Bolt has shared an update.
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The company highlighted consumer behavior data from its Bolt Food platform, noting that kebab orders peak late at night and in the early morning. Citing separate data indicating that many consumers fail to hydrate after a night out, Bolt announced a collaboration with TalTech – Tallinn University of Technology – to develop “Kebab Water,” a functional drink designed to address late-night food cravings and hydration. The product is being promoted via a giveaway on Instagram.
For investors, this initiative appears primarily as a brand and engagement campaign rather than a material shift in Bolt’s core business model. Leveraging internal order data and an academic partnership underscores Bolt’s focus on data-driven product experimentation and creative marketing around its food delivery vertical, which could strengthen customer engagement and brand differentiation in a competitive market. However, there is no indication that Kebab Water is intended as a scalable, revenue-driving product line at this stage; its financial impact is likely limited and indirect, contributing mainly to customer acquisition, retention, and brand visibility within the food delivery segment.