Quick commerce has evolved from a venture-subsidized race for speed into a $155+ billion global logistics industry anchored by automated micro-fulfillment hubs and disciplined unit economics. DoorDash reported $102.0 billion in Marketplace GOV in fiscal 2025 across 3.2 billion orders, while Instacart processed $37.22 billion in Gross Transaction Value across 338.8 million orders. Concurrently, Delivery Hero scaled its dedicated quick commerce operations to €7.5 billion in Gross Merchandise Value across roughly 800 operational Dmarts. The figures below come from SEC filings, investor reports, and retail logistics research by DoorDash, Instacart, Delivery Hero, Coresight Research, and eMarketer.
TL;DR
- Global quick commerce market volume is projected to exceed $155 billion in 2026 (eMarketer).
- DoorDash Marketplace GOV reached $102.0 billion in fiscal 2025, up 27% year-over-year (DoorDash Form 10-K).
- DoorDash completed 3.2 billion orders in 2025, an increase of 23% from 2024 (DoorDash Form 10-K).
- DashPass active subscribers exceeded 22 million members by year-end 2024 and expanded in 2025 (DoorDash Form 10-K).
- DashPass members generate approximately 75% of DoorDash orders in US grocery and convenience categories (DoorDash Form 10-K).
- Instacart Gross Transaction Value reached $37.22 billion in 2025, an 11% increase year-over-year (Instacart Form 10-K).
- Instacart fulfilled 338.8 million completed orders in 2025, up 15% from 2024 (Instacart Form 10-K).
- Delivery Hero generated €7.5 billion in Quick Commerce GMV in 2025, targeting €10 billion in 2026 (Delivery Hero IR).
- Delivery Hero operates a network of approximately 800 Dmart micro-fulfillment hubs worldwide (Delivery Hero IR).
- Average dark store inventory assortment ranges from 2,000 to 3,500 high-velocity SKUs (Coresight Research).
- Optimized dark stores achieve order picking times of 2 to 4 minutes per order (Coresight Research).
- Last-mile fulfillment represents 45% to 53% of total delivery operating costs (Coresight Research).
- Urban dark store delivery radius spans 1.5 to 3.0 miles to maintain sub-30-minute delivery (Coresight Research).
- Quick commerce average order value averages $22 to $35 compared to $85 to $110 for traditional online grocery (eMarketer).
1. Global Quick Commerce Scale and Dark Store Footprint
Quick commerce has transitioned from speculative experimentation to an established retail pillar with substantial enterprise scale. Delivery Hero recorded €7.5 billion in Quick Commerce GMV in 2025 and projects approaching €10 billion in 2026, supported by an operational footprint of roughly 800 localized Dmarts. Rather than building massive regional fulfillment complexes, operators configure urban networks that position inventory within minutes of end consumers. Broader digital retail benchmarks can be reviewed in our ecommerce statistics.
| Metric | Value | Source |
|---|---|---|
| Delivery Hero Quick Commerce GMV (2025) | €7.5B | Delivery Hero IR |
| Delivery Hero projected Q-Commerce GMV (2026) | ~€10.0B | Delivery Hero IR |
| Delivery Hero global Dmart dark store count | ~800 | Delivery Hero IR |
| Delivery Hero Q-Commerce share of Group GMV (Q1 2026) | 18% | Delivery Hero IR |
| Delivery Hero Group GMV (FY 2025) | €49.2B | Delivery Hero IR |
| Multi-vertical consumer GMV share at Delivery Hero | 55% | Delivery Hero IR |
| Projected global quick commerce market size (2026) | >$155B | eMarketer |
Source: Delivery Hero Investor Relations.
2. Platform Scale: DoorDash Convenience and Grocery Volume
DoorDash demonstrates the leverage of layering rapid grocery and convenience fulfillment onto an existing on-demand courier infrastructure. In fiscal 2025, DoorDash handled $102.0 billion in Marketplace GOV and 3.2 billion completed orders, maintaining a 13.4% net revenue margin. Subscription loyalty acts as the core engine: over 22 million DashPass members now generate roughly 75% of orders across US grocery and convenience verticals, creating recurring order frequency that dampens customer acquisition expense.
| Metric | Value | Source |
|---|---|---|
| DoorDash Marketplace GOV (FY 2025) | $102.0B | DoorDash Form 10-K |
| DoorDash Marketplace GOV growth (YoY) | 27% | DoorDash Form 10-K |
| DoorDash total completed orders (2025) | 3.2B | DoorDash Form 10-K |
| DoorDash order volume growth (YoY) | 23% | DoorDash Form 10-K |
| DashPass active subscriber base | >22M | DoorDash Form 10-K |
| DashPass share of US grocery and convenience orders | ~75% | DoorDash Form 10-K |
Source: DoorDash Investor Relations.
3. Rapid Fulfillment Economics: Instacart Marketplace Metrics
Instacart pairs traditional planned supermarket shopping with rapid micro-delivery tiers, connecting customers with more than 1,500 retail banners. In fiscal 2025, Instacart posted $37.22 billion in Gross Transaction Value across 338.8 million orders, expanding order volume by 15%. By adjusting order minimums down to $10 for Instacart+ subscribers, the platform captured frequent fill-in convenience baskets without sacrificing core weekly grocery volume. The growth of seamless checkout systems is detailed in our contactless payment statistics.
| Metric | Value | Source |
|---|---|---|
| Instacart Gross Transaction Value (GTV, FY 2025) | $37.22B | Instacart Form 10-K |
| Instacart GTV annual growth rate | 11% | Instacart Form 10-K |
| Instacart total completed orders (2025) | 338.8M | Instacart Form 10-K |
| Instacart order volume growth (YoY) | 15% | Instacart Form 10-K |
| Instacart retail partner store locations | >85,000 | Instacart Form 10-K |
| Instacart+ member share of total platform GTV | >50% | Instacart Form 10-K |
Source: Instacart Investor Relations.
4. Micro-Hub Operations: Picking Speed, Assortment, and Density
The physical design of a dark store fundamentally differs from standard supermarkets, optimizing strictly for pick-pack velocity rather than aisle browsing. Coresight Research highlights that dark stores limit inventory to 2,000 to 3,500 high-velocity SKUs across 2,500 to 4,500 square feet, enabling pickers to fulfill an order in 2 to 4 minutes compared to 15 to 20 minutes in a standard supermarket. For deeper analysis on algorithmic logistics and predictive inventory, consult our AI in supply chain statistics.
| Metric | Value | Source |
|---|---|---|
| Typical urban dark store footprint | 2,500–4,500 sq ft | Coresight Research |
| Curated SKU count per micro-hub | 2,000–3,500 | Coresight Research |
| Dark store order picking time | 2–4 mins | Coresight Research |
| Traditional supermarket picking time | 15–20 mins | Coresight Research |
| Standard dark store delivery radius | 1.5–3.0 miles | Coresight Research |
| Last-mile share of delivery operating costs | 45%–53% | Coresight Research |
Source: Coresight Research.
5. Consumer Adoption: Basket Economics and Demographics
Consumer expectations around grocery delivery have segmented into scheduled pantry stocking versus immediate top-up replenishment. Data from eMarketer indicates that US digital grocery buyers will exceed 160 million in 2026, with Gen Z and Millennials representing 68% of recurring instant delivery users. While scheduled online grocery baskets average $85 to $110, instant quick commerce baskets hover between $22 and $35, emphasizing impulse items, dairy, snacks, and emergency household goods.
| Metric | Value | Source |
|---|---|---|
| US digital grocery delivery buyers (2026 projection) | >160M | eMarketer |
| Gen Z and Millennial share of instant delivery users | 68% | eMarketer |
| Quick commerce average order value (AOV) | $22–$35 | eMarketer |
| Traditional online grocery average order value | $85–$110 | Coresight Research |
| Fresh produce and dairy share of Q-Commerce items | 32% | eMarketer |
| Consumers prioritizing speed over price for top-up orders | 62% | Coresight Research |
Source: eMarketer.
6. Unit Economics, Fleet Efficiency, and Break-Even Realities
Reaching operating profitability in dark stores requires strict fleet productivity and ancillary revenue monetization. Micro-fulfillment models require couriers to complete 2.5 to 3.2 deliveries per hour to break even on variable driver costs. To offset courier expenses, platforms increasingly monetize digital shelf space through high-margin retail media networks yielding 70%+ gross margins. International expansion trends across fulfillment networks can be explored in our cross-border ecommerce statistics.
| Metric | Value | Source |
|---|---|---|
| Courier drops required per hour for store break-even | 2.5–3.2 | Coresight Research |
| Retail media and in-app ads gross margin | >70% | DoorDash Form 10-K |
| Global countries with active Delivery Hero platforms | >70 | Delivery Hero IR |
| Micro-mobility fleet share (e-bikes/mopeds) in dense hubs | >40% | Coresight Research |
| Order frequency multiplier for subscription members | >2.0x | Instacart Form 10-K |
| DashPass customer lifetime value premium vs non-subscribers | ~3.0x | DoorDash Form 10-K |
Source: Delivery Hero Financial Reports.
Summary: Dark Store Delivery by the Numbers
| Metric | Value | Source |
|---|---|---|
| Projected global quick commerce market size (2026) | >$155B | eMarketer |
| DoorDash Marketplace GOV (FY 2025) | $102.0B | DoorDash Form 10-K |
| DoorDash total completed orders (2025) | 3.2B | DoorDash Form 10-K |
| DoorDash active DashPass subscriber count | >22M | DoorDash Form 10-K |
| DashPass share of US grocery and convenience orders | ~75% | DoorDash Form 10-K |
| Instacart Gross Transaction Value (FY 2025) | $37.22B | Instacart Form 10-K |
| Instacart total completed orders (2025) | 338.8M | Instacart Form 10-K |
| Instacart retail partner store footprint | >85,000 | Instacart Form 10-K |
| Delivery Hero Quick Commerce GMV (FY 2025) | €7.5B | Delivery Hero IR |
| Delivery Hero projected Q-Commerce GMV (2026) | ~€10.0B | Delivery Hero IR |
| Delivery Hero global Dmart store count | ~800 | Delivery Hero IR |
| Delivery Hero Q-Commerce share of Group GMV (Q1 2026) | 18% | Delivery Hero IR |
| Typical urban dark store square footage | 2,500–4,500 sq ft | Coresight Research |
| Curated SKU count per micro-hub | 2,000–3,500 | Coresight Research |
| Dark store order picking time | 2–4 mins | Coresight Research |
| Last-mile share of delivery operating costs | 45%–53% | Coresight Research |
| Quick commerce average basket size | $22–$35 | eMarketer |
| Courier drops required per hour for store break-even | 2.5–3.2 | Coresight Research |
| Gen Z and Millennial share of instant delivery users | 68% | eMarketer |
Methodology and Sources
- Financial performance, order counts, and subscriber figures are drawn directly from audited SEC filings and investor disclosures, including the DoorDash Investor Relations Form 10-K filings, Instacart Investor Relations Form 10-K reports, and Delivery Hero Investor Relations annual and quarterly earnings materials.
- Fulfillment operational metrics, micro-hub square footage, picking speeds, and courier unit economics are derived from benchmark reports published by Coresight Research.
- Consumer demographics, digital grocery adoption curves, and category basket breakdowns are compiled from forecasts and market studies by eMarketer.
- Data watch: Quick commerce operators employ varying corporate definitions for order metrics. DoorDash reports Marketplace Gross Order Volume (GOV), and Instacart reports Gross Transaction Value (GTV); both metrics include product prices, customer fees, taxes, and courier tips. Delivery Hero reports Gross Merchandise Value (GMV) in euros, which reflects regional European and emerging-market basket values. Pure-play dark store operations (such as Delivery Hero Dmarts) own and manage dedicated micro-warehouses, whereas platform marketplaces (such as Instacart and DoorDash Drive) partner with third-party supermarkets and convenience retailers alongside dedicated dark fulfillment. Metrics marked as estimates or benchmarks represent industry averages across dense metropolitan areas and may vary significantly in suburban or lower-density environments.
- Last updated: September 4, 2026. We update this roundup quarterly, and the next major refresh is scheduled for Q4 2026.