Digital Disruptors: The Global Competitive Landscape of Delivery Platforms

May 2024

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, Meituan, Rappi, Uber Eats, Yogiyo and Zomato.

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This report comes in PPT.

Key Findings

Demand for online delivery services normalises in the post-pandemic era

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.

More businesses bet on on-demand retail delivery services

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 delivery landscape becomes even more consolidated

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. 

Delivery platform innovation is centred on expanding service offerings

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 on-demand delivery landscape will continue to evolve with the times

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.

Key findings
The global pandemic accelerated growth in on-demand delivery
Business models of various delivery platforms
Demand for delivery services normalises in the aftermath of the pandemic
Mobile apps, the primary platforms used to access online delivery, are increasingly popular
Despite intensified competition, the delivery market is more consolidated than ever
Delivery platforms are leveraging core capabilities to diversify revenue streams
Regulation poses a serious threat to the sustainability of the business model
Deliveroo (Deliveroo Plc)
Delivery Hero (Delivery Hero SE)
DoorDash (DoorDash Inc)
Getir (Getir Perakende Lojistik AS)
GoFood/GoMart (GoTo Group)
Grab (Grab Holdings Inc)
iFood ( Agencia de Restaurantes Online SA)
Instacart (Maplebear Inc)
Just Eat (Just Eat NV)
Meituan (Meituan Inc)
Mrsool (Mrsool Inc)
Rappi (Rappi Inc)
Uber Eats (Uber Technologies Inc)
Yogiyo (GS Holdings Corp)
Zomato (Zomato Ltd)
The delivery landscape will continue to benefit from diversifying offerings
Emerging technologies provide a path for long-term sustainable growth
The on-demand delivery industry is likely to face more competitive and regulatory challenges
Key factors shaping the future of third party delivery platforms
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