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, Ele.me, Getir, GoFood/GoMart, Gopuff, HappyFresh, iFood, Just Eat Takeaway.com. Meituan, Rappi, Swiggy, Wolt and Uber Eats.
This report comes in PPT.
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.
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.
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.
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.
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