E113: Why are ecommerce giants entering food delivery?

In this episode, we take a closer look at the fast-paced and competitive food delivery industry in Southeast Asia. ShopeeFood is gaining traction in Vietnam—but does this pose a real challenge to market leader Grab? Is TikTok considering a move into local services? And could drones become the new norm for food delivery?We’re joined by Weihan, our insights lead, to unpack these questions and more. From drone delivery trials in Dubai to the high costs of operations in Singapore, we explore the trends and challenges shaping the future of how we order and eat food.What does this mean for the industry—and for consumers? Tune in for a thoughtful discussion on the evolving world of food delivery.Chapters:00:04:00: Grab leads Southeast Asia’s food delivery again00:05:00: Is Shopee Food a threat to Grab?00:10:00: Indonesia’s intense food delivery battle00:14:00: TikTok’s secret expansion into local services?00:23:00: Drones are now delivering your food? Featured Materials:Food Delivery Platforms in Southeast Asia 5.0, Momentum Works Vietnam Ecommerce and Retail Immersion, Momentum WorksE108: From Dianping to RedNote: Shanghai’s role in breeding successful consumer apps, The Impulso Podcast

E95: How Meituan overtook FoodPanda in Hong Kong, and what’s next?