[ghaff]

>The market keeps growing though, with all those deliveries subsidized by the regular store sales.

You can only grow subsidies so far. I expect as things hopefully get back to come semblance of normal and VC subsidies evaporate, a lot of these delivery options evaporate as most people decide they'd just as soon keep their money and spend a few minutes picking up their own groceries or their own takeout.

Given the failure of businesses like Webvan--and the fairly limited growth of Peapod--I'm not sure I see the continuing growth.

[pedrocr]

> I'm not sure I see the continuing growth.

You're probably thinking of startups only. Traditional retailers are growing their delivery services pretty much everywhere in the world.

[ghaff]

Not so much startups only but, yeah, I was thinking primarily of fast local deliveries of perishables of various types.

For delivery more broadly I agree outside of some categories. While online shopping is still a fairly low percentage, it's growing. One also suspects that many will come out of the current situation thinking "That delivery stuff worked pretty well. Maybe I don't need to run some of those errands I normally do."