Meal kit companies won’t last. Well, I guess one might, after buying out some others and offering a huge range. And maybe one more if it targets the wealthy. But the others won’t.

No first mover advantage. It is the opposite. With time many people will want to try something new, and will move to a new service offering a bargain first few weeks. Food is like fashion, it has frequent change, especially at the low end.

Delivery doesn’t suit everyone, especially those in apartments.

Not profitable. I guarantee that all the current services are breaking even or losing money. When they put up their prices, people will leave. And any economy of scale from getting more customers will be lost by delivering to them – as they have all started where delivery is the cheapest.

Fad. Just like diets, a lot of current customers are experimenting with a new of doing things, but will soon resort to their old ways.

Supermarkets. Even here in Australia, they have started stocking meal kits. No subscription required!

The future – small stores, conveniently located, that sell meal kits and gourmet frozen meals. Yes, 7/11 etc could stock them, or they could be standalone specialist stores. People will pay a premium to not be in a subscription. Not being subscription means  not knowing how many of each to stock. So you stock less so that by a certain time you have run out, and some customers don’t get to buy. This works if the food is desirable enough. And anything that hasn’t sold by 8pm is half price.