ASX:GYGHospitality
Is Guzman y Gomez’s (ASX:GYG) Uber Eats Exclusivity Reshaping Its Delivery Economics Or Competitive Moat?
Guzman y Gomez has exited DoorDash and entered into an exclusive multi-year partnership making Uber Eats its sole third-party delivery platform in Australia, a move announced prior to today and now in effect.
This shift consolidates Guzman y Gomez’s delivery channel under one provider, potentially reshaping customer access, operational coordination and bargaining power in the delivery ecosystem.
We’ll now examine how concentrating all third-party delivery through Uber Eats could influence...