quick commerce

4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Oct 25, 2021 by Harry Stebbings · across every show →

Everything said about quick commerce, oldest first

Oct 25, 2021 bearish

Prediction Held up

Harry Stebbings predicts the quick commerce market will become a graveyard

“I don't think it's going to be like a As many winners as you think it is, I think it's going to be a bit of a graveyard.”

Harry Stebbings Oct 25, 2021 ▶ 32:53 20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats

Jun 4, 2022 bullish

Insight

Palicha: Quick commerce can reach double-digit EBITDA with 7-8% ad revenue

“If we can get that to seven, eight percent, there's no reason why, you know you know, this business can't be close to a double digit EBITDA business, right? I think it's very possible in the long term.”

Aadit Palicha Jun 4, 2022 ▶ 57:23 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings

Mar 12, 2025 bullish

Prediction Open · timeframe Mar 2030

Östberg: Quick commerce will eventually exceed 50% of Delivery Hero's business

“And I think right now that's a big part of our business and long term is going to be more than 50% of our business. So larger than food for sure.”

Niklas Östberg Mar 12, 2025 ▶ 20:03 Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings

Mar 12, 2025 neutral

Assertion Supported

Delivery Hero took years to reach per-order break-even in logistics and quick commerce

“So for example, with logistic, it took a couple of years before we were broke even per order basis in, in, in logistic, same with DMART and the whole quick commerce. It took us a couple of years to be break even per order basis, but we didn't, it was not becau…”

Niklas Östberg Mar 12, 2025 ▶ 43:26 Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings

quick commerce

Everything said about quick commerce, oldest first

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