Critical
E-commerce & Varejo
Quick Commerce
10-30 minute delivery. Gopuff, Getir, and similar burning billions. Unit economics still unproven.
📊 Evidence
- • Gopuff laid off 10% in 2023
- • Getir cut 14% of staff
- • Gorillas sold for pennies
- • iFood and Rappi entering segment
⚠️ Risks
- • Negative unit economics
- • High dark store costs
- • Competition with supermarkets
- • VC subsidy dependence
💡 Opportunities
- • Specific niches (pharmacy, pet)
- • B2B for restaurants
- • White-label for brands
- • Micro-fulfillment for e-commerce
Verdict
Extremely capital intensive. Not recommended for new entrants.
80
of 100
Saturation Score
Extremely saturated market. Avoid.
Trend
→ Stable
Category
E-commerce & Varejo