I recently moderated a panel discussion about the big trends happening in the foodservice industry in Southeast Asia. The attendees were mostly investment professionals from Private Equity groups. The surprising part of the panel discussion was that there was little discussion about the “food” itself and more discussion about how to offset rental and labor cost inflation while meeting the consumers increasing demands for convenience. It turns out that investors are valuing the tech companies that can provide these solutions more highly than the actual foodservice operators themselves.

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