Definitely one of the more rapidly growing parts of the convenience economy. With the much higher average spend and less time dependence, grocery delivery looks much more palatable as an investment and lasting market.
I think it will end up beat by curbside grocery pickup. What is more palatable: a grocery bag assorted with care by grocery store staff who sort things by size and weight when they bag all the time and spend quite a bit of time selecting and arranging the choiciest fruit in the store, carefully lowered into the trunk of your vehicle when you appear in front of the store on your way home, or a grocery bag left on your porch hours ago by someone incentivized to work as fast as humanly possible and pee into bottles in their high interest leased car while they hustle to the next gig?
I'm curious why we have this view that the in-store pickup order worker wouldn't end up just as "optimized" as the general online shopping warehouse worker.