Food Delivery Observer

With this report, we introduce our moat framework for food delivery, based on which hybrid models with strong foundations on marketplace businesses are more likely to emerge as the winners in the latest food delivery evolution. These are some of the conclusions that we detail in Morningstar's latest Food Delivery Observer, which offers a detailed look at the underlying economics and prospects of food delivery business models across regions and markets.

In this report, you will learn:
  • The main drivers of competitive advantages in the food delivery space.
  • A detailed assessment of the structural characteristics that we believe lead to sustainable unit economics for own-delivery orders.
  • Which players are best positioned to win in the long-term.
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