I think one issue is, they separate branding from production. Ordinarily, you expect each restaurant to be independent, have their own style and recipes and quality standards. It's something you can learn, and then choose the restaurants that suit your standards and taste the most. In a world of on-line orders and delivery, a ghost kitchen operator - or a "clever" entrepreneur subcontracting one or more of such kitchens - can set up an arbitrary amount of "restaurants", each with completely different marketing copy, but all ultimately delivering the exact same food. Or totally random food, if there are multiple ghost kitchens placed behind a (food ordering equivalent of) load balancer.
This makes it very hard for an established restaurant to compete on-line - from outside, the five real restaurants in your neighbourhood look no different than 20 "virtual" restaurants. There's no way to tell. In this reality, as a customer, I have to resign to expect completely random results when I try to order food. These are also perfect conditions for a race to the bottom.
It's hard for established restaurants to compete on-line because they are kitted out for a dining room, paying a lease on the square meters for said dining room, and a kitchen setup to only handle a single set of menus.
> Ordinarily, you expect each restaurant to be independent, have their own style and recipes and quality standards.
Pretty sure no one who works in the restaurant industry thinks this. There's always a supply chain. Further, traditional restaurants are also running multiple virtual restaurants (e.g. one menu for katsu curry, and another for sushi).
> Pretty sure no one who works in the restaurant industry thinks this. There's always a supply chain.
Perhaps not. And yes, I know there's a supply chain. But every restaurant I've been to - or ordered from - where I live[0], each one has its own distinct and consistent style. For instance, being a pizza aficionado, I could tell you just by looking and tasting, which restaurant you ordered a pizza from in the town I now live, and which major pizza parlor[1] you ordered from in Kraków (the city I spent most of my life in).
This is what I'm concerned about. While not perfect, the restaurant's name was something you could use to "hash" a particular style of a particular dish by. They may have all supplied themselves at few well-known wholesalers[2], but they each processed the ingredients differently. Ghost kitchens + "virtual restaurants" kill that mechanism.
To be clear: I don't mind the concept of ghost kitchens per se. Done well (i.e. regulated well), they'll be able to deliver consistent quality at good price. My problem is with the other half of the equation - the virtual restaurants.
Something like this has already happened with consumer goods - so many of them are white-label goods these days, each sold by many fly-by-night brands. Consumer's ability to use branding as a proxy for quality (or quality of support) has been destroyed, DDoSed by the proliferation of such transient brands. I consider this a loss to customers and to the market at large (it increases information asymmetry). I worry the same is about to happen with food delivery.
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[0] - I love my country for being just enough developed to get all the fun stuff conceived in the US, but just enough not developed that they come with a delay of a few years - giving us time to see the expected social impact things will have :).
[1] - At least until recently. Now there's too many small operators offering delivery services to track - but I can still distinguish between the ~6-8 places I used to order from. When these small operators started showing up, many of them were delivery-only, so I suspect they may have graduated to ghost kitchen frontends by now.
[2] - Or discount supermarkets :). My wife and I have a bunch of stories about it. Notably, I remember once being in the queue behind a couple who were buying the entire stock of chicken breast and invoicing it to a company - presumably the Asian restaurant nearby :).
> so many of them are white-label goods these days, each sold by many fly-by-night brands
I don't know the Polish market, but I'm not sure what you mean by all these fly-by-night brands. For white goods, you have Samsung, Bosch, Whirlpool, Zanussi, LG, Sharp, Siemans, Miele, etc. Did these go away or are not available in Poland? Do you guys not use Pro Test when researching white goods?
>My problem is with the other half of the equation - the virtual restaurants.
Virtual restaurants are used by actual restaurants - not just ghost kitchens. Maybe you don't see it in your area, but actual restaurants do it for a few reasons:
1. Delivery companies limit the delivery distance based on the items on the menu. e.g. sushi must be fresh so you must order it from places close by. Curry keeps so you can deliver it further. Therefore to make sure most stuff is available at a distance, a restaurant can offer a subset for long range delivery.
2. Branding isn't [only] for you. Delivery companies will offer a discount from the eye watering 30% for exclusive listings. So if you setup a virtual restaurant - a few menu changes, and, hey presto, this is an exclusive listing with a discount.
> I don't know the Polish market, but I'm not sure what you mean by all these fly-by-night brands. For white goods (...)
I meant white-label goods. It's when a producer churns out a product with no branding on it, to be bought by resellers, who put their own branding on it and pass it on as theirs. See: https://en.wikipedia.org/wiki/White-label_product. What I mean by "fly-by-night brands" is that there's a lot of these small resellers, and some resellers may sell the same product under several brand names. These brand names are often temporary - they get used for a year or two, and then a new name may be created (particularly after previous name starts showing up with bad reviews in search results).
As for white goods, i.e. domestic appliances, we have every one of these brands you mention. I didn't know what Pro Test is, thanks for mentioning it!
This makes it very hard for an established restaurant to compete on-line - from outside, the five real restaurants in your neighbourhood look no different than 20 "virtual" restaurants. There's no way to tell. In this reality, as a customer, I have to resign to expect completely random results when I try to order food. These are also perfect conditions for a race to the bottom.