배달의민족 괜찮은건가?

(2023 Start-up Performance Rip - Delivery)

재무제표 음...

무료배달 시작하면서 도전을 엄청 하는느낌인데

어차피 가격인상하고... 그대로 다 받아내겠지만 ㅋ

시도자체는 좋네요 출혈경쟁으로 과연 누가 이기려나

쿠팡이츠도 생각보다 엄청 성장하긴 했네요

1. the Baedal people

KRW 3.4155 trillion in sales and KRW 699.8 billion in operating profit in 2023
KRW 2.947.1 trillion in sales and KRW 424 billion in operating profit in 2022

2. Coupang Eats

KRW 792.5 billion in sales and KRW 7.7 billion in operating profit in 2023
KRW 723.2 billion in sales and KRW 1.4 billion in operating profit in 2022

3. Here

KRW 285.7 billion in sales and KRW 65.4 billion in operating losses in 2023
KRW 263.9 billion in sales and KRW 111.5 billion in operating loss in 2022

4. Do it

KRW 9.9 billion in sales and KRW 5.3 billion in operating losses in 2023
KRW 900 million in sales and KRW 900 million in operating loss in 2022

5. Analysis

In the delivery market, the Baedal Minjok has completely taken over the market after a series of collections. It has generated sales of over KRW 3 trillion and generated operating profit of nearly KRW 700 billion.

Below that, Coupang Eats is following suit. However, the market has matured to some extent and sales growth is limited, perhaps due to the strong leadership of the Baedal Minjok.

Below that is Yogiyo. It's fighting hard between Baedal Minjok and Coupang Eats. However, sales growth is limited and it's making a significant deficit.

A new player emerging is DUT. It has emerged as a super rookie in the industry with nearly 10 billion won in sales. However, we have to solve the problem of what Next is.