[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."