The Ledger
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Quick Commerce Profitability Depends on Sticking to 15-Minute Delivery Windows
“Only in a situation, and that's what we have figured out, and it's proven by the data that we have, only in a situation where you consistently stick to a 15 minutes delivery window, only then your ability to drive a higher rider utilization can allow you to dr…”
Wenzel: In-house supply chain creates high quick-commerce entry barriers
“You have to build a lot of that assortment or a lot of that procurement and supply chain infrastructure yourself. You have to become the warehouse and the logistic and the procurement company yourself. And only then you are able to fulfill the very high demand…”
Wenzel: Higher average order value drives quick-commerce profitability better than fees
“The increase in AOV, the increase in average order value, how much you get customers to Do not, to not only order like one or two items, but indeed order like five, 10, 15 items per order has a significantly higher impact on profitability than charging like an…”
Customer Retention Degrades Significantly Once Delivery Exceeds 30 Minutes
“Because we have seen that in between the 15 to 30 minutes delivery corridor, the difference in customer frequency or an order frequency and customer lifetime value and retention rates This is relatively minor. As long as you move above the 30 minutes delivery …”