Marketplaces like Drizly, Instacart and DoorDash have scaled quickly by leveraging this model and each have played a critical role in driving market adoption for on-demand delivery.
In January 2022, ~51% of U.S. consumers ordered from a meal delivery service, up from ~46% a year ago.¹ Although COVID certainly played a role in driving demand, companies like Instacart and DoorDash were growing rapidly prior to the pandemic as well, showing the longer-term growth trajectory of the category.