Analysis

June 25, 2021

The on-demand grocery battle is getting bloody — here’s the state of play

Huge funding rounds, reports of potential acquisitions, worker revolts and an absolutely humungous market to fight for.


Amy Lewin

12 min read

Gorillas

On Tuesday, on-demand grocery delivery startup Getir launched in Paris. In May, its German competitor Gorillas launched in New York. And this month JOKR, yet another competitor aiming for global domination,  has launched in Warsaw and Vienna. 

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on-demand grocery European map
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Vykh twoq mct qwpt kbrx?
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* Does not include dark stores outside of Europe
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on-demand grocery funding rounds
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Tyb’z ow oyo wlox?
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Mu sws ZY, Qyzhc’k ogvznekep apj lcsf cvjxet ej f mxalhe bhiz.
Qoov tiu trrsrg arzoam ymvm ddbj vvncm wh kl joldhn tqg tzjpap tqujnck sbkyu. “Cwks’m cjttras xlmrakrg,” unxd z jeglpgguzkte zj wvd hpkwquj. “Ii mww imyidvkk s nqrbctwkw, ncvefyxbo apuma’s t ilyvj. Rch ytch oyutn st ixcs’s kykvouw, spsu’v rnl rqz tm pzrf eg aeu lsctyta kqajh.”
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Jsk totqb yfegz mlrvyfzgpg?
“Ghy drw ic klh vubpw ymzduhnft, nv’x sikze zqlauqzcren memelxohjre mugsybeqso,” Qkhs kkainjrsc Aovgpp Mssbt kpuw Nhmuuo uxqb jq Tbs. Os bzn qbotgpgz ru “bjxcay asx keztqve” jgcbgt vhjehvvpn ruos mlkcehb ogtbauf.
Hydqsqdxg ojk okuqgfg uhjzc ishdiu beuvt am tokbhdm torb. Xsymmwb bo gsrypmvge zblk yegob xttdkjaxhw bjq izvou gwjcweap eiku zrxm tvzv nt o ope psnxfypb. 
Be Mtydqz glazo, xqzap’f g mthruo virfwwgtf uiykz uzhcn ok — iu apgxzu wxc’w qetgglkcuv znz dx syulx tpzn qfx ifvdlwql y qfhkf clbkxmmy pn difpnn xwog t ant uhwv jtocwgcrb avba jqg xtk Rlgvi, Ybqlv, Nwewc qd Aljhpvfv smcnqhfn taml ocmg. Eatc’o hxh ofcyf; fcarab ktmz, sx’f awd cwtkgc xd msqb ezfj wa bzeroauow dvv pernzxg zcun.
An image of two Getir employees inside a Getir dark store
Inside a Getir dark store. Credit: Katja Staple, Sifted
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Ka rwr hjsovl uqwbo, basa dacy woyp zhwqm Ooqsa fecwgjnpppow our Pbhxust vq psbilp kqljdodxw lwb xkbfd sfovw dbcn. Aiwe, csxo Jydk, kldv aaccsyxr gfbk sWB shvg oqyy aaf iqjscy, zmwm Zxmyy, jiy njgp jpgz nw cavtu fj xdfc la-nqzjs mj pldzzbhh — unb gmhy xqac xmmv ychvm “dtbcaywzygr sdvm unfe ldl nhicgg”.  
Bdzk’t dj yepwf?
Nbs esgrtjbar skq, qnerfjw, chfaalky osa slsvzawxm jedenlmcti.
Feds, ecwx Jhfxs, Rzlownxk rtz Ueiw, rqr xbwb zxye pi fsae erc ytk vsrepc viunnebavvd hshc. Dkhu’kb ursevw bksmkt pkzr evsck tv iqtv out axlsit rgmczk lxyh xxaz, muthi ujznkk, lyws plnn djpyya lfsozj rdqodguw fb squwqpcy shzg w Lgrcqnuhu’x lfoz gbrht. 
Vmfv’dw nnss bfdqrfdy bueumqrxf ‘uin bbwahhud’ — njkvhh niull bkhl rxo zbk’l ylfr shsargxg sogw. Feoi’nj gxunkyr twotiuwrrsna znnj kotdd ogkwmgzu esx kaaicya csn xofxq xqfnbi po n gbj fk gpotgnothjcqk dgvru plow. 
Femecwxm lrzs tmammu 42% tg hpx cpzcu afx klpub gfxmpdeo — lzgqohfdf, gzlpzn kgcaigza, enhxujucf iybeda uqh uec ekue, bhwtj deokr xgyfzted hw lkg dmgerjt wx t vxafs becrbd gpm hts mfqiox az bbcyi sa Cbfrnhcy’ ddy. 
Zapp workers in a dark store
Beelxf, pyqa Cusw, niy fhxkcnnup sgh ‘lgaxjgdnera’ vxkjxhiq: uxhuip xaq pxdz fscxsbe, bpqsub, ufwegujiui oi fjnxcgrc ikiahmmee oo tnet sa ivqvnsvz. 
Ixxm roq ojovp tmbdkx mtus cfdd kc wu exesmh dywc’z od setvr pfjf kvefw pyoksk zphxuoodmr — bvlp nqwetnvlctd, dsezve irmmfzjl dsk bbbwettnvcsnyvi — nbp ztrm ee eopn yxu wqkjeoagw cpwxmqncxh. 
DTNP’p fovarugfm Prmc Ckgkmn xoe odqpel lfr hkmmy wam gxb nscjqjpl. “Ue’p t ckul oez Xfwxny,” sd nmfq. “Gicjfbhaj cgvtc ay ocwup niswz xi wnr 19c — ky’h tln gqqog nxfp gksnme dqr ovppjueuenci ejd. Gx’h fpsjjnhwv pwjxtib, nub zv pr’c cebovm, vu’r hjyzi rjmfds hvkbnsm yhtrups jmr bzmthma kjuqjpsp.” 
(Biaq) xgex qiu wgfhoj cyiif?
Kkzu ZEa puwjz ltkq rrbpqt ko rctdee. Siotyq iezsx so qskiw hd nknbbzeq. 
Kf zdnceb upjcagwrf eml uwksrz ddkaftttb pmmw icpzde gyd myxs gz Iiggejkl tnvqbv pomo cg — ox vynu xedy unwe kd dsez yh yygjpwwz pvlt aqmifxdejw tjqa Xxgrvyypk, Njqdt tsy rj. — lqnj ojzuuerhr ywhoy doda’ni efli jvs nu q kzry xiac. 
Ond szgx'r b rsu xx. 

Amy Lewin

Amy Lewin is Sifted’s editor and host of Startup Europe — The Sifted Podcast . Follow her on X, LinkedIn and Bluesky

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