Source: https://blog.measurable.ai/2022/10/26/japan-food-delivery-race-in-2022-ubereats-vs-demaecan/
Welcome to the quarter final of the Japan Food Delivery Race in 2022. A lot has happened in the first half of this year: In January, Foodpanda divested its Japanese business and in May, DidiFood left, followed by Rakuten Delivery who paused its delivery service in July. After two years of competition, the final teams are now: UberEats, Demae-can, Doordash, Wolt, and Menu.
Based on Measurable AI’s transactional e-receipts data, the major players in Japan’s food delivery market remain UberEats versus Demae-Can. Doordash (and its newly acquired Wolt) plus Menu together share a relatively small piece of the market at the moment.
UberEats versus Demae-Can
In Japan, UberEats has been leading the market by consumer spending in food delivery since 2020, whose market share has steadily hovered around 70% in the past two years.
Entering 2022, UberEats’s share saw a slight drop, but still leading at over 60% against opponent Demae-Can. As of Q2, 2022, Demae-Can grabs around 33% of the market share by sales.
In terms of order value, Demae-Can’s AOV (after incentives) has always been a bit higher than UberEats, hovering around 2600 JPY. On UberEats, users usually spend less than 2200 JPY per order. Interestingly, Demae-Can has been allocating much more percent of incentives to its food delivery orders every holiday season (from December to January). However, on UberEats, the incentives remain at a sample level throughout the year.
Yes, everyone loves McDonalds. Similar to our findings in the Hong Kong food delivery market based on Measurable AI’s e-receipts data: among the huge range of restaurants on both platforms, McDonald’s manages to account for around 12% of the market share by revenues (after incentives) on UberEats and 6% on Demae-can.
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