---
title: "Can't Beat AI? Then Deliver Food? It's Not That Simple Anymore"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/282959846.md"
description: "\"If you can't beat AI, just deliver food\"? This fallback option is being quietly blocked by robots. Barclays' latest research report reveals that autonomous delivery technology can slash per-order costs from $9 to $1, potentially unlocking $16 billion in profit space for global food delivery platforms by 2035 and generating over $80 billion in incremental GMV. DoorDash and Meituan have already taken the lead, accelerating a cost revolution poised to reshape hundreds of billions in market value"
datetime: "2026-04-16T07:59:07.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282959846.md)
  - [en](https://longbridge.com/en/news/282959846.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282959846.md)
---

# Can't Beat AI? Then Deliver Food? It's Not That Simple Anymore

As AI begins replacing white-collar jobs, many joke, "If worse comes to worst, I'll just deliver food." But this safety net is being quietly sealed off by robots.

A deep-dive research report released by Barclays on April 15 reveals that autonomous delivery robots and drones are relentlessly reshaping the last mile of food delivery. The current rider-based delivery model, costing $9 to $10 per order, faces a direct challenge from autonomous delivery technologies with a long-term target of approximately $1 per order.

The research team visited Finland, Ireland, the US, and Dubai, witnessing Starship Technologies' robots operating efficiently on streets in Helsinki and Keeta drones under Meituan's umbrella deployed commercially in Dubai.

Finland has emerged as the clearest pioneer sample—over 1,000 sidewalk delivery robots (SDRs) are now operating at commercial scale there, with autonomous delivery accounting for nearly 10% of local GMV. In the global capital markets, private financing in the autonomous delivery sector surged by over 180% in 2025 compared to 2024. Zipline completed an $800 million financing round in 2026 (valued at approximately $7.6 billion), indicating that the industry's strategic value is being systematically re-evaluated.

Currently, the penetration rate of autonomous delivery in global food orders remains below 1%. However, Barclays predicts it will rise to about 2% by 2030 and could break through 10% by 2035. Once reaching a 10% penetration rate and achieving an average saving of $4 per order, autonomous delivery could unlock approximately $16 billion in annual profit space for global food delivery platforms.

In an optimistic scenario, lower delivery fees attracting more price-sensitive consumers could expand the total addressable market (TAM) for the food delivery industry by an additional $40 billion to $80 billion in GMV by 2035. This would raise the industry's compound annual growth rate (CAGR) for GMV from 2025 to 2035 from approximately 8% to about 9%.

## The Pain of Last-Mile Costs: Why Automation Is Inevitable

The food delivery industry is structurally low-margin. **Delivery costs account for approximately 40% to 45% of revenue per order, with labor comprising about 80% of last-mile costs.**

**In mature markets like the US, the full cost per order for traditional rider delivery is approximately $9 to $10. With rising wage inflation, tightening rider supply, and regulators pushing to reclassify gig workers as formal employees in multiple jurisdictions (such as the Spanish Glovo case), these costs are only expected to continue climbing.**

Meanwhile, "tipping fatigue" is increasingly evident in the US market, further compressing platform affordability.

Current technology-driven optimization methods—such as route optimization and order consolidation (with optimal platform consolidation rates around 30% to 35%)—have hit a ceiling in low-density suburban markets and cannot fundamentally solve the labor cost issue.

**The core logic of automated delivery lies in shifting the delivery cost structure from variable costs dominated by labor to fixed costs dominated by hardware depreciation. As scale expands, marginal costs decline, releasing operating leverage—a structural advantage that the rider model can never achieve.**

## Two Technical Paths: Ground Robots vs. Drones, Each with Its Battlefield

Based on field surveys in Los Angeles, Helsinki, Dublin, and Dubai, Barclays conducted a deep analysis of two mainstream autonomous delivery technologies.

**Ground Delivery Robots (SDRs)** are best suited for high-density urban areas, with a service radius of approximately 1 to 3 kilometers, speeds of 5 to 10 miles per hour, payloads of 15 to 30 pounds, and 24-hour operational capability.

Representative companies include Starship Technologies (having completed over 10 million deliveries across more than 300 deployment locations globally, with over 22 million miles traveled and a fleet of over 3,000 robots) and Serve Robotics (deploying over 2,000 robots in 20 US cities, completing over 1.8 million deliveries).

In the most advanced markets (like Finland), SDR delivery costs are approximately $5 to $6 per order, $3 to $4 cheaper than traditional riders. The manufacturing cost of a single robot ranges from $9,000 to $18,000, with hardware depreciation being the primary cost driver, accounting for about 55% of total SDR costs.

**Drone delivery is better suited for low-density suburban areas, with typical flight times of 3 to 5 minutes, cruising altitudes of 65 to 80 meters, payloads of 3 to 4 kilograms, and dropping packages via a rope hook system without landing.**

Representative companies include Manna Air Delivery (Ireland, having completed over 60,000 deliveries in Dublin in 2025, with a target of approximately 2.5 million orders in 2026) and Meituan's Keeta Drone (operating approximately 65 routes in Shenzhen, Beijing, Shanghai, Hong Kong, and Dubai, completing over 740,000 drone food delivery orders and 5 million autonomous vehicle deliveries by the end of 2025).

**Current drone delivery costs are approximately $6 to $7 per order, with labor (loading/unloading and visual monitoring) still accounting for about 50% of total costs.**

Finland currently provides the clearest global benchmark for autonomous delivery commercialization: approximately 10% of local GMV is fulfilled by over a thousand SDRs, making it the market with the highest known level of autonomous delivery commercialization. **In the long run, both SDR and drone delivery cost targets converge to approximately $1 per order; Starship, Serve Robotics, and Manna Air Delivery have all publicly stated this long-term goal.**

****

## How Much Can Be Saved Per Order?

Barclays provided a per-order cost comparison based on an Average Order Value (AOV) of $30 in mature Western markets (the baseline scenario represents the most advanced markets):

> Traditional Riders: Total delivery cost approx. $9.40/order, contribution margin approx. $1.60/order (about 5% of AOV)
> 
> SDR (Optimal Market): Total delivery cost approx. $5.05/order, contribution margin approx. $5.95/order (about 20% of AOV), **saving approx. $4.35 per order compared to riders**
> 
> Drones (Optimal Market): Total delivery cost approx. $7.00/order, contribution margin approx. $4.00/order (about 13% of AOV), **saving approx. $2.40 per order compared to riders**

In the SDR cost structure, hardware depreciation accounts for about 10% (approx. $1.75/order), based on the following assumptions: a single SDR costs $9,000, has a lifespan of 4 years, a residual value of 10% to 15%, operates 6 days a week, and completes 5 orders per day. Maintenance costs are approximately 3% (approx. $1/order), and remote supervision labor is about 3% (approx. $0.90/order).

A modeling framework for DoorDash shows that every 5 percentage point increase in autonomous delivery penetration could yield a mid-to-high single-digit percentage increase in FY28e EBITDA.

This leverage effect stems from the fact that the marginal revenue of autonomous delivery orders is higher than that of traditional rider orders—**after removing rider wages and tips, platforms retain a larger proportion of order revenue.** The report also notes that future pricing model evolution (shifting from current fixed fees to volume-based pricing) will affect how much cost savings platforms ultimately retain, a variable investors need to monitor continuously.

## Potentially Trillions of Dollars in Incremental Value Within a Decade

Based on Barclays' penetration forecasts, the global value potential of autonomous delivery is calculated as follows:

Baseline Scenario (10% penetration by 2035, approx. $4 saved per order): Annual global profit pool approx. $16 billion. Sensitivity analysis shows that if penetration reaches 12% and savings reach $6 per order, the annual profit pool could reach approx. $28 billion.

Upside Scenario (TAM Expansion): Could bring an additional $40 billion to $80 billion in GMV by 2035, raising the industry's GMV CAGR from 2025 to 2035 from approx. 8% to approx. 9%.

The model assumes platforms will pass on approximately 60% of automation savings to consumers through fee reductions, discounts, and incentives, with a price elasticity of demand (PED) for food delivery ranging from 1.5 to 2.0.

> Scenario 1 (Low AOV $15 high-frequency orders): Generates approx. $40 billion in incremental GMV;
> 
> Scenario 2 (AOV $30 orders): Generates approx. $80 billion in incremental GMV.

Five Drivers of TAM Expansion:

> Extending coverage to suburbs where traditional rider economics do not hold (approx. 60% of the US population lives in suburbs, but their share of food delivery orders is far lower than their population share, creating a clear penetration gap);
> 
> Lowering delivery fees to attract price-sensitive users;
> 
> Activating off-peak demand through 7×24-hour delivery;
> 
> Expanding into high-frequency adjacent categories such as pharmacies and beauty products;
> 
> Lower fees increasing price elasticity demand for low-unit-price categories (coffee, snacks).

From a GMV scale perspective, Barclays expects global autonomous delivery GMV to reach approximately $160 billion by 2035, with SDRs accounting for approx. $110 billion and drones for approx. $35 billion.

## Assessment of Seven Platforms' Automation Readiness: Who Leads the Pack

Barclays constructed a "Autonomous Delivery Readiness" assessment framework around seven dimensions. **The conclusion is clear: DoorDash and Meituan are the immediate beneficiaries with the strongest advantages today, Uber follows, while other platforms are medium-to-long-term beneficiaries.**

**DoorDash is widely recognized as the industry leader.**

The company has not only established partnerships with major autonomous delivery providers like Serve Robotics, Coco Robotics, and Wing but also unveiled its self-developed delivery robot "Dot" at its R&D Day in September 2025. It is currently building its "Autonomous Delivery Platform" (ADP)—an AI-like dispatch system capable of real-time matching of the optimal delivery method based on speed, cost, location, and other factors. High labor cost pressures in the US, UK, and Nordic markets, relatively favorable regulatory environments, and suitable urban layouts constitute strong structural drivers for its push toward automation.

**Uber adopts a "light asset partnership" strategy, currently deploying over 1,000 robots across 10+ cities via seven different delivery partners.** Its CFO has clearly stated that the economic benefits of current autonomous deployments are "already substantial," requiring no significant upfront investment. Uber's core challenge lies in maintaining business model consistency and scaling pace across highly fragmented regulatory environments in different markets.

**Meituan holds a clear technological advantage.** Its Keeta drones have been operating approximately 65 routes in Shenzhen, Beijing, Shanghai, Hong Kong, and Dubai since the end of 2025, completing over 740,000 drone orders and 5 million autonomous vehicle deliveries.

However, regarding Meituan's massive overall order volume, the current scale of autonomous operations remains marginal, and the company's core task is currently coping with intense competition pressure in the domestic and international food delivery markets.

Delivery Hero, Prosus, Talabat, and Grab are all positioned as medium-to-long-term beneficiaries, with their current autonomous deployments still in early pilot stages, having no substantive impact on profitability yet.

## Seven Obstacles: Path to Higher Penetration Is Not Smooth

Despite the attractive prospects, Barclays explicitly points out that structural obstacles constraining the scaling of autonomous delivery still exist.

**Regulation is the biggest swing factor.**

**SDRs face highly fragmented local regulations in both Europe and the US, with legislation varying by state in the US and often refined down to municipal levels in Europe. Drones face even stricter restrictions; BVLOS (Beyond Visual Line of Sight) certifications are approved in only a handful of markets globally, but once approved, they create significant first-mover barriers.**

The US FAA is expected to finalize the final version of the "Part 108" standard rules by mid-2026, which will replace the current case-by-case exemption mechanism with a unified national framework, potentially becoming a major catalyst for market scaling in North America.

**Capital intensity may slow the pace.**

Most autonomous delivery companies remain private, pre-scale startups relying on venture capital to operate.

For example, Starship Technologies completed a $50 million Series C financing round in October 2025, with cumulative funding reaching $280 million to $325 million; Manna Air Delivery completed a $50 million Series B financing round in March 2026, with cumulative funding exceeding $110 million.

However, building a complete ecosystem covering hardware manufacturing, maintenance networks, remote operation teams, and continuous software iteration requires years of sustained capital investment; current financing scales are insufficient to support large-scale global expansion.

**Mixed fleet orchestration increases operational complexity.**

In the foreseeable future, autonomous delivery will coexist with rider delivery for a long time. This requires platforms to master multi-modal collaborative scheduling capabilities: simultaneously managing riders, SDRs, and drones; routing orders across modes; handling order consolidation logic (robots currently do not support consolidation); and ensuring merchant workflows are not disrupted by switching delivery methods. Building this supporting capability represents a hidden barrier to adoption.

Additionally, inherent differences in urban layouts (old European cities have narrow alleys and complex road conditions, unfavorable for SDR operations), uncertainty in autonomous service pricing models (the evolution from fixed fees to usage-based billing directly affects the proportion of profits retained by platforms), and the cultivation of public acceptance all constitute additional friction.

## Cross-Industry Spillover Effects: Alcohol, ESG, and Logistics

The impact of autonomous delivery extends far beyond the food delivery industry itself.

**Beverage Industry:** Barclays' beverage analysis team points out that improved convenience and extended delivery hours will systematically amplify alcohol consumption demand. A 2024 DoorDash report showed that alcohol delivery orders on the platform grew 54% year-over-year, with Ready-to-Drink (RTD) cocktails growing by approximately 96%. The 7×24-hour availability of drones and SDRs perfectly covers late-night and sports event periods when alcohol demand elasticity is highest.

**Sustainable Investment:** Autonomous delivery also offers significant value from an ESG perspective.

Research data indicates that delivery robots reduce energy consumption per kilometer by over 97.5% compared to fuel vehicles and cut carbon emissions by 96%. Full-scale adoption is estimated to reduce global carbon emissions by approximately 2.5% annually. Simultaneously, automation could alleviate platforms' reliance on gig riders, reducing exposure to compliance risks related to labor. Taking Meituan as an example, market estimates suggest that if the company were to fully insure its riders, the additional annual cost could reach as high as 5.4 billion RMB (accounting for approximately 14% of consensus EBITDA forecasts for 2026).

**Logistics Industry:** Last-mile costs account for approximately 50% of total e-commerce parcel logistics costs. Automation is also a critical issue that traditional logistics enterprises urgently need to solve, although the geographical span and complexity of e-commerce supply chains make scaling more challenging than in food delivery.

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