This analysis focuses on the European last-mile food and grocery delivery landscape, covering platform-mediated meal delivery and quick commerce orders, and excluding merchant-owned direct delivery channels.

It analyzes key industry drivers and restraints, value chain configurations and operating models, providing strategic insights into the factors shaping competition, profitability, and future industry evolution.

The European landscape is highly concentrated, with a limited number of scaled platforms including Delivery Hero, Just Eat Takeaway, Uber Eats, and DoorDash collectively accounting for over 90% of platform-mediated GMV (gross merchandise value). The industry is entering a consolidation phase, marked by strategic transactions such as the acquisition of Deliveroo by DoorDash and the divestment of Grubhub by Just Eat Takeaway alongside its acquisition by Prosus.

It also analyzes the structure and dynamics of four core European segments: the UK, France, Germany, and Italy. It highlights significant differences in scale, maturity, and competitive landscape.

• What are the key factors accelerating growth across quick commerce and platform-mediated meal delivery orders?
• Are your teams aligning with industry drivers, operating models, and value chain configurations to gain an edge?
• How are Delivery Hero, Just Eat Takeaway, Uber Eats, and DoorDash shaping the next phase of industry consolidation across Europe?