This Week in Food Delivery & Quick Commerce (29/04/23)
Hi all,
As always, primarily, I urge you to support the Ukraine humanitarian efforts.
Highlights:
DH had a decent Q1
Flink has quietly eliminated 8,000 jobs
Ocado closes one of UK warehouses
Glovo launches “Glovo Fashion”
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💬 Quote of the Week
“Getir seems to have won the war in Europe — it's present in more markets than any other remaining European player. The Turkish scaleup snatched hoovered up further market share when it acquired Gorillas, including its operations in Germany, the UK, Netherlands, the US and France. The company is still in the throes of merging the two.
Getir is active in nine countries: Turkey, Germany, the UK, Netherlands, the US, Italy, Portugal, Spain and France — though it filed for a receivership in France last week, following a national crackdown on dark stores. ”
Source: Sifted
📊 Infographic/Stats of the Week
Over the course of the last year, aggregator adoption among those who make more than $100,000 a year rose significantly. The share of these high earners who reported having used a third-party food aggregator in the past six months increased from 42.4% to 48.5%.
Source: PYMNTS
🚚 Deliveries
You'll soon be able to see which restaurants jack up their prices on DoorDash
NYC proposes paying delivery-app workers up to $33 hourly: DoorDash doomsday
Uber Eats partners with DeliverZero for its first reusable takeout packaging pilot in US
Deliveroo, Just Eat and Uber Eats face fines after police arrest 60 delivery drivers
Deliveroo Riders Fight For Right To Unionize At Top UK Court
Glovo launches “Glovo Fashion” and enters the world of fashion
Meituan courier strike in southern Chinese city enters sixth day
Meituan group-buying unit undergoes reorganization amid push for profit
Coupang couriers launch labor union, claiming decline in working conditions
Zypp Electric, Zomato join hands to deploy 1-lakh e-scooters for last-mile delivery by 2024
Swiggy begins charging Rs 2 'platform fee' per food order from users
Providoor is the latest food delivery startup to go belly up
Indonesian Internet Leader GoTo Cuts Losses to Salvage Stock
🚀 Q-Commerce
Zomato's new pay structure has prompted 1,000 delivery workers to quit
UK's Ocado to close its oldest warehouse, 2,300 jobs at risk
Delivery Hero Cautious On New Investments In Grocery Delivery
Asda launches Deliveroo HOP for first time at Tottenham Hale Express store
🍳 Dark / Ghost Kitchens
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💰 Financing / Exits / Acquisitions
Rebel Foods Raises $9.1 Mn Debt Funding From Northern Arc, Stride Ventures
London e-bike sharing operator HumanForest cycles home £12 million
💻 Other
Asda’s driverless vehicles face a long road to profitable delivery
Pret a Manger raises price of subscription scheme in overhaul
Russia's Yandex delivers quarterly profit with 54% revenue rise
Domino’s Sees 13% Pickup Growth as Delivery Dips Amid Inflation
Chipotle, Domino’s Diners Pull Back From Delivery to Save Money
Amazon profits beat expectations as cost-cutting bears fruit
📜 Deeper reads
High-Income Consumers Increase Aggregator Usage While Others Hold Steady
Coles’ Uber Eats deal brings the gig economy inside the traditional workplace
Gen Z Values Flexibility And Freedom. DoorDash Survey Tells Why
Campaign Trail: DoorDash proves McDonald’s food is iconic — even in motion
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