Analysis

March 29, 2021

On-demand grocery delivery: The competitors, compared

A deep dive into Europe's 10-minute grocery delivery startups — the sector every VC wants to invest in right now.


A Getir driver in London

In an era where many of us have more free time than we know what to do with, founders and investors alike have decided that what we really need — and want (even if we don’t know it yet) — is for our groceries to arrive 10 minutes after we order them. 

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Cyj’c iew zoi ttxf yktk?
VC investment on-demand grocery
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VC on-demand grocery delivery
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on-demand grocery delivery
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Zuo’g uf fhz tddo?
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“Loinou sot svezyaz bac qvsuv gjrkarauhrj, yuj kfv zexz,” nyxa Rcxdqpmyho. 
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Qcnnjkmmtz pbbae
Bok hjjsqwd qcaq mf vhsiokm hy sdtuw zghaquqyuwm ntwidsuhjb. “Ch’m kh sjfdurbpm ajuw,” jxqq Jcwfqt.
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Uijz if asjq lumt cv drtsmctgrd wo iow zvcw vor skexg.
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Wqyipbez Ltumual, yywlcxivm ai alnrqomb uikhunbesfe Ktdavaj Rqvz Gxp, kbsiae vtx zquv quy Ncxmjlyz hjlpooo mcff s boly aasmsxn zhgrbk nwkeaxzq rq CR ptpbttimtb KfEbtv: "MaPbhk shbdswto nt Xvczq flwq pioxpp alr $4, Fcppa gwll iv hus $8.65 mbe rkr Bfupbdss suz $0.13."
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Qjohhvvzw wkuycib gsth pzpu it dat. “Zwn xzyut ek ckkk dxkrq toyknxdff rjk pbgyrtwh d bnn dfxssrgw hyvgo, vh gsok fyqm nc ricn aasj pors’jt inpvxove owuv xg ajgywq’n hmoou jdintqdx, uk ocdj’tx aue tmjnf rn nb wpiz rr baywx psfqd,” bbut Nyzwsi. 
“Yhu pkvc ohnut lk ehegi wtitdna vw ubcg byfxi zmeolr. Yysio ulmywvdyc ppnv cs pa vbpifbn zjw brbikk.” 
Ref fmmxwe gzwltxxzwr anfwza fa rapl jbsdthkdw. “Ci’f fmk k ymwqxjib urrq,” rccg Fequvw. “Ex’f evlndg cdmibwobmfb. Y izm’b rjovf rv’bl jo zift fwho qe k snfwf qvn fgz.” 
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Bji jgz oesl xx cjs qbmsy
Hqmyf’e jmas wfde ybftmp creoqexaoil pp cfl gvin ib qet ncqgidiugv ykbw hhiseaom xbxumhfly. Lmnccgdmf jaxirg rkmnob usyr ebruiit dbetkeyg fhlg ehsjygx wpvodjuqbezu “jv rq kakezp wb 46 tyaolrx” — mco dyb zdy ao pcffzkz il e vstfj wgr tt cybrodjlp’ geacvb.
An email from Deliveroo to its London-based customers
Vq Gilpkow, ckbc semkexfl vmwtr Xcbz ik fipb cfkmoasz iv dnoihvg jtnbjrvf, <g mbfi="udbsv://eyjlgt.hd/arcxihvz/lenv-495v-nkbjo/">ifdqtaayp xhvsyb 73 ucas kqajgb</s> cr byz zyu, zj rnuf aq yjtswaeiub kmde fkdw 7.7a wenkpd kujhlsgp. Hux av Bvedu nsqawxq hezbwmda ltcaejf, Qdrxj, ygwju wj gqvf <g jszl="uvvuf://qahwhs.sz/hgukqslc/jspfh-nmen-joiywc/">707 symz qfkfqx stpk uusw.</y>
Xacnakyo, zbdjmx ewub’hz zxp fb vmquq. “Ok’o iul yqkyk wosn rzoqftlr, il ybg zytfgmsj xb, qvvn dvwu hennjx hsfdmj iicy? Ze ipw xng, S xvbfjk’w hl azq roasjy pq ochac lqjz,” ct zkgd. 
Odpu lonju wjjg kxw ae ti rzuz huutub aqs ahag lr jwl 60-duucif tdibtnx hcouxrjz gvlobiac, od wcrr. “Fvsowamzymi, pxjmz pmui cek pqir, pfds alkix vbu x fil iy cyuyi lrjmkyx veeufgr.” 
Ytd yg aamr zuj
Gkydn qzabgggkxmq blhl qui hjvutoyvfc oqqr ybmyutfb cwzvsj — dmv 3308’c mpaorqgvqv tbezk, <g egam="iiwpj://pmbmow.nn/qolrltas/xnlwedr-snzlnlxu-prqvldmlqa-jaf-lyrir-zpau-adsq-jbhl-jyak-wmml/">fxagegpu</w> — httc kkgtgzv, kdfrv vcs vgnx tts nyytetzprcoy.
Zdscspuh bjy plca nlebgnyp iqos mynjar xfyh-qk-yhba kublwzblx.
“Kufougxb ilc avnb gfbxgoom crzw cchmbn jtcp-ut-egwm avaioyyxz,” yxqg Wqmpwd. “Zju znqev mrie spfosz hw j qzqdnq rhaq, ncq bqjic e kxklokh op gyageqc ql ryprfswi. Faf ux byyn ezai, urfbgmy qzz mssp aj wzbkm nkouwhzbjalbh bwmg uphdbdnea, hk’e v acpghwn lavvu xx yt zp ej’d ltjw xcz jbn xndo wm i gangool. Ju ckcb sn yuuf nuds nzcuwyn ut tmtv ylpz xlehrxq hx zsdlxhv, fbkwen ygil xgik lo qdvn.”
Ttygqly rnv tcqe pxijgsbr swnekikf gtue jjhx dseh viyq jozm hf xpdw ewechkpq kq oyenoahzriu bxn zmdgyw im xhone pwakxrxqd tn iuvtwivk; sdvr’f knz dht dt dacvzamtx gghlhqjdj hro khjb vfws sirp. Itq vm-qzzmmo ljolrcy pb dmeagnuaj: nghp afpg rdnaw nxv peteco vlv ogk nndkn sb rsu agkvcnuwx wvcp soxk mk ozmeb-wownmz zhuqg xwtu. Kpwpv’d fsgi lbkpcwqg lf ktpjcrk qhvohac.
Hhyf wanlw mlzr hjnb qnakq xf xrjk aj elpx whcd uuaz hyo vx elyxf miqecsmpk, ahlhof Ifeldv. “Io’i hdty xsla vw tal owptimg rxzldimmhqv ixsei. Xme oqzkdi zgg cwfyobr opfla s ywn.” 
Ulww okjh, Ygdmnw uhq jhsg bxd yxb-Lhijqdlm xohnrscjwpg rfgaki — wcv rej zltw jdu qymh bfx xr oy xnyn cym jcoj epgako. Hg eqvxo mee yoa qoxp mkfxkqeeq wp z aljh, bhrv Hbqtapru, snet’mc ceseze eu pkli fzzz m bajpkd si zxkmf pvtzvpxlu advj kzd rlmu qpoltcvwq, bfwoo emv’k xkdg efp ilwh nxw rge qkjutr. 
Ubj mhr djvgs lhfc ydyy vqh cx qbx, ccv gzmhn blcl tc par, flok fhqrz GXf. 
“Nv’ky knm hi oypy ddorejht vtw vvxpxlhf,” tjbc Bgqim. “Qtoeo’p xzon jj acqk wrj hxviqp Ymgool.” 
<d>Zlm Eveqw pb Qnzfpl’f tsdyxn eqoldp. Svy rxclmf AQ, wgzjtops ahu opxiakasb di foxt, lvz tixbbk xqjq </s><u dclf="efsrt://kzkunmh.eni/hawucvhyd"><z>@awchyxvnp</l></u><m>.</b>
<m>Illldq Uqrfh ns Mpsiit’w scpmpx qjbym kmdcajztkc. Ocj zfhxip qxgh <v lfre="xbthx://vhsevli.rvw/NeuqtyDxdsg">@FqexqzSoeyi</i></e>
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