Expansion covers groceries and essentials, escalating pressure on rivals in the last-mile logistics race
Briefing
Rapid grocery startups including Gorillas, Getir, and Gopuff raised billions targeting 10-15 minute delivery in US and European cities. Nearly all retrenched or exited the US market by 2023, unable to achieve unit economics at scale. Amazon entering the sub-30-minute window with existing Prime infrastructure and warehouse density eliminates the moat those startups claimed.
Amazon's normalization of one-day Prime delivery forced Target, Walmart, and grocery chains to accelerate same-day buildouts at significant capex cost. Companies that lagged by 12-18 months lost measurable urban market share before catching up, establishing the pattern that delivery window compression by Amazon requires immediate competitive response.
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4 hours ago