Competition... monoply. Ubers Eats and Deliveroo have massive control. I think what many of the players are concerned about is Amazon entering the market via Deliveroo investment of $500m.
Yes, I did mention that in my own comment. I can only imagine Amazon are desperate to re-enter... I mean they seem set-up for this to happen eg infrastructure. Hence, why they are investing in Deliveroo, who are also setup pretty well. In fact I reckon the investment in Deliveroo and potential acquisition of Grubhub by Uber is what shook Takeaway.com (Just Eat) into this panic buy haha
https://www.gov.uk/cma-cases/amazon-deliveroo-merger-inquiry