par Aude Chardenon16 July 20210 commentaires

#Episode2: new players in the world of food delivery

As we know, the year 2020 was the advent of food e-commerce and quick commerce! Major retailers are teaming up with meal delivery specialists like Uber Eats and Deliveroo by offering you the possibility of ordering their merchandise on these apps. But other players are emerging to deliver ever faster to consumers in major cities. Here’s an overview of the new European startups that have won over consumers... and investors. 

The food delivery ecosystem is growing! In the field of food e-commerce, the trend is pointing towards even more players. Europe is no exception, boasting many startups whose activity has grown spectacularly due to the health crisis. And in the last few months, there have been countless players, both traditional and new ones, who want to make a place for themselves in the world of quick commerce or q-commerce. Because express delivery is becoming more and more attractive to consumers.

Between online supermarkets (such as LaBelleVie, La Fourche and Frichti), meal or shopping delivery specialists (Glovo, etc.), specialized e-merchants (Kol, Greenweez, etc.), or technological giants (such as the Russian giant Yandex!), many want to take advantage of a market that represented only 5.6% of food sales in Europe in 2020, according to Kantar, but we now know how promising it is.

Newcomers on the scene include Gorillas, Dija, Flink, Zapp, Cajoo, and so on. 

  • Their common point: offering delivery on-demand and very fast, sometimes around 10 minutes. Getting ever faster, they are actually closer to the consumer expectations. 
  • Their technique: relying on a network of dark stores, small invisible urban spaces, i.e. mini-warehouses, intended solely for the preparation of online orders.  
  • Their strengths: a solid delivery network, a reduced assortment of inventory (about 2,000 references), a simple and practical mobile application, and complete and optimized product descriptions.

As a strong sign of this market emulation, there have been (numerous) fundraising rounds completed since the beginning of the year! A large part of this capital should allow these startups to operate in new markets and develop before their competitors do! Quick commerce definitely lives up to its name.

  • Dija (Great Britain)

Founded in the fall of 2020 by former Deliveroo and Everli executives, this British startup is positioned on express delivery of fresh produce via its Dijanow app. To do so, it has developed “dark stores.” The London-based startup, which has 2,000 references, mainly targets consumers in highly urbanized areas, including the French capital. It raised $20 million in the fall of 2020.

  • Gorillas (Germany)

Founded last May in Berlin, Gorillas closed a $290- million fundraising round at the end of March, bringing it into the unicorn circle in record time. The German startup, which operates in more than a dozen major European cities including Amsterdam, London, Munich, and Paris, offers delivery of more than 2,000 grocery and everyday products in only 10 minutes on average. To achieve this, Gorillas uses some 40 micro-fulfillment centers in the countries where it operates.

  • Cajoo (France) 

Cajoo is a new French company offering on-demand delivery service in less than 15 minutes, available 7/7 from 7:30 am to 12:30 pm. It plans to develop a network of its own mini-warehouses in cities, aiming to eliminate all intermediaries and thus offer competitive prices. It has just raised 6 million euros in seed funding to initially win over Paris-area consumers. The Carrefour group just announced that it has entered into exclusive negotiations in order to acquire a minority stake in the startup.

  • Everli (Italy) 

Formerly known as Supermercato24 and as a pioneer in food e-commerce, Everli operates in Italy, Poland, Czechia, and France. The Italian company, which closed a $100 million round of financing in March, has created a different model, closer to Instacart. It employs personal shoppers who select the products ordered by customers in the store and deliver them the same day. Its revenues come from orders but also the monetization of partnerships with brands. This approach allows it to offer more than 300,000 products in the 70 cities where it operates.

Jiffy (Great Britain): 2.6 million pounds; Weezy (Great Britain): 20 million dollars; Flink (Germany): 52 million, then 240 million euros; Rohlik (Czechia): 100 million euros; Oda (formerly Kolonial, Norway): 223 million euros; Getir (Turkey): 138 million dollars; Glovo (Spain): 528 millions euros; Swiggy (India): 800 million dollars; goPuff (USA): 1.15 billion dollars!

The complete ecosystem (by DigitalFoodLab)