Food delivery platforms want to own more than meal delivery
Sales in food delivery exploded during the pandemic, but the industry is now entering a new phase shaped by frictionless payment experiences, ecosystem expansion, and AI. In this new series of articles, the EDC Retail & Hospitality Practice explores how Agentic Commerce could reshape food delivery (Part 1), how platforms are expanding beyond meals into broader commerce ecosystems (Part 2), and how new payment experiences could drive greater customer engagement and order frequency (Part 3).
In this Part 2, Charlotte Piron-Seth (Senior Consultant, Paris) explores why food delivery platforms are expanding far beyond meal delivery, and why the most valuable position may no longer be at the point of payment, but at the point of decision.

by Charlotte Piron-Seth | Jul 07, 2026