This Week in Food Delivery & Quick Commerce (14/01/23)
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As always, primarily, I urge you to support the Ukraine humanitarian efforts.
Highlights:
Jokr shuts down operations in Colombia
Wonder drops trucks / pivots to ghost kitchens
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💬 Quote of the Week
Daniel Alonso Moreno, VP of Q-Commerce at quick commerce app Glovo, says: “When it comes to what commerce will look like in 12 months’ time, only one thing is certain—that it’ll continue to diversify. From our own research across nine global markets, an average of 46% of SMEs said they were in survival mode.
“This means we’re set to see greater business resilience across the commerce sector, with many businesses looking to business partners to optimise their delivery setups and continue to stay relevant in a world where the digital experience largely outweighs the in-person one. Reaching new customers is a challenge for 34% of SMEs, and more will look to understand, and then react to, rapidly changing customer needs.
This means exploring more purpose-driven incentives such as sustainable packaging, to build customer trust and change the perception of rapid delivery services as bad for the environment. Q-commerce will continue to surprise industry cynics and continue to remain relevant to consumers beyond super-fast delivery. This will include diversifying its product range to include retail, and meeting the nuanced needs of local markets, and the SMEs based within them”
Source: Internet Retailing
📊 Infographic/Stats of the Week
A McKinsey survey of European consumers reveals most respondents plan to use online grocery services almost equally often as in 2021 (a net intent of –1 percent). The results vary significantly by country, however; customers plan to shop more online in advanced online markets such as the United Kingdom (a net intent of +5 percent), the Netherlands (+4 percent), and France (+2 percent). In these countries, online’s share of the grocery market stood at 8 to 12 percent in 2021, and its broader offerings have helped to increase customer satisfaction and adoption.
Our analysis segmented selected European countries into leading countries (the United Kingdom, France, the Netherlands, and Sweden) and those still catching up (Germany, Italy, Spain, and Poland). In leading countries, online grocery could make up 18 to 30 percent of the food-at-home market by 2030 in our aggressive scenario (exhibit). Scheduled delivery (with the promise of same-day service) will still account for the majority of this share, while instant delivery (defined as delivery on demand, typically with a 15- to 30-minute lead time) could reach 3 to 7 percent of the total food-at-home market in leading countries.
Source: McKinsey (State of Grocery Europe 2022)
🚚 Deliveries
DoorDash Launches DashPass Subscription for Canadian Students Nationwide
Deliveroo UAE launches in-app ’round-up’ feature to support Emirates Red Crescent, other partners
Canada’s First Permanent Delivery-Fee Cap Kicks Off in British Columbia
The delivery market is rearranged in El Salvador; Hugo App ends operations
🚀 Q-Commerce
Jokr shuts down operations in Colombia 2 months after leaving Chile
Mass exodus planned for Getir’s London office over return to office mandate
Rohlik Group Appoints Vineta Bajaj As Chief Financial Officer
Meat subscription startup chows down on database of failed grocery delivery service Voly
🍳 Dark / Ghost Kitchens
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💰 Financing / Exits
💻 Other
Amazon brings Prime shipping to more third-party sites on January 31st
Tech unicorn Flipdish aims to double its revenues after restructuring
‘A first in France’: Carrefour trials autonomous delivery service at up to 70 km/h
Domino's is said to have lost ground to Pizza Hut, Papa John's in Q4
China to allow Didi apps back online, in latest sign of regulatory thaw
📜 Deeper reads
Can the ‘instant commerce’ business model succeed in unpredictable times?
How Zomato plans to achieve a balance in profitability and growth?
Pardon the Disruption: Has Amazon Fresh hit its expiration date?
Temu's low prices catapulted the Chinese app to the top of the US download charts
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