Menulog Australia Shutters After Two Decades

The delivery world never stands still. This week, we’ve cut through the noise to bring you the insights that directly impact your operations.

At a Glance: Your 3-Second Summary

• The defining battleground for rapid delivery has shifted from hot food to grocery, moving from convenience snacks to high-volume weekly shops.

• Major retailers are increasingly outsourcing their last-mile logistics to delivery platforms Just Eat Takeaway.com , Uber) to achieve both speed and necessary scale.

• Smart money is flowing to platforms that prove they can execute a diversified, profitable super-app model, signaling a focus on market consolidation.

Solution Spotlight

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🍕 Food Delivery

• Just Eat Takeaway.com shuts down Menulog Australia, laying off 120 employees, citing challenging market conditions.
• The News: Just Eat Takeaway.com confirmed the closure of its Menulog Australia operations after nearly 20 years, impacting 120 employees, due to challenging local market competition.
• 💡 Why It Matters: This demonstrates that aggressive consolidation and exit from non-core or loss-making markets is now the primary strategy for large global platforms like JET seeking profitability.
• Delivery Hero Expects Growth to Pick Up in Fourth Quarter and into 2025.
• The News: Delivery Hero forecasts an acceleration in its growth rate for the fourth quarter, signaling optimism for better performance leading into the next year.
• 💡 Why It Matters: This indicates that market leaders are stabilizing operations and returning to growth cycles, moving beyond the immediate post-pandemic profitability focus.

📱E-commerce

• Prosus and iFood Acquire Advolve.ai to Accelerate Growth of In-App Ads Business.
• The News: Prosus-owned iFood is acquiring advertising solutions firm Advolve to strengthen and scale its retail media and in-app advertising capabilities.
• 💡 Why It Matters: The acquisition highlights the delivery platforms’ strategy to rapidly diversify revenue streams beyond commissions by building profitable ad-tech verticals.

🥦 Grocery Delivery

• PedidosYa Partners with CAPAZ to Capacitate People with Disabilities for Logistics and Retail Roles.
• The News: PedidosYa launched the second edition of its “PickersIn” program in alliance with CAPAZ to train people with disabilities in Peru for logistics roles, specifically as pickers for PedidosYa Market.
• 💡 Why It Matters: This focus on targeted training shows platforms are investing in niche workforce development and social responsibility initiatives to address labor supply needs in their e-commerce/quick-commerce operations.

The Final Word

This week demonstrates that the delivery market has fundamentally matured: platforms must either consolidate their resources to dominate efficient core markets or exit unprofitable regions. Meanwhile, the most advanced players are pivoting to sustainable revenue, meaning success is now measured less by GMV and more by the stability of diversified income streams.

What are your thoughts on these trends? Drop a comment below!

#BoolangaBites #FoodDelivery #Logistics #Qcommerce #LastMileDelivery