That's fair, and I understand their international dynamics, though brand <> growth.
They've been active outside of N.America for >5 years and aside from expanding their geo footprint, they're still far from winning in most/ all markets. Which is surely the aim.
Deliveroo has been on a downslope for a while; exiting international markets and losing home market share. And despite DoorDash's US dominance, they still haven't made significant growth with their international operations.
They've been active outside of N.America for >5 years and aside from expanding their geo footprint, they're still far from winning in most/ all markets. Which is surely the aim.