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Coresight Research has identified inclusivity as one of the key trends to watch in retail. In this report, we explore how brands and retailers can represent the diverse US population and communicate their commitments to diversity and inclusivity to consumers through social media.

We discuss key strategies for brands and retailers to promote inclusivity, covering brand ambassadors, influencers, community building, multi-platform campaigns and digital merchandise identifiers.

For more on inclusivity, read our Think Tank on the purpose and promise of the US adaptive apparel market, extended sizing in the US women’s plus-size apparel market, and our Playbook on inclusivity in retail.

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Coresight Research’s November 1, 2021, survey provides a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. 

This week’s US Consumer Tracker covers the following: 

What consumers are doing and where they are going—including avoidance of public places
What shoppers are buying online and in-store 
Which retailers consumers are buying from—for food and nonfood purchases

Complementing our weekly survey reports, our monthly US Consumer Tracker Extra series offers additional insight, including long-term consumer trends and a detailed analysis of where current patterns will lead in the coming months. Click here to view our full collection of US Consumer Tracker and US Consumer Tracker Extra reports. 

Premium subscribers can also access data from our weekly surveys in our US Consumer Tracker Databank. 

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Our Holiday Bites series provide free snapshots of Coresight Research data and findings, covering the shape and scale of consumer demand, retail sales and category performance in the 2021 holiday season. Click here to see more Holiday Bites as well as our in-depth research reports on US holiday retail.

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3D design can help brands, manufacturers and retailers in the apparel and footwear sector to better meet fast-changing consumer demand, while also improving product quality and cutting costs. We discuss the state of 3D design in the global apparel and footwear space and provide insights on adoption rate, pain points, key technology players and future developments.

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The US CPG e-commerce market continues to witness significant growth. We discuss three key trends in the industry and explore how CPG brands and retailers are responding to changes in consumer behavior and expectations by adopting innovative e-commerce business models—namely, the direct-to-consumer model, livestreaming, product sampling and the subscription model.

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In each report in the Weinswig’s Weekly series, Coresight Research CEO and Founder Deborah Weinswig reflects on a topical theme in retail. This week’s note “From the Desk of Deborah Weinswig” discusses Chinese consumers’ spending repatriation as beauty and luxury purchases fuel this year’s Singles’ Day.

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This report examines the booming quick-commerce retail space and explores the differences between third-party delivery platforms and vertically integrated instant-needs companies. We also discuss the key players in the market.

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For our Retail Innovators report on the US grocery market, click here.

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Executive Summary

We explore the spectrum of business models in the quick-commerce retail space, which we estimate will generate $20–25 billion in US retail sales in 2021.

The quick-commerce landscape includes longstanding same-day delivery platforms that deliver orders from local, third-party retailers, including DoorDash, Instacart and Uber Eats. In the vertically integrated instant-needs segment, Gopuff is the largest and most established player. New entrants focused on shorter delivery times include Fridge No More, Gorillas, JOKR and 1520.
We have seen a boom in funding in the vertically integrated instant-needs segment, which we calculate totals $5.9 billion to date. Gopuff has captured over half of that: Its valuation jumped to $15 billion after a July 2021 $1 billion fundraiser.
Instant-needs players generate their contribution margin largely through the difference between product costs and product sales. Vertical integration is key to rapid delivery: Instant-needs operators procure their own inventory and build out their own micro-fulfillment centers (MFCs) for picking orders. For delivery platforms, variable consumer fees are the principal driver of contribution margin. As they operate an asset-light model, they carry lower inventory risks and can scale faster.
The substantial order volumes and pace of growth in the sector confirm that consumer demand for immediate fulfillment is there. We see the impact extending beyond a shift of market share: Widespread consumer use of quick commerce could ultimately result in a partial disaggregation of grocery baskets and other shopping trips.

What’s the Story?

Convenience is now more of a retail concept than a retail channel. No longer does a consumer need to walk or drive to their local convenience store to grab last-minute essentials; instead, convenience store selections (and more) come to them via quick-commerce operators. Not only has the quick-commerce sector expanded in terms of geographic coverage and product offerings, but the number of players has boomed. The explosion in industry participants is heavily concentrated on the vertically integrated segment, where players promise deliveries from their own fulfillment centers to urban consumers in as little as 10–15 minutes.

We explore the spectrum of business models in this space and examine the differences in their economic operations. We also discuss key players in the market. Our coverage of quick commerce focuses on two segments:

Third-party delivery platforms—such as DoorDash, Instacart, Shipt and Uber Eats. These companies deliver products (largely grocery items) from third-party retail stores. In some cases, these delivery firms pick the orders while in others they only fulfill delivery. The promise has traditionally been for “same-day” delivery, although options now range from 30 minutes to several hours.
Vertically integrated models—such as Gopuff, Fridge No More and 1520. These companies pick from a range of essential items in their own dark stores and courier them to shoppers, typically within 10–30 minutes.

Why It Matters

The online grocery boom in 2020 supported the emergence of a micro-industry of instant-need players, competing with more established operators that typically offer longer delivery windows for share of the expanding market grocery delivery market. Investors are betting big on instant needs, with a host of companies securing significant seed or sequential financing rounds since the beginning of 2021.

Coresight Research estimates that retail sales (predominantly grocery/essentials) by major players in the overall quick-commerce market will total $20–25 billion in the US this year. This equates to a 10%–13% share of our estimate for US online CPG sales, which we expect to total around $191 billion in 2021.

We factor in management commentary by public companies such as DoorDash and Uber, third-party data and our own estimates; which reflect the value of sales (gross merchandise volume) rather than revenues for delivery platforms, and exclude Amazon rapid delivery, such as Prime Now.

From Quick Commerce to Instant Needs: Coresight Research Analysis

In the below sections, we establish the quick-commerce landscape and explore business model differences and economics. We also discuss key players in the market.

1. From Same-Day to 10-Minute Delivery: The Quick-Commerce Landscape

In 2011 and 2012, respectively, Postmates (now Uber Eats) and Instacart established the quick-commerce, or hyperlocal, delivery model. Their model is built on working with third-party retailers (or restaurants) for the product itself. These quick-commerce firms are fulfillment intermediaries, traditionally promising “same-day” delivery, although the lower ranges of this (offered at a premium) have been pushed down to 30–45 minutes. Postmates collects orders from restaurants and retailers and brings them to the customer while Instacart picks and delivers from partner stores on behalf of the customer.

Established in 2013, Gopuff took quick commerce and turned it into instant needs, carving out the abovementioned vertically integrated segment, offering delivery in an average of 30 minutes. Following its move into third-party grocery in 2018, DoorDash entered the vertically integrated instant-needs space in August 2020. It has established its own DashMart convenience stores offering delivery of essentials in 30 minutes or less.

More recently, 15-minute commerce operators have intensified instant needs in terms of speed promises. Operators such as Fridge No More, JOKR and 1520 have entered the market, borrowing the vertically integrated model to promise delivery in as little as 10–15 minutes.

In Figure 1, we provide a comparison of vertically integrated firms with delivery platforms. We have added in a comparison with meal delivery platforms and the traditional e-commerce model, too. We offer a full break-out of details by company at the end of this report.

Figure 1. Overview of Online Fulfillment in the US

Quick Commerce in Retail

wdt_ID	Key metrics	Vertically integrated instant needs	Delivery platforms– grocery	Delivery platforms– meals	Traditional e-commerce
1	Business model	Vertically integrated	Marketplace for local grocery stores	Marketplace for local restaurants	Vertically integrated and marketplaces
2	Product focus	Essentials	Groceries, some nonfood retailers	Restaurant meals	Groceries and nonfood
3	SKUs	1,500–5,000	25,000+	N/A	100,000+
4	Delivery speed	10–30 minutes	Same day (from ~35 minutes to several hours)	30–60 minutes	One to two days
5	Curation	High	Low	Low	Low
6	Localization	Highly localized to individual neighborhoods	Localized to city	Localized to city	Not localized
7	Warehousing	MFCs	N/A	N/A	Regional or local fulfillment centers
8	Delivery methods	Individual deliveries, individual and pooled deliveries	Individual and pooled deliveries	Individual and pooled deliveries	Pooled deliveries
9	Delivery model	Contractors or W2 employees	Contractors	Contractors	Employees/third-party logistics
10	Technology implementation	Merchandising, warehousing, logistics	Logistics	Logistics	Merchandising, warehousing, logistics
11	Market Players	Buyk, DoorDash DashMart, Fridge No More, Gopuff, Gorillas, JOKR, 1520	DoorDash, Instacart, Shipt, Uber Eats (incl. Postmates)	DoorDash, Uber Eats	Amazon, many others

Source: Company reports/Coresight Research

We have seen a boom in funding in the vertically integrated instant-needs segment, which we calculate totals $5.9 billion to date. Gopuff has captured over half of that: Its valuation jumped to $15 billion after a July 2021 $1 billion fundraiser—equating to a quadrupled value in less than a year and taking its total funding to $3.4 billion. Istanbul-based Getir is valued at $7.5 billion following three funding rounds between January and June 2021.

Figure 2. Recent Funding Raised by Instant-Needs Companies in the US, as of September 2021

wdt_ID	Operator	Headquarters	Recent funding	Month of recent funding	Total funding	Total valuation
1	Buyk	US	$46 million	June 2021	$46 million	N/A
2	Fridge No More	US	$15.4 million	March 2021	$16.9 million	N/A
3	Getir (set to launch in the US soon)	Turkey	$550 million	June 2021	$1.0 billion	$7.5 billion
4	Gopuff	US	$1 billion	July 2021	$3.4 billion	$15 billion
5	Gorillas	Germany	$950 million	September 2021	$1.3 billion	$3 billion
6	JOKR	US	$170 million	July 2021	$170 million	N/A
7	1520	US	Unspecified seed funding	N/A	N/A	N/A
8	Total Funding	$5.9 billion

Source: Company reports/Coresight Research

2. Online Grocery Shopping Surge Underpins Quick-Commerce Demand

The pandemic acted as a significant catalyst in accelerating online grocery adoption, driving fundamental, lasting changes in consumer behavior. Coresight Research’s US consumer survey on October 18, 2021, found that almost half (48.8%) of respondents had bought groceries online in the past 12 months. We expect the online channel to see permanent gains as consumers retain their online shopping behaviors post pandemic.

Delivery time is becoming increasingly important in online grocery shopping experiences. Our abovementioned survey found that around 48% of respondents that had purchased groceries online had selected rapid delivery, which includes same-day, one-hour and 15-minute/30-minute services.

Figure 3. Online Grocery Shoppers: Proportion That Had Used Rapid Delivery Services for Groceries in the Past Year*

*Rapid delivery includes same-day, one-hour and 15-minute/30-minute delivery services
Base: 208 Internet users aged 18+ who had purchased groceries online in the past 12 months
Source: Coresight Research

We asked online grocery shoppers which factors influence them most in choosing a rapid delivery service.

The results suggest substantial price sensitivity in this space: Around 61% of respondents said low or no delivery fee is important, followed by 53% reporting that the price of items is key. Potential future increases in delivery fees in the near term therefore look problematic—particularly given the competitive environment—suggesting that operators will need to subsidize free or low-cost delivery, at least until the market has consolidated and competition has diminished.
Fastest delivery is ranked lower, implying that shoppers are comfortable with slightly longer delivery times, which typically bring lower costs to the service. This relative disinterest suggests that five-minute increments in delivery times are unlikely to be a principal driver of choice among the general population (although we acknowledge that expectations of speed may be higher in large cities such as New York).

Figure 4. Online Grocery Shoppers: Factors That Are, or Would Be, Most Important to Them When Choosing a Rapid Delivery Service (% of Respondents)

Base: 208 Internet users aged 18+ who had purchased groceries online in the past 12 months
Source: Coresight Research

3. Business Model Differences and Economics

There are significant differences between quick-commerce players—in scale, business model and delivery offering—and with these distinctions come differing advantages and economies. In this section, we compare vertically integrated companies with delivery platforms and we discuss economics below.

Vertically Integrated

These operators build out their own first-party MFCs, akin to dark stores, and engage employees to pick orders as well as couriers to deliver them.

Advantages

Vertically integrated MFCs are optimized for speedy picking and are strategically located as close to customers as possible, enabling instant-needs operators to promise such short delivery times.
By owning inventory, vertically integrated players also have greater visibility on product quality, inventory supply and pricing.
Instant-needs companies typically carry a fast-rotating assortment of 1,000–2,000 goods (although Gopuff offers up to 4,000) that are localized to the neighborhoods they serve. For example, Buyk takes a “hyperlocal” approach to assortment to ensure that its MFCs stock meets the specific needs and desires of shoppers in each particular area it serves.
Some operators are planning to flex their SKU range. Instant-needs company 1520, which typically carries 1,500 items, said that it is planning to target 3,000 SKUs in the near future, targeting a wider range of consumer needs.

Challenges

Instant needs depends on a degree of population density (and moreso when the delivery time is as little as 15 minutes) and as more players enter the market, the risk of increasing rental costs for MFCs in urban locations could drive up upfront investment.
Setting up MFCs and procuring inventory requires capital investment before entering a new city or market.
The underlying model of investing in (dark) stores and relying on operational leverage to drive margins has some similarities to traditional brick-and-mortar retail, and comes with similar weaknesses (and strengths), such as volume sensitivity.

Delivery Platforms

Under the delivery platform model, product inventory is owned by third-party retailers and the delivery operators aggregate these third-party merchants on digital platforms.

Advantages

Delivery platforms operate an asset-light model, which does not require fulfillment centers to be deployed or supplier relationships to be established before entering a new city.
These platforms will usually offer more choice than vertically integrated players, although the overall offer will be driven by the operating hours and the selection of the third-party retailers’ stores.

Challenges

The store-pick model employed by delivery operators is more susceptible to out-of-stocks as the platforms do not have full, real-time visibility into the retailer’s in-store inventory. Additionally, delivery platforms surrender pricing power to third-party merchants (retailers) and some retailers raise prices on delivery apps to help offset the merchant fees that they pay to the delivery firm. Some municipalities cap merchant fees, which can push up consumer fees.
A reliance on per-transaction fees suggests a relatively straight line for costs as sales grow, meaning delivery platforms have a lesser degree of operational leverage than the dark-store model.

DoorDash has adopted a hybrid approach with third-party delivery capabilities (marketplace and Drive) as well as operating a vertically integrated model through its DashMart dark stores. Each of its 25 DashMart locations carries around 2,000 SKUs and provides both delivery and pickup options.

Economics: Scale

Scale is a key component of profitability for vertically integrated instant-needs players. Since they are vertically integrated, instant-needs operators can secure more advantageous prices from suppliers as they scale. And, as in regular retail, greater volumes equate to a leveraging of fixed operating costs, driving margins.

Like conventional retailers, instant-needs players generate their contribution margin largely through the difference between product costs and product sales. This is a key distinction from delivery platform models, where variable consumer fees are the principal driver of contribution margin, topped up by fees charged to merchants.

Delivery platforms do not need to build out physical infrastructure or inventories. As a result, these businesses are able to scale relatively quickly. From July 2020 to July 2021, Instacart increased its delivery reach from 30,000 stores to nearly 55,000 stores in North America, and is available to over 85% of US households.

To increase network density, delivery platforms are adding new retail partners outside the core grocery business. Instacart has added apparel (H&M), beauty (Sephora), general merchandise (Big Lots) and prescription delivery (Costco) to its portfolio. In addition, Shipt has also expanded beyond grocery to include apparel delivery from Target stores. For traditional grocery players that had outsourced delivery and pickup, diversification will be essential in bringing more last-mile operations in-house. Globally, the online grocery market tends to see retailers take more control of last-mile logistics (such as truck fleets) than in nonfood retail.

For all models, greater scale opens more opportunities for secondary revenue streams, notably retail media or in-app advertising. The shift of grocery sales online is driving advertising to where shoppers are—on retailers’ websites and apps. Kroger and Walmart are among the established grocery retailers pursuing opportunities in retail media. In May 2020, Instacart launched a new self-serve advertising program that CPG brands can use to promote their products on its website and app. Furthermore, Gopuff launched its Gopuff Ad Solutions business in June 2021. At the Groceryshop 2021 conference, Yakir Gola, Co-Founder and Co-CEO of Gopuff, pointed to the company’s opportunities in retail media, stating that as an instant-needs platform, it can influence the customer’s decision at the moment of consumption. DoorDash launched a new advertising offering in October 2021.

Instant-needs players generate their contribution margin largely through the difference between product costs and product sales. This is a key distinction from delivery-platform models, where variable consumer fees are the principal driver of contribution margin, topped up by fees charged to merchants.

Delivery times can impact the economics of quick commerce: With extended delivery times comes the ability to pool multiple orders in one delivery.

Figure 5 summarizes the different economics of the vertically integrated instant-needs model and delivery model discussed.

Figure 5. A Comparison of Per Order Economics: Instant-Needs Model vs. Delivery Platform Model

wdt_ID	-	Vertically Integrated Instant-Needs Model	Notes
1	Principal Revenue Source:	Product sales
2	Plus:	Delivery fees	Where applicable
3	Plus:	Courier tips
4	Minus:	Product costs	Scale yields improved buying power, boosting margins
5	Equals:	Gross margin	The difference between product costs and product sales is the principal driver of contribution margins
6	Minus:	Courier costs and tips	Consolidation of multiple orders yields improved economics
7	Minus:	Operating associate costs
8	Equals:	Contribution margin
9
10		Delivery Platform Model	Notes
11	Principal Revenue Source:	Consumer fees	Variable, based on orders; the principal driver of contribution margin
12	Plus:	Merchant fees	Charged to retailers for marketing, courier costs, customer service, technology and payment processing
13	Plus:	Courier tips
14	Minus:	Courier costs and tips	Consolidation of multiple orders yields improved economics
15	Equals:	Contribution Margin

Source: Company reports/Coresight Research

All of the vertically integrated instant-needs players discussed are privately owned. Nazim Salur, CEO and Founder of Getir (not yet in the US market), told the New York Times in 2021 that a neighborhood can be profitable after a year or two. Similarly, Gopuff management has stated it has achieved profitability in every market that it has operated in for more than 18 months. Furthermore, German online grocery and restaurant delivery company Delivery Hero has disclosed a profit contribution of €1.3 ($1.5) per order in its DMart dark-store business.

Among the delivery platforms, Uber’s “Delivery” segment Uber Eats remains loss-making, with an adjusted EBITDA margin (as a percentage of gross bookings, which is akin to gross merchandise volume) of (1.6)% in the first quarter of 2021 and (1.2)% in the second quarter. Uber’s Delivery gross bookings increased by 85% year over year to $12.9 billion in the second quarter; this is worldwide and largely restaurant bookings—in the second quarter, management commented that “grocery and new verticals” (which includes convenience and alcohol) accounted for about 5%–6% of total gross bookings.

At DoorDash, adjusted EBITDA as a percentage of gross order volume stood at 0.4% in the first quarter of 2021 and 1.1% in the second quarter. DoorDash reported $10.5 billion in gross order volume in the second quarter, up 70% year over year, largely comprised of restaurant orders. Management stated that “nonrestaurant orders now are totaling over 7% of our total orders” in the first quarter (latest indication). On a statutory basis, DoorDash’s EBIT margin was (9.2)% in the first quarter of 2021 and (8.0)% in the second quarter.

4. Key Players

In Figure 6, we expand on details provided in this report to provide an overview of the operations and offerings of significant players in US quick-commerce retail. Gopuff has a 70+% share of the US vertically integrated instant-needs market, according to data firm YipitData. Buyk is a new entrant and Getir is reportedly soon to launch in the US market.

The retail propositions from DoorDash and Uber Eats emerged from restaurant delivery operations and their retail operations contribute only a single-digit share of their order volumes, as discussed above. In September 2021, Kroger partnered with Instacart to launch Kroger Delivery Now, with orders fulfilled from Kroger stores in around 30 minutes. Services offered directly by retailers include 7NOW from 7-Eleven.

Figure 6. US Quick Commerce: Key Competitors

wdt_ID	-	Company	Started delivery	Operating locations	Expansion plans	Delivery time	Delivery fee per order	No. of SKUs (Instant needs)/ Examples of retailers (Delivery platforms)
1	Vertically integrated instant needs	Gopuff	October 2013	Available in 1,000+ US cities	Continue expanding throughout the US and internationally	30 minutes	$1.95; or $5.95 “FAM” monthly subscription	4,000
2		Fridge No More	October 2020	New York	Launching around 40 warehouses in NYC and other East Coast cities	15 minutes	Free	2,000
3		JOKR	March 2021	New York	Plans to expand across the mid-Atlantic region and internationally	15 minutes	Free	1,500
4		Buyk	September 2021	Manhattan, New York	Plans to launch in Boston, Chicago and Washington, D.C., along with undisclosed locations in California and Florida	15 minutes	Free	2,000–3,000
5		1520	January 2021	New York, Chicago	Plans to expand in New Jersey and other US cities	15–20	Free	1,500
6		Gorillas	May 2021	New York	Expanding to additional areas of NYC and other major cities	10 minutes	$1.80	1,500
7		Getir	N/A	N/A	Plans to launch in US in 2021	10 minutes	N/A	2,000
8	Delivery platforms	Instacart	June 2012	Nationwide	Plans to expand in North America and launch internationally	From under 60 minutes to same-day	$3.99 + 5% service fee for same-day orders under $35 (fees vary for one-hour orders under $35)	Albertsons, Aldi, Ahold, Central Market, Delhaize, H-E-B, H Mart, Hy-Vee Market, Kroger, Lowe’s Foods, Meijer, Publix, Save A Lot, Sprouts Farmer, Stator Bros, Wegmans
9		Shipt	November 2014	Nationwide	Plans to expand to more US markets	1+ hours	$10 one-time Shipt pass; or $99 annual fee with $7 fee added for orders	Bed Bath & Beyond, Costco, CVS, H-E-B, Lidl, Lowes, Meijer, Party City Southeastern Grocers, Target (parent company)
10		DoorDash	January 2013; moved into retail in April 2018	Nationwide	Plans to expand internationally	~35 minutes	$3.99	Albertsons, Farmstead, Fresh Thyme Market, Meijer, Smart & Final
11		Uber Eats	2014; added groceries in 2020		Expanding internationally	Variable: ~20–90 minutes	Variable (15% on Cornershop; variable $ amounts by third parties)	Albertsons, Costco, Rite Aid, Southeastern Grocers, Walgreens

Source: Company reports/Coresight Research

What We Think

Following the influx of new entrants, the instant-needs space is looking unsustainably over-supplied and profit-challenged. Consolidation, with some nascent players falling out of the market, looks inevitable given the glut of businesses competing on such similar unique selling points and often on the same turf. This will likely be compounded by longer-standing players (from both the first-party and third-party sides) continuing to expand aggressively.

It is challenging to discern a medium-term path to profit for small operators promising ultrafast deliveries and no fees. Our survey data suggest that consumers are currently willing to trade off some delivery speed for low or no fees and competitive product prices. Longer term, reduced competition in a more concentrated market—and one with a greater proportion of consumers accustomed to quick commerce—suggests that there will be greater opportunities for firms to pass reasonable costs on to customers. However, emerging players in a capital-intensive sector will need to have the financial support to survive such a consolidation.

Implications for Retail

The substantial order volumes and pace of growth in the sector confirm that consumer demand for rapid fulfillment is there. Given their different business models, delivery platforms and instant-needs players will have different impacts—the former relies on partnering with legacy retailers while the latter competes with those retailers for share. The competitive pressures are already prompting major chains to embark on ventures into immediate fulfillment.

However, we see the impact extending beyond a shift of market share: Widespread consumer use of quick commerce could ultimately result in a partial disaggregation of grocery baskets and other shopping missions—pulling purchases out of larger, more regular shopping trips and into standalone, “as-needs” purchases. This would echo multiyear trends that we have seen in other markets, including in Europe in recent years, where expansion of convenience formats propelled a partial fragmentation of the traditional weekly shop into multiple, smaller grocery trips. This could be replicated in the US—the distinction now is that this would be driven by a new retail model rather than a rival retail channel.

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Executive Summary

What’s the Story?

Why It Matters

From Quick Commerce to Instant Needs: Coresight Research Analysis

What We Think

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