No superstores like Walmart and Target that have grocery/GM departments were included.
No sales from traditional or online grocery stores that also sell “front-end” items were included. Items Excluded in Figures 2a, 2b, and 2c: No prescription drug purchases from pharmacies were included, and Edison Trends does not have any visibility to measure prescription drug sales.
“Online Spend'' compared between these businesses includes total transaction value (including subtotal, sales tax, delivery service fees, and tips). Slurpees) was sold at the convenience store or delivery business, it was included. personal care, household items, and general merchandise). All “front-end” products from convenience/pharmacy stores were included (i.e. Online sales of convenience store goods across convenience stores, pharmacies, and on-demand delivery businesses identifiable in the Edison Trends research panel were included. These transactions include all items either bought directly from or through these convenience store delivery-focused businesses. Items Included in Figures 2a, 2b, and 2c: Estimated market share charts comparing convenience store delivery-focused businesses are based on over 45,000 online transactions. Each of these businesses were qualified by Edison as a top seller in this market based on criteria of having the highest measurable receipt density in the Edison Trends panel. All were compared for their direct competition for the same consumer dollars within the digital convenience store goods market. Note: Each of these businesses has a different business model, marketing and growth strategy, and may or may not own the merchandise directly. "Other" includes NeighborFavor, Bite Squad,, Delivery Dudes, Ritual, and Fooda. Grubhub includes Seamless, Eat24, Yelp, and Tapingo. The convenience store delivery-focused businesses compared in these analyses include: Grubhub, Instacart, Uber Eats, goPuff, and DoorDash. The convenience store chains in these analyses include: 7-Eleven, All In One Convenience Store, AMPM, Bartell Drugs, BP, Casey's, Chevron, Circle K, CVS (front-of-store merchandise only/no pharmacy sales), DashMart, DJ's Convenience Store, Duane Reade, Eddie's Convenience Store, Exxon, GetGo, Hasty Market, Holiday Stationstore, Huck's, Kinney Drugs, Kum & Go, Kwik Chek, Kwik Trip, Market on Demand, Maverik, Mini Mart Convenience Store, Minit Mart, Neighborhood, Convenience Store, QuickChek, QuikTrip, RaceTrac, Rite Aid (front-of-store merchandise only/no pharmacy sales), Royal Farms, Scotchman, Sheetz, Shell, Snack & Go, Speedway, The Convenience Store, United Pacific, Walgreens (front-of-store merchandise only/no pharmacy sales), and Wawa. Methodology Edison Trends defined a “convenience store” as a retail business that sells a limited range of “instant need” common foods and general merchandise (GM), or online businesses that sell such commonly-sought items. To understand which on-demand delivery services are growing the fastest within the convenience store industry, Edison Trends analyzed over 28,000 transactions in the U.S. On April 1st, DoorDash started delivering from over 1,800 convenience stores nationwide, and 7-Eleven launched partnerships with both DoorDash and Postmates in late April.
As home delivery has become the norm following the COVID-19 pandemic, convenience store delivery is now also a growing sector alongside the on-demand food and grocery delivery markets. The convenience store market size is expected to increase 5.5% in 2021, reaching an estimated $33 billion in revenue. Alongside increased consumer adoption of online grocery and food delivery sales we previously reported, the convenience store market is also poised for disruption amid Amazon’s plans to launch 3,000 cashierless Go Stores, grocers Whole Foods and Kroger testing convenience-style store formats, and popular convenience chains like Sheetz stating intentions to compete with both grocery stores and quick service restaurants. Grubhub grew in convenience store spending by 40%, Instacart 21%, goPuff 10%, and Uber Eats 7%.Ģ020 was a year of consolidation and convergence among top players in the on-demand delivery service market, and 2021 begins with even further expansion of these brands into new markets. Looking at quarter-over-quarter growth, DoorDash customers increased their convenience store spending by 162% from Q3 2020 to Q4.goPuff had 24%, Instacart and Uber Eats each had 8%, and Grubhub had 2%. In January, DoorDash had 58% market share of convenience store spend via third party on-demand delivery apps.In 2020, overall online consumer spend at convenience stores grew 346%, grocery 121% and restaurant 112%.
Based on transactions in January 2021, DoorDash leads in convenience store deliveries with 60% market share, ahead of goPuff (23%), Uber Eats (9%) and Instacart (4%).