How Ghost Kitchens Went From $1 Trillion Hype To A Struggling Business Model

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  • เผยแพร่เมื่อ 20 ธ.ค. 2024

ความคิดเห็น • 601

  • @christendenise220
    @christendenise220 10 หลายเดือนก่อน +443

    I used to deliver for uber eats. I was sitting at IHOP waiting to pick up an order. The customer texted me and asked, "are you waiting at a food truck?" I said, no, you ordered your food from a ghost kitchen and they are cooking it at IHOP. He was disappointed, he thought he was getting something "special" from some cool new food truck...Nope just boring old IHOP...lol

    • @TomikaKelly
      @TomikaKelly 10 หลายเดือนก่อน +24

      A single company can produce two different products that have two different price points and quality levels.

    • @Clip.Collector
      @Clip.Collector 10 หลายเดือนก่อน +31

      ​@@TomikaKellyBut why be deceptive? For this example, call it IHOP+ or IHOP for Uber... something that tells you know where the food is coming from.

    • @arglebargle5531
      @arglebargle5531 10 หลายเดือนก่อน +22

      ​@@TomikaKelly lack of transparency makes it more difficult for consumers to make informed choices. Increasing kitchen complexity makes it more likely that quality will suffer.

    • @yankees29
      @yankees29 9 หลายเดือนก่อน

      I did GrubHub for a few years. I saw this somewhat frequently. Chucky cheese sold a ton of pizzas like thqt

    • @jayjya
      @jayjya 9 หลายเดือนก่อน +1

      @@Clip.Collectorright? Lexus and Toyota are in the same factory, so why do Lexus even exist!?

  • @nikeprojock
    @nikeprojock 10 หลายเดือนก่อน +1120

    people are tired of fees, you end up paying basically double the price when all is said and done

    • @jblyon2
      @jblyon2 10 หลายเดือนก่อน +113

      Even when they're sending out 40% off coupons UberEats is still almost double the price of just going directly to a restaurant. I quit using it last year, and even then I didn't use it much. I'd rather go without than pay so much extra. Plus these days most drivers seem to be multi-apping, so I'll see them drive around headed in the opposite direction for 20-30 minutes, or sit outside another restaurant for that long waiting on someone else's order, before bringing me my now cold and soggy food.

    • @Piggy991
      @Piggy991 10 หลายเดือนก่อน +12

      In the US only

    • @eddiew2325
      @eddiew2325 10 หลายเดือนก่อน +3

      Boo hoo I’m poor

    • @someguyontheinternet8793
      @someguyontheinternet8793 10 หลายเดือนก่อน +41

      @@Piggy991this is definitely NOT a US only thing

    • @jhnyjoejoe69
      @jhnyjoejoe69 10 หลายเดือนก่อน

      ​@@jblyon2report them when they do orders for other apps when they already have an order for you

  • @occasionaldanger
    @occasionaldanger 10 หลายเดือนก่อน +889

    So this is just a paid advertisement for Nimbus with a news flair to make it seem organic. Great. Super awesome neutral reporting.

    • @steak5599
      @steak5599 10 หลายเดือนก่อน

      If you check out the Rent price from these Shared Kitchen company, you will understand why most of them would flop.
      Their Rents are NOT cheap, and the space is very small.
      If you are doing it for DD or Uber Eat, you get whack with another 30% fee from these app.
      You will find yourself slaving away and making these Coporations rich like a Subway Franchise owner.

    • @cedric2221
      @cedric2221 10 หลายเดือนก่อน +32

      I took it as an added perspective, and how the ghost kitchens that are still operational are transitioning / staying afloat.

    • @SplyBox
      @SplyBox 10 หลายเดือนก่อน +34

      I mean welcome to capitalism? Also this is a common thing for literally all their videos like this, they use it to translate how the common person can understand what it takes running a successful small business and the drive and thought processing it takes to run any sort of money making business. That's a good education and you highlight a savvy company that is operating smartly.
      Their whole dive into Direct to Consumer 6 days ago highlighted Warby Parker in a similar way to this, this is CNBC's whole thing. Don't know if you're like fully aware of that

    • @steak5599
      @steak5599 10 หลายเดือนก่อน

      Have you tried look up how much these Shared Kitchen space cost in rent for a small space they offer?
      They seem awfully expensive. Topping it off with Uber Eat or DD taking 30% of the receipt, how can anyone make money off running a ghost kitchen in Nimbus?

    • @WarpedBlinds
      @WarpedBlinds 10 หลายเดือนก่อน +21

      Smart guy. You're not easily fooled.

  • @blazinpyromaniac
    @blazinpyromaniac 10 หลายเดือนก่อน +678

    Issues with ghost kitchens: Paying a premium for average to even crappy food; if these ghost kitchens got bad user reviews they would just open a new profile with a different name; and trust. If they don't have a store-front restaurant, I just don't trust them. Who knows what's going in my food.

    • @dunnowy123
      @dunnowy123 10 หลายเดือนก่อน +47

      100%. Not only are there no health and safety inspections, it disadvantages restaurants and food trucks that REALLY have to put in the work to comply with local laws, get their permits etc. I never opt for them if I see it on my food delivery app. But I do see why some restaurants needed to do it during the pandemic, they should just be treated like other restaurants are.

    • @gitgit1995
      @gitgit1995 10 หลายเดือนก่อน +13

      Even though a food truck is a small hot box with no plumbing resulting in a more greasy place to get food from.

    • @nickelarcade6934
      @nickelarcade6934 10 หลายเดือนก่อน +6

      Good point. I feel that way about meal delivery services. Although there’s more accountability there

    • @miket.4192
      @miket.4192 10 หลายเดือนก่อน +5

      I disagree - the issue was one kitchen with one menu was operating 50+ different looking/sounding 'restaurants' - it's a dumb business model that did not fool consumers so it failed - EVs up next....

    • @TheMissingDislikeButton
      @TheMissingDislikeButton 10 หลายเดือนก่อน

      ​@@miket.4192good point but EV is here to stay

  • @Effervescent_Smegma
    @Effervescent_Smegma 10 หลายเดือนก่อน +1137

    Notice how NOT A SINGLE CHEF was interviewed 😂

    • @amanciocohen5965
      @amanciocohen5965 10 หลายเดือนก่อน +1

      It's an ad for her company to ponzi scheme VCs masquerading as a CNBC documentary.

    • @hotmess9640
      @hotmess9640 10 หลายเดือนก่อน +36

      Cause they’re all a single chef 😂

    • @incurableromantic4006
      @incurableromantic4006 10 หลายเดือนก่อน +64

      I don't suppose a ghost kitchen is somewhere a chef aspires to work in. It's barely an improvement from slinging out Big Macs.

    • @farmerjer9339
      @farmerjer9339 10 หลายเดือนก่อน +22

      Chef Mike only beeps anyway! Lol

    • @scottstempmail9045
      @scottstempmail9045 10 หลายเดือนก่อน +5

      Must maintain the narrative.

  • @Brigmz
    @Brigmz 10 หลายเดือนก่อน +710

    I'll save you 12 minutes. People actually want to know where their food comes from most of the time and isn't being cooked in a Chuck E Cheese or some uninspected kitchen in a church.

    • @h4zmic
      @h4zmic 10 หลายเดือนก่อน +34

      my man

    • @addanametocontinue
      @addanametocontinue 10 หลายเดือนก่อน +35

      From what I know, ghost kitchens are just virtual restaurants. The food is still cooked in and delivered from an actual restaurant, just one owned by another company. I'm not aware there is a trend of ghost kitchens having food cooked offsite at some rando's house and then delivering those to a restaurant for diners to pick up. As far as inspection goes, I'm pretty sure an uninspected kitchen in a church of an uninspected Denny's is illegal either way. That isn't an issue with ghost kitchens, that's just an issue with running a food business illegally, lol.

    • @DynamicLearning4u
      @DynamicLearning4u 10 หลายเดือนก่อน +3

      Thank you!

    • @CS-qc7np
      @CS-qc7np 10 หลายเดือนก่อน

      @@addanametocontinue🎯 because this shows understanding of ghost kitchens. Ghost kitchens are the restaurant version of generic food that is actually made and sold by big brands (ex: Lil’ Mamas Burgers Website that is actually owned and ran by a Wendy’s restaurant group out of a Wendy’s restaurant).

    • @jimv77
      @jimv77 10 หลายเดือนก่อน +3

      Not all hero's wear capes....

  • @richardwilson88
    @richardwilson88 10 หลายเดือนก่อน +271

    Commercial for happy boards and nimbus disguised as journalism.

    • @samsonsoturian6013
      @samsonsoturian6013 10 หลายเดือนก่อน +20

      It's tucked away in a real report, but the CEO looks like some CNBC editor's daughter

    • @PhatAssObese
      @PhatAssObese 10 หลายเดือนก่อน +21

      @@samsonsoturian6013 fr, she looks like she never worked hard a day in her life. shout out to the underpaid ghost kitchen chefs working for her

    • @matthewj6154
      @matthewj6154 10 หลายเดือนก่อน +10

      And happyboards is a client of nimbus. Funny that.

    • @wellenmudihlwa233
      @wellenmudihlwa233 8 หลายเดือนก่อน +4

      we heard more about nimbus and happyboards than we heard about ghost kitchens

    • @EzraTeter
      @EzraTeter 4 หลายเดือนก่อน

      They will still go bankrupt. DeLorean didn't make gangbusters in sales after Back to the Future.

  • @CarputingYT
    @CarputingYT 10 หลายเดือนก่อน +330

    This video seems like more of an ad for Nimbus Kitchen the company...

    • @NikConwell
      @NikConwell 10 หลายเดือนก่อน

      Agreed, I'm getting a vibe that they and HappyBoards helped produce this "infomercial".

    • @Assistant-ProfessorX
      @Assistant-ProfessorX 10 หลายเดือนก่อน

      Don’t forget HappyBoards.
      This is a double ad.

    • @ashleyshim2078
      @ashleyshim2078 10 หลายเดือนก่อน +7

      Because it is....

  • @Eric-zs6rd
    @Eric-zs6rd 10 หลายเดือนก่อน +81

    Ok the charcuterie board thing is just the poorly veiled marketing scheme I've ever seen. You can't even call them a kitchen. There is no chef required. It's cutting up cheese and dried meats they ordered from a processor and just putting it on a board. The foods are nearly nonperishable which reduces storage costs and the only skill needed is plating. Who would buy that instead of just getting the meat and cheese straight from the processor? The guy doesn't care about food. He just saw that it's one of the highest profit margin sales a restaurant makes next to alcohol and can thought it'd work for him as a get rich quick scheme if he can translate it to home delivery. It's like trying to sell the 6 dollar restaurant beer for people to have delivered home, hoping they won't just buy the 10 dollar 6 pack of it from the grocery store and open it themselves.

    • @MrRapmaster19
      @MrRapmaster19 10 หลายเดือนก่อน +19

      I'm honestly baffled at just how stupid of an idea HappyBoards is. The market for Charcuterie isn't all that big to begin with besides hosting parties or picnics, and even then why would you pay 2-3x the price for one when you can buy a charcuterie set from a grocery store of equal quality at 1/3 the price? Even in bigger cities like NY, there are shops like Eataly where you can assemble a very high quality board with meats and cheese clearly from high quality vendors for still a cheaper price. How one not only thinks building a business model like this is a good idea but managed to get actual funding from VC firms is beyond me...

    • @TomikaKelly
      @TomikaKelly 10 หลายเดือนก่อน +7

      Tbf, MANY of the things we buy are silly and could be more cost effective if done ourselves. Fast food still thrives despite it being cheaper to cook at home.

    • @TomikaKelly
      @TomikaKelly 10 หลายเดือนก่อน +3

      ​@@MrRapmaster19People pay for convenience.

    • @MrRapmaster19
      @MrRapmaster19 10 หลายเดือนก่อน +2

      @@TomikaKelly charcuterie is still SUCH a a niche product. Fast food/casual is food people generally eat for lunch/dinner somewhat often. Nobody eats charcuterie for a meal, it’s purely a once in a few months thing used for parties and special occasions

    • @Eric-zs6rd
      @Eric-zs6rd 9 หลายเดือนก่อน +1

      @@TomikaKellyThe thing is that it's not even more convenient. I pay for convenience all the time and I get that. The fast food saves you a solid 20 minutes cooking, plus clean up of and putting stuff away. Charcuterie is not that. Charcuterie is like ordering lays potato chips. No cook or prep. Instead walking over to the pantry and just opening the bag of the chips yourself, you pay extra and wait for someone else to have take the chips out of the bag and put it on a piece of wood to deliver to you.

  • @infiniti512
    @infiniti512 10 หลายเดือนก่อน +136

    Why did I stop ordering? First was fees. Brands would offer free delivery then charge random fees that would end up as high as the order itself. Then there was the quality and taste of the food and my order never seemed to be right and would be cold once I got it.

    • @gr8macaw1
      @gr8macaw1 10 หลายเดือนก่อน +7

      Yes I was tired of getting cold food.

    • @TheMissingDislikeButton
      @TheMissingDislikeButton 10 หลายเดือนก่อน

      ​@@gr8macaw1you forgot to add tips to your order

    • @criticaloptimist
      @criticaloptimist 10 หลายเดือนก่อน +4

      My favorite was my sushi when they packed hot miso soup on top of it. Thank you restaurant for creating a health hazard!

    • @c87kim
      @c87kim 9 หลายเดือนก่อน

      “Free delivery” was often a form of promotion that the apps offered to businesses to feature them on the top of the feed. Can’t go on forever cause the brands had to pay for it, but sometimes the delivery apps just did it without any prior notice. Didn’t really matter to us tho, we just get the order, make the food, then wait for the driver.

  • @ddawg789
    @ddawg789 10 หลายเดือนก่อน +113

    Ghost Kitchens is dying where I live because people feel duped. It just feels shady that you're not actually getting your food from a 'real' restaurant. Plus, the food was generally absolute crap, and a number of ghost kitchens kept getting shut down by the health authority for being so dirty it was a danger to public health. After one bad experience I now research a restaurant on any app that I don't recognize, just to make sure its not a Ghost Kitchen. Good riddance.

    • @kamilareeder1493
      @kamilareeder1493 10 หลายเดือนก่อน +1

      I worked as a personal shopper in past. So people would hire me to locate or select an item for them.
      Its like imagine, you ask me to find you a Ralph Lauren trench coat in brown and come back to you with a knockoff one AND amd added finders fee lol 😂❤🙈🤷‍♂️
      Ghost kitchens have the same energy.

    • @TomikaKelly
      @TomikaKelly 10 หลายเดือนก่อน +1

      ​@@kamilareeder1493 Except RL is a SPECIFIC brand. As long as the food tastes good and is sanitary, I couldn't care less who made it. If McDonalds can pass inspection AND make me an amazing, gourmet meal, why should I care that it came from McDonald's?

    • @TomikaKelly
      @TomikaKelly 10 หลายเดือนก่อน +1

      I 100% understand your need for your food to be sanitary, but I do wonder if every place you order from is up to code?
      If the food tastes good and is up to code or at least on par with the code ratings from the places you normally order from, what difference does it make to you whether it's a ghost kitchen or a real restaurant?

    • @mikekell920
      @mikekell920 4 หลายเดือนก่อน

      They are being duped, the virtual restaurants that show up on delivery apps give off the appearance of a food truck or mom and pop business with fake pictures when in reality your “Louisiana style chicken wings” are being microwaved in the back of a Dennys

  • @mcbam989
    @mcbam989 10 หลายเดือนก่อน +62

    Ma’am some of the best meals I’ve ever had were from a Church basement.

    • @bijanka
      @bijanka 10 หลายเดือนก่อน +8

      Exactly. Not sure why she thought that was a drag when generally church food slaps from Baptist meals after a repast to Catholic fish fries.

    • @MichaelRabbitBass3
      @MichaelRabbitBass3 2 วันที่ผ่านมา

      For real

  • @amanciocohen5965
    @amanciocohen5965 10 หลายเดือนก่อน +75

    Her husband paid CNBC for this TV ad for her company.

    • @chriskim7123
      @chriskim7123 9 หลายเดือนก่อน +3

      😂 The vocal frying tho

  • @caveman1226
    @caveman1226 10 หลายเดือนก่อน +92

    On-demand charcuterie boards… what a dumb idea. Ain’t that many people having popup dinner parties that they forgot to prepare for to justify spending 3x+ what it would’ve cost you at the grocery store.
    Every clip with that guy in it felt like it was lifted from The Onion.

    • @PhillKaggitz
      @PhillKaggitz 10 หลายเดือนก่อน +4

      I was thinking the same thing. It’s disgusting the things that people come up with

    • @davidinwashington
      @davidinwashington 10 หลายเดือนก่อน +21

      100% agree. But then I remembered there are plenty of people in NY who can easily be separated from their money. Charcuterie board dude will probably make a fortune selling $10 in cheese and grapes for $100 to Wall Street MBA types.

    • @therusky
      @therusky 10 หลายเดือนก่อน +3

      there's people with money whom 50 dollars to 200 dollars doesn't make any difference, it's like you paying 6 dollars for a pizza instead of 5 dollars but you save the hassle of going to do grocery shopping etc, it makes a lot of sense really to me...

  • @incurableromantic4006
    @incurableromantic4006 10 หลายเดือนก่อน +101

    "I was really surprised I couldn't just push a button and have an amazing charcuterie board delivered to my apartment"
    It's so hard to know where stereotypes about New Yorkers come from. . . . . . .

    • @BobPagani
      @BobPagani 9 หลายเดือนก่อน +3

      I'd say that's more an indictment of rich techies than New Yorkers specifically.

    • @jgp1294
      @jgp1294 7 หลายเดือนก่อน

      He was drunk

    • @sergeantbigmac
      @sergeantbigmac 7 หลายเดือนก่อน

      @@BobPagani Agreed, id expect that same mentality from rich tech-bros in SanFran and Seattle as well

    • @selalewis9189
      @selalewis9189 4 หลายเดือนก่อน

      This guy isn’t representative of New York, just why people don’t like him. This man lives in New York City and when drunk he doesn’t go to a pizza place, a Chinese restaurant or any other place that will fill you up for cheap and get you sober. I cannot believe that bs charcuterie story of his got him a loan to fund this boondoggle.

  • @mesahusa
    @mesahusa 10 หลายเดือนก่อน +38

    The concept itself isn't bad, it's that every go-big startup saw it as an opportunity to rip people off. They expand rapidly with zero quality control or staff training, and cut corners every way possible whilst being completely blinded to customer feedback. As soon as sales slow down, they just open another brand and continue business as usual until consumer trust completely evaporates in an area. The idea itself is great, and there were some truly wonderful modifications to the model I saw, i.e. bento delivery for whole offices/apartments, or serving unique foods that don't fit well in traditional restaurant hours. But as it stands, bottom-of-the-barrel kitchens have completely flooded the market to try and sell you pre-frozen chicken tenders and sweet baby ray's for $16 and hope that people are too stupid to know.

  • @WABBiiTS
    @WABBiiTS 10 หลายเดือนก่อน +44

    For my TLDRs….15 min ad for Nimbus.

  • @rafsoverflow
    @rafsoverflow 10 หลายเดือนก่อน +35

    Thanks for a Nimbus commercial

  • @justayoutuber1906
    @justayoutuber1906 10 หลายเดือนก่อน +37

    Basically an ad for Nimbus. Did they pay for this ad?

  • @Maderasdesign
    @Maderasdesign 10 หลายเดือนก่อน +68

    everything is so expensive and food from these ghost kitchens has been so mediocre in my opinion. your money is spent better getting quality ingredients and making food at home. Only time i splurge now is when the taco food truck swings by work.

    • @violett874
      @violett874 10 หลายเดือนก่อน +5

      I agree with your first point, but not everyone buying delivery is doing it for convenience. Even before delivery apps existed, lots of disabled folks and working people didn't have the luxury of ability/ mobility and time to cook.

    • @doujinflip
      @doujinflip 10 หลายเดือนก่อน

      Right, the only time I actually had time to prepare and clean up meals for one was during COVID lockdowns.

    • @stainlesssteellemming3885
      @stainlesssteellemming3885 10 หลายเดือนก่อน +2

      @@doujinflip Then you are doing it wrong.
      Don't try and cook every night. Spend an afternoon per week cooking meals you can freeze, ideally more than a week's worth. And when you are cooking a recipe double or triple the ingredients, so you have stuff to freeze. You'll quickly build up a wide selection of meals in the freezer, and occasionally going a whole week without cooking anything.
      I do it for two. In a couple of hours I can knock out 4 or 5 curries in large quantities and freeze them. Or I can make a few gallons of soup, and freeze that. Today, while I potter with other things, or go out shopping etc, I'll have bread dough rising ready to bake and (yes) freeze. Bread takes about 30 minutes of hands-on time to make, and doesnt interfere with me doing other stuff.
      My job can turn into 100 hour weeks at the drop of the hat, and last week was one of them. We ate curries, chillies, casseroles, and pizza, with charcuterie with home made bread for lunch. Other than chopping the toppings for the pizza, all the hot stuff came out of the freezer and into the microwave/oven. The charcuterie was just cold cuts, fruit, and cheese.

  • @karnudom
    @karnudom 10 หลายเดือนก่อน +30

    At first I tried to keep and open mind that Nimbus was being interviewed for their experience, but the more I saw the co-founder and their "happy" client being given screen time, it started to sound more and more like an ad.... a sort of undeclared endorsement if you will, things that are actually against TH-cam rule

  • @maniesh
    @maniesh 10 หลายเดือนก่อน +26

    This video could have been less than 3 minutes long and still answered the question. The rest of the video seems like promotion for Nimbus. This seems like a pattern for these CNBC "documentaries" lately, are these just paid advertisements? The Nimbus CEO uses a lot of buzzwords and aspirational staements instead of going into detail about their business model; sounds like it's stuggling to grow and looking for investors who don't ask too many questions.

  • @ultrakeka
    @ultrakeka 10 หลายเดือนก่อน +7

    1. Pay online markup
    2. Pay service fee
    3. Pay for delivery
    4. Wait for your food to be cooked
    5. Wait for a courier to deliver OTHER orders
    6. Receive your cold ugly food in a plastic packaging and enjoy it

    • @manco828
      @manco828 9 หลายเดือนก่อน

      🎉🎉🎉😂😂😂😂😢😢😢😢😢

  • @mrmitch1000
    @mrmitch1000 10 หลายเดือนก่อน +49

    I caught the lie in the reporting. When she said that people can walk by and look right into their kitchens, it shows the glass with clouded tape over the window so you can't see in the restaurant. 🤔

    • @jonchalk3855
      @jonchalk3855 10 หลายเดือนก่อน +5

      I noticed it too. Good catch.

  • @corborb69
    @corborb69 10 หลายเดือนก่อน +47

    When she said that customers can walk by and look in the windows and the shot was a big window that was covered with frosted tinting not visible from the street.

    • @alexlee8617
      @alexlee8617 10 หลายเดือนก่อน +3

      To be delivered at your home, You are NOT walking by!

    • @productionrockstars
      @productionrockstars 8 หลายเดือนก่อน

      The comment I came for lol

  • @ZAGIDI
    @ZAGIDI 10 หลายเดือนก่อน +14

    Nimbus is the Wework of the food kitchen business

  • @abrahamk9
    @abrahamk9 10 หลายเดือนก่อน +11

    Denny's, IHOP and similar restaurants getting into the ghost kitchen business is my problem. I'm not looking to get a mediocre philly cheesesteak from Denny's. Now I google the address of the restaurant before I order from them to make sure they aren't actually a chain restaurant.

  • @samsonsoturian6013
    @samsonsoturian6013 10 หลายเดือนก่อน +15

    Having once worked for a restaurant, I can imagine the headache of having to learn to make food from five different ghost restaurants

  • @hykentechnicalmeshtaskchai1704
    @hykentechnicalmeshtaskchai1704 10 หลายเดือนก่อน +27

    That man really likes cheese and charcuterie boards

  • @MissWinnie8572
    @MissWinnie8572 10 หลายเดือนก่อน +23

    I feel like ghost kitchens rely on deception/deceptive marketing. You open DoorDash and see a new restaurant and want to try but lo and behold it’s literally just Denny’s or Chilis. Even if the ingredients are technically different, once you know it’s restyled fast casual food it loses any advantage over literally anywhere else with better branding/reputation

    • @samsonsoturian6013
      @samsonsoturian6013 10 หลายเดือนก่อน

      The only way the business model would be remotely viable is if you're a celebrity chef that invents recipes

    • @SohanDsouza
      @SohanDsouza 10 หลายเดือนก่อน +1

      Or worse, it's some middleman who's created a fake front listing with slick stock food photography and scrummy menu descriptions, skims a cut off your marked-up-for-apparently-better-food payment, and then places an order with the actual restaurant, using the rest of the payment, on your behalf.

    • @redwolfexr
      @redwolfexr 10 หลายเดือนก่อน +2

      Where I an they even did it in reverse. Established brands were using ghost trailers to extend their delivery areas. Which was funny to see a Wendy's in an alley. (the 25% price increase versus going to a regular store for menu prices)

  • @Distortion0
    @Distortion0 10 หลายเดือนก่อน +17

    Why is it that every time I looking to something that's become the being of my existence it turns out venture capital was behind it.

  • @CarlCollinsTV
    @CarlCollinsTV 10 หลายเดือนก่อน +25

    The delivery costs more than the damn food now. Nobody but those with corporate credit cards are ordering food.

    • @CarlCollinsTV
      @CarlCollinsTV 10 หลายเดือนก่อน

      @droiddevx03 if you don't gone back down in yo Mommas basement. 🤣

  • @djp1234
    @djp1234 10 หลายเดือนก่อน +12

    I stopped going to restaurants over the past few years. Prices are insane, plus tips.

    • @rickysmyth
      @rickysmyth 10 หลายเดือนก่อน +2

      It's your own fault for tipping. Besides, if you tip in a big business, the management takes a percentage of it.

  • @constantineblinkov2972
    @constantineblinkov2972 10 หลายเดือนก่อน +12

    As soon as the lady said "community is what people want", I became 99.6% convinced that she will be bankrupt very soon.

    • @tony9146
      @tony9146 10 หลายเดือนก่อน +2

      This definitely sounded like a last ditch effort by Nimbus to reach new clients and buffer up revenue so that their investors can try and salvage their capital. Boost near-term revenue, use that to justify unrealistic DCF forecasts or to apply unrealistic multiples, and offload it at a higher valuation than where it currently stands. I can’t imagine the bath they took on this one.

  • @fuzzy3440
    @fuzzy3440 10 หลายเดือนก่อน +50

    I stopped eating out many years ago. I only eat out when travelling, or some very rare outing with my wife. Saves me tons of money and I control the quality and ingredients. Both of us cook. I make in the mid six figures, so I can afford it, just refuse to pay for it.

    • @doujinflip
      @doujinflip 10 หลายเดือนก่อน

      Depends on the place though. In Asia it’s a wash because the low labor upcharge and sometimes questionable quality of regular groceries makes buying your own ingredients only worth it at restaurant size quantities direct from wholesalers.

    • @Mayhzon
      @Mayhzon 10 หลายเดือนก่อน +7

      It's always the rich guys actually making their own food not wasting it on a restaurant. I'm starting to see a pattern.

  • @oleggusev9467
    @oleggusev9467 10 หลายเดือนก่อน +12

    The ghost kitchens are not competing with traditional restaurants, but with ready-to-eat foods from a supermarket. The latter are several times cheaper, have reputable quality controls... And furthermore, how can a consumer know if the ghost kitchen dish is not just a slightly warmed packaged food from a supermarket?

  • @acme3drevit
    @acme3drevit 9 หลายเดือนก่อน +10

    I think the reason he couldn’t find Charcuterie board delivery on Uber eats was because he was the first person in the history of mankind to want to get a Charcuterie board delivered

    • @Bogusgal
      @Bogusgal 6 หลายเดือนก่อน

      yep!

  • @eduardoig17
    @eduardoig17 10 หลายเดือนก่อน +46

    I have had food delivered once. I do not understand why people are willing to pay so much for delivery. The food ends up being roughly twice as expensive and it’s cold by the time it gets to you. I don’t get the appeal.

    • @dojomojomofo
      @dojomojomofo 10 หลายเดือนก่อน +1

      Yeah, not worth it... So many horror stories from people too. On the other hand, I love ordering on an app, then showing up, spending like 1 minute in the place as I pick up the order and being on my way in less time than it takes to pay.

    • @doujinflip
      @doujinflip 10 หลายเดือนก่อน +1

      @squibbelsmcjohnsonShelf stable items are one thing. It’s another when quality deteriorates within minutes to the point it could make you ill 🤢

    • @ShaCaro
      @ShaCaro 10 หลายเดือนก่อน +1

      I've never encountered food that was twice the price or cold by the time it arrived. You sound like you have no idea what you're talking about, or are basing an entire opinion off of one bad experience.

    • @redwolfexr
      @redwolfexr 10 หลายเดือนก่อน +2

      @@panzer_TZ no matter HOW they say it -- nothing is every "free." Usually the prices "in-app" don't match the price in store. Often they already marked up the prices to include delivery whether its delivered or not.
      Restaurant prices went up 25% almost immediately. Average delivery costs restaurant 25%. Coincidence? I don't think so!

    • @BillyBob-ng6ur
      @BillyBob-ng6ur 10 หลายเดือนก่อน

      @@ShaCaro I think you have no idea what your talking about and you clearly live in a extremely small world

  • @epochrocks3857
    @epochrocks3857 10 หลายเดือนก่อน +55

    I actively avoid the obvious ghost kitchens on delivery apps. The food is overhyped and doesn’t deliver on quality and consistency.
    But it’s not hard to see why, they are extreme cost cutting operations. Lower quality ingredients, virtually no customer service. And the cooks go from making Mac and cheese to a burger to tikka masala with no passion for their cuisine and craft.

    • @doujinflip
      @doujinflip 10 หลายเดือนก่อน +1

      I never saw the real advantage of delivery. I always go pick things up myself so that I’m not waiting on vague arrival times and calls from confused drivers.

  • @NicksDynasty
    @NicksDynasty 10 หลายเดือนก่อน +13

    I own a food truck that operates as a "ghost Kitchen" we take only orders only but folks come and pick up their food at the truck. It just streamlines the operation so we can focus on cooking rather than stopping to take orders
    We only do a tiny bit of delivery so we keep most of our sales

    • @doujinflip
      @doujinflip 10 หลายเดือนก่อน +4

      I remember Japan figured this out in like the 90s, where some ramen shops had vending machines selling tokens/vouchers for the food you wanted which you hand to the cooks. It was an analog version of the apps and kiosks that we see today.

    • @NicksDynasty
      @NicksDynasty 10 หลายเดือนก่อน

      @@doujinflip they are very wise folks

    • @qri3522
      @qri3522 10 หลายเดือนก่อน

      This reminds me of I think Jonah Hill in The 40-Year Old Virgin trying to buy something at that eBay store. Had to bid or buy it online.
      Do you suspect you might be losing out on some sales however? Maybe do a test trial?
      Don’t 99% of other food trucks do it normally?

  • @crann777
    @crann777 10 หลายเดือนก่อน +32

    You mean MrBeast Burger wasn't a sustainable business model?! I'm shocked! Shocked I say! /s

  • @FBWalshyFTW
    @FBWalshyFTW 9 หลายเดือนก่อน +1

    Anybody who has had food from a ghost kitchen before knows why they're dying: The food sucks ass.
    And it doesn't take a genius to understand why. To make good food, you need passion and skill. Ghost kitchens incentivize neither of those things.

  • @Tonyhouse1168
    @Tonyhouse1168 10 หลายเดือนก่อน +8

    It’s so weird that we think companies laying off workers means they’re not doing well. Look at all the big tech, entertainment, and commercial companies; they’re all laying off workers while somehow making record profits. It’s amazing how screwed our economics got when we started focusing on “future earnings” instead of actual profit and paying people results-based wages.

  • @gxguy2906
    @gxguy2906 10 หลายเดือนก่อน +20

    The issues are the delivery fees and tips. With that much amount, it's better to go get your own food.

  • @wolfmangoland7972
    @wolfmangoland7972 10 หลายเดือนก่อน +3

    Restaurants increased their prices after Covid and customers were happy to help the restaurants and their staff; however, in the past three years restaurant prices have increased by an average of 45% in larger cities. On top of that restaurants don't pay their employees proper wages, so customers have to pay their staff wages. Going out to eat has become a luxury.

  • @Super-verse
    @Super-verse 10 หลายเดือนก่อน +8

    I think Nimbus and the other brand need more funding from investors.

  • @rialisimo
    @rialisimo 9 หลายเดือนก่อน +2

    1) customers go back to same restaurants
    2) obscure brand thing
    3) inflation
    4) increased regulatory scrutiny

  • @RealiveSoul
    @RealiveSoul 10 หลายเดือนก่อน +6

    This is just a Nimbus ad. Lmao

  • @boogiedownforever
    @boogiedownforever 10 หลายเดือนก่อน +3

    6:22 were on ground floor and you can see the kitchen through our windows as they pan to the shot of the chef in front of the frosted glass window

  • @criticaloptimist
    @criticaloptimist 10 หลายเดือนก่อน +2

    I love how that Deloitte guy was dancing around the low quality of the ghost kitchens. It was bad food. So it’s like on Amazon when you have to search for something that seems like a real company making actually good food. If a place has a brick and mortar restaurant, they have to be at least somewhat edible because it’s such a rough business. A ghost kitchen can dissolve with minimal losses.

  • @xdxdsheep
    @xdxdsheep 10 หลายเดือนก่อน +8

    Told you restaurants that cater to dead spirit is not a viable business.

  • @chrisalley6282
    @chrisalley6282 10 หลายเดือนก่อน +10

    So that guy had a little too much wine, got tipsy, and accidentally typed "charceuterie" into Uber Eats. Sure Jan👍

    • @TheCesarWay.
      @TheCesarWay. 10 หลายเดือนก่อน +5

      That was cringe lol how dare they not have a charcuterie on demand! Wtf lol

  • @SohanDsouza
    @SohanDsouza 10 หลายเดือนก่อน +4

    Applebee's and anyone else should be allowed to open as many ghost kitchens as they want, but the customer is entitled to up-front, pre-payment transparency into the fact that they have.

  • @davidperry4013
    @davidperry4013 9 หลายเดือนก่อน +1

    Ghost kitchens are ethically questionable. People thought it's from a food truck or a new restaurant that just opened at a local strip mall when they order food from a ghost kitchen. Ghost kitchen food comes from either a either a centralized kitchen that cooks food just for app deliveries like virtual dining concepts or nimbus kitchens which poses as many different restaurants, or a familiar restaurant like buffalo wild wings, TGIF, or ihop. Sometimes that food can come from someone's home. Getting the exact same fried fish sandwich with a generic bun or whatever dish from those apparently different restaurants or food trucks, the food has been mickey moused together by a restaurant for the wrong cuisine, or it's something familiar instead of new and different are the symptoms of a ghost kitchen. To save yourself, you got to do research. Most of the time the convenience of ordering food on a delivery app is not worth it.

  • @Al3xTrucho20
    @Al3xTrucho20 10 หลายเดือนก่อน +4

    The thing that immediately turned me off was when I ordered a burger and fries from a burger place and it was made in an Italian restaurant kitchen. The burger was crap and the restaurant that it came from was rated 2 stars on yelp for their terrible food. Never again.

    • @redwolfexr
      @redwolfexr 10 หลายเดือนก่อน +2

      Local barbeque chain runs three different ghost brands here. Burgers and Chicken Tenders, and Wings -- (the lowest hanging of fruit)

  • @rhombusx
    @rhombusx 9 หลายเดือนก่อน +1

    I don't mind if an independent chef or a small startup brand rents out an unused kitchen... the crappy thing about ghost kitchens were when established brands basically just made up a new brand but still served the same food.

  • @dn9597
    @dn9597 10 หลายเดือนก่อน +23

    Here's an idea... cook your own food!!! It saves money and much healthier (and safer) than buying from "ghost kitchens" or eating out!😉

    • @samsonsoturian6013
      @samsonsoturian6013 10 หลายเดือนก่อน +2

      People like pretending menial tasks are beneath them and/or work too much overtime to be bothered with cooking or are just lazy.

    • @doujinflip
      @doujinflip 10 หลายเดือนก่อน

      It’s not so much menial as tedious, especially when living solo with only a Roomba to help clean. The only time I had time to prepare and clean up a simple protein and salad lunch for one was during COVID lockdowns. And those were the half of the time during split staffing when I wasn’t in the server farm maintaining the ability to remote work for everyone else.

    • @Bogusgal
      @Bogusgal 6 หลายเดือนก่อน

      Cooking your own food is not always a healthy option. So many overweight people cook their own food.

    • @Bogusgal
      @Bogusgal 6 หลายเดือนก่อน

      @@samsonsoturian6013 Savvy and HNW businessmen have no time for this. Not everyone should cook.

  • @wolf-yw9wk
    @wolf-yw9wk 9 หลายเดือนก่อน +1

    end of day most food is terrible for delivery. there’s a reason dominoes spent so much on their delivery systems to keep their pizzas hot. instead you get some dude in a beat up honda figuring out how many pick up she can do n the way to drop your food off 45 min after it was cooked. soggy mediocre food delivered to your door.

  • @Tonyhouse1168
    @Tonyhouse1168 10 หลายเดือนก่อน +3

    “I had to type charcuterie into my phone and couldn’t because I was wasted” -
    That’s something the guy actually said. I have zero hope for the future of this species.

  • @decnijfkris3706
    @decnijfkris3706 7 หลายเดือนก่อน +1

    another very cost effective advice is ....cook all your food yourself to maintain your standard of living in a price raising environment. First it does not matter what food you'll buy at Wallmart ( I do rather posh stuff). Mix traditional brands with cheaper brand for example in houseld and cleaning goods. When I buy prepared sandwiche 20 times a month now that money is just gone. for 20 times eating. When I spend that same budget at Aldi's not watching promotions or prices I buy food eat at least 40 times (it is much more) I only have to count the cooking and hauling cost...which is peanuts literally cheap. I am not against restaurants Ilke to go out eating but I am watching when and how I do it. Life is so good..lobster, foie gras, escargots, ribeysteak, saucige, chopped veal porc mix, turkey chicken (wings) you name it Buy a small two fire electric stove and three pots...

  • @wolfmangoland7972
    @wolfmangoland7972 10 หลายเดือนก่อน +1

    Restaurants increase their menu prices by 15-20% for orders placed through Uber and other delivery apps. In addition, customers have to pay for other fees and tips, so end up paying double the price in the restaurant.

  • @jonchalk3855
    @jonchalk3855 10 หลายเดือนก่อน

    At one point during the pandemic, I saw many "ghost kitchens" popping up around town. Mainly in commercial trailers (you can tell it is a kitchen by the aluminum exhaust on their rooftops). Soon after the pandemic was finished, many of those trailers looked abandoned. Others disappeared. Now I don't see them. But I do still see a lot of "gig workers" picking up orders at the various restaurants and fast-food places. I don't see as many different food delivery companies, but I do see at least three or four still running.

  • @Mexicano1768
    @Mexicano1768 10 หลายเดือนก่อน +2

    Everyone thinks they can cook but in reality, most people....Can't 😂

  • @addanametocontinue
    @addanametocontinue 10 หลายเดือนก่อน +3

    My gripe with ghost kitchens is they tend to charge more, but the food isn't necessarily any better. Then there's the big chain restaurants that create a bunch of fake restaurants to dupe you into ordering from them. When people want to try something new, they don't mean that they want to try the chicken wings from Denny's but under a different name because those are the same damned chicken wings.

  • @piadox
    @piadox 10 หลายเดือนก่อน +8

    Ghost kitchen restaurants probably failed because of the lack of transparency and poor quality. There used to be one trailer across the street from my apartment that had 10 restaurants listed there. Most were cookie cutter, stock photo types, but they also had Umami Burger there. I would not trust a small trailer to do quality food for 10 completely different cuisines and all those restaurants indeed had very low ratings due to poor quality. It closed a few months ago.

  • @3DJapan
    @3DJapan 10 หลายเดือนก่อน

    As an Uber Eats driver it was often confusing trying to find the pick up location because it was either not a restaurant or it was a restaurant with a different name.

  • @ItsMeMrAzu
    @ItsMeMrAzu 10 หลายเดือนก่อน

    The “ghost kitchen” that companies like UberEats is purging from the app are probably ppl cooking from home and making the same menu over and over again. it honestly has nothing to do with the “ghost kitchen” like nimbus or Cloudkitchens that rents kitchen spaces to customers. The way this term gets thrown around is wild.

  • @faris.arifin
    @faris.arifin 10 หลายเดือนก่อน +5

    even the ghosts are struggling nowadays~

  • @rillaaa5740
    @rillaaa5740 10 หลายเดือนก่อน +8

    anyone who used 2020 as economic metric deserves to fail miserably how do you gage future economic trends based on one of thee most random event thats ever happened to economics in modern history

  • @kingokafor6215
    @kingokafor6215 10 หลายเดือนก่อน +2

    WHAT! It's over and I never even knew was started

  • @Xenon-4300
    @Xenon-4300 10 หลายเดือนก่อน +4

    I felt like I was on a corporate speak zoom call the entire time watching this. Ugh.

  • @jasontungjw
    @jasontungjw 10 หลายเดือนก่อน +1

    In Southeast Asia in particular, Grab is still surviving quite well with ghost kitchens.

    • @doujinflip
      @doujinflip 10 หลายเดือนก่อน

      Delivery services in general is better in Asia, with low labor upcharges, shorter distances, and the use of low cost scooters/e-trikes 🛵🛺

  • @akhilchalil1585
    @akhilchalil1585 9 หลายเดือนก่อน

    Someone with an MBA with zero experience of cooking came up with the idea of ghost/clould kitchen. Numbers will look good on ppt and excel, somehow they failed to realize that there is something called as taste which cannot be measured through graphs.

  • @jimv77
    @jimv77 10 หลายเดือนก่อน +7

    Eating out is just getting ridiculous for most Americans. Fast food, Fast casual, Sit down, you name it: all getting more expensive, lower quality, smaller portions....sorry, time to eat at home and save.

    • @doomtomb3
      @doomtomb3 10 หลายเดือนก่อน +2

      Yea except grocery store prices have gone through the roof too

    • @fifteentwelve
      @fifteentwelve 10 หลายเดือนก่อน

      ​@@doomtomb3 Might as well starve

  • @mikethemechanic7395
    @mikethemechanic7395 4 หลายเดือนก่อน

    Wife and I went to Restaurants during the while time of COVID. My wife and I would eat outside with masks on. We supported our family owned restaurants. We ordered MR Beast burger from a ghost kitchen. My 10 year olds said it sucked. That’s the only time we ordered from a Ghost kitchen.

  • @baller6382
    @baller6382 10 หลายเดือนก่อน

    Ghost Kitchens probably won’t ever completely disappear but their ability to survive and thrive as an industry is certainly under question.

  • @I_amsoprecious
    @I_amsoprecious 9 หลายเดือนก่อน

    So… the answer to the ghost kitchen crisis is food halls and mall food courts with big windows and event space? Groundbreaking.

  • @tony9146
    @tony9146 10 หลายเดือนก่อน +1

    This is clearly a paid advertisement by Nimbus. A much more interesting story would be for CNBC to report on where Nimbus’s founders got their capital and who are the investors behind this venture.
    Oh and Nimbus, if your best example to show in this paid ad is a charcuterie delivery company you should know that by this point you’re just rearranging deck chairs on the Titanic.

  • @ooogyman
    @ooogyman 10 หลายเดือนก่อน +1

    A dude gets drunk, thinks "man, I could really go for a charcuterie board right now...", and creates a start-up.
    Didn't I see this plot line on Silicon Valley?

  • @hentisenti
    @hentisenti 10 หลายเดือนก่อน +4

    Quality control is impossible with the model

  • @subratr5807
    @subratr5807 10 หลายเดือนก่อน +2

    Because people don't want to pay 30 bucks for a frozen pack of tendies

  • @pallec4246
    @pallec4246 10 หลายเดือนก่อน

    I hate ghost kitchens, most of them where ran by failing restaurant trying to get extra money so the quality was poor. I remember I ordered from one once thinking it was a restaurant and I pulled up to pick it up and it was a Jason's deli, I got on Ubereats support instantly and got my refund and complained that they aren't letting people know its a ghost kitchen before their order. If I wanted Jason's deli I would've order Jason's deli.

  • @alphaomega1351
    @alphaomega1351 10 หลายเดือนก่อน +3

    Wait ✋🏻 ... so there's a kitchen for ghosts 👻?! 😳

  • @Norcalflat
    @Norcalflat 10 หลายเดือนก่อน

    Seems like they don't know the difference between a chef and a cook. Food delivery just isn't worth it anymore.

  • @donovancatuncan2617
    @donovancatuncan2617 10 หลายเดือนก่อน

    I appreciate the research and information that went into this but more so to Camilla for enunciating all her words clearly, because sometimes subtitles are required to understand other guests who speak on these CNBC videos.

  • @AnthonyNeedsTech
    @AnthonyNeedsTech 10 หลายเดือนก่อน +1

    if only people COOKED at home. problem solved.

  • @thomascuvillier7250
    @thomascuvillier7250 6 หลายเดือนก่อน

    The good thing out of something like nimbus is at least that you can be confident in the health standards. It costs owners less yes but it also forces them to follow the standards, more so than when they do it all on their own. People doing it out of their garages was the main problem imo, what were those apps thinking allowing this, this is what made people fallback to well known brands only.

  • @jacqueslee2592
    @jacqueslee2592 10 หลายเดือนก่อน

    Just cook for yourself. Eating at home and learning how to cook was the best investment and best skill I learned during the pandemic. Never again will I eat out at a fast food restaurant, if not, any restaurant.

  • @jinh817
    @jinh817 10 หลายเดือนก่อน +1

    I’m ok with ghost kitchens as long as it’s transparent and not a corporate giant making a side hustle. I’m not trying to eat food from big corporations even though Uber tries to push them. I want to eat food from smaller businesses.

  • @MrKenng123
    @MrKenng123 10 หลายเดือนก่อน +1

    I strongly call for the Federal Reserve to lower the interest rate by March. Thank you. 🙏🙏🙏

  • @EcomCarl
    @EcomCarl 8 หลายเดือนก่อน

    It's fascinating to see how quickly the food delivery landscape is evolving! The decline of ghost kitchens highlights the importance of staying agile in the industry and adapting to changing consumer preferences. 🍔

  • @windsong3wong828
    @windsong3wong828 10 หลายเดือนก่อน +2

    The home “ ghost kitchen “ serving the family is the best and cheapest.

  • @cristio211
    @cristio211 10 หลายเดือนก่อน +2

    Nice nimbus add

  • @muskistutter
    @muskistutter 10 หลายเดือนก่อน +3

    Cheese and charcuterie. A fad that couldn’t die fast enough 🤮

  • @primarysf-z6z
    @primarysf-z6z 4 หลายเดือนก่อน

    My biggest problems with ghost kitchens is that A. They tend to be alot pricier than everywhere else B. I have no sense of the quality of the food or what Im getting.

  • @Gruffdonut
    @Gruffdonut 9 หลายเดือนก่อน

    As someone who likes to give new restaurants a chance, seeing a new place serving the food I like is exciting. Finding out that its coming from Wingstop or Denny's at a premium was shady enough. The real kiss of death though was the quality of the food. Stuff tasted rubbery and plastic like. One time we had sn appetizer that was still cold in the middle. After trying a few places we learned to stay away from these ghost kitchens.

  • @jamesboone14
    @jamesboone14 10 หลายเดือนก่อน

    I've never even heard the term "ghost kitchen" ever before this video.

  • @Liz-wz8dh
    @Liz-wz8dh 8 หลายเดือนก่อน

    The annoying thing is when you place an order for pickup with some restaurant you never heard of before, then you show up to some restaurant you otherwise wouldn't have even gone to. There are some retaurants in town I avoid because I don't consider them very clean and it's been really annoying to find those are the very restaurants that like to start "ghost kitchens." Very gross. Glad I cook for myself now.

  • @mx.044
    @mx.044 9 หลายเดือนก่อน +1

    Nice WIG happy boards dude 😂

    • @EEJ4K
      @EEJ4K 7 หลายเดือนก่อน

      I came here to see if anyone else noticed 😂

  • @ploppill34
    @ploppill34 8 หลายเดือนก่อน +1

    This was clandestinely a commercial for several key restaurants