The Story of Picnic: Building the Future of Food Service Automation
Sometimes the most impactful innovations start with a simple observation: what if we could make pizza better? In a recent episode of Category Visionaries, Clayton Wood from Picnic shared the fascinating journey of how a group of automation engineers ended up revolutionizing food service.
From Self-Driving Pizza Trucks to Focused Innovation
The story begins with a team of robotics and automation engineers looking at an industry ripe for disruption. As Clayton explains, “Food service seems like a good industry to be working in. Those jobs are difficult, tedious, sometimes dangerous, usually unpleasant, low, bad working conditions and just a good place to apply automation.”
Their initial vision was ambitious: “Let’s make a self contained pizza truck that does everything. You walk up inside of it and you order a pizza and everything happens inside the truck.” But like many startups, they quickly realized they needed to narrow their focus: “Maybe we just figure out how to make a pizza first, then we’ll worry about the truck part and realize that actually is pretty hard.”
The Early Days: Learning Food Automation isn’t Easy
The team discovered that automating food preparation presented unique challenges. Clayton recalls, “We’ve got some videos of the early prototypes that are kind of comical, that are just harder than it looks to actually distribute sauce and cheese and toppings onto a pizza and to do it repeatedly and reliably.”
This early struggle led to a crucial strategic decision. Instead of trying to automate the entire pizza-making process, they focused on the most challenging part: “We’re making pizza but we’re not doing everything making a pizza. So we’re not doing ingredient prep and we’re not doing cooking. What we’re really focused on is building the pizza, putting the sauce and the cheese and the pepperoni fresh sliced off the stick and any other toppings that you want onto the pizza.”
Creating a New Category
When Picnic started, food automation barely existed as a category. Clayton notes, “I remember early on looking at a technology roadmap of who are all our landscape map, who are all the companies in food tech or restaurant tech? And there were about 200 companies listed at the time and there were less than ten that were actually touching food.”
This void in the market presented both opportunities and challenges. While there was little competition, there was also no established playbook. As Clayton explains, “The reason is touching and dealing with food is hard. And historically there has been industrial food processing factories, big machines producing packaged food… But in terms of actual automation that does a multi step process to prepare a dish at a restaurant scale, almost nothing existed four years ago.”
Redefining the Business Model
Perhaps Picnic’s most innovative move wasn’t technological – it was their business model. Rather than selling pizza-making robots, they created a “robotics as a service” model where customers pay no money upfront and see instant ROI. This approach transformed the adoption decision from a risky capital expense into a guaranteed operational improvement.
The Future: Beyond Pizza
Looking ahead, Picnic sees pizza as just the beginning. Clayton explains, “Our technology could be adapted to other foods – sandwiches, salads, tacos, any food where you put a food on a base, a bowl, any of those things.” But they’re staying focused on pizza for now: “We’ve got our hands full with the pizza market for now… Because it’s station to station, and every pizza we make is customized size, shape and topping, so this is not batch processing of anything.”
The potential is enormous. As Clayton notes, “We could set up an assembly line where the first order is a pizza and the next one is a sandwich and the next order is a salad. And they’re all going to get made at that same pace, 130 an hour at the current speeds.”
For now, Picnic continues to focus on revolutionizing pizza preparation while keeping an eye on the broader future of food automation. In an industry plagued by labor shortages and consistency challenges, their journey shows how focused innovation combined with clever business model thinking can create entirely new categories.