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The problem with CAC in this market is that I doubt enough people say, "I'm hungry, I'll open door dash". Instead I want to eat from a local restaurant whom I call for delivery and then door dash pays someone to bring my food. In that case DD hasn't "acquired" me as a customer.


Yep... I use whatever one offers me the best deal. These days, I rather order it from the restaurant directly if they have curb side pick up. It's better for them and me. Delivery drivers often get lost or are incredibly late.


I'm definitely in the former camp so I'm curious what the breakdown is.




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