I think having Dinnerly as a complimentary business / brand is a...

I think having Dinnerly as a complimentary business / brand is a great model!
Covering the two price points, one with choice, one without, opens up a much bigger target audience.
Dinnerly also starting to do snack as well.

Personally I think this is worth $2 right now!
And I think it will be around $3 by the end of 2020.
Obviously the growth will revert back to mean at some point, which was 40% before COVID-19.
The market will still love 40% growth when things level out, especially off a higher base!
Europe is the key now if they can get that really growing, it will make a big impact to the financials. Aus and US growing strongly.
The business can also start reinvesting more in marketing now that they are cash flow positive too!

I wouldn't mind seeing them enter Canada soon as well.
It would make the most sense geographically and a big market.