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Food Delivery

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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
 
#外送平台

May 07, 2024

【最新數據】香港外賣平台市場:三分天下局面重現
過去數年,本港外送市場一直由 Foodpanda 和 Deliveroo 主導;直到 2023 年美團旗下 KeeTa 進軍香港,打破了兩家獨大的市場局面。Measurable AI 密切關注香港外賣平台市場,利用獨家電子收據數據,提供最新、最實時的市場分析。 根據 Measurable AI 最新發佈的 2024 數字經濟年度行業報告,香港外賣及生活百貨送遞的市場需求在過去五年持續增長。參考下圖,自2023年第一季到2024年第一季以來,訂單量年增率超過四成,商品交易總額 (GMV) 年增約 22%。 自從 KeeTa 在 2023 年 5 月攻港後,我們的消費數據顯示 KeeTa 重新分配了現有競爭者的部分市佔率;與此同時,香港整體外賣消費及市場需求維持穩健上升趨勢。 Measurable AI: Hong Kong Online Delivery Demand Trend *Demand Trend Index= Estimated order volume index is based on the monthly order volume captured from Measurable AI’s unique consumer panel. Online delivery orders include both food and grocery deliveries. Data range 2019 January to 2023 December. Food delivery companies included in this chart: UberEats, Deliveroo, KeeTa, Foodpanda 最新市佔率分析|Foodpanda VS Deliveroo VS KeeTa 綜觀香港三間外賣平台的消費數據,按所有服務(外賣送遞、自取及生活百貨)的市場佔有率來看,Foodpanda 在訂單量和商品交易總額 (GMV) 均保持第一。 Deliveroo 的市佔率在過去一年沒有太大變化,維持在 30% 左右。 KeeTa 近期取得了進軍香港以來最大幅度的增長。截至2024年第一季,按訂單量計算,KeeTa 在所有服務(外賣送遞、自取及生活百貨)的市場份額已增至 32%,按商品交易總額 (GMV) 計算則為 27%。 Measurable AI: * Estimated order volume is based on the quarterly order volume captured from Measurable AI’s unique consumer panel. *Estimated GMVs are based on the dollar amount of each order after promotions and discounts captured from Measurable AI’s unique consumer panel. Data range 2023 January to 2024 March. KeeTa 目前未有提供生活百貨配送服務,而外賣自取服務則在 2024 年 2 月底才推出。Measurable AI 的電子收據數據顯示,截至2024年第一季,KeeTa 在外賣送遞層面(不計自取及生活百貨)按商品交易總額 (GMV) 計算的市佔率達 32%,按訂單量計算的市佔率達 43%。 Measurable AI: *Order = Estimated order volume is based on the quarterly order volume captured from Measurable AI’s unique consumer panel. *Estimated GMVs in this chart are based on the dollar amount of each order after promotions and discounts captured from Measurable AI’s unique consumer panel. Data range 2023 January to 2024 March. 外賣自取優惠成新趨勢 Measurable AI 最新的 2024 數字經濟年度行業報告顯示,自 KeeTa 加入香港外賣平台競爭之後,各外賣平台的優惠攻勢在2023年第四季開始迅速回升。截至2023年12月,超過六成訂單都使用了優惠,這優惠比例明顯高於 Measurable AI 報告中其他地區的外賣市場。(按此下載完整報告) Measurable AI: Hong Kong Online Food Delivery Incentive Trend *Incentive Trend = Estimated orders come with at least one type of promotions including coupons, credits, discounts,which is based on the orders captured in Measurable AI’s unique consumer panel. Data range 2023 January to 2023 December. 與 KeeTa 的優惠減價策略不同,Foodpanda 和 Deliveroo 過去一年的市場推廣企劃大力鼓勵消費者選擇外賣自取。香港外賣平台的自取訂單迅速增長,在 2023 年,Foodpanda 約有 35% 的訂單為外賣自取;Deliveroo 的外賣自取訂單則從 2023年第一季的 15% 大幅上升至 2023年第四季的 40% 以上。 Measurable AI: *Estimated order volume in this chart is based on the monthly food delivery order volume captured from Measurable AI’s unique consumer panel. Online grocery orders are included. Data range from January 2023 to March 2024. 值得留意是,外賣自取訂單的競爭也相當激烈。就自取訂單的市場份額而言,Foodpanda 依然保持領先,與此同時,Deliveroo 迅速增長,自取訂單市場份額由 2023年第一季的 14% 躍升到 2024年第一季的 40%。 Foodpanda 和 Deliveroo 大力推廣外賣自取,其中一些促銷活動更提供半價優惠予外賣自取顧客,這策略大幅降低外賣平台的營運成本。 Measurable AI 的消費數據顯示,三間外賣平台的優惠攻勢令平均單價 (AOV) 大幅降低。當中 KeeTa 的平均單價最低,為 102 元;Foodpanda 和 Deliveroo 的平均單價則介乎於 170 至 180 元之間。 KeeTa 攻港一年 在內地面臨抖音等強勁競爭對手,仍無阻美團在國際市場擴展。上月,在 KeeTa 攻港一週年之前,美團宣佈進軍沙地阿拉伯。 以下是 KeeTa 攻港一年的概況,以及每月的增長趨勢: Measurable AI: *Order = Estimated order volume is based on the monthly order volume captured from Measurable AI’s unique consumer panel. *Estimated GMVs in this chart are based on the dollar amount of each order after promotions and discounts captured from Measurable AI’s unique consumer panel. Data range 2023 January to 2024 March. 2023年5月22日:KeeTa 於旺角/大角咀等地區正式開業,提供外賣送遞服務 2023年9月:按訂單量計算,KeeTa 的市場份額開始快速增長 2023年10月:KeeTa 外賣送遞服務擴展至全港 2023年第四季:KeeTa 的市佔率 (以外賣送交易總額計算) 躍升至兩成 2024年2月20日:KeeTa 推出外賣自取服務 2024年第一季:KeeTa 在所有服務(外賣送遞、自取及生活百貨)的市場份額約 32%,按商品交易總額 (GMV) 計算為 27%。 敬請留意 Measurable AI 的數據分析文章,以最新、實時數據了解 KeeTa、Foodpanda和 Deliveroo 之間的外賣平台市場競爭。 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,主要行業涵蓋美食外送、叫車服務、電商和電子支付等。 如欲得到最新市場數據,歡迎以電郵 ([email protected]) 聯絡我們,以及下載最新發佈的 2024 數字經濟年度行業報告。 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。 下載最新市場報告:2024 AltAsia Online Delivery Report, 2019-2022 Food Delivery Annual Report for Asia, Asia & Americas Ride-hailing Report 2019-2023 *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,必須先獲得書面同意。如有傳媒查詢,請發送電郵至 [email protected]

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#Food-Delivery

May 06, 2024

Hong Kong Food Delivery Market: A New Triopoly
Hong Kong’s food delivery market was a three-way battle among Foodpanda, UberEats, and Deliveroo from 2018 to 2021. After UberEats exit, the market became a duopoly between Foodpanda and Deliveroo for the ensuing two years. In 2023, Meituan’s KeeTa entered the scene, once again making it a triopoly battlefield. At Measurable AI, we continuously monitor the market change in the online delivery industry with our proprietary transactional e-receipts data. Subscribe to our newsletter to get updates every month. According to Measurable AI’s latest AltAsia online delivery report, the market demand in Hong Kong online delivery for food and groceries has continued its robust growth throughout the past five years. From 1Q23 – 1Q24, there has been an impressive growth in order volume, up by over 40% year-over-year (YOY), and the gross merchandise value (GMV) has witnessed a healthy increase of approximately 22% YOY, based on observed sales from Measurable AI’s transactional e-receipt panel. New challenger KeeTa entered the Hong Kong market in May 2023. Our data reveals that its entry has redistributed some of the market share from existing competitors; yet the overall consumption trends and market demand in Hong Kong have maintained a solid uptrend. Measurable AI: Hong Kong Online Delivery Demand Trend *Demand Trend Index= Estimated order volume index is based on the monthly order volume captured from Measurable AI’s unique consumer panel. Online delivery orders include both food and grocery deliveries. Data range 2019 January to 2023 December. Food delivery companies included in this chart: UberEats, Deliveroo, KeeTa, Foodpanda Head-to-Head : Foodpanda vs Deliveroo vs KeeTa Amongst the current three players in Hong Kong, when we look at the market share in ALL SERVICES (food + grocery + delivery + pickup), Foodpanda remains No.1 by both order volume and GMV. Deliveroo’s marketshare didn’t grow too much in the past year, but it has managed to maintain its position from around a year ago, hovering at around 30%. KeeTa has achieved the most substantial growth since its entry into Hong Kong. By 1Q24, KeeTa’s market share by order volume in ALL SERVICES has grown to 32%, and by GMV it stands at 27%. Measurable AI: * Estimated order volume is based on the quarterly order volume captured from Measurable AI’s unique consumer panel. *Estimated GMVs are based on the dollar amount of each order after promotions and discounts captured from Measurable AI’s unique consumer panel. Data range 2023 January to 2024 March. Currently, KeeTa does not offer grocery delivery and only recently introduced the pickup service in late February 2024. Measurable AI’s e-receipts panel shows that, as of 1Q24, KeeTa’s market share in FOOD DELIVERY ONLY—excluding grocery and pickup services—reached 32% by GMV and a notable 43% by order volume. Measurable AI: *Order = Estimated order volume is based on the quarterly order volume captured from Measurable AI’s unique consumer panel. *Estimated GMVs in this chart are based on the dollar amount of each order after promotions and discounts captured from Measurable AI’s unique consumer panel. Data range 2023 January to 2024 March. Pickup Delivery is the New Incentive In Measurable AI’s latest 2024 AltAsia Online Delivery Report, our data reveals that the incentive trend in the Hong Kong online delivery market started to rise quickly again in 4Q23, due to the heated competition from the new entrant KeeTa. As of December 2023, we observed that over 60% of the orders in Hong Kong came with promotions. This is significantly higher than the other AltAsia markets mentioned in the report (download the full report here). Measurable AI: Hong Kong Online Food Delivery Incentive Trend *Incentive Trend = Estimated orders come with at least one type of promotions including coupons, credits, discounts, which is based on the orders captured in Measurable AI’s unique consumer panel. Data range 2023 January to 2023 December. Unlike KeeTa’s traditional subsidy-heavy strategy, Foodpanda and Deliveroo are working on massive campaigns to encourage consumers to opt for self-pickup. In Hong Kong, self pick-up orders are growing very quickly on the food delivery platforms. Foodpanda saw approximately 35% of its orders in 2023 as pickups. As for Deliveroo, when it comes to self pick-up, there has been a substantial rise from about 15% in 1Q23 to over 40% by 4Q23. Measurable AI: *Estimated order volume in this chart is based on the monthly food delivery order volume captured from Measurable AI’s unique consumer panel. Online grocery orders are included. Data range from January 2023 to March 2024. It’s worth noting that the competition can also be heated in terms of the pickup orders. As we look into the market shares for pickup orders only, we noticed that Foodpanda remained strong in its leading position for pickup orders. Meanwhile, Deliveroo is catching up quickly from around 14% of the market share in 1Q23 to around 40% in 1Q24. In some of these campaigns, users can enjoy up to 50% off when they pick up orders. This approach has a much lower operational cost for the platforms yet without taking away too much of the takerate from each order. Our data also indicates that the incentive strategies, including Foodpanda and Deliveroo’s pickup orders and KeeTa’s subsidy-heavy orders, resulted in a much lower Average Order Values (AOV). When considering the overall AOVs, KeeTa’s AOV in Hong Kong remains the lowest at around HKD 102 (~ USD 13). In contrast, despite the increasing volume of pickup orders, the AOV for Foodpanda and Deliveroo remains robust, typically ranging between HKD 170 and 180 (~ USD 21.50 to USD 23) throughout the year. KeeTa’s One Year in Hong Kong Despite the stiff competition and threat from domestic competitor Douyin, Meituan’s international expansion continues unabated. Last month, Meituan announced its expansion into Saudi Arabia, right before KeeTa’s first anniversary in Hong Kong. Here’s a snapshot of KeeTa’s first year in Hong Kong (and a monthly trend of its growth): Measurable AI: *Order = Estimated order volume is based on the monthly order volume captured from Measurable AI’s unique consumer panel. *Estimated GMVs in this chart are based on the dollar amount of each order after promotions and discounts captured from Measurable AI’s unique consumer panel. Data range 2023 January to 2024 March. May 22, 2023: KeeTa launches its food delivery service in select districts September 2023: KeeTa begins rapid growth in market share by order October 2023: KeeTa expands to all districts in Hong Kong 4Q 2023: KeeTa’s market share by GMV for food delivery jumps to 20% February 20, 2024: KeeTa introduces self-pickup feature. 1Q 2024: KeeTa captures approximately 27% of the market share by GMV, and 32% by order, across all services. Stay tuned as we continue to monitor the Hong Kong food delivery race between Keeta, Foodpanda, and Deliveroo in our upcoming blog post with Measurable AI’s unique consumer panel. 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. To unlock more detailed analysis including user loyalty/retention rate, overlap analysis, and incentive trend, please schedule a demo with us, and download our2024 Digital Economy Annual Report. About Measurable AI 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]. Check out our annual reports: 2024 AltAsia Online Delivery Report,2019-2022 Food Delivery Annual Report for Asia,Asia & Americas Ride-hailing Report 2019-2023. *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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#FastFood

Apr 24, 2024

Five Fun Facts about Indonesia Food Delivery 
Indonesia has emerged as Southeast Asia’s largest online food delivery market, with its huge population and growing adoption in digital economy. At Measurable AI, we build and own a unique consumer panel and are the largest proprietary e-receipt data provider for online delivery for the emerging markets including Indonesia. Thanks to our unique dataset, we are able to look deeper into not only the macro industry trends, and also the fun details behind consumers’ evolving behaviour on food, delivery service and more.  To start, let’s take a look at the Indonesian online delivery market as a whole. According to Measurable AI’s transactional data on Indonesia’s major on-demand food delivery companies, the order volume has shown steady growth over the last two years, boasting an impressive YOY growth rate of 18.2%. Measurable AI: Indonesia Online Delivery Demand and Consumption Trend *Demand Trend = Estimated order volume index, which is based on the monthly order volume captured in Measurable AI’s unique consumer panel. Only Food delivery orders(without grocery) are included in this chart. Data range 2022 April to 2023 December. Food delivery companies included in this chart: Grab, Goto Furthermore, amidst the pressure for profitability for online delivery companies, the Average Order Value (AOV) after incentives in the Indonesian food delivery sector has also experienced a modest rise, moving from approximately 63,000 to over 68,000 IDR. For more detailed information on the overall market demand and consumption trend from 2019 to 2014, sign up for Measurable AI’s latest digital economy report. Small Restaurants > Big Franchises  Indonesian food is as diverse as its islands. Our data reveals that on platform GrabFood Indonesia, a huge variety of small restaurants contribute the majority of the orders and GMV for the online deliveries in Indonesia. In January 2024, around 75% of the orders came from small merchants (independent restaurant owners), while the rest from local or global franchise restaurants such as Mie Gacoan, KFC. This is an interesting finding because in many of the markets that Measurable AI tracks, big franchise restaurants especially fast food restaurants usually contribute the most of the orders and value on food delivery platforms, but in Indonesia it’s the other way around.  Measurable AI: This chart is based on Grab Food e-receipts sample in January 2024 captured from Measurable AI’s unique consumer panel. Only Food delivery orders(without grocery) are included in this chart.  Our granular food delivery dataset also shows that among the big franchise restaurants on GrabFood platform, the most popular one is Mie Gacoan. Other popular franchises include local restaurants Richeese Factory, Kopi Kenangan, HokBen and Solaria. It’s also noted that Chinese tea brand Mixue also makes the top 10 most ordered franchise restaurants on Grab in the same time period, and shares similar volume as local coffee chain Kopi Kenangan.   Measurable AI: This chart is based on Grab Food e-receipts sample in January 2024 captured from Measurable AI’s unique consumer panel. Only Food delivery orders(without grocery) are included in this chart.  10 Top Dishes in Indonesia on Food Delivery At Measurable AI, we’re not just data geeks, we’re foodies too. Lastly, after analysing the item-level granular dataset, we now announce the list of the most ordered dishes! Regardless of the restaurants, these are the mostly ordered food items by Indonesian food delivery users. Can you guess the top 3 Hidangan Teratas di Indonesia? Ta-da! As listed in the chart below, the top 3 dishes in Indonesia on food delivery are Chicken, Dish with rice, and Noodles (Ayam, Nasi dan lauk, and Mie). So, the next time you’re in Indonesia, you know what to order. Stay hungry, and keep ordering. Measurable AI: This chart is based on Grab Food e-receipts sample in January 2024 captured from Measurable AI’s unique consumer panel. Only Food delivery orders(without grocery) are included in this chart.  To unlock more detailed user behaviour analysis including user loyalty/retention rate, overlap analysis, and incentive trend, please schedule a demo with us. About Measurable AI 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]. AtMeasurable AI, we build and own a unique email receipt consumer panel and have become the largest transactional email receipt data provider for the emerging markets. We are well regarded for the granular insights that can be extracted from our comprehensive datasets across the digital economy, including travel, e-commerce, digital entertainment, food delivery and ride-hailing. Check out our latest reports: 2024 Digital Economy Annual Report, 2019-2022 Food Delivery Annual Report for Asia, Asia & Americas Ride-hailing Report 2019-2023. *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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