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市場調查報告書
商品編碼
2106716
2025年歐洲最後一公里食品雜貨配送市場策略洞察Strategic Insights into the European Last-Mile Food and Grocery Delivery Market, 2025 |
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本研究重點在於歐洲最後一公里食品和雜貨配送市場，涵蓋透過平台進行的餐飲配送和快速商務訂單，但不包括商家獨立經營的直接配送管道。
本研究分析了該產業的關鍵促進因素和限制因素、價值鏈結構和營運模式，為影響競爭、盈利和未來市場趨勢的因素提供了策略見解。
歐洲市場高度集中，Delivery Hero、Just Eat Takeaway、Uber Eats 和 DoorDash 等少數幾家大型平台佔據了所有平台超過 90% 的總商品交易金額 (GMV)。目前，該行業正處於整合階段，其特點是出現了一些策略性交易，例如 DoorDash 收購 Deliveroo 以及 Just Eat Takeaway 出售 Grubhub 後又被 Prosus 收購。
本研究也分析了英國、法國、德國和義大利這四個主要歐洲市場的結構和趨勢。研究重點指出，各市場在規模、成熟度和競爭格局方面有顯著差異。英國是規模最大、最成熟的市場，其特徵是覆蓋全國，市場結構穩定，由三家公司主導。法國是第二大市場，但其市場集中在巴黎大都會圈。
策略要務
- 為什麼經濟成長變得越來越困難？
- The Strategic Imperative 8 TM
- 三大策略要務對餐飲宅配及速食業的影響。
成長機會分析
- 分析範圍
- 定義
- 研究目標和目的
- 競爭環境
- 最後一公里食品和雜貨配送的關鍵成長指標
- 最後一公里食品和雜貨配送的成長要素
- 阻礙因素
最後一公里食品和雜貨配送的營運模式
- 定義和市場區隔
- 餐飲宅配：價值鍊與相關人員
- 快速商務：價值鏈與相關人員
- 歐洲主要公司及市場分佈
- 最後一公里食品和雜貨配送：單位經濟效益和成本結構
- 最後一公里食品雜貨配送：營運模式與關鍵成本因素
- 最後一公里食品和雜貨配送：物流模式和基礎設施
- 最後一公里食品雜貨配送：利用科技和人工智慧提高效率
歐洲競爭格局
- 歐洲最後一公里食品和雜貨配送：競爭格局
- 最後一公里食品和雜貨配送：它在歐洲生態系統中的相對地位
- Delivery Hero（Glovo）
- Just Eat Takeaway（Lieferando）
- Uber Eats
- DoorDash（沃爾特、Deliveroo）
- Deliveroo
歐洲主要國家的市場動態
- 歐洲主要國家市場動態概述
- 英國：市場概覽
- 英國：市場動態與策略洞察
- 英國：主要城市
- 法國：市場概覽
- 法國：市場動態與戰略洞察
- 法國：主要城市
- 德國：市場概覽
- 德國：市場動態與策略洞察
- 德國：主要城市
- 義大利：市場概覽
- 義大利：市場動態與策略洞察
- 義大利：主要城市
成長機會整體情況
- 成長機會1：透過快速交易提高盈利
- 成長機會二：利用共用配送基礎建設拓展至二線城市
- 成長機會3：QuickCommerce向高附加價值品類的垂直擴張
附錄與未來計劃
- 成長機會的益處和影響
- 未來計劃
- 圖表清單
- 免責聲明
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.
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
Appendix & Next Steps
- Benefits and Impacts of Growth Opportunities
- Next Steps
- List of Exhibits
- Legal Disclaimer
