波兰外卖市场前景及投资研究报告-培训课件外文版2024.4

DIGITAL

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TRENDSOnlinefooddeliveryinPolandCHAPTER

01OverviewRevenueoftheonlinefooddeliverymarketinPolandfrom2018to2027(inmillionU.S.dollars)RevenueoftheonlinefooddeliveryindustryinPoland2018-20272,5002,0001,5001,000500020182019202020212022202320242025202620273Description:TherevenueintheonlinefooddeliverymarketinPolandwasforecasttocontinuouslyincreasebetween2023and2027byintotal773.6millionU.S.dollars(+62.95percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach2billionU.S.dollarsandthereforeanewpeakin2027.Notably,therevenueoftheonlinefooddeliverymarketwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Poland;2018to2027Source(s):DigitalMarketInsightsRevenuegrowthoftheonlinefooddeliverymarketinPolandfrom2018to2027RevenuegrowthofonlinefooddeliveryinPoland2018-202760%49.68%50%40%30.18%30%20.69%19.7%17.7%202320%10%0%16.37%201815.67%20259.31%20266.79%20272.62%202220192020202120244Description:TherevenuechangeintheonlinefooddeliverymarketinPolandwasforecasttocontinuouslydecreasebetween2023and2027byintotal10.9percentagepoints.Accordingtothisforecastin2027,theindicatorwillhavedecreasedforthethirdconsecutiveyearto6.79percent.ReadmoreNote(s):Poland;2018to2027Source(s):DigitalMarketInsightsNumberofusersofonlinefooddeliveryinPolandfrom2018to2027(inmillions)NumberofusersofonlinefooddeliveryinPoland2018-2027201816141218.9618.4817.6516.2414.1512.4112.0610.13107.78864206.9520182019202020212022202320242025202620275Description:ThenumberofusersintheonlinefooddeliverymarketinPolandwasforecasttocontinuouslyincreasebetween2023and2027byintotal4.8millionusers(+33.92percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach18.96millionusersandthereforeanewpeakin2027.Notably,thenumberofusersoftheonlinefooddeliverymarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Poland;2018to2027Source(s):DigitalMarketInsightsRevenueperuseroftheonlinefooddeliverymarketinPolandfrom2018to2027(inU.S.dollars)RevenueperuserofonlinefooddeliveryinPoland2018-2027120105.59101.4897.1710091.386.8384.3884.1277.1780604020067.1262.7720182019202020212022202320242025202620276Description:TheaveragerevenueperuserintheonlinefooddeliverymarketinPolandwasforecasttocontinuouslyincreasebetween2023and2027byintotal18.8U.S.dollars(+21.65percent).Afterthefifthconsecutiveincreasingyear,theindicatorisestimatedtoreach105.59U.S.dollarsandthereforeanewpeakin2027.ReadmoreNote(s):Poland;2018to2027Source(s):DigitalMarketInsightsValueofthecateringmarketinPolandfrom2019to2022withforecasttill2027(inbillionzloty)ValueofthecateringmarketinPoland2019-202745403538.1637.4136.3235.2733.9130.283025.8825.525201510522.7020192020202120222023*2024*2025*2026*2027*7Description:ThevalueofthecateringmarketinPolandamountedtonearly30.3billionzlotyin2022.Thecateringmarketisexpectedtogrowsteadilytoreachover38billionzlotyin2027.ReadmoreNote(s):Poland;2019to2027;*ForecastReadmoreSource(s):StavaCHAPTER

02OnlinefooddeliveryAveragepriceofaMargheritapizzaorderedfordeliveryinPolandin2022,bycity(inzloty)PriceofaMargheritapizzafordeliveryinPoland2022,bycityPriceinPLN200510152530354045WarszawaŁódź41.6140.1839.7539.75KatowiceKrakówWrocawLublin37.6236.2235.2934.29GdaskPozna9Description:AccordingtoPyszne.pl,in2022,PoleslivinginWarsawhadtopaythemostforaMargheritapizzaorderedfordelivery.Atthesametime,inhabitantsofPoznacouldpurchasethisdishfor34.29zloty.

ReadmoreNote(s):Poland;2022Source(s):Pyszne.plAveragepriceofastandardburgerorderedfordeliveryinPolandin2022,bycity(inzloty)PriceofastandardburgerfordeliveryinPoland2022,bycityPriceinPLN150510202530WarszawaKrakówGdask27.3226.4625.6625.4625.15LublinŁódźKatowiceWrocawPozna24.3724.1623.0410Description:AccordingtoPyszne.pl,in2022,PoleslivinginWarsawhadtopaythemostforastandardburgerorderedfordelivery.Atthesametime,inhabitantsofPoznacouldpurchasethisdishfor23.04zloty.

ReadmoreNote(s):Poland;2022Source(s):Pyszne.plAverageordervaluegrowthforfooddeliveriesagainsttheinflationrateinPolandin2022IncreaseinaveragefoodorderpricecomparedtoinflationrateinPoland2022AveragegrowthoffooddeliveriesInflationrate25%20%15%10%5%23.2%21.7%19.5%19.3%17.2%17.9%17.5%17.3%16.6%15.5%16.6%15.6%16.6%16.1%15.9%12.4%14.6%14.4%13.9%11%10.4%9.4%9.1%8.5%0%JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovember

December11Description:ThehighestincreaseintakeoutfoodpricesinPolandoccurredinNovember2022,reaching23.2percent.Incontrast,thehighestinflationratewasrecordedinOctober,at17.9percent.

ReadmoreNote(s):Poland;2022Source(s):StavaMarketshareofonlinetakeawayfoodchannelsinPolandin2022TakeawayfoodchannelsinPoland2022,bymarketshareOwnorderingchannels26.2%Pyszne.pl38.9%Other5.2%Glovo17.4%UberEats12.2%12Description:Pyszne.plheldthelargestshareofthetakeawayfoodorderingmarketinPolandin2022,withGlovosettinga17percentmarketshare.ReadmoreNote(s):Poland;2022Source(s):StavaValueoftheonlinefooddeliverymarketinPolandfrom2019to2022withforecasttill2027(inbillionzloty)ValueoftheonlinefooddeliverymarketinPoland2019-20277656.655.955.364.664.12432103.643.062.261.320192020202120222023*2024*2025*2026*2027*13Description:ThevalueoftheonlinefooddeliverymarketinPolandamountedtoover3.6billionzlotyin2022.Themarket'svalueisexpectedtogrowsteadily,reachingover6.6billionzlotyin2027.

ReadmoreNote(s):Poland;2019to2027;*ForecastReadmoreSource(s):StavaAverageordervalueforfooddeliveryinPolandfrom2017to2022(inzloty)AverageordervalueforfooddeliveryinPoland2017-202280706074.864.257.7752.4750.1849.125040302010020172018201920202021202214Description:Theaveragevalueofordersincreasedoverthelastyears,from49.1zlotyin2017to74.8zlotyinPolandin2022.

ReadmoreNote(s):Poland;2017to2022Source(s):StavaCircumstancesoforderingfoodwithdeliveryinPolandin2022CircumstancesoforderingfoodwithdeliveryinPoland202225%23%21%20%15%10%5%17%0%WhenI'mmeetingfriendsorfamilyWhenI'mwatchingTVormoviesWhenI'mbackfromwork15Description:In2022,Polesorderedfoodfordeliverymainlywhentheyspenttimewiththeirfriendsorfamily(23percent).ReadmoreNote(s):Poland;2022Source(s):Pyszne.plCHAPTER

03ConsumerbehaviorShareofonlinefooddeliveryusersinPolandin2021,bygenderOnlinefooddeliveryusersinPoland2021,bygenderMale47.8%Female52.2%17Description:AccordingtoestimatesoftheNote(s):PolandDigitalMarketOutlook,themajorityofpeopleorderingfoodonlineinPolandwerefemalesin2021.Theremaining47.8percentweremale.ReadmoreSource(s):DigitalMarketInsightsShareofonlinefooddeliveryusersinPolandin2021,byagegroupOnlinefooddeliveryusersinPoland2021,byage35%29.37%29.19%30%25%20%15%10%5%16.65%14.46%10.34%0%25-34years35-44years45-54yearsAgegroup18-24years55-64years18/statistics/1101570/poland-age-of-people-ordering-food-onlineConcerningthefiveagegroups,thegroupof25-34yearshasthelargestsharewith29.37percent.Contrastingly,thegroupof55-64yearsisrankedlast,with10.34percent.Theirdifference,comparedtothe25-34years,liesat19.03percentagepoints.ReadmoreNote(s):Poland;Jan1sttoDec31st2021Source(s):DigitalMarketInsightsCharacteristicsofonlinefooddeliveryusersinPolandin2022CharacteristicsofonlinefooddeliveryusersinPoland2022Shareofrespondents0%10%20%30%40%50%50%50%60%MenWomenPeopleaged18-3446%44%PeoplewhoorderwithapartnerPeoplewhoorderwithchildren23%23%Peoplewhodon'thavetimetopreparefoodorcleanupPeoplewhoorderwithfriends22%21%20%PeoplewhowanttosatisfytheneedforhungerPeoplewhocravetheirfavoritesnack19Description:In2022,46percentofPoleswhoorderedfoodonlinewerebetween18and34yearsold.Nearlyeverysecondofonlinefooddeliveryenthusiastswereinthe18-34agegroup.

ReadmoreNote(s):Poland;2022;Pyszne.plusersSource(s):Pyszne.plCircumstancesoforderingfoodwithdeliveryinPolandin2022CircumstancesoforderingfoodwithdeliveryinPoland202225%23%21%20%15%10%5%17%0%WhenI'mmeetingfriendsorfamilyWhenI'mwatchingTVormoviesWhenI'mbackfromwork20Description:In2022,Polesorderedfoodfordeliverymainlywhentheyspenttimewiththeirfriendsorfamily(23percent).ReadmoreNote(s):Poland;2022Source(s):Pyszne.plMostpopularhoursofthedaytoorderfoodwithhomedeliveryinPolandfrom2021to2022PeakhoursinhomefoodordersperdayinPoland2021-20222021202212%10%10.29%10.05%9.91%10%9.77%9.63%9.8747%9.85%9.55%9.683%9.52%9.4%9.06%8.92%7.5%7.4%8%6%4%2%0%66.

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39%%3.55%3.38%2.821%11:001.26%1.10%4%10:000.97%0.28%0.17%0.187%9:0012:0013:0014:0015:0016:0017:0018:0019:0020:0021:0022:0023:000:00Hour21Description:Polesmostoftenorderedfoodwithhomedeliverybetween6and7p.m.inboth2021and2022.ReadmoreNote(s):Poland;2021to2022Source(s):StavaMostpopulardaysoftheweektoorderfoodwithhomedeliveryinPolandfrom2021to2022PeaksinhomefoodordersperweekinPoland2021-20222021202218%16%14%16.69%16.56%15.98%15.91%15.79%15.52%14.05%13.9%13.31%13.12%12.76%12.54%12.01%11.86%12%10%8%6%4%2%0%MondayTuesdayWednesdayThursdayFridaySaturdaySunday22Description:FridaywasthedayoftheweekwhenconsumersinPolandmostoftenchosetoorderfoodwithhomedelivery,bothin2021and2022.ReadmoreNote(s):Poland;2021to2022Source(s):StavaMostpopularmethodsofpaymentforfooddeliveryinPolandfrom2019to2022FooddeliverypaymentinPoland2019-2022PaymentondeliveryPaymentonline70%62%60%53.5%53.2%51.8%48.2%50%46.5%46.8%38%40%30%20%10%0%201920202021202223Description:ThefavoritepaymentmethodforeverysecondrespondentwasonlinepaymentinPolandin2022.ThenumberofPoleswhopaidonlinesignificantlyincreasedintheobservedperiod.

ReadmoreNote(s):Poland;2019to2022Source(s):StavaCHAPTER

04PlatformsMonthlynumberofPyszne.plappdownloadsinPolandfromMarch2022toMarch2023(in1,000s)MonthlyPyszne.pldownloadsinPoland2022-20237064.5960504030201056.8644.6641.6640.943736.4135.8834.8633.7127.0520.6515.96Feb'22Mar'22Apr'22May'22Jun'22Jul'22Aug'22Sep'22Oct'22Nov'22Dec'22Jan'23Feb'2325Description:Overtheperiodoftimeobserved,Pyszne.pldownloadsnumberhasfluctuated,peakingatalmost64thousanddownloadsinMarch2022.ReadmoreNote(s):Poland;March2022toMarch2023Source(s):AppMagicMonthlynumberofGlovoappdownloadsinPolandfromFebruary2022toFebruary2023(in1,000s)MonthlyGlovodownloadsinPoland2022-2023155145135125115144.91139.69135.98131.85129.75124.96121.63110.38110.3102.5610595101.3396.7193.4685Feb'22Mar'22Apr'22May'22Jun'22Jul'22Aug'22Sep'22Oct'22Nov'22Dec'22Jan'23Feb'2326Description:GlovoisafooddeliveryappfoundedinBarcelona,Spainin2015.Overtheperiodoftimeobserved,Glovodownloadsnumberhasfluctuated,peakingat144.91thousanddownloadsinOctober2022.

ReadmoreNote(s):Poland;February2022toFebruary2023Source(s):AppMagicMonthlynumberofUberEatsappdownloadsinPolandfromFebruary2022toFebruary2023(in1,000s)MonthlyUberEatsdownloadsinPoland2022-202360555055.8353.0749.7147.9547.0446.1343.9843.844540353043.4942.8941.5640.2935.08Feb'22Mar'22Apr'22May'22Jun'22Jul'22Aug'22Sep'22Oct'22Nov'22Dec'22Jan'23Feb'2327Description:UberEatsisanAmericanonlinefooddeliveryplatformlaunchedin2014.Overtheobservedperiodoftime,UberEatsdownloadsnumberhasfluctuated,peakingatover35.08thousandsdownloadsinFebruary2023.

ReadmoreNote(s):Poland;February2022toFebruary2023Source(s):AppMagicMonthlynumberofBoltFoodappdownloadsinPolandfromFebruary2022toFebruary2023(in1,000s)MonthlyBoltFooddownloadsinPoland2022-20233532.193026.3724.352520151023.1121.9119.8618.216.2115.9115.3615.4714.1714.26Feb'22Mar'22Apr'22May'22Jun'22Jul'2Aug'22Sep'22Oct'22Nov'22Dec'22Jan'23Feb'2328Description:BoltFoodisanEstonianonlinefooddeliveryplatform.Overtheobservedperiodoftime,BoltFooddownloadsnumberhasfluctuated,peakingatover32thousanddownloadsinFebruary2022.

ReadmoreNote(s):Poland;February2022toFebruary2023Source(s):