Condensed Version The State of Food Delivery Apps 2021

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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

Transcript of Condensed Version The State of Food Delivery Apps 2021

Page 1: 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

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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

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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%

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+3%

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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

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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

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Food Delivery Fast Food Fast Casual Grocery Store Casual Dining Cooking

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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

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+3%

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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%

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+23%

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Market Overview

Food Delivery Reaches 35 Percent European Market Share

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Food Delivery Fast Food Grocery Store Cooking Food WasteRestaurants (Fast Casual + Casual Dining) Other

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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.

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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

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Postmates

Instacart

DoorDash

Shipt

COVID-19 Outbreak

DoorDash Uber Eats GrubHub Instacart Postmates Shipt

GrubHub

Uber Eats

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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

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DoorDash Uber Eats Grubhub Instacart Postmates Shipt Other

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Food Delivery U.S.

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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.

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Install Growth in Mar. to May 2020

Installs for Mar. to May 2019

Food Delivery U.S.

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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.

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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

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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

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Uber Eats Just Eat Takeaway Deliveroo Yemeksepeti Delivery Club SberMarket Other

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Other

Food Delivery Europe

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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.

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France

Turkey

Russia

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Italy

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Food Delivery Europe

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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.

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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

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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

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Sensor Tower Solutions

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App Teardown

Evaluate which SDKs apps are using and measure SDK adoption across

market segments.

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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.

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