Report Overview


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What Amazon and Uber can learn from Chinese food delivery apps


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GAIN ACCESS
In China, Alibaba and Tencent compete for food delivery to expand access to a fast-growing source of mobile user data, using their chat and wallet super apps to funnel customers to their food delivery apps
In the West, the rivalry is direct between the food delivery apps – Just Eat, Uber Eats, and Deliveroo – and the costs of last-mile delivery dissuade challengers
In the UK, Amazon will change the game if it succeeds in its proposed purchase of a minority stake in Deliveroo, which Uber failed to buy last year. Progress on the merger of Amazon and Deliveroo is suspended by the regulator

Contents

The Chinese food delivery market

  • Marketing restaurants on the app
  • Holding the purse strings
  • Future of the Chinese food delivery market

The global food delivery business

  • Big take rates, bigger losses

The UK food delivery market

  • Food delivery and groceries

Amazon vs Uber

  • Market activity
  • Amazon’s investment in Deliveroo
  • Amazon vs Uber

Appendix

List of charts/tables

Figure 1. How Chinese users access food delivery platforms, Q3 2018

Figure 2. Chinese super app and food delivery app MAUs, early 2019 (m)

Figure 3. Food delivery market structure in China

Figure 4. Food delivery market structure in the UK

Figure 5. App & mini app MAUs of major F&B brands in China, Apr. 2019 (m)

Figure 6. Mobile wallet homepages with links to food delivery partners

Figure 7. Take-rates and profits/losses of major food delivery platforms in selected markets, 2018*

Figure 8. UK food delivery mobile MAUs & Prime members, April 2019 (m)

Figure 9. Average weekly household expenditure, (£)

Figure 10. Global scale and integration of UK food delivery apps, 2019

Figure 11. Membership options of food delivery apps and Amazon (Just Eat has no membership option)

Figure 12. Marketing and promotion tools offered by Meituan Waimai