An Explosive Play on the Emerging Ghost Kitchen Megatrend

Back in late 2008 — in the midst of the Great Financial Crisis — Travis Kalanick had a brilliant idea.

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Lower the cost of transportation, for everyone, by democratizing the taxi industry so that anyone with a car could provide a ride for anyone needing to go somewhere.

And so, the concept of ride-sharing was born.

Over the next decade, Kalanick’s company — Uber (NYSE:UBER) — went from idea to multi-billion-dollar disruptor of the transportation industry.

Today — amid another enormous financial crisis — Kalanick has, of course, come up with another brilliant idea.

Lower the cost of doing business, for all restaurant owners, by creating a new class of super-small, delivery-only restaurants that eliminate everything but the kitchen.

And so, the concept of ghost kitchens was born — a concept that has taken off amid the Covid-19 pandemic as more and more consumers have leaned into delivery channels, and as more and more restaurant owners have had to tighten their budgets and close stores.

Over the past year, Kalanick’s new company — Cloud Kitchen — has raised more than $400 million to help turn this idea into a ubiquitous reality.

Make no mistake. That’s exactly what will happen.

Super-small, delivery-only ghost kitchens represent the future of the fast-casual restaurant industry, because they:

  • Better align with shifting demand (U.S. meal delivery sales have risen ~300% since 2018)
  • Dramatically lower recurring costs (lower labor costs, lower rent costs, lower decoration costs, etc)
  • Provide significantly more flexibility (traditional restaurant locations operate on 5+ year leases, whereas ghost kitchens are typically rented out monthly)
  • Allow for more rapid, cost-effective geographic expansion (traditional restaurants cost upwards of $250,000 to open, and such openings take several months; ghost kitchens cost about $20,000 to open and open in less than 90 days)

Thus, over the next decade, ghost kitchens are going to disrupt the several hundred-billion-dollar global food industry, much like ride-sharing has disrupted the several hundred-billion-dollar global transportation industry over the past decade.

One way to play this emerging fast-food megatrend is by buying a micro-cap fast food stock that is leveraging ghost kitchens to execute what is shaping up to be an enormously profitable turnaround.

Using Ghost Kitchens to Turn into a Delivery-Focused Health Food Brand

A tiny fast-food company that was on the brink of extinction last year, $16 million Muscle Maker Grill (NASDAQ:GRIL) appears to be on the cusp of a huge ghost-kitchen-powered turnaround that could turn the stock into a multi-bagger during the 2020s.

Here’s the story.

Muscle Maker Grill is one of those health-conscious fast-food chains that is trying to win by selling affordable, healthy foods in an on-the-go format, with the company’s core offerings being protein-rich burgers, sandwiches, wraps, and shakes.

Cool concept. But management hasn’t done a great job of executing over the past few years.

The menu and brand have grown stale. The food quality has dropped. The stores aren’t up-to-date. Revenues — which had been booming

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US Home Improvement Statistics 2020 | Market Size, Future Demand, Technology, Top Leading Player, Emerging Trends and Regional Forecast to 2025

The MarketWatch News Department was not involved in the creation of this content.

Sep 23, 2020 (Heraldkeepers) —
Global Home Improvement Market is valued at USD 849.31 Billion in 2019 and expected to reach USD 1155.79 Billion by 2026 with the CAGR of 4.5% over the forecast period.

Brandessece Market Research recently added the Home Improvement Market research report which offers a thorough study of the market scenario regarding the market size, share, demand, growth, trends, and forecast from 2020-2026. The report deals with the impact analysis of the COVID-19 pandemic. The COVID-19 pandemic has impacted exports, imports, demand and trends in the industry and is expected to have some economic impact on the market. The report offers a comprehensive analysis of the impact of the pandemic across the industry and provides insights into a post-COVID-19 market scenario.

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Scope of US Home Improvement Market Report-

The home improvement referred as the process of renovating or making additions to one’s home. It is also known as remodeling or renovation. It can consist of activities which upgrade existing home interior, exterior or other improvements to the property. This is because home improvement is also a great opportunity to improve the comfort, safety and energy performance of house or apartment by adding or raise insulation. While home improvement often refers to building projects that change the structure of an existing home, it can also include improvements to lawns, gardens and outdoor structures, such as gazebos and garages. It also includes maintenance, repair, and general servicing tasks. US home improvement industry is expected to show a significant growth in the coming few years. According to the Joint Center for Housing Studies of Harvard University; Boomers are expected to account for 56% of all residential remodeling spending by 2025, up from 31% in 2005. That gives remodelers plenty of opportunity to address the growing need for aging-in-place renovations.

US Home Improvement market report is segmented on the basis of product type, application and region & country level. Based upon product type, home improvement market is classified as door hardware, building materials, kitchen and toilet product and others. Based upon application, US home improvement market is classified into online marketing and offline marketing.

The regions covered in this US Home Improvement market report are North America, Europe, Asia-Pacific and Rest of the World. On the basis of country level, market of Home Improvement is sub divided into U.S., Mexico, Canada, UK, France, Germany, Italy, China, Japan, India, South East Asia, GCC, Africa, etc.

Key Players for US Home Improvement Market Report-

Home Depot , Lowe’s

Inside Tweedy and Popp Hardware

Ace Hardware

Rona

Canadian Tire

Homebase

Wickes

Bauhaus

Bricostore

Praxis

Alibaba

Ebay

Amazon

Bunnings Warehouse and others.

News-

Lowe’s Commits To Keeping Home Improvement Pros Working

June 1st, 2020; In an effort to help keep Pros working, Lowe’s unveils the first step in its previously announced USD 25 million commitment to support small businesses with the launch of

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