Ultrafast Delivery: The $28B Market to Build the On-Demand Bodega

The grocery value chain is highly fragmented and new players operate on a variety of segments: restaurant delivery (Deliveroo), multi-product delivery (Glovo), grocery personal shopper (Instacart), and instant delivery shopping (GoPuff or Gorillas). Such actors can be both competitors and partners for traditional retailers. Faced with such disrupti... See more

We look at apps like DoorDash and see food delivery. Rather, view them as the last-mile enabler for businesses who are leaning into localized eCommerce. Food delivery, alone, will not justify the $50+ billion market cap but a city-by-city network of local retailers may.