Food Delivery Tech Battle for the European Consumer

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Contents 1. Introduction 2. Food tech economics 3. Consolidation wave 4. Market size and market share 5. Investment and exits
Market sizes: UK is by far the largest market, thanks to high order frequency and online penetration People ordering food Market size (GMV) (1) Online penetration Online market (GMV) (1) Germany 56M UK € 7.2B UK 49.1% UK € 3.5B UK 46M Germany € 4.5B Netherlands 32.7% Germany € 0.8B Russia France Italy Spain Poland 33M 30M 23M 19M 43M France Spain Italy Netherlands Poland € 4.3B € 3.0B € 2.5B € 1.5B Online € 1.2B Offline Denmark Poland Belgium Austria Finland 27.4% 23.4% 19.1% 19.0% 17.3% France Netherlands Spain Italy Russia € 0.6B € 0.5B € 0.4B € 0.2B € 0.2B UK is by far the largest market, thanks to high order frequency and online penetration. Netherlands 10M Russia € 1.1B Switzerland 17.0% Belgium € 0.2B Belgium Austria Sweden Switzerland 6M 6M 5M 4M Total market (offline and online) is growing about 5% per year. Austria Belgium Sweden Switzerland € 0.8B € 0.8B € 0.8B € 0.6B Vast majority of offline (80%+) (2) is take-out collection Sweden Germany Russia France 16.2% 15.2% 13.5% 13.4% Austria Denmark Sweden Poland € 0.2B € 0.2B € 0.1B € 0.1B Denmark 3M Denmark € 0.5B Spain 11.9% Switzerland € 0.1B Finland 3M Norway € 0.4B Norway 10.8% Finland € 0.1B Norway 3M Finland € 0.4B Italy 5.3% Norway € 0.0B Estimates based 1. GMV = Gross Market Value. 2. Dealroom estimate based on Morgan Stanley UK survey report. 17
Page 1 and 2: Food Delivery Tech: Battle for the
Page 3 and 4: About Priori Data ■ ■ Priori Da
Page 5 and 6: Introduction About this report Eati
Page 7 and 8: Contents 1. Introduction 2. Food te
Page 9 and 10: Unit economics vary widely per mode
Page 11 and 12: Overwhelming majority of value is c
Page 13 and 14: Market leadership is key for profit
Page 15: Europe post consolidation: France a
Page 19 and 20: Takeaway and Delivery going head to
Page 21 and 22: Takeaway is outperforming in Poland
Page 23 and 24: Contents 1. Introduction 2. Food te
Page 25 and 26: A large number of VCs are still hea
Page 27 and 28: More online resources Food Companie

Food Delivery Tech Battle for the European Consumer

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