Digital Disruptors: The Global Competitive Landscape of Delivery Platforms

October 2022

This report explores the global on-demand delivery sector, examining how the COVID-19 pandemic fuelled rapid growth in the sector and how the macroeconomic, competitive and regulatory environments of 2022 are posing new challenges for operators in the space. The report includes profiles of the following delivery platforms: Demaecan, Deliveroo, Delivery Hero, DoorDash,, Getir, GoFood/GoMart, Gopuff, HappyFresh, iFood, Just Eat Meituan, Rappi, Swiggy, Wolt and Uber Eats.

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This report comes in PPT.

Key Findings

The COVID-19 pandemic greatly expanded consumer demand for rapid delivery

Prior to 2020, the rise of e-commerce and the growing ubiquity of smartphones had already whetted consumers’ appetite for on-demand delivery, but the unique circumstances engendered by the global COVID-19 pandemic sent demand for rapid delivery into the stratosphere, leading to a boom in sales for third-party foodservice delivery, third-party retail delivery, and quick commerce players.

Over the last three years, once-specialised rapid delivery players have diversified into other areas of on-demand delivery

Riding the pandemic-fuelled delivery boom, the most important operators in the on-demand delivery space have leveraged their existing delivery networks to branch out into other areas of rapid delivery. This has effectively blurred the lines between third-party foodservice delivery, third-party retail delivery, and quick commerce, with many operators that had previously specialised in just one of these types of delivery models now offering all three to consumers.

In 2022, on-demand delivery companies face new challenges that threaten their continued success

With consumers around the world looking to move past the pandemic, it was predictable that e-commerce sales growth would slow significantly in 2022 from its historic highs of the previous two years. Yet as rates of inflation remain persistently high, and as on-demand delivery contends with an increasingly hostile regulatory climate, consumers and investors alike are more hesitant to splash out on rapid delivery now than they were just 12 months ago.

Despite setbacks, the long-term prospects for rapid delivery remain solid – even though many companies might get lost in the shuffle

Conditions for on-demand delivery operators are inarguably more challenging now than they were a year ago. Even though the market for delivery is coming back down to earth a little, however, the long-term prospects for rapid delivery look good, particularly for foodservice delivery, a sector which continues to boom. Still, there is likely to be a round of consolidation in the delivery space, with quick commerce specialists facing the toughest immediate prospects.

Key findings
Desire for greater convenience leads consumers to expect even faster delivery speeds
Foodservice delivery aggregators usher in a new era of on-demand delivery
Foodservice delivery aggregators’ success paves the way for same-day retail delivery
Consumer demand for faster delivery creates opportunity for quick commerce players
COVID-19 pandemic leads to explosion in rapid delivery sales around the world
Due to the pandemic, once-specialised delivery players branched out into other areas
In 2022, the on-demand delivery industry faces new challenges
In addition to other challenges, delivery disruptors face mounting regulatory scrutiny
Demaecan (Demaecan Co Ltd)
Deliveroo (Deliveroo Plc)
Delivery Hero (Delivery Hero SE)
DoorDash (DoorDash Inc) (Alibaba Group Holding Ltd)
Getir ( Getir Perakende Lojistik AS)
GoFood/GoMart (GoTo Group)
Gopuff (GoBrands Inc)
HappyFresh (Icart Group Indonesia PT)
IFood (iFood Agencia de Servicos de Restaurantes Ltda)
Just Eat (Just Eat NV)
Meituan (Meituan Inc)
Rappi (Rappi Inc)
Swiggy (Bundl Technologies Pvt Ltd)
Wolt (DoorDash Inc)
Uber Eats (Uber Technologies Inc)
Despite the darkening short-term outlook, the future of on-demand delivery looks secure
E-commerce giants are increasingly encroaching onto on-demand delivery players’ turf
As competition in on-demand delivery intensifies, industry consolidation appears likely
The outlook for on-demand delivery
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