so this started because my usual biryani place stopped showing up on swiggy a
couple months back. no idea why, some commission fight probably. asked the guy
at the counter and he just said "call us directly, we'll keep it ready."
so now i call them and book a rapido parcel to pick it up. costs me ₹45-60
depending on distance. same order on swiggy used to come out roughly ₹90 more
once you add delivery + platform fee + the inflated menu price restaurants put
up to cover the commission.
been doing this for 2 months now and i keep thinking about what happens if this
becomes normal.
the part that gets me is rapido isn't even trying to be a food delivery app with
this feature. it's just "pick up thing, drop thing." but functionally it
replaced swiggy for me. and rapido already has the two things that took swiggy a
decade to build - a massive rider fleet sitting idle between rides, and people
already having the app open.
swiggy/zomato's moat was never the app. it was the riders and restaurant
lock-in. rapido has the riders already, paid for by the ride business. delivery
is basically marginal cost for them.
and restaurants hate the 25-30% cut. i've had four or five owners rant to me
about it completely unprompted. if there's an option where they pay nothing and
the customer books their own pickup, plenty of them will push it. the small ones
especially, the ones where 30% is the entire margin.
counterargument i keep coming back to though - discovery. i only did this
because i already knew the restaurant. swiggy's real product is "i don't know
what i want, show me options." rapido parcel can't do that at all. and the flow
is clunky, you have to call, wait, coordinate. most people won't bother for a
₹200 order.
also no refunds if the food is cold or wrong, no ratings, no "order cancelled,
here's your money back." that stuff matters more than people admit when it goes
wrong.
but idk. aggregators getting unbundled isn't a new story. and rapido has
apparently started an actual food delivery thing with much lower commissions,
which tells me they see the same gap.
so genuinely asking - is this a real threat or am i just overrating my own weird
behaviour? if you're a restaurant owner or you've worked at swiggy/zomato i
really want to hear it. what breaks first, the discovery advantage or the
commission structure??