and effort that you put in every video is really commendable 🔥🔥
    Big Fan🙋🏻‍♂️

  • @musaibquadri191
    @musaibquadri191 Před 2 lety +2

    Your content is very excellent and up to the mark bro. But as your well wisher i want to suggest you one small thing that if you create your videos in both Hindi and English language then you can spread your content to a larger audiences as your video is very beneficial and it should be spread to every youtube user. There are many students who are unable to understand english that well so if there will be an option for them also,it will be better.I personally like and share your videos with my frds and family.☺ Keep Growing Bro👍🏻 Wish you best of luck.

  • @dishantshah5965
    @dishantshah5965 Před rokem +6

    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.

  • @dr_hero1349
    @dr_hero1349 Před 2 lety +12

    Dude, you are amazing ! You got a new fan man! Keep going on !

  • @yash_naiknavare
    @yash_naiknavare Před 2 lety +5

    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 💙

  • @arnoldsaji6652
    @arnoldsaji6652 Před 2 lety +1

    Very good informative videos👍
    Keep going man👌
    Love from Kerala❤

  • @vishalshevale7749
    @vishalshevale7749 Před 2 lety

    Thanks Man!
    Your insights are always helpful. I have been working in same Industry and am very much agree with your points. The concept of cloud kitchens will go on to the next level in the near future.

  • @sevenbytes1531
    @sevenbytes1531 Před 2 lety +46

    If think school was a university... I would be the first to enroll

  • @ayushjain8436
    @ayushjain8436 Před 2 lety +9

    The underrated channel producing some Gold Content.💯

  • @prakashwaghela8517
    @prakashwaghela8517 Před 2 lety

    i am just fan of your channel..I just came across it today only and have watched 2-3 videos..thankyou so much for such good content..

  • @vividcorp
    @vividcorp Před 2 lety

    Kya bat hain bhai you are doing a lot of research, Great! Watching you for the first time today!

  • @ytkartik
    @ytkartik Před 2 lety +6

    Genius, You just changed my perspective again. Beautiful!

  • @vardangowda
    @vardangowda Před 2 lety +32

    Liked video before watching itself. Bcz this guy is a gem I know his videos can't disappoint me

    • @zeultimo
      @zeultimo Před 2 lety

      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

  • @sumeetkumarparida1089
    @sumeetkumarparida1089 Před 2 lety

    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.

  • @chaitumokashi8801
    @chaitumokashi8801 Před 2 lety

    This channel is a brainstorming gold mine for upcoming generations ..Keep it up 👍

  • @vaibhavgopalka9024
    @vaibhavgopalka9024 Před 2 lety +22

    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.

    • @VikasSBhat
      @VikasSBhat Před 2 lety

      While that is true, more often than not people will settle for a cheaper slightly inferior meal over an expensive superior one.

    • @enigmatheangel
      @enigmatheangel Před 2 lety +2

      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.

  • @AneeshChowdhury
    @AneeshChowdhury Před 2 lety +16

    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..

  • @anooppillai2978
    @anooppillai2978 Před 2 lety

    Man.. saw your videos today for the 1st time today n regret y m i late.. loving it. Keep up the good work 😀

  • @anthonyneville8983
    @anthonyneville8983 Před 2 lety

    Great analysis man appreciate your research & content & by far one of the best YT channel aka MBA.

  • @adityashah5457
    @adityashah5457 Před 2 lety +8

    Bang on content bro, you easily deserve a million subscribers. God speed to you.

  • @UGEN_LEPCHA
    @UGEN_LEPCHA Před 2 lety +123

    Zomato & swiggy
    "Write that down, write that down"

    • @Garro0
      @Garro0 Před 2 lety

      I typing the exact same thing and commented it, I scrolled once and I found this comment, well I deleted it.

    • @adityasangani9031
      @adityasangani9031 Před 2 lety

      😂😂😂😂😂

  • @TheCommonBiker
    @TheCommonBiker Před 2 lety

    Excellent analysis Ganesh!
    Have become your huge fan. Being an entrepreneur myself, it's been a great blessing to come across your channel. Would definitely meet you in person someday for sure. Love and bless you!
    Keep up the great work.

  • @tanmaymiddha1988
    @tanmaymiddha1988 Před 2 lety

    What an amazing video… everything is just perfect 👍🏻👍🏻

  • @deepakshar677
    @deepakshar677 Před 2 lety +21

    This channel enhanced my business understanding more than any MBA course ever would.

    • @deepakshar677
      @deepakshar677 Před 2 lety

      @@jasmindersikka7352 would aur did me difference dekho

    • @preethiyadav2862
      @preethiyadav2862 Před 2 lety

      I pity for you

    • @deepakshar677
      @deepakshar677 Před 2 lety +1

      @@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

    • @justanintellect7760
      @justanintellect7760 Před 2 lety +1

      @@deepakshar677 Savage Af

  • @devshlokmishra8953
    @devshlokmishra8953 Před 2 lety +5

    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

  • @syedafaq9537
    @syedafaq9537 Před 2 lety +1

    Thank you ThinkSchool for providing us with so much valuable information.

  • @comicsloverslionmuthucomic8894

    very good narration bhai... really very informative.. your video is a gold inside the junkvides across youtube.. thanks for the efforts

  • @arthurmascarenhas19
    @arthurmascarenhas19 Před 2 lety +6

    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.

  • @surabhisanghai9217
    @surabhisanghai9217 Před 2 lety +6

    Such an informative channel and so well researched. Keep up the great work!

  • @1almighty599
    @1almighty599 Před 2 lety

    your researches r one of the best ones throughout youtube..keep up good work..

  • @anshulaggarwal4379
    @anshulaggarwal4379 Před 2 lety +6

    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

  • @vishwasmeshram9241
    @vishwasmeshram9241 Před 2 lety +44

    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 🙂

    • @dhruvjoshi6035
      @dhruvjoshi6035 Před 2 lety +2

      Didn't check swiggy? 👀

    • @vishwasmeshram9241
      @vishwasmeshram9241 Před 2 lety +2

      @@dhruvjoshi6035 yeah, swiggy is also same 😂😂

    • @akkir3268
      @akkir3268 Před 2 lety +1

      Saaaameeeeeee

    • @sujitsingh5327
      @sujitsingh5327 Před 2 lety

      32 Rupees minimum delivery charges for 1 km range delivery.
      Maggi single pouch for 12/- .. double for 24/-
      10 minutes maximum cooking

  • @harshshah7589
    @harshshah7589 Před 2 lety +10

    I never thought it this way! Very valuable insight!

  • @girlsdefencegroup1463
    @girlsdefencegroup1463 Před 2 lety

    Mesmerizing... Marvellous... I am speechless... 🤩🤩 Buddy you are a meticulous researcher. Hat's off to you...

  • @snigdhanraj
    @snigdhanraj Před 2 lety

    I am a big fan of you.. Learning so so much... thank you for sharing your knowledge and the homework done is just BRILLIANT!!

  • @rohitroll2119
    @rohitroll2119 Před 2 lety +40

    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
      @fakirinvestor8814 Před 2 lety +7

      Precisely. Booming IPO are heaven for promoters dumping their shares via OFS on naive retailers

    • @rohitroll2119
      @rohitroll2119 Před 2 lety +5

      @@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..

    • @fakirinvestor8814
      @fakirinvestor8814 Před 2 lety +4

      @@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

    • @rohitroll2119
      @rohitroll2119 Před 2 lety +1

      @Dollup Raindrop You sound like the crypto fanboys 🤣. Sarcasm on point.

  • @thedrunklawyer5413
    @thedrunklawyer5413 Před 2 lety +215

    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. 🙏

    • @kumaravinash42
      @kumaravinash42 Před 2 lety +5

      Amazon has entered not Reliance in INDIA 🇮🇳 food delivery industry 🍱🌯🍧 .... Amazon has launched in Bangalore City.

    • @sagnikkaiyum9623
      @sagnikkaiyum9623 Před 2 lety +6

      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.

    • @sanjayjakkula3885
      @sanjayjakkula3885 Před 2 lety +4

      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

    • @praspanjanagiraaman2771
      @praspanjanagiraaman2771 Před 2 lety +5

      There is also possibility that Zomato and Swiggy might be taken over by the bigger companies.

    • @abhinavwa28
      @abhinavwa28 Před 2 lety +5

      Zomato takes 30%commision and half of delivery charges...lootera madarchop

  • @yebo-gogo
    @yebo-gogo Před rokem

    Dude, your analysis is absolutely incredible. It's a gold mine, no pun intended.

  • @ravhot
    @ravhot Před 2 lety

    Enjoying almost all the case studies which you present with so much passion and grounded efforts cheers 🥂

  • @thefinancevictory
    @thefinancevictory Před 2 lety +55

    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 ❤️

    • @RatulSahahammer
      @RatulSahahammer Před 2 lety +2

      I do agree

    • @RatulSahahammer
      @RatulSahahammer Před 2 lety +3

      I don't understand how he missed the most important expense for cloud kitchen that is marketing expense which is hugggeeee when compared properly

    • @AbhishekDhusia
      @AbhishekDhusia Před 2 lety

      Please elaborate :)

    • @ishaangupta5627
      @ishaangupta5627 Před 2 lety +2

      @@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.

    • @learning_it_all
      @learning_it_all Před 2 lety

      @@RatulSahahammer bro what expense? They will do it on zomato their own platform

  • @shubhavida6961
    @shubhavida6961 Před 2 lety +122

    Did I just hear someone explaining cloud kitchen benefits when we have street food all these years?

  • @virushah1507
    @virushah1507 Před 2 lety +1

    I ALWAYS LOVE ALL THE INSIGHTS AND INFORMATION YOU GIVE.KEEP IT UP

  • @om0068
    @om0068 Před 2 lety

    Undoubtedly the best channel for insights!

  • @tusharrrrrr
    @tusharrrrrr Před 2 lety +12

    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.

  • @yashkendre8327
    @yashkendre8327 Před 2 lety +5

    What an analysis 💯💯
    Never heard something like this💥
    Your narration ❤️

  • @prafulpatil171
    @prafulpatil171 Před 2 lety

    The best understanding from this content loved to like it ... Perfect guidance Bro thank you. :)

  • @akashyourbuddy
    @akashyourbuddy Před 2 lety

    You guys are doing very good(the creator's of this channel). Wishing you all the success you wish for. 🙏