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Motilal Oswal Report
Amazon has started its much awaited food delivery service (Amazon Food) in Bengaluru, exactly a year after launching internally for employees.
While we see a marginal impact on Zomato, Swiggy's duopoly from the much delayed and limited launch, Amazon Food will pose a risk to both players as it can shake up an established setup with a focus on profitability.
Our initial channel checks of restaurants in Bengaluru suggest Amazon is charging a take rate of ~10% on order value from restaurant partners.
This is less than half of what the duo (Zomato and Swiggy) charge from restaurants (22-25%), which has increased over the years.
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