Network Delivery Variables Multimedia Apps Quality of Service
Condensed Version The State of Food Delivery Apps 2021
Transcript of Condensed Version The State of Food Delivery Apps 2021
Condensed Version
The State of Food Delivery Apps 2021— An Analysis of Food Delivery Category Trends and Top Apps in the U.S. and Europe
The State of Food Delivery Apps report offers analysis on the latest trends for the category:
The State of Food Delivery Apps: Table of Contents
Market Overview An overview of the Food & Drink category along with its top subcategories and apps
Food Delivery App Market - United States Examining the top food delivery apps in the U.S. and the impact of COVID-19
Food Delivery App Market - Europe A look at the top food delivery apps in Europe, including a case study on Deliveroo
Conclusion A summary of the key takeaways from the report
4.
11.
22.
32.
© 2021 Sensor Tower Inc. - All Rights Reserved
2
0
20M
40M
60M
80M
100M
120M
Q1 2017
Q2 2017
Q3 2017
Q4 2017
Q1 2018
Q2 2018
Q3 2018
Q4 2018
Q1 2019
Q2 2019
Q3 2019
Q4 2019
Q1 2020
Q2 2020
Q3 2020
Q4 2020
26M
27M
32M
26M
23M23M
23M24M24M
19M
13M13M
11M11M
8M7M 67M72M
82M80M
58M60M55M55M56M52M
39M42M37M38M
30M29M
App Store Google Play
U.S. Adoption Soared 29 Percent Year-Over-Year
U.S. food & drink app installs surpassed 400 million in 2020, with Q2 being the record quarter. Despite the slowdown in adoption growth, the Food & Drink category saw first-time installs of 64 million in the first two months of 2021, on track to meet the 105 million downloads from Q1 2020.
The App Store drove the growth of food & drink app installs amid the outbreak of COVID-19, with 73 percent of adoption coming from the platform. DoorDash, Uber Eats, and McDonald’s were especially successful on both stores.
Market Overview
Quarterly U.S. downloads of food & drink apps on the App Store and Google Play
+63%
+15%
3
© 2021 Sensor Tower Inc. - All Rights Reserved
+3%
Consumers Flocked to Familiar Brands Amid COVID-19
Market Overview
Top food & drink apps by U.S. downloads on the App Store and Google Play
4
© 2021 Sensor Tower Inc. - All Rights Reserved
+1
-1
+2
-1
+1
-
NEW
1
2
3
4
5
6
7
8
9
10
-
-3
+4
1
2
3
4
5
6
7
8
9
10 -1
-3
NEW
-1
+1
-
-
-3
+2
+2
-
-1
-2
-2
+3
-1
+31
2
3
4
5
6
7
8
9
10
-1
-2
+3
1
2
3
4
5
6
7
8
9
10
Uber Eats Uber
Yelp Yelp
McDonald's McDonald’s
Starbucks Starbucks
Domino's Pizza Domino’s
DoorDash DoorDash
Dunkin' Dunkin' Donuts
Chick-fil-A Chick-fil-A
Postmates Postmates
Grubhub GrubHub
DoorDash DoorDash
Uber Eats Uber
Grubhub GrubHub
McDonald's McDonald’s
Yelp Yelp
Postmates Postmates
Starbucks Starbucks
Chick-fil-A Chick-fil-A
Domino's Pizza Domino’s
Burger King Restaurant Brands Int’l
DoorDash DoorDash
Uber Eats Uber
McDonald's McDonald’s
Grubhub GrubHub
Starbucks Starbucks
Chick-fil-A Chick-fil-A
Instacart Instacart
Yelp Yelp
Postmates Postmates
Domino's Pizza Domino’s
Uber Eats Uber Technologies
McDonald's McDonald’s
Yelp Yelp
DoorDash DoorDash
Starbucks Starbucks
Grubhub GrubHub
Chick-fil-A Chick-fil-A
Domino's Pizza Domino’s
Postmates Postmates
Burger King Restaurant Brands Int’l
2017 2018 2019 2020
0
20M
40M
60M
80M
100M
120M
Food Delivery Fast Food Fast Casual Grocery Store Casual Dining Cooking
16M17M19M
39M
83M91M
15M12M12M
32M
69M
89M
2019 2020
Fast Food Apps Climbed 21% Year-Over-Year Amid COVID-19
The top 10 Food Delivery apps accumulated 91 million U.S. downloads in 2020, seeing moderate growth of 3 percent year-over-year. Food Delivery apps had been performing exceptionally well even before COVID-19, positioning to reach record downloads during the outbreak.
Fast Food, Fast Casual, and Grocery Store apps saw a major boost in adoption during the COVID-19. Many fast food apps saw lift in 2020, including non-delivery apps such as Subway and Taco Bell which saw Y/Y growth of 46 percent and 60 percent, respectively.
Market Overview
U.S. downloads among the top 10 food & drink apps by subcategory for 2019 and 2020
5
© 2021 Sensor Tower Inc. - All Rights Reserved
+3%
+21%
+23%
+56% +47% +9%
0
20M
40M
60M
80M
100M
120M
Q1 2017
Q2 2017
Q3 2017
Q4 2017
Q1 2018
Q2 2018
Q3 2018
Q4 2018
Q1 2019
Q2 2019
Q3 2019
Q4 2019
Q1 2020
Q2 2020
Q3 2020
Q4 2020
63M58M
53M49M
44M
39M
36M36M35M
28M24M
26M23M
18M14M13M
43M42M36M
40M39M34M
29M32M33M27M24M27M25M21M18M21M
App Store Google Play
Food & Drink Saw Record Adoption in Europe During Q4 2020
Food & Drink category installs surpassed 100 million in Q3 and Q4 2020, setting a new record each quarter and climbing at a year-over-year growth rate of 29 percent in Q4. This category has been on the rise in Europe, and saw a total of 386 million downloads during 2020.
Google Play contributed vast majority new installs for the category, accounting for 58 percent in 2020. In light of lockdown orders, Food & Drink is off to a strong start in 2021 in Europe, accumulating 74 million downloads in the first two months of the year and placing it 82 percent of the way to Q1 2020’s download total.
Market Overview
Quarterly European downloads of food & drink apps on the App Store and Google Play
+42%
+29%
6
© 2021 Sensor Tower Inc. - All Rights Reserved
+23%
Market Overview
Food Delivery Reaches 35 Percent European Market Share
2017
2018
2019
2020
Jan-Feb
2021
0% 25% 50% 75% 100%
6%
7%
13%
15%
21%
2%
5%
5%
5%
5%
7%
5%
5%
3%
9%
7%
7%
8%
10%
16%
14%
7%
6%
7%
26%
28%
33%
36%
29%
35%
34%
29%
27%
27%
Food Delivery Fast Food Grocery Store Cooking Food WasteRestaurants (Fast Casual + Casual Dining) Other
7
© 2021 Sensor Tower Inc. - All Rights Reserved
Proportion of European installs by subcategory among the top 100 food & drink apps
Food Delivery apps accounted for 35 percent of European Food & Drink category downloads in the first two months of 2021. Uber Eats, Just Eat Takeaway, and Deliveroo were the top three Food Delivery apps in Europe during the first two months of 2021.
Grocery Store apps have also been on a rise in Europe, accounting for a 16 percent share of the Food & Drink category in the beginning of 2021. Brick-and-mortar grocery store apps with delivery ranked among the top of the subcategory, such as Pyaterochka (based in Russia), REWE (Germany), and Morrisons (U.K.).
Note: Restaurants includes fast casual and casual dining apps. Apps in the Other category include apps such as food scanner, reward programs, food waste, as well as various other Food & Delivery apps.
0
1M
2M
3M
4M
5M
Jan-19
Mar-19
May-19Jul-1
9
Sep-19
Nov-19
Jan-20
Mar-20
May-20Jul-2
0
Sep-20
Nov-20
Jan-21
Monthly downloads of top food delivery apps in the U.S.
U.S. Food Delivery Downloads Spiked Again in January 2021
DoorDash saw its highest monthly downloads in April 2020, surpassing 4 million installs. January 2021 saw a spike in downloads with 22 percent year-over-year growth to surpass 3 million installs.
Although Uber Eats didn’t see a large install spike in April 2020, the app saw steady downloads throughout the year. Uber Eats surpassed 1.4 million downloads in January 2021, accounting for 12 percent growth over the prior year.
Food Delivery U.S. 8
© 2021 Sensor Tower Inc. - All Rights Reserved
Postmates
Instacart
DoorDash
Shipt
COVID-19 Outbreak
DoorDash Uber Eats GrubHub Instacart Postmates Shipt
GrubHub
Uber Eats
DoorDash continued to lead the Food Delivery app space in the U.S. in the first two months of 2021, accounting for 33 percent of the market among the top apps. DoorDash’s share has remained above 30 percent since it surpassed Uber Eats to reach No. 1 in 2019.
Instacart adoption surged during lockdown due to the high demand for grocery delivery, and it controlled 12 percent of the Food Delivery market in 2020. This success was not short-lived as Instacart’s share remained at 12 percent in the first two months of 2021.
Proportion of U.S. downloads among the top food delivery apps
Instacart’s Increased Market Share Carried into the New Year
2017
2018
2019
2020
Jan-Feb
2021
0% 25% 50% 75% 100%
11%
11%
11%
16%
22%
3%
3%
2%
1%
1%
7%
9%
14%
10%
11%
12%
12%
5%
6%
5%
14%
15%
16%
15%
11%
21%
18%
20%
31%
39%
33%
32%
32%
19%
12%
DoorDash Uber Eats Grubhub Instacart Postmates Shipt Other
9
© 2021 Sensor Tower Inc. - All Rights Reserved
Food Delivery U.S.
0
2M
4M
6M
8M
10M
12M
DoorDash
Instacart
Grubhub
McDonald's
Little Caesars
Popeyes
Panda Express
Shipt
Publix
Casey's
177K321K222K453K1.4M
2.9M3.9M
1.3M
7.8M
Best Month Installs Pre-March 2020
Fast Food DeliveryGrocery Store DeliveryThird-Party Food Delivery
Delivery services that experienced the greatest growth during COVID-19
Third-Party Delivery Services Outperformed Competitors
Among food and drink apps that offer delivery, third-party delivery apps saw the most growth during the viral outbreak. DoorDash downloads soared 30 percent year-over-year during March to May 2020, immediately after the outbreak.
A major beneficiary of the increased demand for delivery was Instacart, which saw downloads climb 313 percent Y/Y within the first three months of the outbreak. Instacart’s competitor Shipt saw similar yearly growth of 243 percent Y/Y.
10
© 2021 Sensor Tower Inc. - All Rights Reserved
10.1M
3.6M
5.4M
4.7M
1.1M
2M
594K
1.4M871K1.1M
Install Growth in Mar. to May 2020
Installs for Mar. to May 2019
Food Delivery U.S.
0
1M
2M
3M
Jan-19
Mar-19
May-19Jul-1
9
Sep-19
Nov-19
Jan-20
Mar-20
May-20Jul-2
0
Sep-20
Nov-20
Jan-21
Top Food Delivery Titles are Trending Up in Europe
Top European Food Delivery apps were able to retain the download growth seen during COVID-19 near the end of 2020 and the beginning of 2021. Uber Eats in particular surpassed 2 million downloads in January 2021, 10 percent higher than what it had seen in March 2020.
Top apps are still climbing. Deliveroo surpassed 1 million downloads in the first month of the new year, clearly reaching its download record of 1.3 million in May 2020. Demand for food delivery continues to soar as British food delivery app Deliveroo recently listed its shares in London, preparing the firm for an IPO in April 2021.
11
© 2021 Sensor Tower Inc. - All Rights Reserved
Delivery Club
Yemeksepeti
Just Eat Takeaway
SberMarket
Deliveroo
Uber Eats
Uber Eats Just Eat Takeaway Deliveroo Yemeksepeti Delivery Club SberMarket
Monthly downloads of top food delivery apps in Europe
Food Delivery Europe
COVID-19 Outbreak
Uber Eats controlled the highest share of market in the first two months of 2021, accounting for 22 percent, while its biggest competitor, Just Eat Takeaway, accounted for 18 percent. The two apps have a major focus on the U.K. market, being the top two Food Delivery apps there, accumulating 5.5 million and 4.5 million downloads in the U.K. in 2020, respectively.
As the third largest delivery service by downloads in Europe, Deliveroo sustained a stable market share within the competitive space. Deliveroo took 12 percent of the downloads among the top apps during the first two months of 2021.
Proportion of European downloads among the top food delivery apps
Uber Eats is in a Tight Race with Just Eat Takeaway
2017
2018
2019
2020
Jan-Feb
2021
0% 25% 50% 75% 100%
26%
25%
21%
24%
22%
6%
7%
7%
9%
10%
9%
13%
9%
7%
7%
7%
6%
12%
11%
12%
10%
10%
18%
22%
25%
30%
32%
22%
20%
25%
21%
16%
Uber Eats Just Eat Takeaway Deliveroo Yemeksepeti Delivery Club SberMarket Other
12
© 2021 Sensor Tower Inc. - All Rights Reserved
Other
Food Delivery Europe
1%
0
1M
2M
3M
Jan-20
Feb-20
Mar-20
Apr-20
May-20
Jun-20Jul-2
0
Aug-20
Sep-20Oct-2
0
Nov-20
Dec-20
Jan-21
Feb-21
Russia U.K. France Turkey Italy Spain
Monthly downloads for the top 20 food delivery apps in Europe by country
Food Delivery Apps are Soaring in France
Food Delivery app downloads in Russia reached a record high in April 2020, when the top apps of this type combined for nearly 2.9 million downloads. Although it will be difficult to reach this level again, Russian Food Delivery downloads grew to 2.5 million in December 2020 after hovering around 2 million for the second half of 2020.
The U.K. market saw consistency in downloads, signaling a stable demand for food delivery, while France growth surged. Food Delivery apps surpassed 1 million downloads in January 2021 in France, 51 percent growth over January 2020.
13
© 2021 Sensor Tower Inc. - All Rights Reserved
France
Turkey
Russia
Spain
Italy
U.K.
Food Delivery Europe
500
800
1,100
1,400
1,700
2,000
Q1 2020
Q2 2020
Q3 2020
Q4 2020
Germany U.K. Russia Top Europe-based Food Delivery Apps
Monthly average seconds spent in top Google Play food delivery apps by publisher country
European Food Delivery Apps Climb in Monthly Time Spent
European-published Food Delivery apps soared 51 percent in average monthly time spent per user on Google Play at the end of Q4 2020, compared to Q1 2020. The top food delivery apps from European publishers surpassed 23 minutes in average monthly time spent per user in Q4 2020.
Germany-based delivery apps such as Lieferando, Foodpanda, and Foodora were among the standouts in terms of user time spent on Google Play in 2020, reaching an average of 28 minutes per month per user in Q4 2020.
14
© 2021 Sensor Tower Inc. - All Rights Reserved
Food Delivery Europe
Note Regarding Time Spent Time spent estimates reflect the weighted average monthly time spent on Google Play of the top 3-5 food delivery apps by publisher country as well as top 10 food delivery apps in Europe overall in 2020.
Top Europe-based
The State of Food Delivery Apps: There’s More!
The full State of Food Delivery Apps report is available exclusively to Sensor Tower Enterprise customers. Request the full report from our sales team ([email protected]):
Additional Insights in the Full State of Food Delivery Report (27 more pages)
• Monthly active user data of food delivery titles
• Time spent trends by subcategory and country
• ASO strategies of DoorDash and Uber Eats
• Shifts in demographics among top food delivery titles in Europe
• And more!
Request the Full Food Delivery Report
15
© 2020 Sensor Tower Inc. - All Rights Reserved
Sensor Tower Solutions
16
Store Intelligence
Make strategic decisions with the industry’s most
accurate estimates.
App Intelligence
Drive organic growth with the leading App Store
Optimization platform.
Ad Intelligence
Develop winning User acquisition campaigns
with crucial mobile advertising insights.
Usage Intelligence
Benchmark app usage, engagement, and
demographics.
App Teardown
Evaluate which SDKs apps are using and measure SDK adoption across
market segments.
©2021 Sensor Tower Inc. - All Rights Reserved
Sensor Tower Terms of UseThis report and all original content contained within are wholly owned by Sensor Tower, Inc. © 2021.
Modification, republication, distribution, or other unauthorized usage violate this copyright, unless express permission has been granted.
App icons, images, and other branding assets are property of their respective publishers and are used expressly for the purpose of editorial commentary.
© 2021 Sensor Tower Inc. - All Rights Reserved
17
LOOKING FOR MORE INSIGHTS?
Download our latest Store Intelligence Data Digest report on the mobile app market at sensortower.com/reports
About UsSensor Tower is the leading solution for mobile marketers, app developers, and industry analysts who demand competitive insights on the mobile economy. Sensor Tower’s product suite includes: Top Charts, App Intelligence, Store Intelligence, Ad Intelligence, and Usage Intelligence.
Office Locations:
San Francisco, London, Shanghai, Seoul
Contact Info:
sensortower.com
@sensortower
© 2021 Sensor Tower Inc. - All Rights Reserved
18