The DoorDash-Deliveroo deal culminates a five-year consolidation wave that saw 83 food delivery mergers since COVID – a trend fueled by permanent changes in consumer behavior:
Pandemic Legacy Data:
- 62% of consumers now order delivery 2+ times weekly (vs 28% pre-2020)
- “Super Users” (5+ orders/week) grew from 8% to 22% of market
- Average order value up 41% since 2019
Consolidation Timeline:
- 2021: Delivery Hero buys Woowa Bros ($4B)
- 2022: Just Eat merges with Grubhub
- 2023: Uber acquires Postmates
- 2024: Gojek swallows Line Man (Thailand)
New Consumer Demands:
- Faster: 12-minute “instant delivery” expectations
- Greener: 73% want carbon-neutral options
- Smarter: AI menu personalization boosts spend 28%
