Our YCP Japan Partner, Toshiaki Kondo, recently shared his expert perspective on Uber Eats Japan’s latest strategic move: introducing a “same price as in-store” model for food delivery. As competition intensifies and players exit the market, this shift signals a critical turning point in Japan’s food delivery landscape.
Drawing on global benchmarks and local market dynamics, Kondo highlights how this move reflects a broader push toward market consolidation. The strategy goes beyond pricing—it represents a calculated effort to increase user adoption, expand order volumes, and ultimately establish market dominance in a capital-intensive industry.
In this article, Kondo-san shares insights on:
Uber Eats’ shift to a “same price as in-store” model and its implications for consumer adoption
The strategic push toward achieving ~70% market share as a benchmark for profitability
How global delivery markets demonstrate a winner-takes-most dynamic
The increasing role of capital, scale, and sustained investment in determining market leaders
Read the full article here
About our Expert
Toshiaki Kondo is a Partner at YCP, specializing in the food service and consumer sectors. He provides strategic advisory on market expansion, competitive positioning, and growth strategies across Asia.
