The Two-Horse Race: Is Bigger Better for Online Food Delivery?
India’s online food delivery market is at a turning point. While overall Gross Order Value (GOV) growth remains stable, a dramatic change in the underlying mix is occurring. The contribution of Average Order Value (AOV) to GOV growth has steadily increased from just ~10% in FY23 to nearly 50% in FY26 (YTD). Meanwhile, growth from […]
GCC Q-commerce: Expansion & Consolidation
The GCC food aggregator market has grown from $3 billion in 2019 to $14 billion in 2025, and is expected to reach $26 billion by 2030. Growth was driven primarily by increased consumer spending, rather than user growth, with new use cases emerging. Quick grocery added a new leg to this market’s growth, with expansion […]
Redseer advises on Talabat. Know what and how
Executive Summary Talabat, a market-leading food delivery platform, partnered with Redseer Strategy Consultants and OC&C Strategy Consultants to develop a compelling IPO narrative backed by robust market intelligence. Through comprehensive market sizing, competitive benchmarking, and customer insights and advisory, our consortium enabled Talabat to articulate a differentiated growth story across core Gulf markets. This resulted […]
Cross-border players grow, but trade shifts local
The GCC has long been a stronghold for cross-border e-commerce. Over the past few years, that momentum only grew stronger with the likes of Shein, Trendyol, and Temu doubling down on the region. But 2024 brought a surprising twist: Cross-border trade volumes declined, even as these players continued to perform well. So, what’s really going […]
Redseer advises on Curefoods. Know what and how
Executive Summary Curefoods partnered with Redseer, India’s leading strategy consulting firm, to highlight the growing preference for outside food consumption among consumers and to analyse the advantages of the cloud-kitchen-based model for its DRHP filing for IPO. About the Client Curefoods is one of the largest digital-first food services companies with a portfolio of 10 […]
GCC Food Aggregator: Regional Consolidation in Motion
The GCC food delivery space is moving toward consolidation as scale becomes critical in an increasingly competitive and fragmented market. Jahez’s acquisition of Qatar-based Snoonu marks a strategic step in that direction. Qatar’s food aggregator market, valued at $1.2 Bn, accounts for 10% of the GCC total. Snoonu has already scaled in Qatar and is […]
Jahez Acquires Snoonu — Regional Consolidation in Motion
The GCC food delivery space is moving toward consolidation as scale becomes critical in an increasingly competitive and fragmented market. Jahez’s acquisition of Qatar-based Snoonu marks a strategic step in that direction. Qatar’s food aggregator market, valued at USD 1 Bn, accounts for 10% of the GCC total. Talabat leads the market with a GMV […]
SEA’s USD 121 Bn food-service resurgence: lessons from regional leaders
Southeast Asia’s restaurant industry has bounced back from a 23% slump in 2020 to a USD 121 bn market in 2024, with outlet counts in Thailand, Malaysia, Indonesia, Vietnam, the Philippines, and Singapore now matching or surpassing 2019 levels. Four proven growth models are driving this resurgence: mass market formats that attract high volumes with […]
How Cloud Kitchens Are Disrupting the Restaurant Industry in 2025
Food delivery has become second nature for urban consumers. A few taps and a hot meal arrive at the doorstep—no waiting, no hassle. But behind this convenience, a silent revolution is taking place. Cloud kitchens cooking up a storm in the food industry turning efficiency into a competitive advantage. So, what’s fuelling this shift? Lower costs? Faster […]
Keeta has gained ~10% market share in KSA— what’s next?
Saudi Arabia’s food delivery sector has undergone rapid transformation over the past five years, evolving into one of the most dynamic and profitable markets in the region. With high consumer adoption, high purchasing power, and sustained profitability, the industry continues to attract new challengers. Yet, growth is far from over. As the market matures, competition […]
Why Cloud Kitchens Are Winning the Race in India’s $80 Billion Food Market
When was the last time you ordered food from outside? Maybe three days ago, two days ago, or perhaps just a few hours back? Or you’re savoring your culinary delight as you read this? Metro and Tier-1 consumers are embracing the joy of ordering in and dining out, combining convenience with a refreshing escape from […]
The Big Bite: Scaling success in India’s food services
India’s food services market, valued at $80 billion in 2024, is set to grow at a CAGR of 10-11% through 2030, with the organized sector driving this expansion. As consumer preferences evolve, the rise of online food delivery and organized dine-in establishments is also reshaping the landscape. Multi-brand companies, particularly cloud kitchens, are emerging as […]
Redseer Celebrates Talabat’s Historic Tech IPO
We are delighted to congratulate Talabat on its successful debut on the Dubai Financial Market (DFM), raising an impressive $2.04 billion. As the leading on-demand delivery platform in MENA, Talabat serves over 6 million monthly active customers across eight countries, addressing a population of over 71 million. Its online marketplace provides a convenient, personalized way […]
Multi-Verticality shaping the future of Q-commerce
The Q-commerce (quick commerce) landscape in the UAE is undergoing rapid transformation. What started as a niche food delivery service has evolved into a diverse, multi-vertical ecosystem catering to various consumer needs. With increasing expectations for speed and convenience, platforms are expanding their offerings beyond food delivery, shaping the future of on-demand services. This article […]
Ready to Drink Evolution: How Q-Commerce is Redefining Refreshment in Ready to Drink Beverage Market
It’s a sweltering summer afternoon, and you’re at home, craving something to quench your thirst. With just a few taps on your phone, you browse through your favourite quick commerce app. In minutes, a delivery arrives at your doorstep, offering an array of choices—from refreshing iced teas to invigorating cold coffees and wholesome fruit juices. […]
KSA food aggregators to deliver a million smiles
The food service sector in Saudi Arabia is currently a massive SAR 100 Bn market that has displayed resilience and rebounded swiftly. The market witnessed a COVID-led decline because of reduced mobility/ operational hours and restaurant closures. During this time, an emerging trend of in-home consumption emerged which created a unique opportunity for food delivery […]
Winning Recipe for Food Brands in India
The Indian food services market is witnessing a transformative trend in the outside food eating habits of the consumers especially in metro and tier 1 cities. Leading this paradigm shift is the House of Brands (HoBs) model, poised to revolutionize brand scalability and revenue generation. Redseer’s latest report, “Winning Recipe for Food Brands in India,” […]
A New Year’s Eve Recipe for Food Delivery Peak Days
Every year, there are several occasions such as Diwali, IPL, World Cup etc. where online food delivery is integral to the celebrations. These days are mission-critical for online food delivery platforms and brands alike. While the demand spikes are significant, platforms and brands also gain new users. This is especially relevant for chain restaurants and […]
Massive USD 31 Bn Food Services Market in KSA to get an L&E uplift
The Food Services Landscape in KSA is witnessing significant growth powered by a thriving food delivery segment. This comes at a time when the kingdom is investing significantly into leisure and entertainment infrastructure to attract tourism, both international and domestic. The intersection of food services and L&E offers attractive opportunities for brands catering to these […]
How Indonesia Eats at Food Services: Part – 2
In the first part of our series, we explored the rising prominence of local cuisines within Indonesia’s Food Services sector. Now, in Part-2, we delve into the growth prospects for both online and offline channels, and how both new entrants and established players can capitalize on these trends. 01. Despite being considered as the champions […]
How Indonesia Eats at Food Services: Part -1
Indonesia’s Food Services sector is a relatively small part of the overall F&B pie. The share of Food Services is below the levels in China and the US, in both percentage and absolute terms. This low base provides meaningful headroom for growth, with an estimated 8% CAGR over 2022-27E. Sustained economic growth, rising affordability levels, […]
Charting the Course: Jahez CFO Heni Jallouli Unravels the Dynamics of Saudi Arabia’s Food Delivery Landscape
In the bustling landscape of the Middle East’s food delivery market, one name stands out for its remarkable strides and unwavering commitment to convenience, taste, and technological innovation – Jahez. As a leading local digital champion, Jahez has become synonymous with hassle-free culinary experiences, redefining how people savor their favorite dishes in the region. Founded […]
Food Delivery: A Taste of Saudi Arabia’s Thriving Market
1. Food aggregators have already generated value for the broader ecosystem Currently, food aggregator market accounts for ~16% of the total food service market and has created roughly 150,000 jobs, equivalent to 1% of the total workforce in KSA. Furthermore, recent relaxation in labor regulations has made it easier to acquire delivery riders. Given the […]
IPL x Food delivery: Not a metro phenomena anymore
Food and beverages have always been central to sports entertainment, be it at-home or stadium viewing experience. During the growth phase of the online food delivery (OFD) business from 2017 to 2020, OFD players experienced heightened sales on IPL game days. Orders often flew off the restaurant shelves during the matches as friends and families […]
A Cup Full Of Food
Food delivery market is poised to benefit from the celebratory atmosphere that has been a feature of Mega sports events. High consumption enthusiasm will drive consumer spending and acts as a springboard to boost sales. “The Qatar cloud kitchen culture is rapidly evolving and will naturally get a major boost from the celebratory atmosphere” Ramez […]
Realising Potential Through Consolidation
The digital economy went through a disruption and high growth phase over the last few years, aided by the pandemic. While most sectors are still in nascency in terms of online penetration, a few sectors, like FoodTech, are more evolved in the region, with penetration levels higher than most other global benchmarks. And in such […]
What’s The Next Domino’s for Indians?
In our previous food services newsletter, we had focused on the organised food services market and different brands that were likely to emerge. This takes us to the next set of relevant questions around the evolution of the market landscape. For instance, how big can the existing brands get? Is it a winner-takes-all market? Which […]
MENA Dark Kitchen estimates revised upwards – a $2 Bn+ opportunity by 2025!
Dark Kitchens would account for 13%+ of the FoodTech market in 2025 the penetration would be significantly higher in UAE & KSA
#3 Delivery Delight Index
This third edition of Delivery Delight Index has unveiled how digitally native brands are providing a superlative delivery experience on the back of third-party logistics players.
Dark Kitchens – The Bright Future of Food Services
Pre-COVID estimates of $16bn, the food services market is now estimated at $9bn in UAE as lockdown restrictions suppressed the sector.
Indonesian eCommerce- Metamorphosis in a post COVID-19 world | Part 1
In a pre-COVID world, we forecasted Indonesian eCommerce to cross triple digits GMV by 2025
The 3A’s shaping the food service market of UAE
Published on: Nov 2019 Food service market of UAE is ~$ 15 Bn in size. The market took a hit in revenues during early 2018 due to implementation of VAT, but the sector is back on track to provide a stellar performance going forward. We expect the key drivers to be – 1. Increased adoption […]
Demystifying the restaurants vs online aggregators debate
Restaurants have witnessed 30% growth in business along with other benefits after partnering with online aggregators Published on: Aug 2019 Online partnerships have enabled restaurants to increase overall top line by 30% via a large consumer base and strong brand impact With improved kitchen utilization, online partnerships have also enabled restaurants to improve their bottom-line […]
City expansion strategy for a foodtech player
The medhodology involved creating a bespoke foodtech potential index of 2300+ Indian cities to identify the high potential cities for the client and segment them by priority/ potential.
Dormant user assesment for an online food delivery platform
The engagement was driven through primary research – surveys and in-depth interviews – of dormant users to pin-point the reasons for lapsing and understand the steps to be taken to win the customers back.
Brand Health Measurement Of Online Food Aggregators In India
Consumer internet space has taken a steadfast growth in the recent times, especially with the wave of digitalisation kicking in and the internet becoming accessible in every nook and corner. In a similar study for our client, one of the largest food-tech players in India, we assessed the brand health indicators like consumer awareness, […]