Deep Dive | March 5, 2026 Premium The US Online Grocery Surge: What’s Driving It, Who’s Shopping and Why the Momentum Is Here To StayOnline grocery growth is accelerating as delivery speed, AI personalization and subscriptions boost frequency, basket size and fresh adoption. Read More
Deep Dive | September 6, 2022 Premium Instant Commerce: Rapid Delivery Players Reorient in Profitability PushUS instant commerce players face a challenging environment in the next six to 12 months amid a tightening investment climate. We discuss key challenges that instant commerce companies are facing in the US and the steps they are taking to build more profitable businesses. Read More
Insight Report | August 24, 2022 Register for Free Access Instant Commerce: Quantifying the Long-Term Opportunity in Rapid DeliveryInstant commerce (also known as instant needs) fills a gap in the market by providing rapid delivery. We explore the market potential in the US and globally for instant commerce platforms over the next five years. This free report is sponsored by Gopuff. Read More
Insight Report | February 1, 2022 Premium India Retail Insights: Trends from 2021, Learnings for 2022We identify meaningful trends in India’s retail sector in 2021 and present our expectations for 2022. We discuss startups, IPOs, quick commerce, e-commerce and more. Read More
Insight Report | November 5, 2021 Free Report From Quick Commerce to Instant Needs: Exploring Business Models in Rapid DeliveryThe online grocery boom in 2020 supported the emergence of a micro-industry of instant-needs players. We explore the spectrum of business models in the quick-commerce retail space and explore business model differences and economics. We also discuss key players in the market. Read More