Condensed Version the State of Food Delivery Apps 2021 — an Analysis of Food Delivery Category Trends and Top Apps in the U.S

Home , Deliveroo, DoorDash, Foodora, Foodpanda, Food delivery, Grubhub

The State of Food Delivery Apps: Table of Contents

The State of Food Delivery Apps report offers analysis on the latest trends for the category:

4. Market Overview An overview of the Food & Drink category along with its top subcategories and apps

11. Food Delivery App Market - United States Examining the top food delivery apps in the U.S. and the impact of COVID-19

22. Food Delivery App Market - Europe A look at the top food delivery apps in Europe, including a case study on Deliveroo

32. Conclusion A summary of the key takeaways from the report

U.S. Adoption Soared 29 Percent Year-Over-Year

Quarterly U.S. downloads of food & drink apps on the App Store and Google Play

App Store Google Play 120M U.S. food & drink app installs surpassed 400 million in 2020, with Q2 being the record quarter. Despite the slowdown in adoption 100M 32M +15% growth, the Food & Drink category saw first- 26M time installs of 64 million in the first two +3% 27M months of 2021, on track to meet the 105 26M 80M million downloads from Q1 2020. 23M 23M +63% 24M 24M 23M 60M 19M The App Store drove the growth of food &

13M drink app installs amid the outbreak of 13M 11M 11M COVID-19, with 73 percent of adoption 40M 80M 82M 72M coming from the platform. DoorDash, Uber 7M 8M 67M 60M 56M 55M 55M 58M Eats, and McDonald’s were especially 52M 42M successful on both stores. 20M 38M 37M 39M 29M 30M

Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Q3 2019 Q4 2019 Q1 2020 Q2 2020 Q3 2020 Q4 2020

Consumers Flocked to Familiar Brands Amid COVID-19

Top food & drink apps by U.S. downloads on the App Store and Google Play

2017 2018 2019 2020

Uber Eats Uber Eats DoorDash +3 DoorDash 1 Uber 1 Uber Technologies - 1 DoorDash 1 DoorDash -

Yelp McDonald's +1 Uber Eats -1 Uber Eats 2 Yelp 2 McDonald’s 2 Uber 2 Uber -

McDonald's Yelp -1 Grubhub +3 McDonald's 3 McDonald’s 3 Yelp 3 GrubHub 3 McDonald’s +1

Starbucks DoorDash +2 McDonald's -2 Grubhub 4 Starbucks 4 DoorDash 4 McDonald’s 4 GrubHub -1

Domino's Pizza Starbucks -1 Yelp -2 Starbucks +2 5 Domino’s 5 Starbucks 5 Yelp 5 Starbucks

DoorDash Grubhub +4 Postmates +3 Chick-fil-A +2 6 DoorDash 6 GrubHub 6 Postmates 6 Chick-fil-A

Dunkin' Chick-fil-A +1 Starbucks -2 Instacart NEW 7 Dunkin' Donuts 7 Chick-fil-A 7 Starbucks 7 Instacart

Chick-fil-A Domino's Pizza -3 Chick-fil-A -1 Yelp -3 8 Chick-fil-A 8 Domino’s 8 Chick-fil-A 8 Yelp

Postmates Postmates - Domino's Pizza -1 Postmates -3 9 Postmates 9 Postmates 9 Domino’s 9 Postmates

Grubhub Burger King NEW Burger King - Domino's Pizza -1 10 GrubHub 10 Restaurant Brands Int’l 10 Restaurant Brands Int’l 10 Domino’s

Fast Food Apps Climbed 21% Year-Over-Year Amid COVID-19

U.S. downloads among the top 10 food & drink apps by subcategory for 2019 and 2020

2019 2020 120M The top 10 Food Delivery apps accumulated 91 million U.S. downloads in 2020, seeing moderate growth of 3 percent year-over- 100M year. Food Delivery apps had been +3% performing exceptionally well even before +21% COVID-19, positioning to reach record 80M downloads during the outbreak.

60M Fast Food, Fast Casual, and Grocery Store apps saw a major boost in adoption during 89M 91M +23% the COVID-19. Many fast food apps saw lift in 40M 83M 69M 2020, including non-delivery apps such as Subway and Taco Bell which saw Y/Y growth +56% of 46 percent and 60 percent, respectively. 20M 39M +47% +9% 32M

19M 17M 15M 16M 12M 12M 0 Food Delivery Fast Food Fast Casual Grocery Store Casual Dining Cooking

Food & Drink Saw Record Adoption in Europe During Q4 2020

Quarterly European downloads of food & drink apps on the App Store and Google Play

App Store Google Play 120M Food & Drink category installs surpassed 100 million in Q3 and Q4 2020, setting a new record each quarter and climbing at a year- 100M +29% over-year growth rate of 29 percent in Q4. This category has been on the rise in Europe,

+23% and saw a total of 386 million downloads 80M 63M during 2020. 58M

49M +42% 53M 60M 44M Google Play contributed vast majority new 39M 35M 36M installs for the category, accounting for 58 36M percent in 2020. In light of lockdown orders, 40M 26M 28M 23M 24M Food & Drink is off to a strong start in 2021 in 18M 13M Europe, accumulating 74 million downloads 14M 40M 42M 43M in the first two months of the year and 20M 39M 36M 33M 32M 34M 29M placing it 82 percent of the way to Q1 2020’s 25M 27M 24M 27M 21M 18M 21M download total.

Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Q3 2019 Q4 2019 Q1 2020 Q2 2020 Q3 2020 Q4 2020

Food Delivery Reaches 35 Percent European Market Share

Proportion of European installs by subcategory among the top 100 food & drink apps

Food Delivery Fast Food Grocery Store Cooking Food Waste Restaurants (Fast Casual + Casual Dining) Other Food Delivery apps accounted for 35 percent of European Food & Drink category 27% 29% 7% 10% 5% 21% downloads in the first two months of 2021. 2017 Uber Eats, Just Eat Takeaway, and Deliveroo were the top three Food Delivery apps in Europe during the first two months of 2021. 27% 36% 6% 8% 3% 5% 15% 2018

Grocery Store apps have also been on a rise in

29% 33% 7% 7% 5% 5% 13% Europe, accounting for a 16 percent share of 2019 the Food & Drink category in the beginning of 2021. Brick-and-mortar grocery store apps with delivery ranked among the top of the 34% 28% 14% 7% 5% 5% 7% subcategory, such as Pyaterochka (based in 2020 Russia), REWE (Germany), and Morrisons (U.K.).

Note: 35% 26% 16% 9% 7% 2% 6% Restaurants includes fast casual and casual dining apps. Apps in the Other category include apps such as food Jan-Feb 2021 scanner, reward programs, food waste, as well as various 0% 25% 50% 75% 100% other Food & Delivery apps.

U.S. Food Delivery Downloads Spiked Again in January 2021

Monthly downloads of top food delivery apps in the U.S.

5M DoorDash saw its highest monthly downloads DoorDash Uber Eats GrubHub Instacart Postmates Shipt in April 2020, surpassing 4 million installs. January 2021 saw a spike in downloads with 22 COVID-19 Outbreak 4M percent year-over-year growth to surpass 3 million installs.

3M Although Uber Eats didn’t see a large install spike in April 2020, the app saw steady downloads throughout the year. Uber Eats DoorDash 2M surpassed 1.4 million downloads in January 2021, accounting for 12 percent growth over Uber Eats the prior year.

1M GrubHub Instacart

Postmates

Shipt 0

Jan-19 Mar-19 May-19 Jul-19 Sep-19 Nov-19 Jan-20 Mar-20 May-20 Jul-20 Sep-20 Nov-20 Jan-21

Instacart’s Increased Market Share Carried into the New Year

Proportion of U.S. downloads among the top food delivery apps

DoorDash Uber Eats Grubhub Instacart Postmates Shipt Other DoorDash continued to lead the Food Delivery app space in the U.S. in the first two months 12% 39% 11% 5% 11% 1% 22% of 2021, accounting for 33 percent of the 2017 market among the top apps. DoorDash’s share has remained above 30 percent since it surpassed Uber Eats to reach No. 1 in 2019. 19% 31% 15% 6% 10% 1% 16% 2018

Instacart adoption surged during lockdown

32% 20% 16% 5% 14% 2% 11% due to the high demand for grocery delivery, 2019 and it controlled 12 percent of the Food Delivery market in 2020. This success was not short-lived as Instacart’s share remained at 32% 18% 15% 12% 9% 3% 11% 12 percent in the first two months of 2021. 2020

33% 21% 14% 12% 7% 3% 11%

Jan-Feb 2021

0% 25% 50% 75% 100%

Third-Party Delivery Services Outperformed Competitors

Delivery services that experienced the greatest growth during COVID-19

12M Among food and drink apps that offer Install Growth in Mar. to May 2020 delivery, third-party delivery apps saw the Third-Party Food Delivery 10.1M most growth during the viral outbreak. 10M Grocery Store Delivery Fast Food Delivery DoorDash downloads soared 30 percent year- over-year during March to May 2020, BestInstalls Month for Mar. Installs to May Pre-March 2019 2020 immediately after the outbreak. 8M

A major beneficiary of the increased demand 6M 5.4M for delivery was Instacart, which saw 4.7M downloads climb 313 percent Y/Y within the first three months of the outbreak. Instacart’s 4M 7.8M 3.6M competitor Shipt saw similar yearly growth of 243 percent Y/Y. 2M 2M 3.9M 1.4M 2.9M 1.1M 1.1M 871K 594K 1.3M 1.4M 453K 222K 321K 177K 0

DoorDash Instacart Grubhub McDonald's Little Caesars Popeyes Panda Express Shipt Publix Casey's

Top Food Delivery Titles are Trending Up in Europe

Monthly downloads of top food delivery apps in Europe

3M Top European Food Delivery apps were able Uber Eats Just Eat Takeaway Deliveroo Yemeksepeti Delivery Club SberMarket to retain the download growth seen during COVID-19 near the end of 2020 and the COVID-19 Outbreak beginning of 2021. Uber Eats in particular surpassed 2 million downloads in January

Uber Eats 2021, 10 percent higher than what it had seen 2M in March 2020.

Just Eat Takeaway Top apps are still climbing. Deliveroo surpassed 1 million downloads in the first Deliveroo month of the new year, clearly reaching its 1M download record of 1.3 million in May 2020. Yemeksepeti Demand for food delivery continues to soar as Delivery Club British food delivery app Deliveroo recently SberMarket listed its shares in London, preparing the firm for an IPO in April 2021.

Jan-19 Mar-19 May-19 Jul-19 Sep-19 Nov-19 Jan-20 Mar-20 May-20 Jul-20 Sep-20 Nov-20 Jan-21

Uber Eats is in a Tight Race with Just Eat Takeaway

Proportion of European downloads among the top food delivery apps

Uber Eats Just Eat Takeaway Deliveroo Yemeksepeti Delivery Club SberMarket Other Other Uber Eats controlled the highest share of market in the first two months of 2021, 16% 32% 10% 6% 13% 22% accounting for 22 percent, while its biggest 2017 competitor, Just Eat Takeaway, accounted for 18 percent. The two apps have a major focus on the U.K. market, being the top two Food 21% 30% 10% 7% 9% 24% 2018 Delivery apps there, accumulating 5.5 million and 4.5 million downloads in the U.K. in 2020, 1% respectively.

25% 25% 12% 7% 10% 21% 2019 As the third largest delivery service by downloads in Europe, Deliveroo sustained a 20% 22% 11% 7% 9% 7% 25% stable market share within the competitive 2020 space. Deliveroo took 12 percent of the downloads among the top apps during the first two months of 2021. 22% 18% 12% 9% 7% 6% 26%

Jan-Feb 2021

0% 25% 50% 75% 100%

Food Delivery Apps are Soaring in France

Monthly downloads for the top 20 food delivery apps in Europe by country

Russia U.K. France Turkey Italy Spain 3M Food Delivery app downloads in Russia reached a record high in April 2020, when the top apps of this type combined for nearly 2.9 million downloads. Although it will be difficult to reach this level again, Russian Food Delivery downloads grew to 2.5 million in December 2M Russia 2020 after hovering around 2 million for the second half of 2020.

France U.K. The U.K. market saw consistency in downloads, signaling a stable demand for 1M food delivery, while France growth surged. Turkey Food Delivery apps surpassed 1 million downloads in January 2021 in France, 51 Italy percent growth over January 2020. Spain

Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21

European Food Delivery Apps Climb in Monthly Time Spent

Monthly average seconds spent in top Google Play food delivery apps by publisher country

Germany U.K. Russia Top Europe-based Food Delivery Apps 2,000 European-published Food Delivery apps soared 51 percent in average monthly time spent per user on Google Play at the end of

1,700 Q4 2020, compared to Q1 2020. The top food delivery apps from European publishers surpassed 23 minutes in average monthly time

Top Europe-based spent per user in Q4 2020. 1,400

Germany-based delivery apps such as

1,100 Lieferando, Foodpanda, and Foodora were among the standouts in terms of user time spent on Google Play in 2020, reaching an average of 28 minutes per month per user in 800 Q4 2020.

Note Regarding Time Spent Time spent estimates reflect the weighted average monthly 500 time spent on Google Play of the top 3-5 food delivery apps by publisher country as well as top 10 food delivery apps in Q1 2020 Q2 2020 Q3 2020 Q4 2020 Europe overall in 2020.

The State of Food Delivery Apps: There’s More!

The full State of Food Delivery Apps report is available exclusively to Sensor Tower Enterprise customers. Request the full report from our sales team ([email protected]):

Additional Insights in the Full State of Food Delivery Report (27 more pages) • Monthly active user data of food delivery titles • Time spent trends by subcategory and country • ASO strategies of DoorDash and Uber Eats • Shifts in demographics among top food delivery titles in Europe • And more!

Request the Full Food Delivery Report

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