PitchBook Analyst Note: Delivery Technologies Are Reshaping the Grocery Industry

Delivery and eating out has claimed an increasing share of consumer food consumption year over year, but in the wake of the largest scope of stay-home orders and quarantines in history, traditional grocery consumption has grown much faster in a countervailing move. Although this shift could be temporary to some degree, our emerging tech research analysts argue that overall grocery delivery is likely to thrive. This latest note details why, drawing on PitchBook datasets to spotlight key players in impending M&A across the space, as well as the most notable venture fundings.