{"id":58093,"date":"2021-07-11T22:39:54","date_gmt":"2021-07-11T20:39:54","guid":{"rendered":"https:\/\/www.giuseppecaprotti.it\/?p=58093"},"modified":"2022-05-22T17:22:57","modified_gmt":"2022-05-22T15:22:57","slug":"il-delivery-cresce-e-il-quick-e-commerce-nel-2021-ha-raccolto-10-miliardi-di-ma-con-troppi-attori-in-perdita-si-va-verso-il-consolidamento","status":"publish","type":"post","link":"https:\/\/www.giuseppecaprotti.it\/2019\/il-delivery-cresce-e-il-quick-e-commerce-nel-2021-ha-raccolto-10-miliardi-di-ma-con-troppi-attori-in-perdita-si-va-verso-il-consolidamento\/","title":{"rendered":"Il Delivery cresce e il Quick E-commerce nel 2021 ha raccolto 10 miliardi di $. Ma, con troppi attori in perdita, si va verso il consolidamento?"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<a href=\"https:\/\/www.businessintelligencegroup.it\/il-mercato-del-food-delivery-in-italia\/\"><strong>Il valore complessivo del mercato del digital food delivery<\/strong>\u00a0a fine 2020 si aggirava intorno agli 800 milioni di euro, e\u00a0<strong>si stima che nel 2021 possa raggiungere la quota di 1 miliardo<\/strong>.<\/a><\/p>\n<p>Dalla <a href=\"https:\/\/www.businessintelligencegroup.it\/il-mercato-del-food-delivery-in-italia\/\">ricerca realizzata da Just Eat<\/a> emerge che\u00a0<strong>nel 2020 il digital food delivery ha rappresentato tra il 20% e il 25% dell\u2019intero settore del domicilio<\/strong>, in crescita rispetto al 2019 in cui rappresentava il 18%.[\/vc_column_text][vc_empty_space][vc_single_image image=&#8221;58104&#8243; img_size=&#8221;full&#8221;][vc_empty_space][vc_column_text]Il segmento che si sta sviluppando di pi\u00f9, nel frattempo, \u00e8 il <strong>quick commerce<\/strong>, con &#8211; ad esempio <a href=\"https:\/\/www.giuseppecaprotti.it\/flash\/quick-e-commerce-in-italia-si-misurano-glovo-macai-e-gorillas\/\"><strong>Gorillas, Macai <\/strong>e <strong>Glovo<\/strong> <\/a>a Milano.<\/p>\n<p>Il settore che, all&#8217;estero, conta nomi come <strong><a href=\"https:\/\/www.giuseppecaprotti.it\/convenience-delivery-o-quick-e-commerce-minaccia-per-la-gdo\/\">Gopuff, Doordash<\/a>, Getir o Rohlik<\/strong> ha gi\u00e0 ricevuto 10 miliardi di $ nel 2021 da fondi di Venture capital.<\/p>\n<p>E&#8217; in fase di consolidamento perch\u00e8 ci sono troppi attori , <a href=\"https:\/\/www.giuseppecaprotti.it\/flash\/gorillas-arriva-a-milano-poi-forse-anche-a-bologna-e-parma-due-i-dark-store-in-via-di-allestimento-nel-capoluogo-lombardo\/\">che perdono montagne di soldi,<\/a> ed alcuni di loro rischiano di sparire ed essere assorbiti da giganti come<strong> Amazon<\/strong>.<\/p>\n<p><strong>Ocado<\/strong> ha creato una sua divisione &#8220;veloce&#8221; : <strong>Ocado Zoom<\/strong> (foto sopra).[\/vc_column_text][vc_empty_space][vc_column_text]<a href=\"https:\/\/www-cnbc-com.cdn.ampproject.org\/c\/s\/www.cnbc.com\/amp\/2021\/07\/02\/grocery-startups-vc.html\"><strong>As billions flow into a crowded online grocery market, a wave of consolidation could be on the way<\/strong><\/a><\/p>\n<p>PUBLISHED FRI, JUL 2 2021 4:51 AM EDTUPDATED FRI, JUL 2 2021 8:44 AM EDT<\/p>\n<p>Ryan Browne<\/p>\n<p><a href=\"https:\/\/twitter.com\/@Ryan_Browne_\">@RYAN_BROWNE_<\/a><\/p>\n<p><strong>SHARE<\/strong><\/p>\n<p>KEY POINTS<\/p>\n<ul>\n<li>Venture-backed grocery companies have already raised over $10 billion so far in 2021, according to data from Pitchbook.<\/li>\n<li>In Europe, several &#8220;dark store&#8221; start-ups now promise to deliver groceries in as little as 10 minutes.<\/li>\n<li>The market is becoming increasingly crowded, and some experts say a wave of consolidation is fast approaching.<\/li>\n<\/ul>\n<p>A courier for Czech grocery delivery start-up Rohlik.<\/p>\n<p><em>Rohlik<\/em><\/p>\n<p>LONDON \u2014 Start-ups promising groceries delivered to your door in a matter of minutes are the hottest craze for venture capitalists right now.<\/p>\n<p>Investors have poured billions of dollars into on-demand grocery delivery firms \u2014 some of which are barely a year old \u2014 after the coronavirus pandemic accelerated a shift toward online shopping.<\/p>\n<p>Venture-backed grocery companies have already raised over $10 billion so far in 2021, according to data from Pitchbook, eclipsing the $7 billion raised by such firms last year.<\/p>\n<p>In the U.S., Instacart was valued at $39 billion in a\u00a0<a href=\"https:\/\/www.cnbc.com\/2021\/03\/02\/instacarts-valuation-doubles-to-39-billion.html\">March funding round<\/a>, while Gopuff\u00a0<a href=\"https:\/\/www.cnbc.com\/2021\/03\/23\/gopuff-raises-1point15-billion-at-8point9-billion-valuation.html\">raised funds<\/a>\u00a0at an $8.9 billion valuation. Meanwhile, in China, Xingsheng Youxuan raised a whopping $3 billion this year, the largest funding round for a grocery start-up to date.<\/p>\n<p>The craze has spread to Europe over the last year, with a host of grocery apps gaining traction by touting deliveries in 10-20 minutes: Getir, Gorillas, Weezy, Flink, Zapp and Dija, to name but a few.<\/p>\n<p>They often rely on so-called &#8220;dark stores,&#8221; small fulfilment centers where items are picked up and then delivered by couriers.<\/p>\n<p>This week, Czech firm Rohlik \u2014 which offers two-hour shopping delivery \u2014 raised $120 million at a $1.2 billion market value. Tom\u00e1\u0161 \u010cupr, Rohlik&#8217;s CEO and co-founder, said the seven-year-old firm is &#8220;fully profitable&#8221; in its home market<\/p>\n<p>&#8220;You saw a lot of players in the U.S. and some players in Europe really struggling pre-pandemic, and then obviously whoever did online grocery during the pandemic was doing well,&#8221; \u010cupr told CNBC.<\/p>\n<p>&#8220;Now the question remains: how much of that is going to stick?&#8221; he added. &#8220;We&#8217;re fairly confident because we grew massively pre-pandemic; we think post pandemic we&#8217;ll do the same.&#8221;<\/p>\n<p><strong>&#8216;Grossly disproportionate&#8217;<\/strong><\/p>\n<p>The digital grocery delivery market is becoming increasingly crowded, and some retail experts say a wave of consolidation is fast approaching.<\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/2021\/07\/02\/grocery-startups-vc.html\">Click here to view interactive content<\/a><\/p>\n<p>&#8220;The amount of money that&#8217;s being put against this opportunity is grossly disproportionate to the size of the opportunity,&#8221; Luke Jensen, CEO of Ocado Solutions, a unit of U.K. grocery tech pioneer Ocado, told CNBC.<\/p>\n<p>&#8220;I suspect there will inevitably be a lot of consolidation among these players,&#8221; he added.<\/p>\n<p>Big tech names such as\u00a0<a href=\"https:\/\/www.cnbc.com\/quotes\/AMZN\">Amazon<\/a>\u00a0and retail giants could be among the potential acquirers,\u00a0<a href=\"https:\/\/www.cnbc.com\/2021\/05\/12\/getir-gorillas-and-dija-speedy-grocery-delivery-apps-invade-europe.html\">experts have said<\/a>.<\/p>\n<p>New entrants to the grocery delivery sector offer customers a &#8220;trade,&#8221; Jensen said: pay a 30-40% premium to supermarket prices for the convenience of fast delivery.<\/p>\n<p>Even during January&#8217;s strict Covid lockdown in the U.K., just 16% of the country&#8217;s grocery sales were online, according to Nielsen, though this marked a record high. Tech founders and investors say it represents a huge opportunity to increase online penetration.<\/p>\n<p>But Jensen said grocery start-ups were mainly competing with convenience stores rather than big supermarkets, meaning they&#8217;re already targeting a small slice of the market.<\/p>\n<p><strong>First mover advantage?<\/strong><\/p>\n<p>Turkey&#8217;s Getir was early to the rapid grocery delivery craze. Founded in 2015, the company recently became profitable in Istanbul, where the firm is based, founder and CEO Nazim Salur told CNBC.<\/p>\n<p>We democratized the right to laziness.<\/p>\n<p>Nazim Salur<\/p>\n<p>CEO OF GETIR<\/p>\n<p>Using the analogy of a video game, Salur said Getir was at &#8220;level six&#8221; while other upstarts were barely into the first level.<\/p>\n<p>Getir is rapidly expanding in Europe and plans to launch operations in the U.S. this year after\u00a0<a href=\"https:\/\/www.cnbc.com\/2021\/06\/04\/getir-rides-speedy-grocery-delivery-craze-to-a-7point5-billion-valuation.html\">raising fresh funds<\/a>\u00a0in a round valuing the firm at $7.5 billion.<\/p>\n<p>&#8220;People have a right to laziness,&#8221; Salur said, describing grocery shopping as &#8220;a waste of time for most people.&#8221;<\/p>\n<p>&#8220;We democratized the right to laziness,&#8221; he added.<\/p>\n<p>Despite escalating competition, Salur doesn&#8217;t think there will be widespread consolidation in the market. Getir on Thursday acquired a competitor in southern Europe called BLOK.<\/p>\n<p>&#8220;I don&#8217;t think there will be a lot,&#8221; Salur said. &#8220;For true consolidation to take place, these players should have some footing in the market.&#8221;<\/p>\n<p>&#8220;There are some candidates out there presenting themselves to buyers,&#8221; he added. &#8220;Some of them came to us \u2014 I won&#8217;t name them \u2014 but there isn&#8217;t much to buy.&#8221;<\/p>\n<p>London-based Dija reportedly held talks about a potential sale to U.S. rival Gopuff, according to\u00a0<a href=\"https:\/\/www.businessinsider.com\/grocery-app-acquisition-grab-gopuff-gorillas-dija-2021-6?r=US&amp;amp;IR=T\">Business Insider<\/a>\u00a0last week. Dija declined to comment when contacted by CNBC.<\/p>\n<p>Ocado Solutions&#8217; Jensen said he believes that most grocery apps and their investors will end up &#8220;very disappointed versus their rather overblown expectations.&#8221;<\/p>\n<p>Ocado got its start as an upmarket online supermarket. But the company later pivoted to developing software and robotics for international retailers like\u00a0<a href=\"https:\/\/www.cnbc.com\/quotes\/KR\">Kroger<\/a>\u00a0to sell their own products over the internet.<\/p>\n<p>Rohlik&#8217;s \u010cupr said Ocado&#8217;s model \u2014 which relies on\u00a0<a href=\"https:\/\/www.cnbc.com\/2017\/11\/22\/how-robots-are-helping-to-shape-the-future-of-retail.html\">huge automated warehouses<\/a>\u00a0\u2014 compromises on &#8220;last mile&#8221; deliveries, or the transportation of goods to their final destination.<\/p>\n<p>&#8220;I don&#8217;t think we will ever need this massive robotized center,&#8221; he said.<\/p>\n<p>Ocado has its own competitor to the instant delivery apps, Ocado Zoom, which ships items in under 60 minutes or on the same day.<\/p>\n<p><em>Sotto : un lavoratore di Rohlik<\/em>[\/vc_column_text][vc_empty_space][vc_single_image image=&#8221;58105&#8243; img_size=&#8221;full&#8221;][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Settori in grande espansione, coperti da miliardi di $, potrebbero vivere una fase di consolidamento di cui potrebbe beneficiare anche Amazon, azionista di Deliveroo<\/p>\n","protected":false},"author":1,"featured_media":54656,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[37],"tags":[187,254,196,146],"class_list":["post-58093","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-interventi","tag-amazon","tag-delivery","tag-e-commerce","tag-marketing","category-37","description-off"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/posts\/58093","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/comments?post=58093"}],"version-history":[{"count":9,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/posts\/58093\/revisions"}],"predecessor-version":[{"id":58694,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/posts\/58093\/revisions\/58694"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/media\/54656"}],"wp:attachment":[{"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/media?parent=58093"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/categories?post=58093"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/tags?post=58093"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}