Stocks To Buy: Coronavirus And Deliveries

Mar. 20, 2020 11:20 AM ETDPZ, QSR, WEN, MCD, YUM, CMG, QSR:CA5 Comments
Alon Zieve profile picture
Alon Zieve


  • Coronavirus has accelerated a shift of consumer buying patterns to online orders.
  • I analyze restaurant delivery strategies to identify those best positioned to take advantage of changes in buying patterns.
  • Combined with an analysis of valuation metrics, I try to identify attractive stocks.

The Coronavirus Stock Market has battered almost every sector. Since February 19, 2020, the previous high of the S&P500, every major US index has fallen over 25% at the time of writing. As buying trends shift to deliveries I explore last-mile logistics strategies employed by restaurant stocks to evaluate which are best placed to take advantage of this shift.

The Coronavirus has changed secular purchasing habits shifting consumers from in-person physical purchases to deliveries. As CFO of Bringg, a SaaS platform that digitizes and automates the delivery chain to allow our customers to optimize speed, cost and quality of the delivery experience, I have a unique perspective on how well-positioned companies are for this shift to deliveries.

Whilst we have seen an average uptick of 40% on deliveries across all our customers*, in this article, I am going to focus on the Restaurant segment. For obvious reasons, I cannot disclose any of our customers' data, nor can I name all of our customers as some are under NDA that prohibit disclosure of the relationship. In this article, I will refer to aggregated data and industry knowledge we have formed from working with customers deep in their delivery ecosystem. Some of the companies mentioned in this article are our customers. Those customers that we publicly disclose can be found on our website.

Is now a good time to buy stocks?

Since the S&P500 highs on February 19, 2020, the SP500 has fallen by 29%, the DJI by 32% and the Nasdaq by 25%

ChartData by YCharts

No one knows whether we are at the bottom. What is certain is that volatility has reached record heights. On Thursday, March 12, 2020, the VIX hit 75.83. Those are levels that have been seen only once before during the height of the financial crisis of 2008. Following that the VIX hit

ChartData by YCharts

ChartData by YCharts

This article was written by

Alon Zieve profile picture
Alon is an experienced growth company executive, currently serving as the CFO of Bringg. Previously Alon was the COO of Seeking Alpha. Alon joined Seeking Alpha in 2016 and was responsible for the media business, operations and finance. Alon previously served as CFO of Natural Intelligence, and  held a number of executive positions within the BATM Group.  Alon holds a BA in Natural Sciences from Cambridge University, and an ACA from the ICAEW.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: I am the CFO of Bringg.

Some of the companies mentioned in this article are customers of Bringg. Those customers that we publicly disclose can be found on our website at

Some of our customers are under NDA that prohibit disclosure of the relationship.

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