美國外賣行業(yè)市場前景及投資研究報告-培訓(xùn)課件外文版2024.4

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TRENDSOnlinerestaurantdeliveryservicesintheU.S.CHAPTER

01IndustryoverviewRevenueoftheleadingonlinefooddeliverymarketsworldwidein2024(inbillionU.S.dollars)Revenueoftheonlinefooddeliverymarketinselectedcountries2024RevenueinbillionU.S.dollars200

250050100150300350400450500ChinaUnitedStatesUnitedKingdomSouthKoreaIndia448.9353.348.244.4243.7838.33JapanIndonesia

20.59Germany

17.6France

14.773Description:In2024,Chinawasforecasttobethebiggestmarketforonlinefooddeliveryworldwide,generatingaround449billionU.S.dollarsinrevenue.TheUnitedStatesrankedsecond,withtheonlinefooddeliveryrevenuereachingapproximately353billionU.S.dollarsthatyear.ReadmoreNote(s):UnitedStates;2024Source(s):DigitalMarketInsightsRevenueoftheonlinefooddeliverymarketintheUnitedStatesfrom2017to2028(inbillionU.S.dollars)RevenueoftheonlinefooddeliverymarketU.S.2017-2028GrocerydeliveryMealdelivery60050040030020010002017201820192020202120222023202420252026202720284Description:In2023,thetotalmarketsizeoftheonlinefooddeliveryindustryintheUnitedStateswasestimatedatapproximately287.5billionU.S.dollars,withthegrocerydeliverysegmentgeneratinganestimated200billionU.S.dollarsinrevenue,andthemealdeliverysegmentaround86.9billiondollars.ReadmoreNote(s):UnitedStates;2017-2028Source(s):DigitalMarketInsightsNumberofusersoftheonlinefooddeliverymarketintheUnitedStatesfrom2018to2028(inmillions)OnlinefooddeliveryusersintheUnitedStates2018-2028MealDeliveryGroceryDelivery400350300250200150100500201820192020202120222023202420252026202720285Description:Overthelasttwoobservations,thenumberofusersisforecasttosignificantlyincreaseinallsegments.Thisreflectstheoveralltrendthroughouttheentireforecastperiodfrom2018to2028.Itisestimatedthattheindicatoriscontinuouslyrisinginallsegments.Inthisregard,theMealDeliverysegmentachievesthehighestvalueof192.62millionusersin2028.ReadmoreNote(s):UnitedStates;2018to2028Source(s):DigitalMarketInsightsAveragerevenueperuserintheonlinefooddeliverymarketintheUnitedStatesfrom2018to2028(inthousandU.S.dollars)ARPUoftheonlinefooddeliverymarketintheUnitedStates2018-2028GroceryDeliveryMealDelivery3.02.52.01.51.00.50.02.452.382.312.211.861.581.340.521.180.511.040.470.910.390.860.360.580.580.560.570.540.55201820192020202120222023202420252026202720286Description:Significantfluctuationsareestimatedforallsegmentsovertheforecastperiodfortheaveragerevenueperuser.OnlyinthesegmentGroceryDelivery,asignificantincreasecanbeobservedovertheforecastperiod.Inthissegment,theindicatorexhibitsadifferenceof1.59thousandU.S.dollarsbetween2018and2028.ReadmoreNote(s):UnitedStates;2018to2028Source(s):DigitalMarketInsightsCHAPTER

02KeyplayersMarketshareofleadingonlinemealdeliverycompaniesintheUnitedStatesasofJanuary2024MarketshareoftheleadingonlinefooddeliverycompaniesU.S.2024Other*1%Postmates2%Grubhub8%UberEats23%DoorDash66%8Description:Withamarketshareof66percent,DoorDashdominatedtheonlinefooddeliverymarketintheUnitedStatesasofJanuary2024.Meanwhile,UberEatsheldthesecondhighestsharewith23percent.

ReadmoreNote(s):UnitedStates;December2023;*ASAP,ArrowheadDelivery,BiteSquad,andDeliveryDudes.ReadmoreSource(s):SecondMeasureOnlinefooddeliverybookingsbybrandintheU.S.asofDecember2023OnlinefooddeliverybookingsbybrandintheU.S.2023Shareofrespondents0%10%20%30%40%50%60%70%DoorDashDomino'sUberEatsGrubHubPizzaHutPapaJohn'sPizzaKFC70%47%47%37%32%24%18%DPostmatesCaviar14%12%9%9%ChowNowEatStreetSeamlessSlice7%6%5%6%Other9Description:In2023,asurveyconductedamongU.S.consumersaboutonlinefooddeliverybookingsbybrandfoundthat70percentofrespondentshadusedDoorDashinthepast12monthstoorderfood.Domino'stooksecondplace,with47percentofthosesurveyedusingthefooddeliveryplatform.Theseresultsarebasedonarepresentativeonlinesurveyconductedin2023among3,403consumersintheUnitedStates.

ReadmoreNote(s):UnitedStates;JanuarytoDecember2023;3403respondents;18-64years;respondentswhoorderedrestaurantandfooddeliveryonline(Marketing&socialmedia,Services&eServices)Source(s):ConsumerInsightsWebtrafficofselectedonlinefooddeliveryoperatorsintheUnitedStatesinJanuary2024,bymonthlyvisits(inmillions)WebtrafficofselectedonlinefooddeliveryoperatorsU.S.2024,bymonthlyvisitsMonthlyvisitsinmillions010203040506070DoorDashUberEatsGrubhubPostmates66.151.117.62.7210Description:InJanuary2024,Postmatesrecordedaround2.7millionvisitstoitswebsiteintheUnitedStates,thewebtrafficfigureamongselectedonlinefooddeliveryoperatorsinthecountry.PostmateswasacquiredbyUberEatsfor2.6billionU.S.dollarsinNovember2020.ReadmoreNote(s):UnitedStates;January2024;figuresforDoorDashandUberEatsincludetrafficgeneratedoutsideoftheUnitedStates,whilefiguresforGrubhubandPostmatesincludetrafficgeneratedintheU.S.only.Source(s):SimilarWebMostpopularrestaurantanddeliverywebsitesintheUnitedStatesinDecember2023,basedonshareofvisitsLeadingrestaurantanddeliverywebsitesintheU.S.2023,byvisitshareShareofvisits0%1%2%3%4%5%6%7%8%7.33%3.3%3.29%2.95%2.36%11Description:InDecember2023,thefooddeliverywebsitewasthemostvisitedintherestaurantanddeliverycategoryintheUnitedStates,accountingforroughly7.33percentofdesktoptraffic.Followinginsecondplacewithavisitshareofjustoverthreepercentwas.ReadmoreNote(s):UnitedStates;December2023;desktoponly;category:Foodanddrink-RestaurantsandDeliverySource(s):SimilarWebBouncerateofselectedonlinefooddeliveryoperatorsintheUnitedStatesinJanuary2024BouncerateofselectedonlinefooddeliveryoperatorsU.S.2024Bouncerate20%0%5%10%15%25%30%35%40%UberEatsDoorDashGrubhub36.82%38.88%39.87%Postmates44.09%12Description:InJanuary2024,UberEatshadthelowestbouncerate(36.8percent)amongselectedonlinefooddeliveryoperatorsintheUnitedStates.Incontrast,competitorDoorDashrecordedabouncerateofnearly39percent.

ReadmoreNote(s):UnitedStates;January2024;figuresforDoorDashandUberEatsincludetrafficgeneratedoutsideoftheUnitedStates,whilefiguresforGrubhubandPostmatesincludetrafficgeneratedintheU.S.only.Source(s):SimilarWebNumberofdownloadsofleadingonlinefooddeliveryandtakeoutappsintheUnitedStatesin2023(inmillions)MostdownloadedfooddeliveryappsU.S.2023Numberofdownloadsinmillions1005152025DoorDash-FoodDeliveryUberEats:FoodDeliveryInstacart:GrocerydeliveryGrubhub:FoodDelivery7-Eleven:Rewards&ShoppingHelloFresh:MealKitDeliveryGopuff-Food&DrinkDeliveryFactor_PreparedMealDeliveryToastTakeout&DeliveryPostmates-FoodDeliverySheetz21.1111.228.846.333.693.012.942.872.842.241.79IHOPTotalWine&MoreSmoothieKingBobbyApproved-FoodScanner1.721.631.591.4713Description:In2023,DoorDashwasthemostdownloadedonlinefooddeliveryandtakeoutappintheUnitedStates,overtakingcompetitorslikeUberEatsbyasignificantmargin.WhileDoorDashappwasdownloadedover21milliontimesbyU.S.usersin2023,UberEatstrailedbehindwith11.2milliondownloads.ReadmoreNote(s):UnitedStates;2023Source(s):AppMagicCHAPTER

03ConsumersLeadingmethodsoforderingtakeoutintheUnitedStatesfrom2022to2023PreferredmethodsoforderingtakeoutintheU.S.2022-20232022202350%45%40%35%30%25%20%15%10%5%43%43%31%29%21%20%5%4%0%Restaurantwebsite/appThird-partyapp/websitePhonecallSearchengine/foodreviewsite15/statistics/1446855/top-methods-for-ordering-takeout-in-the-usA2023surveyfoundthatthepreferredmethodfororderingtakeoutintheUnitedStateswasthrougharestaurantwebsiteand/orapp,with43percentofrespondentsstatingthatthiswasthecase.Thisfigureremainedunchangedfromthepreviousyear.ReadmoreNote(s):NorthAmerica,UnitedStates;2022and2023;1,505respondentsSource(s):DoorDashLeadingreasonsconsumerspreferorderingtakeoutordeliveryintheUnitedStatesasofDecember2022MainreasonsfororderingtakeoutordeliveryintheU.S.202280%70%60%50%40%30%20%10%0%76%75%50%49%32%ItisenjoyabletoeatathomeTheconveniencefactorAbilitytowatchTVormoviesDonothavetocookCanwearcomfortableclothes16Description:A2022surveydeterminedthatthetopreasonconsumersorderedtakeoutordeliveryintheUnitedStateswastheenjoymentofeatingathome,with76percentofrespondentsstatingthatthiswasthecase.Meanwhile,nothavingtocookwasthetopreasonfor49percentofconsumers.ReadmoreNote(s):UnitedStates;December2022;1,000respondentsSource(s):USFoodsShareofconsumersthatwouldorderfromaghostkitchenintheUnitedStatesasofMarch2023ConsumerinterestinorderingfromaghostkitchenintheU.S.202360%52%50%40%30%20%10%24%24%0%WouldorderfromaghostkitchenUnlikelytoorderfromaghostkitchenIndifferentaboutthesubject17Description:Ina2023survey,themajorityofrespondents,52percent,statedthattheywouldorderfromaghostkitchen.Meanwhile,theremainingrespondentswereeitherunlikelytoorderfromaghostkitchenorindifferentaboutthesubject.

ReadmoreNote(s):NorthAmerica,UnitedStates;March2023;750respondentsSource(s):DeloitteDigitalLeadingreasonsconsumerspreferdirectorderingforpickupordeliveryoverusingthird-partyprovidersintheUnitedStatesin2022and2023ReasonsU.S.consumerspreferdirectlyorderingrestaurantpickup/delivery2022-2023Shareofrespondents202310%20220%5%15%20%25%30%27%ConvenienceEaseofuse24%22%22%22%20%Feesarelower19%Foodischeaper21%21%FamiliarwithorderingthiswayCustomizingiseasierFoodarrivesfaster20%18%17%17%17%18Description:A2023surveyfoundthattheleadingreasonconsumersintheUnitedStatespreferredtoordertheirfooddirectlyinsteadofusingthird-partyproviderswasconvenience,with27percentofrespondentsstatingthatthiswasthecase.Conveniencealsorankedasthetopreasoninthepreviousyear.ReadmoreNote(s):NorthAmerica,UnitedStates;2022and2023;1,505respondentsSource(s):DoorDashLeadingreasonsconsumersselectonerestaurantoveranotherwhenorderingfoodonlineintheUnitedStatesin2022TopfactorsU.S.consumersconsiderwhenchoosingarestaurantforonlineorders202235%30%30%25%20%15%10%5%28%25%19%17%0%QuickestdeliverytimeConvenientlocationSpecificmenuitemavailability

AppealingphotosofthefoodSawonsocialmedia19Description:InasurveyconductedintheUnitedStatesinAugust2022,itwasrevealedthatthespeedofdeliverywastheleadingconsiderationforconsumerswhenselectingarestaurantforonlinefoodorders.Convenientlocationwasthesecondmostinfluentialfactor,followedcloselybytheavailabilityofspecificmenuitems.ReadmoreNote(s):UnitedStates;August2022;1,033respondentsSource(s):Censuswide;DeliverectCHAPTER

04QuickservicerestaurantsMostorderedfastfoodtypesintheUnitedSatesasofthefirstquarterof2023MostorderedtypesoffastfoodintheU.S.202335%29%30%25%20%15%10%5%25%19%12%9%5%0%PizzaBurgerChickenCoffee&SnacksSandwichTexMex21Description:TheUnitedStatesisknownasthehomeoffastfood.Butinthiscompetitivemarket,whatkindoffastfooddoconsumersorderthemost?Duringa2023survey,pizzaemergedasthemostfrequentlyorderedfastfoodintheU.S.,with29percentofrespondentsindicatingitastheirtopchoice.Comparatively,onlyfivepercentofparticipantsreportedTexMexastheirmostorderedtypeoffastfood.?HowoftendoU.S.consumersorderpizza?Withmorethan80thousandpizzarestaurantsinthe[...]

ReadmoreNote(s):UnitedStates;Q12023;3,611respondents;18yearsandolderSource(s):InMobiMostorderedfastfoodtypesintheUnitedSatesasofthefirstquarterof2023,byageMostorderedtypesoffastfoodintheU.S.2023,byagePizzaBurgerChickenCoffee&SnacksSandwichTexMex120%100%5%10%5%9%6%9%8%80%60%40%20%0%11%17%20%17%19%28%27%21%32%29%27%18to34years35to54years55+years22Description:Inthefirstquarterof2023,consumersintheUnitedStatesweresurveyedonwhichfastfoodcategoriestheyorderedfromthemost.Acrossallagegroups,pizzawasthefastfoodthatthehighestpercentageofrespondentssaidtheyorderedthemost.Meanwhile,ahigherpercentageof18to34yearoldssaidthattheyorderedcoffeeandsnacksthemost,with17percentsayingso,comparedto11percentof35to54yearoldsandeightpercentofthosewhowereover55.

ReadmoreNote(s):UnitedStates;Q12023;3,611respondents;18yearsandolderSource(s):InMobiFrequencyoforderingfromquickservicerestaurantsintheUnitedStatesasofthefirstquarterof2023,byrestauranttypeFrequencyoforderingfromaQSRintheU.S.2023,byrestauranttypeBurger20%Chicken22%Pizza10%28%31%31%Sandwich26%Coffee

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SnacksTexMex32%MorethanonceaweekOnceaweek38%26%21%15%29%28%30%22%OnceeverycoupleofweeksOnceamonth29%24%26%25%22%27%18%21%23Description:Inthefirstquarterof2023,around38percentofrespondentsintheUnitedStatessaidthattheyorderedcoffeeandsnacksmorethanonceaweek.Comparatively,only10percentofsurveyparticipantssaidthattheyorderedpizzawiththesamefrequency.Thatbeingsaid,duringthesamesurvey,respondentssaidthatpizzawasthefastfoodthattheyorderedthemost.ReadmoreNote(s):UnitedStates;