Reply To: What does everyone think of the rapid grocery delivery market?

[Andrew Spencer]

Hi Xenia,

I think that the convenience of being able to rapidly order essentials and over the counter medications during the pandemic was a huge driver of success for these companies. As a result, post-pandemic it may require a drastic change to consumer habits for people to start making larger orders given the cost required to rapidly deliver products.

That said, I’ve noticed that buying at wholesale and using ‘dark stores’ may allow these companies to make savings compared to traditional stores which could make it viable in the long term.

So, overall I think that a few companies who can crack the right formula to change consumer habits will be able to establish themselves in the long term, but it’ll be interesting to see if people use them for more than forgotten ingredients on a traditional weekly shop etc.

I’d be interested to hear other thoughts on this!