Strategic Insights into the European Last-Mile Food and Grocery Delivery Market, 2025

PUBLISHED: July 28, 2026

PAGES: 67 Pages

DELIVERY TIME: 1-2 business days

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Description

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

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

The European market 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. 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.

The study also analyses the structure and dynamics of four core European markets: the UK, France, Germany, and Italy. It highlights significant differences in scale, maturity, and competitive landscape. The UK stands out as the largest and most mature market, characterised by national coverage and a stable three-player structure, while France is the second largest but highly concentrated around the Paris metropolitan area.

Product Code: M1K1-44

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8TM
The Impact of the Top 3 Strategic Imperatives on the Meal Delivery and Quick Commerce Industry

Growth Opportunity Analysis

Scope of Analysis
Definitions
Research Aims and Objectives
Competitive Environment
Key Growth Metrics for Last-Mile Food and Grocery Delivery
Growth Drivers for Last-Mile Food and Grocery Delivery
Growth Restraints for Last-Mile Food and Grocery Delivery

Last-Mile Food and Grocery Delivery Operating Models

Definitions and Market Segmentation
Meal Delivery: Value Chain and Stakeholders
Quick Commerce: Value Chain and Stakeholders
Key Players and Market Distribution Across Europe
Last-Mile Food and Grocery Delivery: Unit Economics and Cost Stack
Last-Mile Food and Grocery Delivery: Operating Model and Key Cost Drivers
Last-Mile Food and Grocery Delivery: Logistics Model and Infrastructure
Last-Mile Food and Grocery Delivery: Technology and AI as Efficiency Enablers

European Competitive Landscape

Last-Mile Food and Grocery Delivery: European Competitive Landscape
Last-Mile Food and Grocery Delivery: European Ecosystem Relative Positioning
Delivery Hero (Glovo)
Just Eat Takeaway (Lieferando)
Uber Eats
DoorDash (Wolt, Deliveroo)
Deliveroo

Market Dynamics Across Core European Countries

Overview of Market Dynamics Across Core European Countries
United Kingdom: Market Overview
United Kingdom: Market Dynamics and Strategic Insights
United Kingdom: Key Cities
France: Market Overview
France: Market Dynamics and Strategic Insights
France: Key Cities
Germany: Market Overview
Germany: Market Dynamics and Strategic Insights
Germany: Key Cities
Italy: Market Overview
Italy: Market Dynamics and Strategic Insights
Italy: Key Cities

Growth Opportunity Universe

Growth Opportunity 1: Quick Commerce Profitability Enhancement
Growth Opportunity 2: Expansion into Tier II Cities via Shared Delivery Infrastructure
Growth Opportunity 3: Quick Commerce Vertical Expansion into High-Value Categories