今天吃什么?Seamless告訴你!
????Seamless對人們的飲食習慣很有研究。例如:投資銀行家偏愛壽司,而對沖投基金人士更鐘愛烤牛排、三明治等熟食。下雨天,人們更喜歡選擇希臘食品。任何時候,漢堡的銷量總是好于熱狗。Seamless的客戶每訂購八個漢堡才會訂購一個熱狗。Seamless在過去幾年挖掘、積攢了豐富的類似數據,它已經從面向公司加班員工的訂餐服務商轉型成為面向普通大眾的餐飲配送服務商。Seamless的關聯餐廳數量超過1萬家,業務遍及倫敦和美國50多個城市。 ????過去幾年,許多新興企業紛紛涌現,它們成功地改造了傳統行業,把它們的服務轉移到互聯網上,Seamless正是其中的代表之一。想尋找一位皮膚科醫生嗎?ZocDoc能幫你找到醫生,進行預約。想預定一家餐館慶祝結婚紀念日?試試OpenTable吧,它能幫你尋找、預定一個浪漫的用餐地點。Seamless的競爭對手包括位于芝加哥的GrubHub,這些公司在一起共同角逐價值250億美元的外賣市場——如果把食品回收業務計算在內,整個市場可能突破750億美元。Seamless對用戶是免費的,其收益來源于合作餐廳,它們會為每個訂單向Seamless支付傭金。Seamless首席執行官納森?扎布斯基稱,2011年公司收入已超過4億美元。 ????Seamless最初名叫SeamlessWeb,如今的配送服務讓它獲得了第二次生命。Seamless成立于1999年,當時,紐約律師杰森?芬格和朋友們一起成立了一家外賣訂餐服務網SeamlessWeb,主要客戶是經常加班到很晚的律師和投資銀行家。2006年,位于費城的自助餐廳經營者愛瑪客(Aramark)將SeamlessWeb收入囊中,后者當時已然是美國企業員工主要的餐飲提供商。不過在接下來幾年里,愛瑪客減少了對SeamlessWeb的投資,GrubHub等競爭對手也開始搶占后者的市場,芬格隨之也離開公司。到了2011年,在扎布斯基的帶領下,SeamlessWeb從愛瑪客脫離并從私募投資公司Spectrum Equity Investors手中募集到5,000萬美元投資。SeamlessWeb改成了現在的名字Seamless,耗資1,500萬美元收購餐館目錄服務商Menupages并開始進行大量廣告宣傳。(紐約地鐵站也能看到Seamless的廣告:“幸福就是就算忘帶午餐,也能馬上訂到更好的美食。”) ????如今,飛速增長的個人業務已遠遠超過企業業務,尤其是越來越多的訂餐者開始使用移動設備。今年最繁忙的時候,35%的訂餐請求來自電話以及Seamless最新發布的蘋果(Apple)iPad應用程序。扎布斯基預測,移動業務將繼續擴大訂餐市場,因為它能滿足消費者在路上訂餐的需求:諸如送一份披薩到公園里,或是在步行前往餐廳的途中訂一份沙拉,借此避開中午的用餐高峰。 ????與此同時,扎布斯基還從成千上萬餐館中看到了潛在的大好商機——特別是那些缺乏良好網絡技能的小型夫妻店,這些餐館與Seamless合作,把菜單展示在互聯網上。這些企業真正能從Seamless搜集的海量數據中受益。扎布斯基稱,隨著時間的推移,Seamless的平臺可能成為餐館管理自身業務的關鍵所在,幫助他們尋找新的客戶,管理忠誠度計劃,并提供折扣和每日特價菜。扎布斯基說:“我們認為這一套服務將繼續增長。如果我們能幫助商家更高效地競爭,它將創造更多的消費需求。” ????但要做到這一點,Seamless需要變得無處不在。不錯,該公司在紐約已經占據了主導地位,該公司華麗的新辦公室內有一面觸摸屏墻,帶有谷歌(Google)地圖聚合應用,Seamless的雇員可借此放大任一市場的天氣形勢。然而,在其他大城市,Seamless的實力仍然不足。于2004年成立的競爭對手公司GrubHub去年也獲得5,000萬美元資金,還收購了小微新創企業Dotmenu。GrubHub的網站號稱在300個城市擁有業務。這樣激烈的競爭將推動快速創新。我們期待最好的服務能夠最終勝出。 ????譯者:項航 |
????Seamless knows a lot about the way we eat. For example: Investment bankers order more sushi while hedge funders prefer deli options -- roast beef sandwiches and the like. On rainy days, people order more Greek food. And hamburgers have it over hotdogs anytime. Seamless customers ordered eight burgers for every dog last year. This kind of rich data has accumulated in troves over the past few years as Seamless has transformed itself from a meal service for corporate types working overtime to a restaurant delivery service linking more than 10,000 restaurants to hungry diners in more than 50 U.S. cities and London. ????Seamless is just one of a host of new companies that have emerged in recent years to reinvent traditional industries by translating their services to the web. Looking for a dermatologist? ZocDoc lets patients find doctors and book appointments. Want to make a dinner reservation for your anniversary? OpenTable (OPEN) will help you find and book a romantic spot. And along with Chicago-based competitor GrubHub, Seamless is chasing the $25 billion takeout market -- a market that could expand to $75 billion if you count food pick-ups as well. It's free to users; the listing restaurants pay a percentage of each order to Seamless. CEO Jonathan Zabusky says the company brought in more than $400 million in revenues in 2011. ????This service marks a second coming for Seamless, which was originally called SeamlessWeb. The company got its start in 1999 when New York lawyer Jason Finger collaborated with a few friends to start a web-based takeout meal service for the legions of lawyers and investment bankers who routinely worked late. By 2006, when Philadelphia-based cafeteria operator Aramark bought the startup, it was the de facto meal provider for American corporate workers. But in the years that followed, Aramark was slow to invest in the business. Competitors like GrubHub began to cut into its business. Finger resigned. Then in 2011, under Zabusky's leadership, the company spun off from Aramark and took $50 million from private equity firm Spectrum Equity Investors. It rebranded, paid $15 million for Menupages, and stepped up advertising. (Witness the ads plastered in NYC subways: "Happiness is forgetting your lunch and instantly ordering something better.") ????Today, the growth in the consumer business far outpaces the corporate business, particularly as more diners order from their mobile devices. On this year's busiest days, 35% of orders have been placed on a phone or the company's recently launched application for Apple's (AAPL) iPad. Zabusky predicts this mobility will expand the market as customers order on the go, having a pizza delivered to the park, say, or ordering a Chop't salad as you walk over to the restaurant so you can bypass the lengthy noontime line. ????Meanwhile Zabusky sees promising business potential among the thousands of restaurants -- often small mom-and-pop shops without sophisticated web skills -- that work with the company to put their menus on the web. These businesses can really benefit from all that data Seamless collects. Zabusky says that over time the Seamless platform could become core to how restaurants manage their businesses, helping them identify new customers, manage loyalty programs, and offer discounts and daily deals. "We think the suite of services is going to grow," says Zabusky. "If we can help merchants compete more effectively, that's going to create more consumer demand." ????But to do this, Seamless will need to become ubiquitous. Although it dominates New York, where the company's flashy new office sports a touchscreen wall with a Google (GOOG) map mashup that lets employees zoom in on the weather patterns in any given market, Seamless has a smaller footprint in other big cities. Launched in 2004, competitor GrubHub also took $50 million in funding last year, and it acquired tiny startup Dotmenu. The company's web site boasts its presence in 300 cities. It's the kind of sharp competition that will force fast innovation. May the best service prevail. |