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Truly an incredible presentation from Andrew Charles of @CowenResearch - "The more urban your concept skews, the more like you are to find success with delivery." Not a shock, but one of four key components on which restaurants have the most to gain w/ #delivery #FODC2018

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Jan 11 2018

US Ecommerce Disruption 2.0: We Expect Continued Acceleration

Cowen raised its L-T US eCommerce forecast and now expect accelerating US eCommerce growth in ’18, the 5th year in a row, driven by Consumables, Home and Food & Bev, per our US eCommerce vertical model. Our new retail store closure database suggests ~7,100 doors shut for key chains/brands in ’17 and retail store closures are expected to accelerate in ’18 per C&W. AMZN remains our top pick in ’18.
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