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今天吃什么?Seamless告訴你!

今天吃什么?Seamless告訴你!

Jessi Hempel 2012-07-17
希臘菜在雨天更受青睞。而漢堡包總是比熱狗受歡迎。創(chuàng)新性訂餐公司Seamless通過網(wǎng)絡(luò)徹底改造了傳統(tǒng)——午餐。如今,它的合作餐廳已經(jīng)超過了1萬家,業(yè)務(wù)遍及倫敦和美國(guó)50多個(gè)城市。

????Seamless對(duì)人們的飲食習(xí)慣很有研究。例如:投資銀行家偏愛壽司,而對(duì)沖投基金人士更鐘愛烤牛排、三明治等熟食。下雨天,人們更喜歡選擇希臘食品。任何時(shí)候,漢堡的銷量總是好于熱狗。Seamless的客戶每訂購(gòu)八個(gè)漢堡才會(huì)訂購(gòu)一個(gè)熱狗。Seamless在過去幾年挖掘、積攢了豐富的類似數(shù)據(jù),它已經(jīng)從面向公司加班員工的訂餐服務(wù)商轉(zhuǎn)型成為面向普通大眾的餐飲配送服務(wù)商。Seamless的關(guān)聯(lián)餐廳數(shù)量超過1萬家,業(yè)務(wù)遍及倫敦和美國(guó)50多個(gè)城市。

????過去幾年,許多新興企業(yè)紛紛涌現(xiàn),它們成功地改造了傳統(tǒng)行業(yè),把它們的服務(wù)轉(zhuǎn)移到互聯(lián)網(wǎng)上,Seamless正是其中的代表之一。想尋找一位皮膚科醫(yī)生嗎?ZocDoc能幫你找到醫(yī)生,進(jìn)行預(yù)約。想預(yù)定一家餐館慶祝結(jié)婚紀(jì)念日?試試OpenTable吧,它能幫你尋找、預(yù)定一個(gè)浪漫的用餐地點(diǎn)。Seamless的競(jìng)爭(zhēng)對(duì)手包括位于芝加哥的GrubHub,這些公司在一起共同角逐價(jià)值250億美元的外賣市場(chǎng)——如果把食品回收業(yè)務(wù)計(jì)算在內(nèi),整個(gè)市場(chǎng)可能突破750億美元。Seamless對(duì)用戶是免費(fèi)的,其收益來源于合作餐廳,它們會(huì)為每個(gè)訂單向Seamless支付傭金。Seamless首席執(zhí)行官納森?扎布斯基稱,2011年公司收入已超過4億美元。

????Seamless最初名叫SeamlessWeb,如今的配送服務(wù)讓它獲得了第二次生命。Seamless成立于1999年,當(dāng)時(shí),紐約律師杰森?芬格和朋友們一起成立了一家外賣訂餐服務(wù)網(wǎng)SeamlessWeb,主要客戶是經(jīng)常加班到很晚的律師和投資銀行家。2006年,位于費(fèi)城的自助餐廳經(jīng)營(yíng)者愛瑪客(Aramark)將SeamlessWeb收入囊中,后者當(dāng)時(shí)已然是美國(guó)企業(yè)員工主要的餐飲提供商。不過在接下來幾年里,愛瑪客減少了對(duì)SeamlessWeb的投資,GrubHub等競(jìng)爭(zhēng)對(duì)手也開始搶占后者的市場(chǎng),芬格隨之也離開公司。到了2011年,在扎布斯基的帶領(lǐng)下,SeamlessWeb從愛瑪客脫離并從私募投資公司Spectrum Equity Investors手中募集到5,000萬美元投資。SeamlessWeb改成了現(xiàn)在的名字Seamless,耗資1,500萬美元收購(gòu)餐館目錄服務(wù)商Menupages并開始進(jìn)行大量廣告宣傳。(紐約地鐵站也能看到Seamless的廣告:“幸福就是就算忘帶午餐,也能馬上訂到更好的美食?!保?/p>

????如今,飛速增長(zhǎng)的個(gè)人業(yè)務(wù)已遠(yuǎn)遠(yuǎn)超過企業(yè)業(yè)務(wù),尤其是越來越多的訂餐者開始使用移動(dòng)設(shè)備。今年最繁忙的時(shí)候,35%的訂餐請(qǐng)求來自電話以及Seamless最新發(fā)布的蘋果(Apple)iPad應(yīng)用程序。扎布斯基預(yù)測(cè),移動(dòng)業(yè)務(wù)將繼續(xù)擴(kuò)大訂餐市場(chǎng),因?yàn)樗軡M足消費(fèi)者在路上訂餐的需求:諸如送一份披薩到公園里,或是在步行前往餐廳的途中訂一份沙拉,借此避開中午的用餐高峰。

????與此同時(shí),扎布斯基還從成千上萬餐館中看到了潛在的大好商機(jī)——特別是那些缺乏良好網(wǎng)絡(luò)技能的小型夫妻店,這些餐館與Seamless合作,把菜單展示在互聯(lián)網(wǎng)上。這些企業(yè)真正能從Seamless搜集的海量數(shù)據(jù)中受益。扎布斯基稱,隨著時(shí)間的推移,Seamless的平臺(tái)可能成為餐館管理自身業(yè)務(wù)的關(guān)鍵所在,幫助他們尋找新的客戶,管理忠誠(chéng)度計(jì)劃,并提供折扣和每日特價(jià)菜。扎布斯基說:“我們認(rèn)為這一套服務(wù)將繼續(xù)增長(zhǎng)。如果我們能幫助商家更高效地競(jìng)爭(zhēng),它將創(chuàng)造更多的消費(fèi)需求。”

????但要做到這一點(diǎn),Seamless需要變得無處不在。不錯(cuò),該公司在紐約已經(jīng)占據(jù)了主導(dǎo)地位,該公司華麗的新辦公室內(nèi)有一面觸摸屏墻,帶有谷歌(Google)地圖聚合應(yīng)用,Seamless的雇員可借此放大任一市場(chǎng)的天氣形勢(shì)。然而,在其他大城市,Seamless的實(shí)力仍然不足。于2004年成立的競(jìng)爭(zhēng)對(duì)手公司GrubHub去年也獲得5,000萬美元資金,還收購(gòu)了小微新創(chuàng)企業(yè)Dotmenu。GrubHub的網(wǎng)站號(hào)稱在300個(gè)城市擁有業(yè)務(wù)。這樣激烈的競(jìng)爭(zhēng)將推動(dòng)快速創(chuàng)新。我們期待最好的服務(wù)能夠最終勝出。

????譯者:項(xiàng)航

????Seamless knows a lot about the way we eat. For example: Investment bankers order more sushi while hedge funders prefer deli options -- roast beef sandwiches and the like. On rainy days, people order more Greek food. And hamburgers have it over hotdogs anytime. Seamless customers ordered eight burgers for every dog last year. This kind of rich data has accumulated in troves over the past few years as Seamless has transformed itself from a meal service for corporate types working overtime to a restaurant delivery service linking more than 10,000 restaurants to hungry diners in more than 50 U.S. cities and London.

????Seamless is just one of a host of new companies that have emerged in recent years to reinvent traditional industries by translating their services to the web. Looking for a dermatologist? ZocDoc lets patients find doctors and book appointments. Want to make a dinner reservation for your anniversary? OpenTable (OPEN) will help you find and book a romantic spot. And along with Chicago-based competitor GrubHub, Seamless is chasing the $25 billion takeout market -- a market that could expand to $75 billion if you count food pick-ups as well. It's free to users; the listing restaurants pay a percentage of each order to Seamless. CEO Jonathan Zabusky says the company brought in more than $400 million in revenues in 2011.

????This service marks a second coming for Seamless, which was originally called SeamlessWeb. The company got its start in 1999 when New York lawyer Jason Finger collaborated with a few friends to start a web-based takeout meal service for the legions of lawyers and investment bankers who routinely worked late. By 2006, when Philadelphia-based cafeteria operator Aramark bought the startup, it was the de facto meal provider for American corporate workers. But in the years that followed, Aramark was slow to invest in the business. Competitors like GrubHub began to cut into its business. Finger resigned. Then in 2011, under Zabusky's leadership, the company spun off from Aramark and took $50 million from private equity firm Spectrum Equity Investors. It rebranded, paid $15 million for Menupages, and stepped up advertising. (Witness the ads plastered in NYC subways: "Happiness is forgetting your lunch and instantly ordering something better.")

????Today, the growth in the consumer business far outpaces the corporate business, particularly as more diners order from their mobile devices. On this year's busiest days, 35% of orders have been placed on a phone or the company's recently launched application for Apple's (AAPL) iPad. Zabusky predicts this mobility will expand the market as customers order on the go, having a pizza delivered to the park, say, or ordering a Chop't salad as you walk over to the restaurant so you can bypass the lengthy noontime line.

????Meanwhile Zabusky sees promising business potential among the thousands of restaurants -- often small mom-and-pop shops without sophisticated web skills -- that work with the company to put their menus on the web. These businesses can really benefit from all that data Seamless collects. Zabusky says that over time the Seamless platform could become core to how restaurants manage their businesses, helping them identify new customers, manage loyalty programs, and offer discounts and daily deals. "We think the suite of services is going to grow," says Zabusky. "If we can help merchants compete more effectively, that's going to create more consumer demand."

????But to do this, Seamless will need to become ubiquitous. Although it dominates New York, where the company's flashy new office sports a touchscreen wall with a Google (GOOG) map mashup that lets employees zoom in on the weather patterns in any given market, Seamless has a smaller footprint in other big cities. Launched in 2004, competitor GrubHub also took $50 million in funding last year, and it acquired tiny startup Dotmenu. The company's web site boasts its presence in 300 cities. It's the kind of sharp competition that will force fast innovation. May the best service prevail.

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