MILKRUN, along with the grocery offerings from DoorDash, UberEats and to a lesser extent Menulog, are becoming real considerations for consumers thinking about tonight's dinner options.
The QSR category overall declined by 3% during the July to September quarter, with consumers slowing down on 2 years of continuous growth in spending in the category.
Doordash and Milkrun meanwhile, continue to pile on new customers. While 75% of all delivery app orders during the July to September quarter were primarily for Fast Food, a clearer picture is emerging of the impact of Woolworths Group's strategic focus on ready or easily made meals that can be delivered within a similar timeframe as fast food.
A quick glance at Milkrun's meal options page quickly reveals the extent to which they are able to position themselves as a legitimate choice for tonight's dinner. Decided you need dinner delivered? Does it really need to be your favourite QSR brand, or actually would you prefer to get a burger kit delivered quickly, so you can cook it yourself freshly made? Or a roast chicken and coke?
For marketers and investors in QSR, it's worth a look at the data: what are the risks and opportunities of grocery delivery being considered as an alternative to QSR?
Fonto, using data supplied by consumers at Humaniti and Surveyz monitor transactions and customer experience from verified customers across all major QSR and Delivery App brands in Australia.
To find out more, reach out to the team.
