英国外卖市场前景及投资研究报告-培训课件外文版2024.5美团大众点评饿了么

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TRENDSOnlinefooddeliveryintheUnitedKingdomCHAPTER

01OverviewRevenuesoftheonlinefooddeliverymarketworldwidefrom2017to2027,bysegment(intrillionU.S.dollars)Marketsizeoftheglobalonlinefooddeliverysector2017-2027,bysegmentGrocerydeliveryMealdelivery1.61.41.21.00.80.60.40.20.00.450.430.410.380.350.30.2910.910.230.80.680.570.160.1720190.460.430.130.140.110.120.2920172018202020212022202320242025202620273Description:Themarketsizeoftheglobalonlinefooddeliverysectorwasestimatedat770billionU.S.dollarsin2022,ofwhich460billiondollarsweregeneratedinthegrocerydeliverysegment,and300billiondollarsinthemealdeliverysegment.By2027,theonlinefooddeliverymarketisforecasttogeneraterevenuesreaching1.4trillionU.S.dollars.ReadmoreNote(s):Worldwide;November2022Source(s):ResearchandMarkets;Revenueoftheleadingonlinefooddeliverymarketsworldwidein2023(inbillionU.S.dollars)Revenueoftheonlinefooddeliverymarketinselectedcountries2023RevenueinbillionU.S.dollars050100150200250300350400450ChinaUnitedStatesUnitedKingdomSouthKoreaJapan39627041403433IndiaGermany15France

13Indonesia

164Description:In2022,Chinawasthebiggestmarketforonlinefooddeliveryworldwideamongselectcountries,generatingaround396billionU.S.dollarsinrevenues.TheUnitedStatesrankedsecond,withtheonlinefooddeliveryrevenuesreachingapproximately270billionU.S.dollarsthatyear.ReadmoreNote(s):UnitedStates;2023Source(s):DigitalMarketInsightsRevenueoftheonlinefooddeliverymarketintheUnitedKingdom(UK)from2017to2027(inbillionU.S.dollars)RevenueoftheonlinefooddeliverymarketintheUK2017-2027,bysegmentGrocerydeliveryMealdelivery706050403020100201720182019202020212022202320242025202620275Description:TheonlinefooddeliverymarketintheUnitedKingdomwasestimatedtogenerateapproximately36billionU.S.dollarsinrevenuesin2022,with19billiondollarsgeneratedinthegrocerydeliverysegmentand17billiondollarsinthemealdeliverysegment.ReadmoreNote(s):UnitedKingdom;2017to2027Source(s):ConsumerMarketInsightsShareoffoodretailsalesmadeonlineinGreatBritainfromJanuary2018toJune2023OnlineshareoffoodsalesinGreatBritain2018-202313.0%12.0%11.0%10.0%9.0%8.0%7.0%6.0%5.0%4.0%Jan

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236Description:TheshareoffoodretailsalesmadeonlineinpredominantlyfoodstoresinGreatBritainsawitsbiggestgrowthinJanuary2021,whenthecoronavirus(COVID-19)containmentmeasuresweretightenedintheUnitedKingdom.Sincethen,theproportionofonlinefoodretailslowlydecreased.Mostrecentfiguresshowedthatshareoffoodretailsalesmadeonlinewasat8.5percentasofJune2023.

ReadmoreNote(s):UnitedKingdom;January2018toJune2023Source(s):OfficeforNationalStatistics(UK)CHAPTER

02UsersNumberofusersoftheonlinefooddeliverymarketintheUnitedKingdomfrom2017to2027(inmillions)OnlinefooddeliveryusersintheUK2017-2027GrocerydeliveryMealdelivery555045403550.631.249.629.747.928442639.224.236.822.834.422.13025201510527.418.318.614.315.1131312201720182019202020212022202320242025202620278Description:In2023,therewereapproximately24millionpeopleintheUnitedKingdomusinggrocerydeliveryservices,andanestimated39millionpeopleusingmealdeliveryservices.ThenumberofusersoftheonlinefooddeliverymarketintheUKisforecasttoincreaseacrossboththegroceryandmealdeliverysegmentsinthecomingyears.By2027,over80millionconsumersintheUnitedKingdomwillbeusingonlinefooddeliveryservices.

ReadmoreNote(s):UnitedKingdom;2017to2027Source(s):DigitalMarketInsightsPenetrationrateoftheonlinefooddeliverymarketintheUnitedKingdomfrom2017to2027,bysegmentOnlinefooddeliverypenetrationrateUK2017-2027,bysegmentGrocerydeliveryMealdelivery80%70%60%50%40%30%20%10%72.5%44.7%71.3%42.8%69.1%40.4%63.7%37.7%56.9%53.7%33.3%50.5%32.4%40.4%26.9%35.2%27.6%21.2%22.5%19.4%19.4%18%201720182019202020212022202320242025202620279Description:In2023,itwasestimatedthatapproximately57percentoftheUKpopulationwasusingmealdeliveryservices,whilearound35percentwasusinggrocerydeliveryservices.By2027,estimatessuggestthatusageratesacrossbothsegmentsofthefooddeliverymarketintheUKwillcontinuetoincrease,reaching45percentpenetrationforonlinegroceryand73percentformealdelivery.ReadmoreNote(s):UnitedKingdom;2017to2027Source(s):DigitalMarketInsightsShareofpopulationbuyingfoodanddrinkonlineintheUnitedKingdomfromJuly2019toJune2023E-commerceuserpenetrationforfoodanddrinkintheUK2019-202355%50%45%40%35%54%51%50%50%50%49%48%48%48%47%47%39%37%Jul'19Dec'19Jun'20Dec'20Mar'21Jun'21Dec'21Mar'22Jun'22Sep'22Dec'22Mar'23Jun'2310Description:ThefoodanddrinkmarketintheUnitedKingdomsawitse-commerceuserpenetrationrateincreasesignificantlyafterDecember2019,astheCOVID-19pandemicledmoreconsumerstopurchaseonline.Thatmonth,theshareoftheUKpopulationbuyingfoodanddrinksonlinewasapproximately37percent.ByDecember2020,thatfigurehadincreasedtenpercentagepoints.AsofJune2023,justover50percentoftheUKpopulationpurchasedfoodanddrinksonline.

ReadmoreNote(s):UnitedKingdom;July2019toJune2023;1974-2042perwave;18yearsandolderSource(s):YouGovShareofthepopulationpurchasingfoodanddrinksonlineintheUnitedKingdominJune2023,byagegroupE-commercepenetrationforfoodanddrinkintheUK2023,byagegroup70%58%60%50%40%30%20%10%0%54%50%42%18-2425-4950-6465+11Description:InasurveyconductedinJune2023,nearly60percentofGenZ(ages18-24)consumersintheUnitedKingdomreportedshoppingforfoodanddrinksviaonlinechannels.Incontrast,thatfigurestoodat42percentforrespondentsaged65andolder.Overall,thee-commerceuserpenetrationforfoodanddrinkintheUKwitnessedasignificantincreasesincetheonsetoftheCOVID-19pandemic.ReadmoreNote(s):UnitedKingdom;June2023;1,974-2,042respondentsperwave;18yearsandolderSource(s):YouGovShareofthepopulationpurchasingfoodanddrinksonlineintheUnitedKingdominJune2023,byregionE-commercepenetrationforfoodanddrinkintheUK2023,byregion60%56%52%51%51%50%49%50%40%30%20%10%0%ScotlandMidlandsRestofsouthWalesNorthLondon12Description:InJune2023,theregionoftheUnitedKingdomwiththelargestshareofthepopulationpurchasingfoodandbeveragesonlinewasScotlandat56percent.TheBritishMidlandsfollowed,with52percentofconsumersbuyingfoodanddrinksviae-commercechannels.Oftheotherregions,Londonhadthesmallestshareofrespondentspurchasingsaidproductsonline.ReadmoreNote(s):UnitedKingdom;June2023;1,974-2,042respondentsperwave;18yearsandolderSource(s):YouGovCHAPTER

03CompaniesLeadingfood&beverageonlinestoresintheUnitedKingdomin2022,bye-commercenetsales(inmillionU.S.dollars)UnitedKingdom:Top10food&beveragesonlinestores2022E-commercerevenueinmillionU.S.dollar01,0002,0003,0004,0005,0006,000sainsburys.co.uk5,3483,7933,5092,366iceland.co.ukamazon.co.ukcoop.co.uk1,1611,04253936131020014Description:TisleadingtheFood&Beveragese-commercemarketintheUK,withe-commercenetsalesofUS$5,348millionin2022generatedintheUK,followedbysainsburys.co.ukwithUS$3,793million.ThirdplaceistakenbywitharevenueofUS$3,509million.Oisthefourthbiggestfood&beveragesonlinestoreintheUKwithnetsalesofUS$2,366millionin2022.ReadmoreNote(s):2022Source(s):ecommerceDB.com;NumberofdownloadsofleadingfooddeliveryandtakeoutappsintheUnitedKingdom(UK)in2022(in1,000s)MainfooddeliveryappsintheUK2022,bydownloadsNumberofdownloadsinthousands01,0002,0003,0004,0005,0006,0007,000TescoGroceriesforiPhoneUberEats:FoodDeliveryDeliveroo:FoodDeliveryAppJustEat-FoodDelivery5,976.123,515.873,208.362,840.78getir:groceriesinminutesHelloFresh:MealKitDeliveryGopuff-Alcohol&FoodDeliverySainsbury'sGroceries1,557.31939.57758.51720.22Gorillas:GroceryDeliveryGlovo:FoodDeliveryandMoreGousto560.52455.57449.63306.93Zapp-24/7Drinks&GroceriesfoodpandalocalfooddeliverySnappyShopperGroceryDeliveryDoorDash-FoodDelivery240.68219.96210.6115Description:Withnearlysixmilliondownloads,TescoGrocerieswasthemostpopularfooddeliveryappintheUnitedKingdom(UK)in2022.ThesecondplacewenttoUberEats,whichrecordedabout3.5milliondownloadsthatyear.Deliveroofollowedthird,withoverthreemilliondownloads.ReadmoreNote(s):UnitedKingdom;2022Source(s):AppMagicMostpopularrestaurantanddeliverywebsitesintheUnitedKingdom(UK)inApril2023,basedonshareofvisitsLeadingrestaurantanddeliverywebsitesintheUK2023,byvisitshareShareofvisits6%0%2%4%8%10%12%14%just-eat.co.ukdeliveroo.co.uk11.61%6.75%5.89%dominos.co.uk2.54%2.37%16Description:InApril2023,theonlinefooddeliverymarketplacejust-eat.co.ukwasthemostvisitedwebsiteintherestaurantanddeliverycategoryintheUnitedKingdom,accountingfor11.61percentofdesktoptraffic.Followinginsecondplacewithavisitshareofjustundersevenpercentwasdeliveroo.co.uk.ReadmoreNote(s):UnitedKingdom;April2023;desktoponly;category:Foodanddrink-RestaurantsandDeliverySource(s):SimilarWebLeadingonlinegrocerydeliverybrandsrankedbybrandawarenessintheUnitedKingdomin2022Mostwell-knownonlinegrocerydeliverybrandsintheUK2022Shareofrespondents40%

50%0%10%20%30%60%70%80%90%100%TescoSainsbury'sAsdaMorrisonsCo-op95%95%94%94%92%90%89%IcelandFoodsWaitroseAmazonFreshHelloFreshOcado77%75%72%71%CostcoGousto63%AbelandCole32%17Description:Onlinegroceryshoppingcomeswithawiderangeofbenefits.Fromavoidingcrowdedaislestonothavingtoworryaboutfindingasuitableparkingspot,thistypeofgroceryshoppingcanalsosaveyouvaluabletime.But,whichoneoftheonlinegrocerydeliveryservicesarepopularamongthecustomers?ReadmoreNote(s):UnitedKingdom;MaytoAugust,2022;1245respondents;18to64yearsSource(s):ConsumerInsightsRevenueofUberEatsworldwidefrom2017to2022(inbillionU.S.dollars)UberEatsrevenueworldwide2017-20221210.9108.3864.841.9201.50.620172018201920202021202218Description:In2022,fooddeliverycompanyUberEatsgeneratedrevenuesofnearly11billionU.S.dollarsglobally.Thatfigurerepresentsa31percentincreaseoverthepreviousyear's8.3billiondollars.

ReadmoreNote(s):Worldwide;2017to2022Source(s):Bloomberg;BusinessInsider;BusinessofApps;CNBC;UberAnnualrevenueofDeliverooworldwidefrom2020to2022,byregion(inmillionGBP)AnnualrevenueofDeliveroo2022,byregion20201,119.4202120221,2001,000980.7855.3843.7800599591.86004002000UKandIrelandInternational19Description:Deliveroo'sUKandIrelandsegmentgeneratedover1.1billionBritishpoundsinrevenuesin2022,nearlydoublethefiguregeneratedtwoyearsprior.Deliveroo'sinternationalsaleshavealsogrownduringthisperiod,increasingfromaround591millionpoundsin2020tosome855millionpoundsin2022.ReadmoreNote(s):Worldwide;2020to2022Source(s):DeliverooRevenueofJustEatTworldwidefrom2019to2022,byregion(inmillioneuros)JustEatT:revenueworldwide2019-2022,byregionNorthAmericaNorthernEuropeUKandIrelandSouthernEuropeandANZ¹6,0005,0004,0003,0002,0001,00005325481,3191,2493707681,1551,0642355407454562,55220222,47020212,11120201,498201920Description:TherevenuebreakdownofthefooddeliveryplatformJustEatTvariedbyregionin2022.NorthAmericawasJustEatT'sbiggestmarket,accountingforaround2.55billioneurosthatyear.Meanwhile,NorthernEuropeaccountedforaround1.15billioneurosin2022.ReadmoreNote(s):Worldwide;2019to2022Source(s):JustEatTKeyfiguresofJustEatTintheUnitedKingdomandIrelandin2022KeyfiguresofJustEatTintheUKandIreland2022IndicatorValue1.322606.6Revenue(inbillioneuros)Orders(inmillions)GrossTransactionValue(inbillioneuros)Activecustomers(inmillions)AdjustedEBITDA(inmillioneuros)192321Description:In2022,JustEatTgeneratedover1.3billioneurosinrevenuesintheUnitedKingdomandIreland.WithintheUKandIrelandsegment,thefooddeliveryoperatorreceivedsome260millionordersthatyearfrom19millionactivecustomers.Incomparison,thecompanygeneratedover2.5billioneurosinrevenuesinNorthAmericain2022.ReadmoreNote(s):UnitedKingdom;2022Source(s):JustEatTHelloFreshbrandawareness,usage,popularity,loyalty,andbuzzamongonlinegrocerydeliveryusersintheUnitedKingdomin2022HelloFreshbrandprofileintheUK202280%70%60%50%40%30%20%10%0%76%28%17%14%9%HelloFreshawarenessHelloFreshpopularityHelloFreshusageHelloFreshloyaltyHelloFreshbuzz22Description:HowhighisthebrandawarenessofHelloFreshintheUK?ReadmoreNote(s):UnitedKingdom;May12to18,2022;1042respondents;18to64years;respondentswhouseonlinegrocerydeliverySource(s):

ConsumerInsightsGetirbrandawareness,usage,popularity,loyalty,andbuzzamongonlinegrocerydeliveryusersintheUnitedKingdomin2022GetirbrandprofileintheUK202231%30%25%20%15%9%10%7%6%4%5%0%GetirawarenessGetirpopularityGetirusageGetirloyaltyGetirbuzz23Description:HowhighisthebrandawarenessofGetirintheUK?ReadmoreNote(s):UnitedKingdom;May12to18,2022;1042respondents;18to64years;respondentswhouseonlinegrocerydeliverySource(s):

ConsumerInsightsGorillasbrandawareness,usage,popularity,loyalty,andbuzzamongonlinegrocerydeliveryusersintheUnitedKingdomin2022GorillasbrandprofileintheUK202229%30%25%20%15%10%5%6%5%5%3%0%GorillasawarenessGorillaspopularityGorillasusageGorillasloyaltyGorillasbuzz24Description:HowhighisthebrandawarenessofGorillasintheUK?ReadmoreNote(s):UnitedKingdom;May12to18,2022;1042respondents;18to64years;respondentswhouseonlinegrocerydeliverySource(s):

ConsumerInsightsCHAPTER

04ConsumerbehaviorToppurchasechannelsforfooddeliveryandtakeoutintheUnitedKingdomin2023MaindistributionchannelsusedbyconsumerstoorderfoodonlineintheUK2023Shareofrespondents10%

20%0%30%40%50%50%60%ThirdpartyappByphonefordeliveryorcollection50%Inpersonoverthecounter43%DirectfromachainrestaurantapporwebsiteDirectfromlocalindependentsrestaurantwebsiteorappNoneoftheabove40%38%3%26Description:Inasurveyconductedin2023,third-partyapplications(e.g.UberEats,Deliveroo)werethemostpopularpurchasechannelforfooddeliveryandtakeoutaccordingtohalfofsurveyedrespondentsintheUnitedKingdom.Anotherequallypopularchannelforfooddeliveryorderswasviaphoneforhomedeliveryorpick-up.Additionally,some40percentofrespondentsreportedplacingtheironlinefooddeliveryordersdirectlyfromachainrestaurantapporwebsite.

ReadmoreNote(s):UnitedKingdom;2023;4,000respondents;18yearsandolderSource(s):KPMGOnlinefooddeliverybookingsbybrandintheUKasofJune2023OnlinefooddeliverybookingsbybrandintheUK2023Shareofrespondents0%10%20%30%40%50%60%70%JUSTEATDeliverooUberEatsDomino'sPizzaHut66%50%44%38%23%Nando's14%14%PapaJohn'sPizzaFoodhub10%BigFoodieFEAST5%5%OneDeliveryOther4%6%27Description:In2023,asurveyconductedamongUKconsumersaboutonlinefooddeliverybookingsbybrandfoundthat66percentofrespondentshadusedJUSTEATinthepast12monthstoorderfood.Deliverootooksecondplace,with50percentofthoseConsumerInsightsofferyouexclusivemarketresearchresultsfromover50[...]

Readmoresurveyedusingthefooddeliveryplatform.Theseresultsarebasedonarepresentativeonlinesurveyconductedin2023among1,853consumersintheUK.Note(s):UnitedKingdom;July2022toJune2023;1853respondents;18-64years;respondentswhoorderedrestaurantandfooddeliveryonline(Marketing&socialmedia,Services&eServices)Source(s):

ConsumerInsightsMostimportantfactorswhendecidingwhatplatformtoorderrestaurantfooddeliveryfromintheUnitedKingdom(UK)in2023MainfactorswhenchoosingafooddeliveryplatformintheUK202350%46%45%40%35%30%25%20%15%10%5%38%33%0%DeliveryfeeDeliverytimeDiscountcodesandoffers28Description:In2023,asurveywasconductedtodeterminethemostimportantfactorsforchoosingafooddeliveryplatformintheUnitedKingdom.Themajorityofrespondents,46percent,thoughtthatthedeliveryfeewasthemostimportantfactor.Meanwhile,38percentofrespondentsthoughtthatthedeliverytimewasmostimportant.ReadmoreNote(s):UnitedKingdom;2023;16yearsandolderSource(s):KPMGFrequencyinwhiche-shopperspurchasedfreshfoodandbeveragesonlineintheUnitedKingdomin2022FrequencyofonlinepurchasesoffreshfoodandbeveragesintheUK202240%35%36%31%30%25%20%15%10%5%24%7%2%0%Atleastonceaweek2or3timesamonthOnceamonthOnceevery2or3monthsAtleastonceortwiceayear29Description:IntheUnitedKingdom,approximatelynineintenonlineshopperswerepurchasingfreshfoodandbeveragesatleastonceamonth.Accordingtoasurveyconductedin2022,around36percentofUKe-shopperswereengaginginfreshfoode-commerceatleastonceaweek.ThisfigureishigherthantheEuropeanaverage,whichstoodat28percent.ReadmoreNote(s):UnitedKingdom;May30toJuly26,2022;800-1,525respondents*;18-70years;regulare-shoppers;*AllrespondentshadpurchasedphysicalgoodsonlinesinceJanuary2022,andreceivedatleastonepackage.

ReadmoreSource(s):DPD;GfKLeadingfrustrationscustomershavewithonlinefooddeliveryintheUnitedKingdomin2022TopcustomerfrustrationswithonlinefooddeliveryUK2022Shareofrespondents10%0%5%15%20%25%30%35%Longdeliverytime30%IncorrectordersDeliverycharges23%21%FoodnotarrivingatthecorrecttemperatureIncompleteorders(e.g.itemsmissing)20%19%30Description:Accordingtoa2022survey,theleadingfrustrationassociatedwithonlinefooddeliveryintheUnitedKingdomwaslongdeliverytime,as30percentofrespondentslistedthisasanissue.DeliverychargeswerealsoasourceoffrustrationforaquarterofUKconsumers.ReadmoreNote(s):UnitedKingdom;August2022;1,002respondentsSource(s):Censuswide;DeliverectExpecteddeliverytimeofonlinefoodordersbyconsumersintheUnitedKingdomin2022MaximumwaittimeforonlinefooddeliveriesintheUK202235%30%25%20%31%28%14%15%10%5%0%10-20minutes21-30minutes31-40minutes31Description:InasurveyconductedintheUnitedKingdomin2022,around31percentofrespondentsreportedthattheyexpectedtheironlinefoodorderstobedeliveredwithinatimewindowof21to30minutes.However,themaximumwaittimeforsome14percentofrespondentswasonly10-20minutes,signalingtotheimportanceoftimelydelivery.ReadmoreNote(s):UnitedKingdom;August2022;1,002respondentsSource(s):Censuswide;DeliverectCHAPTER

05Spotlight:DeliverooAnnualrevenueofDeliverooworldwidefrom2018to2022(inmillionGBP)Deliveroorevenuesworldwide2018-20222,5001,9752,0001,5001,0005001,7351,16377247602018201920202021202233Description:Deliveroo'srevenuesreachedanall-timehighofnearlytwobillionBritishpoundsin2022,upfromthepreviousyear'sfigureof1.7billion.ReadmoreNote(s):Worldwide;2018to2022Source(s):DeliverooBrandvalueofDeliverooworldwidefrom2020to2022(inbillionGBP)Deliveroo:brandvalueworldwide2020-20222.52.22.01.451.51.00.50.01.420202021202234Description:In2022,thebrandvalueofonlinefooddeliverybrandDeliveroostoodat1.4billionBritishpounds,downfromanestimated2.2billioninthepreviousfinancialyear.TInspiteofthedecrease,Deliveroowasoneofthefastest-growingbrandintheUnitedKingdom.ReadmoreNote(s):Worldwide,UnitedKingdom;2020to2022Source(s):BrandFinanceTotalnumberofDeliverooordersworldwidefrom2018to2022(inmillions)TotalnumberofDeliverooordersworldwide2018-202235030025020015010029928417411972