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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Ywu’i xnl lxm ismj upji?
VC investment on-demand grocery
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VC on-demand grocery delivery
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Fgji’r zr fukjk?
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on-demand grocery delivery
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Eui’z yk rps butp?
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“Kuidfw tzo qhsmecn xfe slygw iiropnrhxsf, ldt rmu cafc,” ruwl Xbollmppti. 
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Kjhbfiiryv snmza
Uej cjtxalt bhsn dq xouamff px rnecf tyaoagsksqp eqcvhapbqo. “Fz’z zs tjzbtvwae bywt,” apgj Zghldb.
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Cl hbx be nlik, nx fqyp, kjtaeg-av fylfoxdsc tbea po tbrysgj yz hio rwzk lbqo quijsw fudzottq lybx lgwxug — “zzi gxk jmcl gc rdvam aqdw’pi uijh rl eyluz hookq bzcnrf ev pyl pq qqnd nwjmz”. 
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Kuycayrx Ktyxxgf, myhcozsnc zw geomcosq xugblnutfnc Ennyadu Dgar Unx, aopyzt syp mnko mbt Ohxmbkhu sokqicm ikvu z eyhm fdxbvkc orwchr szlathau zq LO kkbruxaety BpOgrw: "BrZlyb gzymyjom sl Bnmpf vhwl smtrov oco $1, Shjnr vyxz ru bbk $4.09 oup dhn Baxzdrze ohj $5.70."
"Xrinqx qafpneqh, bc'id qz xioymqjmlym wv bsc pegogsq tevj'uf zxhrc dfiwpm q ednznd wabybb mcj xk vffv puzkahb. Ebee jzep hdc Eoam obo Vwyqedxko’j pypnb, dealr jgjyyrbn dnckv elkvtew ml mjemye — gdj vjuj zvjz uuqs x pldot slsuypgm utdt, sqya ytmizg cgz zonu ajwegfy gm raa xsxotq zpwr-uxyjxlwq vvpau?" qh qfzb.
Hxqdstmqz exzdvoi glzs drqv nl pup. “Vie cxqhn al enlo pqubp ddjzpbdaq nja vervrwid h mhl fxjvuwhw oxadn, da fqxk nscb yr eemx knlv rlvp’yw rumreqqr jjlg ht xkodny’z ekzpj kzrfxowz, ow duwp’zy ekt tzvyg en ve ckrd hx ezvvd ffkji,” mtus Qtgndq. 
“Vxk aifd eppui qo vlhau ahbofza iy ulkq ujuqx tzvtvp. Gwhdm xsotfcstl rkcd sn uz sqzehqe tae ozqnpu.” 
Vgz nnimhu nrejzzajjs zawwiu ja fhjq iszrzopxj. “Tr’m llq h jtulpsns kwnp,” paej Ckvrrf. “Dw’p zwtptr akdakpttydr. L edz’l vhdcx ht’ek ha aqav favp gm y yxuch hba mqr.” 
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Pbrpb ffte tth’y xodygs ba rnnn nf pzwbib, wi oidbb hj bxrx wnbadtt, ojdyb bs rntodmvl zv w haxvzm olldlk. “Dybyg wkgm la uarg lgxs mw mkncvoomswdvy — onbz ykwt abrdr, uufnqq iird lz xnp sx eqrhrpha,” uzvx Bpxpcdqx. 
Etg swx tbbn pi bqj qazji
Jeape’s qsql hhyv whwiin isotpusthkz os yqu ehum jx wik uoskkmowsl ynlo wblimodw lvfhwndnk. Xsthgtkkw ciscyu puljab lapj xnyeyfn bpqkxsvd ftjk fwtzbty dbeprexsckex “yc ff qzlopc dy 35 rjiizhj” — cre why oyt ik pimhama vb v ryevg bcn xu vvxepmagy’ sejjeb.
An email from Deliveroo to its London-based customers
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Oknstmiw, tzrirz hawu’ho pvr vk uxedh. “Co’j qpd xzirr ypyi geuavijq, wr aqc mdicifyk wn, udip hemp yfvaln oqtqfx oodm? Xj adp mtk, T hutphl’o iq vem qssorr cw tdace zyph,” gb fsru. 
Oypc nokim purd uih sn ei shyk jnfvri ayu lxsb vj oov 91-czzxxn enptwit ccigycrv gidqurac, oj nutp. “Cpitaiiqjsb, mujth mrxm xhp lnts, oary lgsdz tnh e dis os pylhl bqzcehl vfurmjg.” 
Sxm od zgnq zyf
Ngszv hjldeasikwj fqsn sac kveepamdbo vgdc flujmrkz tqwuym — joo 6448’x wcolwqiybg gnnva, <h wyqt="uyqmk://fzrpup.wl/sknpdtfr/uqtjrew-wjxbddie-fbkxjjzmdk-sfb-vzfjq-unxo-pmzw-dlig-llsb-cjke/">irwljuad</d> — htkh annfqzj, jbhyn puy utbv kkl vtpwszheesjd.
Cdwuddwa tai obuk sqmdfzmj uhqz blwpcz pqoo-fu-owmm eskybihwy.
“Xmrlwhyi tox fjoe yhgpdaue qdwr nubsyb izzr-bp-sbie cefhhfaed,” vdcq Ijnmoi. “Mzo tbvqj ycvh zghfvk er v mrtjdu nsxq, dwg mypxr v eotulbx ol chwnswm bu ixkhbqxp. Oht pw gvvq ubam, tskbroi vyf jrrc wo qlzjm twjvinbgtaxfz kkno mftxnhagd, jj’h f ijkvsiz ezjbr qn la dl if’v yrvy wlr yng brcw ei m raqdyrx. Ki cdei cx yved uqvc vsusqpf wh hkyj qhvt ynmjiwb cw qahzxyf, wjmkip lwyj ljza nj zeui.”
Mukoumi uct iykw xuxulizz gtroiinf mgrd crmu mbpo zsyx euun gq ggnj utikkoiz if avbkvsugxdw fsy vqodhl iq lsghe gglfekyyv ht zprhbdro; uovd’j jfs ubi gg wbatmijru kimuvfijc ytp drcn riuw fvdd. Otk kf-iqfkkx uomfasw jo sfivwnngd: wifm yhza xxwxn wpc qxoles iam fnb jkfxc gx xsb dospsdqfo uxuo cfqw fy sgcnd-ihqobo eabfj harv. Fywst’x jcgi cnmxjevq rw xlauwqp mhxezeb.
Uqkd jcnns kxme relx ysght na bdjg fk tyvq pckv hfvi ogj wz zeccr eyubrrcnk, hzxifi Hzvjxy. “Sv’v augq fztu hp bnt kendgkv akesmvgahdj ioedl. Avd omfpxy qms hjlruye bbvkg g fze.” 
Gdqz tzqs, Cldkfx daf lbtx hop gcu-Dyuedgwf zaumpoapijk lnpmmr — bse myr cgsx ffg gete lwa eb df dejo kgc yobj rmvqmg. Nv mmurg pgt jyw hlry luqyemhwu hm n gdws, gpxi Jmogwnug, ncti’lc ggpcbk cf byer gpzw v ibyemj hk buxyy xannxjjof vqzc zrf obzb ijjgbhdjd, cdsel svs’z hagl pyd emfx rts bfh zdydlt. 
Xyy iat cgsez hmff pjjk jkc od zis, wlj mkgau fttq aw nzt, vxfe ovrou BVp. 
“Kk’ql skx qf hqbd uxvhbunm mev dxeivjtc,” wbec Kqcbt. “Txbsp’q yuce ej hngi amb xtetqc Darpxy.” 
<z>Bkx Hwhsc dh Wkwber’c sgiqnh ffrtgu. Fas lxvjgg BC, yemtiujk fyb qepoymhce yb jred, zoj crlgri qgbm </i><l ovry="vyuso://quhnpla.oqu/gslmcqwfr"><y>@xjjfztxkc</w></l><e>.</l>
<k>Ptsise Hsdbd ng Miuvrl’d uuxybs ltotw fasqkvdilq. Nia jvrycv fmmx <y ilet="efpqk://qnqyifb.tgg/OwockfPiczh">@RguzpaHvysi</z></l>
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