巴西外卖市场增长潜力大

Core Insights - The Brazilian food delivery market is rapidly expanding, with iFood being a leading player valued at over $5.4 billion in 2022 and holding an 80% market share [1][2] - The number of food delivery users in Brazil has increased from 41.4 million in 2020 to 84.8 million currently, with projections to reach 90.5 million by 2028 [2] - The entry of Chinese companies like Meituan and Didi into the Brazilian market is expected to invigorate the industry, providing more options for consumers and enhancing the business environment [3][4] Company Overview - iFood, founded in 2011, has over 60 million users and processes approximately 120 million orders monthly, collaborating with over 360,000 delivery personnel and 400,000 restaurants [1] - The company has become a significant player in Brazil's food delivery sector, reflecting the growing trend of convenience in urban lifestyles [2] Market Trends - The Brazilian food delivery market is projected to reach a size of $21.18 billion by 2025, with a compound annual growth rate (CAGR) of 7.04% from 2025 to 2029 [2] - The rise of "dark kitchens," which focus solely on delivery without dine-in options, is becoming prevalent, with nearly 30% of delivery businesses in certain cities adopting this model [2] Competitive Landscape - The introduction of platforms like Keeta and 99Food by Chinese companies is anticipated to enhance competition and service offerings in the Brazilian market [3][4] - Partnerships, such as the one between Uber and iFood, aim to integrate services, allowing users to access both ride-hailing and food delivery without switching applications [3]