Avg. transaction amount at @BirdRide is declining over last 6 months, to $3.00 in May 2018. That implies avg. ride length of 13.3 min, ignoring discounts, lower than assumptions here https://t.co/XJoFvR2J13 cc @TechCrunch
Total spend at meal kit services, last 12 months. Home Chef is about 30% of @blueapron, so $200MM price paid by @kroger is on par with @blueapron ~$600MM market cap
@blueapron@plated Plated acquired by @Albertsons for reported $175-200M -> at same rev. multiple this implies ~$1.5B for Blue Apron (+50% over current val.)