i strongly feel zomato will double from here…in 1-2 years…
It’s improving the business and the business has a comfort and recall value + it’s doing way better than swiggy and it’s a dupoly and
zomato and blinkit are almost mon negotiables for working people
premium milega isko…once it gets on track… people don’t look at valuations when the tide changes…
obviously a contra view…but just a hunch…
to get a 1lakh crore Mcap in country like India and in this sector is not impossible… food business is already profitable in major cities…
also after sometime i feel…
Zomato will pivot to also a data play and higher margin segments like cloud kitchens with the amount of backward integration it has… and the access to localised cuisine prefence data
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