Analisis Strategis Tekanan Profitabilitas pada Layanan GoFood di Indonesia
DOI:
https://doi.org/10.37481/jmh.v6i1.1909Keywords:
Gofood, Profitability Pressure, OFD, Platform Strategy, Service DifferentiationAbstract
The online food delivery (OFD) industry in Indonesia is experiencing increasing profitability pressure driven by intense competition, low consumer switching costs, and rising incentive and logistics expenses. These conditions require platforms to shift their strategic focus from aggressive expansion toward sustainable profitability. This study aims to examine GoFood’s strategic position in responding to such pressures and to formulate relevant strategic directions in a maturing market. A case study approach based on desk research was employed, utilizing secondary data analyzed through the PESTEL framework, Porter’s Five Forces, and the VRIO model, which were subsequently synthesized using a SWOT/TOWS matrix. The findings indicate that the OFD industry is characterized by high competitive rivalry and strong buyer power, causing promotion-heavy strategies to exert downward pressure on margins. Internally, GoFood benefits from ecosystem scale, multi-sided orchestration capabilities, data-driven technology, and strong brand equity, while still facing challenges related to service quality variability. The study highlights that service reliability differentiation and the expansion of non-incentive monetization, such as advertising and merchant solutions, are critical strategies for balancing growth and profitability. Academically, this research contributes to the literature on digital platform strategy by providing empirical insights from the OFD sector in an emerging market context.
References
Akter, S., Wamba, S. F., Gunasekaran, A., Dubey, R., & Childe, S. J. (2016). How to improve firm performance using big data analytics capability. International Journal of Production Economics, 182, 113-131.
Barney, J. B. (1991). Firm resources and sustained competitive advantage. Journal of Management, 17(1), 99-120.
Bocken, N. M. P., Short, S. W., Rana, P., & Evans, S. (2020). A literature and practice review to develop sustainable business model archetypes. Journal of Cleaner Production, 65, 42-56.
CELIOS. (2024). Platform economy dan perlindungan pekerja di Indonesia. Center of Economic and Law Studies.
Cennamo, C. (2019). Competing in digital markets: A platform-based perspective. Academy of Management Perspectives, 33(1), 14-38.
Constantinides, E., Henfridsson, O., & Parker, G. G. (2018). Platforms and infrastructures in the digital age. Information Systems Research, 29(2), 381-400.
Creswell, J. W., & Poth, C. N. (2019). Qualitative inquiry and research design: Choosing among five approaches (4th ed.). SAGE Publications.
Cusumano, M. A., Gawer, A., & Yoffie, D. B. (2019). The business of platforms: Strategy in the age of digital competition, innovation, and power. Harper Business.
De Stefano, V. (2021). Platform work and the employment relationship. International Labour Review, 160(2), 263-294.
Eisenhardt, K. M., Graebner, M. E., & Sonenshein, S. (2016). Grand challenges and inductive methods. Academy of Management Journal, 59(4), 1113-1123.
Eisenmann, T., Parker, G., & Van Alstyne, M. (2022). Platform envelopment and market dominance. Strategic Management Journal, 43(7), 1401-1428.
Euromonitor International. (2025). 1 in 5 consumers chose foodservice delivery over dine-in in 2024. Euromonitor International.
Gerring, J. (2019). Case study research: Principles and practices (2nd ed.). Cambridge University Press.
GoodStats. (2023). Pasar food delivery terbesar di ASEAN. GoodStats.
Hagiu, A., & Wright, J. (2015). Multi-sided platforms. International Journal of Industrial Organization, 43, 162-174.
Hair, J. F., Page, M., & Brunsveld, N. (2020). Essentials of business research methods (4th ed.). Routledge.
Helms, M. M., & Nixon, J. (2019). Exploring SWOT analysis - where are we now? Journal of Strategy and Management, 12(3), 310-328.
International Labour Organization. (2023). Decent work in the platform economy. ILO.
International Labour Organization. (2023). Policy issues in the digital platform economy. ILO.
International Social Security Association. (2023). Social security for platform workers: Global challenges and policy responses. ISSA.
Jacobides, M. G., Cennamo, C., & Gawer, A. (2019). Towards a theory of ecosystems. Strategic Management Journal, 40(8), 2255-2276.
Katadata Databoks. (2025). Penjualan makanan online di Indonesia meningkat pada 2024. Katadata.
Kenney, M., & Zysman, J. (2020). The platform economy: Restructuring the space of capitalist accumulation. Cambridge Journal of Regions, Economy and Society, 13(1), 55-76.
Kozlenkova, I. V., Samaha, S. A., & Palmatier, R. W. (2014). Resource-based theory in marketing. Journal of the Academy of Marketing Science, 42(1), 1-21.
Kraus, S., Palmer, C., Kailer, N., Kallinger, F. L., & Spitzer, J. (2021). Digital transformation in business and management research. Journal of Business Research, 123, 364-370.
McIntyre, D. P., & Srinivasan, A. (2017). Networks, platforms, and strategy. Strategic Management Journal, 38(1), 141-160.
Momentum Works. (2025). Food delivery in Southeast Asia 5.0. Momentum Works.
Parker, G. G., Van Alstyne, M. W., & Choudary, S. P. (2016). Platform revolution: How networked markets are transforming the economy. W. W. Norton & Company.
Porter, M. E. (2008). The five competitive forces that shape strategy. Harvard Business Review, 86(1), 78-93.
Ray, S., Dutta, A., & Mukherjee, S. (2019). Digital platforms and business model innovation. Journal of Business Research, 101, 353-364.
Ridder, H.-G. (2020). Case study research. In C. Cassell, A. Cunliffe, & G. Grandy (Eds.), The SAGE handbook of qualitative business and management research methods (pp. 281-301). SAGE Publications.
Rietveld, J., & Schilling, M. A. (2021). Platform competition: A systematic and interdisciplinary review. Journal of Management, 47(6), 1528-1563.
Täuscher, K., & Laudien, S. M. (2018). Understanding platform business models. Journal of Business Models, 6(1), 14-31.
Teece, D. J. (2019). A capability theory of the firm. Oxford University Press.
Teece, D. J., Peteraf, M., & Leih, S. (2020). Dynamic capabilities and organizational agility. California Management Review, 58(4), 13-35.
Vial, G. (2019). Understanding digital transformation: A review and a research agenda. The Journal of Strategic Information Systems, 28(2), 118-144.
Wessel, M., Baiyere, A., Ologeanu-Taddei, R., Cha, J., & Blegind Jensen, T. (2021). Unpacking the difference between digital transformation and IT-enabled organizational transformation. Journal of the Association for Information Systems, 22(1), 102-129.
Yin, R. K. (2018). Case study research and applications: Design and methods (6th ed.). SAGE Publications.






