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Accurate consumer insights for emerging markets based on E-RECEIPT DATA.

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Measurable.ai?

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RARE AND TIMELY  COVERAGE

RARE AND TIMELY COVERAGE Largest alternative data provider for emerging markets including South-east Asia, Middle East, Latin America, India and more.

What

do we cover?

Food Delivery

Food Delivery

GrabFood

Gojek

Foodpanda

UberEats

Deliveroo

Swiggy

Zomato

Talabat

Careem Now

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RIDE-HAILING

RIDE-HAILING

Grab

Gojek

Bolt

Lyft

Uber

Beat

99 / Didi

Ola

Free Now

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E-COMMERCE

E-COMMERCE

Shopee

Lazada

Tokopedia

Flipkart

Mercado Libra

Magazine Luiza

Bukalapak

HKTVMall

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Who

are our target users?

Financial Institutions

fourLinesFinancial Institutions

Corporates

fourLinesMerchants

Researchers

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Media

fourLinesMedia

Data Report

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#MarketShare

Food delivery market share change in Asia

Measurable AI continues to monitor the market share change across different markets in the heated food delivery industry. Check the latest landscape in Asia Pacific across Hong Kong, Taiwan, Singapore and Malaysia in 2021 (based on monthly total sales in USD).

#FoodDelivery

DoorDash: Beat consensus with weekly fresh data

Measurable AI's aggregated order volume is highly correlated with Doordash(NYSE:DASH)'s reported total orders by quarterly throughout the past few years (2019 -2021).

#India

Zomato: Keep up with the new stars

With the full granularity of e-receipts data, Measurable AI helps clients monitor a variety of metrics from revenues to specific GMV or customer-level behaviour. Our quarterly aggregated order volume for Zomato(NSE: ZOMATO) continues to show a high correlation with Zomato’s reported GOV(Gross Order Value). *Zomato's financial year 2021 starts July 2020 and ends April 2021

Data Insights

#FOOD DELIVERY#RIDE SHARING#E-COMMERCE
 
#Food-Delivery

Nov 04, 2022

Your Guide to Italy’s Food Delivery Market
Ciao! It’s believed that the first ever food delivery took place in Naples, Italy in 1889, where King Umberto I and Queen Margherita received the first pizza delivery. Fast forward to over 100 years later, Italy’s food delivery market has grown to be around USD$1.15 billion in 2022 (forecast by Statistica). Let’s take a look at the market share of the Italian food delivery market occupied by the four players Deliveroo, JustEat, Glovo and UberEats. Measurable AI’s e-receipt dataset reveals that back in 2020, JustEat used to lead the game, occupying over 45% of the market share by revenues, followed by Deliveroo and Glovo (who respectively share about 25%). Italy Food Delivery Market Share (2020 -2022 Q1) Deliveroo started to grow faster than its peers around 2Q21, arriving at around 40% of the market share in 1Q22. Then entering into 1Q22, JustEat and Deliveroo leveled up head-on-head with roughly the same market share.  Meanwhile, UberEats has steadily occupied the smallest percentage of the Italian food delivery market throughout the years, hovering at around 5%.  Measurable AI: Italy Food Delivery Market Share by Revenues; *Estimated Revenues in this chart are captured from Measurable AI’s unique consumer panel, based on the dollar amount of each order after incentives (promotions and discounts). Online grocery orders are included. Data range from 2020 Jan to 2022 Q1. Italy Food Delivery Volume by Tip Cities According to Measurable AI’s granular e-receipts dataFor geographic coverage: apart from the two biggest cities Roma and Milano, it appears from the order volumes extracted from our dataset that each company has its own focus regions. For Deliveroo, its top 3 cities are Roma, Milano, and Bergamo. For Glovo, orders from Torino contributed most of the volume followed by the top two cities. For Ubereats, orders are also concentrated in the city of Napoli. Lastly, on JustEats, our dataset reveals that Bologna ranks the 3rd top city for its food delivery orders. Measurable AI: Italy Food Delivery Order Volume by Top Cities; *Estimated Order Volume in this chart are captured from Measurable AI’s unique consumer panel. Online grocery orders are included. Data range from 2020 Jan to 2022 Q1. Italy Food Delivery AOV As illustrated in the chart below, Measurable AI’s granular dataset reveals that the average order value (‘AOV’) for the Italian food delivery market has been changing quite rapidly over time. Back in 2020, Deliveroo’s AOV was a bit higher than the other players, while UberEats’ ranked the lowest. Nearing the middle of 2021, the differences in AOV across all players had gotten smaller. Each platform’s AOV has also been more stable entering 2022. Currently as of1Q22, Glovo consumers spend the least, with the AOV at around 20 Euro. Meanwhile, Deliveroo’s AOV has remained the highest throughout the past two years. Measurable AI: Italy Food Delivery Average Order Value; *Estimated AOV in this chart are captured in Measurable AI’s unique consumer panel, based on the dollar amount of each order after promotions and discounts. Online grocery orders are included. Data range from 2020 Jan to 2022 Q1 Lastly, are you interested in Measurable AI’s detailed consumer insights on other food delivery companies? Follow our insights blog and subscribe to our newsletter to keep abreast of the latest developments underpinning the hotly contested food delivery industry across more markets. Or if you are a hedge fund, corporation or in research and looking for the most up-to-date transactional data insights, please reach out to us at [email protected] to learn more. Read our former blog about Food Delivery Market in Spain. At Measurable AI, we build and own a unique consumer panel and are the largest transactional email receipt data provider for the emerging markets. We are well regarded for our comprehensive alternative dataset across the digital economy, particularly for our consumer insights relating to the food delivery industry. ABOUT US Charlie Shengis a serial entrepreneur, and a dedicated communicator for technology. She enjoys writing stories with Measurable AI’s very own e-receipts data. You can reach her [email protected] *The Content is for informational purposes only, you should not construe any such information or other material as investment advice.Prior written consent is needed for any form of republication, modification, repost or distribution of the contents.

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#Food-Delivery

Nov 03, 2022

Spain Food Delivery Market Overview (2020 – 2022 Q1)
Keep abreast of the latest developments underpinning the food delivery industry across every market with Measurable AI’s transactional e-receipts data panel. This week, we dived into our dataset to conduct an overview of the European food delivery market throughout the past few years. First stop, España. Taking a step back in time, the Spanish food delivery market has always been quite competitive with four players dominating the game: Glovo, JustEat, UberEats and Deliveroo. In 2020, Glovo was on par with JustEat, occupying around 35% of the market share by revenues. It was not until 2Q21 that Glovo started to lead the race, keeping its momentum into 2022. In July 2021, in the wake of the government’s adoption of the ‘rider law’ – whereby a worker is presumed to be an employee as opposed to a self-employed contractor – Deliveroo announced plans to pull out of Spain, citing huge economic losses since the start of the pandemic. At this time, our dataset reveals that Deliveroo owned 5% of the Spanish food delivery market share. The closure of Deliveroo’s operations helped advance Glovo’s position in the market throughout 2021. Entering 1Q22, our dataset reveals Glovo seizing over 50% of the market share by revenues. Meanwhile, UberEats, the only non-European food delivery player in Spain, has steadily remained at 3rd place with around 20% of market share throughout the pandemic. Measurable AI: Spain Food Delivery Market Share by Revenues; *Estimated Revenues in this chart are captured from Measurable AI’s unique consumer panel, based on the dollar amount of each order after incentives (promotions and discounts). Online grocery orders are included. Data range from 2020 Jan to 2022 Q1. All in all, during the course of the pandemic, the Spanish food delivery market has experienced a decent amount of growth and changes underpinned by much mergers and acquisition activity. In Spain, Glovo is now owned by Delivery Hero (a majority holder). Just this September, Glovo has been fined €79 million (~$79 million) for breaches of labor laws related to the employment classification of couriers. According to Measurable AI’s granular transactional data, apart from Deliveroo (whose AOV was much higher than its rivals), Glovo consumers tend to spend the most on food delivery per order in Spain, averaging at around 23 Euros per order as of March 2022. As can be gleaned by the chart below, UberEats’s AOV kept growing over the years and is now only slightly under Glovo’s. Meanwhile, JustEat’s AOV has remained relatively stable, hovering at around the 20 Euro mark. Measurable AI: Spain Food Delivery Average Order Value; *Estimated AOV in this chart are captured in Measurable AI’s unique consumer panel, based on the dollar amount of each order after promotions and discounts. Online grocery orders are included. Data range from 2020 Jan to 2022 Q1 With regards to geographic coverage, each player has its own regions that it focuses on. By delivery volume, Glovo’s top 3 cities are Madrid, Barcelona, and Zaragoza. For JustEats, it is Madrid, Sevilla, and Barcelona. And for UberEats, it is Madrid, Barcelona, and Valencia. To be Continued… Interested in Measurable AI’s detailed consumer insights on other food delivery companies? Follow our insights blog and subscribe to our newsletter to keep abreast of the latest developments underpinning the hotly contested food delivery industry across more markets. Or if you are a hedge fund, corporation or in research and looking for the most up-to-date transactional data insights, please reach out to us at [email protected] to learn more. ABOUT US Charlie Shengis a serial entrepreneur, and a dedicated communicator for technology. She enjoys writing stories with Measurable AI’s very own e-receipts data. You can reach her [email protected] At Measurable AI, we build and own a unique consumer panel and are the largest transactional email receipt data provider for the emerging markets. We are well regarded for our comprehensive alternative dataset across the digital economy, particularly for our consumer insights relating to the food delivery industry. *The Content is for informational purposes only, you should not construe any such information or other material as investment advice.Prior written consent is needed for any form of republication, modification, repost or distribution of the contents.

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#Uncategorized

Oct 28, 2022

【市場回顧】一文看香港外賣平台市場變化 (2018-2022年)
香港外賣平台市場競爭激烈,兩大龍頭 Foodpanda 和 Deliveroo 不斷推出優惠吸納客戶之際,內地最大網上訂餐平台「美團外賣」開始招聘香港人才,或掀起本港外賣市場變化。 回顧過去的市場格局,Measurable AI 針對香港各大外賣平台,將電子消費數據轉化成市場分析,整合了以下時間線來總括 2018 到 2022 年本港外送市場的變化。 Measurable AI: Hong Kong Food Delivery Market Overview (2018 – 2022 July) 【2014 至 2019 年|早期競爭】Deliveroo 先拔頭籌 早於 2014 年,來自德國的 Foodpanda 是最早進入香港市場的外賣 App 之一;英國起家的 Deliveroo 緊隨其後,於 2015 年登陸香港;Uber Eats 則於 2016 年進駐香港。 在早期的外賣平台競爭中,Deliveroo 處於領先位置。根據 Measurable AI 的電子交易數據,就每月訂單收入而言,Deliveroo 在 2019 年曾經擁有六成以上的市場佔有率。 Measurable AI: Hong Kong Food Delivery Order Volume during Omicron (2021 Jan – 2022 Apr) 【2020 至 2021 年|疫市】Foodpanda 和 Deliveroo 叮噹馬頭;Uber Eats 退出 COVID-19 來襲,食客對外賣速遞需求大增,外賣平台成疫市大贏家。 疫情期間,港人經歷過兩次長達數月的晚市禁令。Measurable AI 的數據顯示,香港外賣平台 (Foodpanda 及 Deliveroo 合計) 的平均每週訂單量自 2021 年以來持續上升。Omicron 引發第五波疫情下,2022年1月至2月的每週訂單量創新高,為去年同期的兩倍 雖然 Deliveroo 於疫情前一直領先香港的外賣平台市場,但於 2020 至 2021 年疫情高峰期時時,Foodpanda 追上 Deliveroo,形成兩者之爭。按每月訂單收入而言,Foodpanda 和 Deliveroo 各佔約一半的市場份額。 直到 2021 年底,Uber Eats 宣布撤出香港。Measurable AI 的數據顯示,當時 Uber Eats 的市佔率不足 5%。 Measurable AI: Hong Kong Food Delivery Market Share by Revenues; *Estimated Revenues in this chart are captured from Measurable AI’s unique consumer panel, based on the dollar amount of each order after incentives (promotions and discounts). Online grocery orders are included. Data range from 2019 Jul to 2022 Jun. 【2022 年至今|兩者之爭】 根據 Measurable AI 的電子消費數據,Foodpanda 香港的業務於 2022 上半年迅速增長。就訂單收入而言,Foodpadnda 的市場佔有率為 63%;而 Deliveroo 則為 37% (數據截至2022年6月)。 Measurable AI: Hong Kong Food Delivery Average Order Value; *Estimated AOVs in this chart are captured in Measurable AI’s unique consumer panel, based on the dollar amount of each order after promotions and discounts. Online grocery orders are included. Data range from 2021 Jan to 2022 Jul. 外賣 App 顧客習慣及忠誠度 在顧客消費習慣方面,Deliveroo 的外賣訂單平均消費額 (Average Order Value) 較高,每單大概 180 元 (2021至2022年6月);至於 Foodpanda 用戶,每單的平均消費約為 155 元 (2021至2022年6月)。 儘管今年兩者的差距收窄,Deliveroo 的平均消費額仍高於其對手。 Measurable AI: Hong Kong Food Delivery Consumer Behavior; *Estimated orders in this chart are based on the monthly order volume captured in Measurable AI’s unique consumer panel. New user: whose first order was made within a year of period. Loyal user: whose first order was made at least a year ago. Online grocery orders are included. Data range from 2019 Jan to 2022 May. 在用戶忠誠度方面,Measurable AI 的電子收據數據顯示,Foodpanda 和 Deliveroo 的忠實用戶所佔訂單量在 2020 年底和 2021 年初開始超越新用戶,並在 2022 年繼續保持上升趨勢。 Deliveroo、Foodpanda 有多少用戶重疊?在 2022 上半年,約有 17% 用戶在兩個外賣平台皆使用。 Measurable AI: Hong Kong Food Delivery Overlap (Deliveroo vs Foodpanda); *Estimated orders in this chart are captured from Measurable AI’s unique consumer panel. Online grocery orders are included. Data range from 2022 Jan to 2022 Jun. 除了兩間外賣平台外,還有一些本地企業在外賣速遞和快電商 (Quick Commerce) 行業分一杯羹,包括 HKTV 旗下外賣平台 HKTVexpress、餐廳評論平台 OpenRice、 yuu 獎賞計劃旗下網購平台 yuu to me 等。香港外送市場激烈競爭之際,內地最大網上訂餐外賣平台美團也宣布有可能進軍香港。 如有興趣了解最新市場概況,關注 Measurable AI 的最新文章和 Newsletter 來獲取第一手消費者及市場洞察資訊! 待續…… 關於 Measurable AI 另類數據公司 Measurable AI 是新興市場最大的電子收據消費數據平台之一,提供最新、最實時的獨家消費數據洞察。我們專注於東南亞、中東、印度和南美等新興市場,主要行業涵蓋美食外送、叫車服務、電商和電子支付。 Measurable AI 分享匿名消費者數據,並協助企業、投資者及研究機構了解並應對瞬息萬變的市場。通過收集海量的電子收據數據,我們整合出消費趨勢、市場佔有率變化,以及預測企業盈利及財務狀況。 如欲得到最新市場數據,歡迎以電郵 ([email protected]) 聯絡我們。 *文章內容並非投資建議,僅供參考。如要引用、轉發或修改文章內容,需先獲得書面同意。如有傳媒查詢,請發送電郵至 [email protected] 更多數據分析文章: 兩成人叫清湯米線、走韭多過走芽?一文看香港人食譚仔及三哥外賣習慣 【外送市場】誰是漢堡神偷?實測 Foodpanda、Deliveroo 及麥麥送 2022 香港虛擬銀行排名:另類數據分析各大 Virtual Bank、電子錢包用戶增長

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