英國(guó)餐廳送餐外賣市場(chǎng)前景及投資研究報(bào)告-培訓(xùn)課件外文版2024.6美團(tuán)餓了么

INDUSTRIES

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MARKETSRestaurantdeliveryandtakeawaymarketintheUKCHAPTER

01OverviewMarketsizeofthefastfoodandtakeawayindustryintheUnitedKingdomfrom2013to2023,withaforecastfor2024(inbillionBritishpounds)MarketsizeofthefastfoodandtakeawayindustryintheUK2013-20242522.42221.821.7921.3721.0620.0820.0519.9219.6219.32201510518.750201320142015201620172018201920202021202220232024*3Description:ThemarketsizeoftheUnitedKingdom'sfastfoodandtakeawayindustrystoodat22billionBritishpoundsin2023.Theindustry'smarketsizehasfluctuatedoverthelastdecade,growingtentativelyuntil2020beforefallingin2021.Sincethen,thegrowthhasbeensteadyandwasforecasttoincreasebyafurther400millionBritishpoundsin2024.ReadmoreNote(s):UnitedKingdom;2013to2023;*Figureisaforecast.ReadmoreSource(s):IBISWorldMarketvalueoffoodservicedeliveryintheUnitedKingdomfrom2020to2022,withforecastsfor2023and2026(inbillionBritishpounds)TakeawayfooddeliverymarketvalueintheUK2020-202618171614.413.4141210812.611.464202020202120222023*2026*4Description:ThefoodservicedeliverymarketintheUnitedKingdomwasvaluedatapproximately13.4billionBritishpoundsin2022.Accordingtothesource,thisfigureispredictedtoincreaseto14.4billionBritishpoundsin2023andto17billionBritishpoundsby2026.ReadmoreNote(s):UnitedKingdom;2020to2022;*Forecastfigure.

Figurespriorto2022weretakenfrompreviousreports.ReadmoreSource(s):CLHNews;LuminaIntelligenceMarketsizeofthepizzadeliveryandtakeawaysectorintheUnitedKingdomfrom2012to2023,withaforecastto2024(inmillionBritishpounds)MarketsizeofthepizzadeliveryandtakeawaysectorintheUK2012-20244.53.93.854.03.53.02.52.01.51.00.50.03.83.323.253.173.072.992.872.752.512.372.222012201320142015201620172018201920202021202220232024*5Description:In2023,themarketsizeofthepizzadeliveryandtakeawaysectorintheUnitedKingdomdecreasedforthefirsttimesince2012,reaching3.8billionBritishpounds.However,theindustrywasforecasttogrowinthefollowingyear,reaching3.9billionBritishpounds.ReadmoreNote(s):UnitedKingdom;2012to2023Source(s):IBISWorldNumberoftakeawayandfastfoodrestaurantsintheUnitedKingdom(UK)from2013to2023,withaforecastfor2024TakeawayandfastfoodrestaurantcountintheUK2013-202460,00050,00049,53947,96146,24844,40443,65143,31141,73640,05438,21040,00030,00020,00010,000037,26737,54037,843201320142015201620172018201920202021202220232024*6Description:ThenumberoftakeawayandfastfoodrestaurantsintheUnitedKingdomhasincreasedoverthepastdecade.In2023,theUKhadnearly48thousandtakeawayandfastfoodrestaurants.?Thisfigurewasforecasttoincreasetoapproximately49.5thousandin2024.ReadmoreNote(s):UnitedKingdom;2013to2023;*Forecastfiguretakenfromhere.ReadmoreSource(s):IBISWorldKeyindustrydataonthepizzadeliveryandtakeawaysectorintheUnitedKingdomasofFebruary2024KeyfiguresonthepizzadeliveryandtakeawaysectorintheUKin2024Key

figuresColumn13.8Revenue(inbillionBritishpounds)NumberofemployeesNumberofbusinesses5416933167Description:TherevenueofthepizzadeliveryandtakeawaysectorintheUnitedKingdomwasestimatedtototal3.8billionBritishpoundsin2024.Meanwhile,thenumberofemployeesinthesectorwasestimatedtoamounttoover54thousand.

ReadmoreNote(s):UnitedKingdom;asofFebruary2024Source(s):IBISWorldCHAPTER

02ConsumerbehaviorMostpopulartypeoftakeawaycuisinesinGreatBritainasofAugust2023LeadingtypesoftakeawayfoodinGreatBritain2023Shareofrespondents0%10%20%30%40%50%60%PizzaChinese50%48%Indian36%Burgers34%FriedChickenKebabs28%20%DoesnoteattakeawayFishandChipsJapaneseandSushiTurkish13%10%9%9%Thai7%VietnameseCaribbeanKorean5%5%5%Other2%9Description:Whenaskedina2023surveytonametheirfavoritethreetakeawaymeals,50percentofconsumersinGreatBritainpickedpizzaasoneoftheiroptions.Meanwhile,48percentselectedChinesecuisine.

ReadmoreNote(s):UnitedKingdom(GreatBritain);asofAugust19,2023Source(s):DailyMirror;PeckwaterBrandsAverageexpenditureperpersonperweekontakeawayfoodintheUnitedKingdomfrom2011to2020/21(inpence)AverageweeklyspendontakeawayfoodpurchasesintheUK2011-202125023423122321921319620015010050183179177171020112012201320142015/162016/172017/182018/192019/202020/2110Description:In2020/21,theaverageexpenditureperpersonperweekontakeawayfoodintheUnitedKingdomdroppedforthefirsttimesince2017/18,totalingtwoBritishpoundsand13pence.ThepreviousyearhadseenarecordhighoftwoBritishpoundsand34pence.ReadmoreNote(s):UnitedKingdom;2011to2021Source(s):DefraAverageexpenditureperpersonperweekontakeawayfoodintheUnitedKingdomfrom2011to2020/21,byfoodtype(inpence)AverageweeklyspendontakeawayfoodpurchasesintheUK2011-2021,byfoodtypeMeatFishVegetablesBreadOthercereals96Miscellaneous12010080604020096918883547775567372517045653664376356374747352434213221281827192718271821919101913512511593988655443320112012201320142015/162016/172017/182018/192019/202020/2111Description:In2020/21,theaverageconsumerintheUnitedKingdomspent83penceperweekontakeawaymeatpurchases,whichwasthemostofanyfoodtype.Meanwhile,consumersspentonaverage54penceonothercerealsthatyear.

ReadmoreNote(s):UnitedKingdom;2011to2021Source(s):DefraAveragepurchaseamountperpersonperweekoftakeawayfoodintheUnitedKingdomfrom2011to2020/21,byfoodtype(ingrams)AverageweeklyconsumptionoftakeawayfoodintheUK2011-2021,byfoodtypeMeatFishVegetablesBreadOthercereals59Miscellaneous706050403020100574556565555435441545348474742464044444043434241403733114115115105105101059599464433332222220112012201320142015/162016/172017/182018/192019/202020/21Foodtype12/statistics/760218/takeaway-average-purchase-consumption-by-food-type-uk-united-kingdomIn2020/21,theaverageconsumerintheUnitedKingdombought43gramsintakeawaymeatpurchases,whichwasthemostofanyfoodtype.Thatyear'sfigure,however,wassignificantlylowerthanthepreviousyear,whenitstoodat57grams.

ReadmoreNote(s):UnitedKingdom;2011to2021Source(s):DefraAverageweeklyhouseholdexpenditureontakeawaymealseatenathomeintheUnitedKingdomin2022,byageofreferenceperson(inGBP)Takeawaymeals:weeklyhouseholdexpenditureintheUK2022,byage75.865432105.64.14.11.91.5Lessthan3030to4950to6465to7475oroverAllhouseholds13Description:AccordingtoasurveyconductedintheUnitedKingdom,respondentswithahouseholdreferencepersonaged30to49spentanaverageof5.8Britishpoundsaweekontakeawaymealsintheyearending2022.Overall,householdsintheUKspentapproximately4.1Britishpoundsaweekontakeawaymealseatenathomeinthatperiod.ReadmoreNote(s):UnitedKingdom;April2021toMarch2022;5,630*;households;fiscalyearendinginMarch;*Totalnumberofhouseholdsinsample.

Thehouseholdreferencepersonwasdefinedinthesourceasonewhoownsthehousehold[...]

ReadmoreSource(s):OfficeforNationalStatistics(UK)MostimportantfactorswhendecidingwhatplatformtoorderrestaurantfooddeliveryfromintheUnitedKingdom(UK)in2023MainfactorswhenchoosingafooddeliveryplatformintheUK202350%46%45%40%35%30%25%20%15%10%5%38%33%0%DeliveryfeeDeliverytimeDiscountcodesandoffers14Description:In2023,asurveywasconductedtodeterminethemostimportantfactorsforchoosingafooddeliveryplatformintheUnitedKingdom.Themajorityofrespondents,46percent,thoughtthatthedeliveryfeewasthemostimportantfactor.Meanwhile,38percentofrespondentsthoughtthatthedeliverytimewasmostimportant.ReadmoreNote(s):UnitedKingdom;2023;18yearsandolderSource(s):KPMGMostpopularmethodsfororderingtakeawayfoodintheUnitedKingdomin2023MostfrequentwayoforderingtakeawayfoodintheUK2023Shareofrespondents20%0%10%30%40%50%50%60%ThirdpartyappByphonefordeliveryorcollectionInpersonoverthecounter50%43%DirectfromachainrestaurantapporwebsiteDirectfromlocalindependentrestaurantorapp40%38%Noneoftheabove3%15Description:Duringa2023survey,itwasfoundthathalfofconsumersintheUnitedKingdomhadorderedtakeawayfoodfromathirdpartyapporbyphonefordeliveryorcollectioninthepastyear.Meanwhile,43percentansweredthattheyhaddonesoinpersonoverthecounter.ReadmoreNote(s):UnitedKingdom;2023;4,000respondents;18yearsandolderSource(s):KPMGCHAPTER

03OnlineorderingNumberofdownloadsofleadingfooddeliveryandtakeoutappsintheUnitedKingdom(UK)in2023(in1,000s)MainfooddeliveryappsintheUK2023,bydownloadsNumberofdownloadsinthousands4,000

6,00002,0008,00010,00012,00014,000TescoGroceriesforiPhoneJustEat-FoodDeliveryDeliveroo:FoodDeliveryAppUberEats:FoodDeliverySainsbury'sGroceries12,647.72,365.692,339.262,333.491,030.82896.3843.41410.66HelloFresh:MealKitDeliverymyODEONGoustoGopuff—Alcohol&FoodDeliveryGlovo:FoodDeliveryandMoreGAIL'sBakery409.48396.26395.67392.48getir:groceriesinminutesWoltDelivery:FoodandmoreDoorDash-FoodDeliveryfoodpandalocalfooddelivery238.47237.64221.2317Description:Withovertwelvemilliondownloads,TescoGrocerieswasbyfarthemostpopularfooddeliveryappintheUnitedKingdomin2023.ThesecondplacewenttoJustEat,whichrecordedabout2.4milliondownloadsthatyear.Deliveroofollowedthird,withover2.3milliondownloads.ReadmoreNote(s):UnitedKingdom;2023Source(s):AppMagicOnlinefooddeliverybookingsbybrandintheUKasofDecember2023OnlinefooddeliverybookingsbybrandintheUK2023Shareofrespondents0%10%20%30%40%50%60%70%67%JUSTEATDeliverooUberEatsDomino'sPizzaHut52%48%38%23%Nando's15%15%PapaJohn'sPizzaFoodhub11%FEAST6%5%BigFoodieOneDeliveryOther5%5%18Description:In2023,asurveyconductedamongUKconsumersaboutonlinefooddeliverybookingsbybrandfoundthat67percentofrespondentshadusedJUSTEATinthepast12monthstoorderfood.Deliverootooksecondplace,with52percentofthosesurveyedusingthefooddeliveryplatform.Theseresultsarebasedonarepresentativeonlinesurveyconductedin2023among1,616consumersintheUK.

ReadmoreNote(s):UnitedKingdom;JanuarytoDecember2023;1616respondents;18-64years;respondentswhoorderedrestaurantandfooddeliveryonline(Marketing&socialmedia,Services&eServices)Source(s):ConsumerInsightsKeyfiguresofJustEatTintheUnitedKingdomandIrelandin2022and2023KeyfiguresofJustEatTintheUKandIreland2022-2023Indicator20221.322606.620231.312456.6Revenue(inbillioneuros)Orders(inmillions)GrossTransactionValue(inbillioneuros)Activecustomers(inmillions)AdjustedEBITDA(inmillioneuros)19182313519Description:In2023,JustEatTgeneratedover1.3billioneurosinrevenuesintheUnitedKingdomandIreland.WithintheUKandIrelandsegment,thefooddeliveryoperatorreceivedsome245millionordersthatyearfrom18millionactivecustomers.Incomparison,thecompanygeneratedover2.1billioneurosinrevenuesinNorthAmericain2023.ReadmoreNote(s):UnitedKingdom;2023Source(s):JustEatTAnnualrevenueofDeliverooworldwidefrom2020to2023,byregion(inmillionGBP)AnnualrevenueofDeliveroo2020-2023,byregion20202021202220231,4001,2091,2001,119.4980.71,0008006004002000855.3843.7821599591.8UKandIrelandInternational20Description:Deliveroo'sUKandIrelandsegmentgeneratedover1.2billionBritishpoundsinrevenuesin2023,doublethefiguregeneratedinthismarketin2020.Deliveroo'sinternationalsaleshavealsogrownduringthisperiod,increasingfromaround591millionpoundsin2020tosome821millionpoundsin2023.Deliveroo'sInternationalsegmentcompriseseightmarketsacrossEurope,theMiddleEast,andAsia.

ReadmoreNote(s):Worldwide;2020to2023Source(s):DeliverooSystemsalesofDomino'sPizzaGroupintheUnitedKingdomandIrelandfrom2017to2023(inbillionGBP)Domino'sPizzaGroupsystemsalesintheUKandIreland2017-20231.81.61.541.51.461.351.41.211.161.21.00.80.60.40.20.01.08201720182019202020212022202321Description:In2023,systemsalesofDomino'sPizzaGroup,basedintheUnitedKingdomandIreland,reached1.54billionBritishpounds.Domino'sPizzaGroupisamasterfranchiseoftheglobalDomino'spizzabrand,withanagreementtooperateandfranchiseallstoresintheUKandRepublicofIreland.ReadmoreNote(s):Ireland,UnitedKingdom;Financialyear2017to2023Source(s):Domino'sShareofDomino'sPizzaordersdeliveredontimeintheUnitedKingdomfrom2013to2023Domino'sPizzaordersdeliveredontimeintheUK2013-202390%82.8%82.9%82%82%81.8%79.3%79.5%78.7%78.8%80%70%60%50%40%30%20%10%0%76.5%74.8%2013201420152016201720182019202020212022202322/statistics/878583/domino-s-pizza-on-time-deliveries-in-the-uk-and-irelandIn2023,theshareofDomino'sPizzaordersthatweredeliveredontimeintheUnitedKingdomstoodat78.8percent.Thisrepresentedarareincreaseindeliveryefficiencyforthepizzachain,withtherateofpunctualdeliveryingeneraldeclinesince2013.ReadmoreNote(s):UnitedKingdom;Financialyear2013to2023Source(s):Domino'sCHAPTER

04OutlookRevenueforecastfortheOnlineFoodDeliverymarketintheUnitedKingdomfrom2021to2028(inmillionU.S.dollars)RevenueforecastfortheOnlineFoodDeliverymarketintheUnitedKingdomuntil2028RestaurantDeliveryPlatformDelivery30,00025,00020,00015,00010,0005,000013,284.6812,77712,269.3211,466.479,984.257,865.926,841.726,986.114,371.43202813,755.38202614,063.41202713,269.44202511,441.720249,758.520219,834.5420229,883.38202324Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Thisreflectstheoveralltrendthroughouttheentireforecastperiodfrom2021to2028.Itisestimatedthattheindicatoriscontinuouslyrisinginallsegments.Inthisregard,theRestaurantDeliverysegmentachievesthehighestvalueof14.4billionU.S.dollarsin2028.ReadmoreNote(s):UnitedKingdom;2021to2028Source(s):NumberofusersforecastfortheOnlineFoodDeliverymarketintheUnitedKingdomfrom2021to2028(inmillion)UsersforecastfortheOnlineFoodDeliverymarketintheUKuntil2028PlatformDeliveryRestaurantDelivery31292725232119171528.6228.3928.0927.7826.9727.827.2325.6524.8323.7722.9420.3122.4118.1820.7117.312021202220232024202520262027202825Description:Overthelasttwoobservations,thenumberofusersisforecasttosignificantlyincreaseinallsegments.Thisreflectstheoveralltrendthroughouttheentireforecastperiodfrom2021to2028.Itisestimatedthattheindicatoriscontinuouslyrisinginallsegments.Inthisregard,thePlatformDeliverysegmentachievesthehighestvalueof28.62millionusersin2028.ReadmoreNote(s):UnitedKingdom;2021to2028Source(s):PenetrationrateforecastfortheOnlin