This briefing assesses the global on-demand delivery landscape, with a focus on the strategies that delivery players are using to navigate the complex macroeconomic, competitive and regulatory environments to achieve operational sustainability and growth in the wake of the pandemic. The report includes profiles of the following delivery platforms: Deliveroo, Delivery Hero, DoorDash, Getir, GoFood/GoMart, Grab, iFood, Instacart, Just Eat Takeaway.com, Meituan, Rappi, Uber Eats, Yogiyo and Zomato.
This report comes in PPT.
After recording exponential growth, due to the COVID-19 pandemic radically disrupting consumer behaviour, on-demand delivery sales growth continued to normalise in 2023, driven by a return to pre-pandemic shopping routines, inflationary challenges and more restrictive regulations. Quick commerce and ghost kitchens have been particularly negatively impacted.
With third party foodservice delivery services showing signs of maturity, leading players looked to expand aggressively into the underpenetrated third party retail delivery segment in 2023. The move translated into a rapid expansion into non-grocery retail delivery through partnerships with non-grocery retailers.
The global on-demand delivery landscape is top-heavy, with consolidation driven by a series of mergers and acquisitions that occurred during the COVID-19 pandemic. In 2023, consolidation in the industry continued, due to the exit of many smaller start-ups. Looking forward, competition among local, regional and international players will continue to intensify.
As attaining profitability becomes more critical, delivery operators are looking to diversify their revenue streams to boost margins. As a result, more players are adding subscription services and expanding their retail media networks. In emerging markets, where super-apps are prominent, many players are adding financial and payment services to their suites of offerings.
The delivery space will continue to evolve, thanks to increased delivery penetration across emerging markets and the diversification of service offerings in developed markets. The success of individual operators will increasingly hinge on their ability to adopt the latest technologies, navigate a more challenging regulatory landscape, and retain users’ interest.
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