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Sensor Tower · Marco Scacchi · January 2025
The State of Food Delivery Apps in MENA, Europe and LatAm
Sensor Tower data indicates that Delivery Hero leads its peers in MAU market share in MENA through Talabat and Hunger Station, with opportunities in grocery delivery expansion via the former’s absorption of InstaShop. In Europe, the rising cost-of-living and an evaporation in pandemic-induced demand has led to material declines in downloads for food delivery apps. In LatAm, iFood and PedidosYa have increased their market share after competitors like Uber Eats exited large countries in the region. Despite unique market challenges, opportunities lie in consolidation, diversifying services and adapting to evolving consumer preferences.
Key Takeaways:
ST data shows that Delivery Hero is the largest player in the food delivery app space in MENA, commanding almost half of the MAU market share in the cohort in 4Q24 QTD through Talabat (25%) and Hunger Station (18%)
Talabat in particular has experienced a significant growth trajectory in the post-pandemic period as its MAU share in 4Q24 QTD is up nearly 8pts compared to 4Q20, vs merely 2ppts for peers such as Jahez, Zomato, ToYou, Deliveroo, InstaShop and The Chefz
ST data shows that there has been a collapse in demand for food delivery services in Europe driven by a reversal in pandemic-induced trends coupled with a material increase in the cost-of-living across many European countries. Total downloads for the European food delivery cohort are around 73mn through 2024 YTD, down almost 30% compared to 2021
Per ST data, iFood (41%) and PedidosYa (20%) hold the majority of MAU share in the LatAm food delivery app cohort through 4Q24 QTD, up 11ppts and 12ppts, respectively, since 4Q20 as both have benefited from the exit of top competitors in the broader LatAm market, such as Uber Eats and Glovo in popular LatAm countries
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