Build, Don’t Buy: AI Is Reshaping App Store Spending
Measurable AI’s US e-receipt data shows in-app purchase volume down 40% as AI adoption explodes. Here’s what’s behind the shift — and why vibe-coding is next.
Read More1% Overlap between Shopee and Competitor – Indonesia E-Commerce Trends
According to Measurable AI’s analysis of millions of consumers’ transactional e-receipts: only 1% of Bukalapak’s users in 2024 overlapped with Shopee’s customer base. This wasn’t a battle for the same shoppers. Bukalapak’s core users lived in a different world than Shopee’s —more rural, cash-driven, with lower average order values (AOV).
Read MoreThe Psychology of Discounts: Temu vs Shein
Both Temu and Shein are known for their competitive pricing, yet their approaches to discounts are different. Our analysis from Measurable AI’s unique e-receipt panel reveals that Temu is offering exceptionally high discounts to consumers, with orders averaging between 60% and 75% off across all markets.
Read MoreHong Kong Food Delivery Market: A New Triopoly
Hong Kong’s food delivery market was a three-way battle among Foodpanda, UberEats, and Deliveroo from 2018 to 2021. After UberEats quit, the market became a duopoly between Foodpanda and Deliveroo for two years. In 2023, Meituan’s Keeta entered the scene, once again making it a triopoly battlefield. At Measurable AI, we continuously monitor the market change in the online delivery industry with our proprietary transactional e-receipts data. Subscribe to our newsletter to get updates every month.
Read MoreFive Fun Facts about Indonesia Food Delivery
Indonesian food is as diverse as its islands. Our data reveals that on platform GrabFood Indonesia, a huge variety of small restaurants contribute the majority of the orders and GMV for the online deliveries in Indonesia. In January 2024, around 75% of the orders came from small merchants (independent restaurant owners), while the rest from local or global franchise restaurants such as Mie Gacoan, KFC. This is an interesting finding because in many of the markets that Measurable AI tracks, big franchise restaurants especially fast food restaurants usually contribute the most of the orders and value on food delivery platforms, but in Indonesia it’s the other way around.
Read MoreWatch Out! Keeta’s Rapid Rise in Hong Kong
The entry of Keeta, sister app of Meituan (3690.HK) has intensified the already fierce competition in Hong Kong’s food delivery market. In just six months, Keeta has significantly marked its presence in Hong Kong, claiming a prominent market share at around 21% by GMV as of December 2023.
Read MoreData on the Table: Hong Kong’s Restaurant Bookings via OpenRice
In this blog, we’ll zoom in on OpenRice, a dominant player in Hong Kong’s restaurant booking arena, which is also a review platform since 1999. The latest data from Measurable AI shows a noticeable growth trend in restaurant reservations made through OpenRice in Hong Kong, although this momentum has experienced a slight deceleration in the most recent quarter of 2023.
Read MoreUberEats vs Foodpanda: Who’s winning Taiwan food delivery market 2023
Bringing you the latest from Taiwan’s online food delivery landscape: UberEats(NYSE: UBER) and Foodpanda (DHER.DE) have been dominating the market as a duopoly since 2020. In our latest analysis, we delve deeper with user behavior data to further explore the ongoing competition. At Measurable AI, we build and own a unique consumer panel and are […]
Read MoreIntroducing Measurable AI’s Big Mac Food Delivery Index
The Big Mac Index, introduced by The Economist in 1986, is a simple and popular tool comparing the price of a Big Mac burger in different countries, and helps show if a country’s currency is overvalued or undervalued. But have you ever wondered how online delivery platforms, a phenomenon that’s surged since and post pandemic, […]
Read MoreUnderstanding Southeast Asia E-commerce Shoppers: A Shopee Analysis
Getting a grip on changing shopping habits is crucial for businesses aiming to thrive in Southeast Asia’s fast-paced market. As this market continues to grow, consumers’ ways of making purchasing decisions evolve. With Measurable AI’s unique transactional e-receipts data, we can delve into the hidden mazes of shopping patterns in different regions. In this blog […]
Read More