Greg Lawless of Shore Capital has also been thinking about the implications of the tie-up between Amazon and Deliveroo.
"Today’s news will send shockwaves through the UK food service sector, given the potential firepower and distribution capabilities that Amazon has at its disposal. It has always felt a question of when, not if, Amazon would enter the food service arena. Whether this leads to an outright acquisition of Deliveroo in time, remains to be seen," he said.
"The Amazon strategic stake in Deliveroo suggests that the technology giant has its eyes on adjacent consumer markets, as it attempts to capture an even greater share of consumer spending," he added.