Delivery Price Duel (Brazil)

简报○假设

描述◐自行申报

目标客户

Brazilian urban consumers who order delivery weekly and use 2+ apps

痛点

Prices, fees and coupons differ by app and change daily; comparing means opening several apps

护城河○假设

Crowd price data by CEP and restaurant. Each submitted cart improves coverage; SEO pages per restaurant/chain rank for 'qual app e mais barato'. Defensibility: data network effects plus local SEO; status: Hypothesis.

X 上的帖子（7 天）

n/a

信号趋势

n/a

网络需求✓已验证◐自行申报

UOL and TechTudo tests (Verified journalism) show large coupon-driven gaps; iFood 55M and Rappi 20M registered users (Self-reported); QuickCompare India 1M+ downloads (Self-reported); UAE Reddit ask (Oct 19).

TAM○假设

R$ 60B (Hypothesis) — Brazil food-delivery GMV (order of magnitude). Method: Hypothesis; not a sourced report; replace with ABRASEL/iFood published figures in CD.

SAM○假设

R$ 1B (Hypothesis) — Savings value for frequent multi-app users. Method: ~5M multi-app users x ~R$200/year savings; hypothesis.

SOM○假设

R$ 300K ARR (Hypothesis) — 12-18 months. Method: ~300K monthly users x tiny sponsor/alert yield ≈ R$25K/month at best; low confidence.

竞争对手

Restaurant-side fee calculators (Tamy, calculadoradelivery.com.br), coupon sites, India analogs (QuickCompare, CompareMyKart), journalists' manual tests

变现方式

Self-serve sponsor slots priced up with traffic; R$9.90/month alerts tier; no affiliate links

收入假设（每月）○假设

Base ~$6K/month, conservative ~$1.5K/month at 12-18 months (Hypothesis)

待完成的任务

When I'm about to order the same food that is on several apps at different prices, I want to see the real final price on each app with today's coupons, so I can order from the cheapest or fastest one without opening them all.

HXC

Camila · 27 · São Paulo: Orders delivery 3-4 times a week, has iFood, 99Food and Keeta installed and chases first-order coupons. Tired of opening three apps; would submit a cart screenshot if it told her the cheapest total in 10 seconds.

技术栈

Next.js on Vercel; OCR via a vision API; Supabase; Stripe; optional browser extension; GitHub cesarx2 (one repo)

GTM 渠道

SEO/GEO pages per restaurant/chain/city, share cards for WhatsApp/X, faceless community answers; no founder face, no paid ads

全部风险

Value Risk: Attention — Press tests show gaps but final totals sometimes converge (R$45.72 vs R$46.20). | Usability Risk: Attention — Submitting a cart must take under 10 seconds. | Feasibility Risk: Risk — App ToS and anti-bot measures; crowd data cold start. | Business Viability Risk: Attention — Platforms may block or copy; low monetization per user.