The Non-linear Economics of Grocery Delivery Basket

A couple of days ago, I discussed about Instacart’s unit economics and mentioned “there is non-linearity in grocery economics in terms of basket size which is why owning half the basket size of Instacart certainly does not lead to half the profits.” Today’s post is about quantifying such non-linearity and I will show behind the paywall the massive disparity in grocery delivery economics between Instacart and DoorDash.

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