[Summary]

When you hear "store price + free shipping", I wonder, "Where do delivery restaurants make their profits?"

Actually,

  • Restaurant sales commission
  • Service fee for users
  • Collaboration with LINE Yahoo Economic Zone *Improved delivery efficiency
  • Future retention strategy

It is based on a "distributed burden model" that combines the following.


In this article, we will explain the profit structure of food delivery in an easy-to-understand manner for beginners.

① The biggest source of revenue is “restaurant fees”

Demae-kan's main revenue is the sales commission it receives from member stores.

In general:

ContentGuideline
Normal commission20-35% of sales
Delivery agency includedHigher standard

For example:

  • Order amount: 2,000 yen
  • Fee: 30%

Then,

  • Delivery hall income: Approximately 600 yen

It will be.

In other words, even if it looks like "free shipping", In reality, stores bear the cost of attracting customers.

Why does the store also pay?

Restaurants have the following benefits:

  • Increase sales without increasing the number of seats
  • New customer acquisition
  • Advertising effect
  • Improved usage of free time

In particular,

  • Chain store
  • Ghost Restaurant *Business type with low cost rate

It goes well with.

② There is actually a service charge even if there is “free shipping”

The recent delivery is

*Product fee

  • Service charge *Shipping fee (0 yen)

The number of such configurations is increasing.

This is essentially

  • System usage fee
  • Delivery network maintenance costs
  • App operating costs

It is collected under a different name.

In other words,

Instead of "shipping charges disappearing", they are now displayed in a decentralized manner.

It's easy to understand if you think about it.

③ What is more important is “usage habits” than “current profits”

The food delivery market is highly competitive.

Conflicts include:

*Uber

  • Wolt
  • menu

and so on.

In this industry,

“First to be used on a daily basis”

is extremely important.

Therefore,

  • Coupon *Free shipping *Point redemption

There are cases where you are prepared to lose money in order to attract customers.

This is

*Amazon *PayPay

This is similar to the strategy adopted by others in the early stages.

④ Strong collaboration with LINE Yahoo Economic Zone

Demae-kan currently has a strong connection with LINE Yahoo.

For example:

*PayPay return *LYP Premium Benefits

  • LINE notification cooperation
  • Yahoo advertising customer referral

etc.

In other words, not only the unit profit but also

"Cycle users across groups"

It's designed.

Image

Use of delivery hall ↓ PayPay usage ↓ Using Yahoo Shopping ↓ Join LYP

That's the flow.

This is called the "economic zone strategy."

⑤ Improving profit margin by improving delivery efficiency

The delivery is

  • Delivering only one item → likely to be in the red
  • Multiple simultaneous deliveries → Improve profits

It has the following characteristics.

Therefore, each company:

*AI dispatch

  • Concentrated in dense areas
  • Delivery route optimization *Peak price adjustment

We are doing

Especially in urban areas,

  • Delivery to the same apartment
  • Short distance delivery
  • Consecutive orders

This makes it easy to increase efficiency.

Points that beginners tend to misunderstand

MisconceptionActual
Free shipping = completely freeCollected under a different name
Only the delivery hall bears the burdenStores and users also share the burden
Delivery is all in the redEfficiency can be improved in densely populated areas
30% commission is too highMany stores think it includes advertising costs

Summary

  • Demae-kan's main source of revenue is "store commissions"
  • “Free shipping” is distributed through service fees, etc.
  • Prioritize creating usage habits due to intensifying competition
  • Collaboration with LINE Yahoo Economic Zone is also important *Improving delivery efficiency is the key to improving profits

After all,

“Platform strategy redesigned to make shipping costs less visible”

Understanding this makes it easier to see the whole picture.


This article is for educational and informational purposes only, based on public information. It is not a recommendation or solicitation to buy or sell any specific security or financial product. Although care is taken with accuracy, the content and future investment outcomes are not guaranteed. Final investment decisions should be made at your own judgment and responsibility.