Is that what you are seeing on your end? A pivot to a Blue Apron like meal kit? For me it seems to be a prepped food delivery service still.

Blue Apron is flailing like crazy - down 80% or so since IPO less than two years ago. And the IPO itself was double digit percentage lower than it was supposed to be in the first place. Can’t imagine how you would jump into the meal kit niche these days.