Sacra estimates that Rohlik generated $1.47 billion (€1.3 billion) in revenue in 2025, representing approximately 36% year-over-year growth. The company crossed the $1.08 billion (€1.0 billion) revenue threshold in 2024 with $1.21 billion (€1.114 billion) in audited revenue, up 34% from the previous year.

The company delivered over 2 million orders in December 2025 for the first time, a monthly record. Revenue increased to $757 million (€700 million) in 2023 from $342 million (€300 million) in 2020, representing a compound annual growth rate of approximately 47% since 2019.

Rohlik's average revenue per order is $71.23–$72.36 (€63–64), with customers placing an average of 14–15 orders annually. The company serves over 1.2 million active customers across its five European markets, for average revenue per customer of approximately $1,040 (€920) annually.

The business model centers on subscription loyalty programs, with the Rohlik Xtra membership providing unlimited free delivery and 10% discounts on private-label products. The program is structured to encourage higher order frequency and more predictable revenue across the customer base.

Rohlik raised $184 million (€170 million) in growth capital in June 2024, bringing total lifetime funding to approximately $844 million (€780 million). The round was led by the European Bank for Reconstruction and Development, with participation from existing investors including Index Ventures, Sofina, and Quadrille Capital.

The company previously raised a $232 million (€220 million) Series D in 2022 led by Sofina with Index Ventures participation. Earlier rounds included funding from TCF Capital and other European growth investors focused on the e-commerce and logistics sectors.

In 2025, Rohlik secured an additional $102 million (€90 million) debt facility from the European Investment Bank specifically earmarked for automated fulfillment center expansion and technology development. Rohlik has plans for a potential IPO in 2027.

Management said the company achieved positive cash flow in Q4 2025 for the first time and expects full-year 2026 to be profitable.

Rohlik is a vertically integrated online supermarket for urban European customers, accessible via mobile apps and websites. Customers can order from 25,000+ SKUs including fresh produce, meat, fish, national brands, and 10 proprietary private-label product lines, with delivery in guaranteed 15-minute windows as fast as 60-90 minutes.

Reliability is the product focus, with 97-98% on-time delivery rates and less than 5% substitutions. Customers select specific delivery slots, track couriers in real time, and receive orders in reusable crates or paper bags, with instant in-app refunds for missing or subpar items.

Product assortment spans the equivalent of five different physical stores, with approximately 40% sourced from local farmers and artisans delivered farm-to-door within six hours. The company's private-label families include Miil dairy, Dacello meats, and Yutto snacks, spanning over 400 products with permanent 10% member discounts.

Orders are fulfilled from multi-temperature, city-edge fulfillment centers using Brightpick robots with 3D-vision arms that achieve 99.9% picking accuracy. AI-driven orchestration software schedules labor, consolidates orders, and provides live ETA updates, with the entire pick-to-van process taking approximately 12 minutes.

Last-mile delivery uses an owned fleet of CNG vans, electric cars, and cargo bikes with dynamic route optimization that bundles nearby orders to increase drop density and reduce emissions.

Rohlik operates a B2C vertically-integrated grocery delivery model that controls the entire value chain from sourcing to last-mile delivery. The company owns its fulfillment centers, inventory, technology stack, and delivery fleet, enabling end-to-end control over the customer experience.

Revenue comes primarily from product sales with gross margins enhanced by private-label products that capture manufacturer margins. The Rohlik Xtra subscription program generates recurring revenue through membership fees while driving higher order frequency and basket sizes through unlimited free delivery and member discounts.

The business model emphasizes capital intensity upfront through automated fulfillment center investments, but achieves operational leverage as order density increases. Robotic picking systems and AI-driven orchestration reduce labor costs per order while maintaining service quality at scale.

Geographic expansion follows a hub-and-spoke model where each new market requires significant upfront investment in fulfillment infrastructure before achieving unit economics. The company has reached profitability in mature markets like Czech Republic while newer markets like Germany are still scaling toward breakeven.

Rohlik has begun monetizing its technology stack externally through Veloq, a standalone platform that sells the company's fulfillment and delivery software to other grocery retailers. This creates a new high-margin revenue stream that leverages existing R&D investments.

Traditional grocery chains like Rewe Online in Germany and Austria represent the largest competitive threat by revenue, leveraging existing retail networks for click-and-collect and home delivery services. Rewe operates in 91 urban areas with store-based picking that reduces fulfillment center investment requirements.

SPAR, Tesco, and Auchan across Central and Eastern Europe have begun outsourcing last-mile delivery to third-party providers like Dodo and Wolt rather than building proprietary fleets. This creates opportunities for Rohlik's controlled, asset-heavy model to differentiate on reliability and service quality.

Billa Online in Austria uses a store-picking model with next-day delivery windows, but lacks the fresh-produce depth and assortment breadth that Rohlik achieves through dedicated dark stores.

Picnic operates a route-planned delivery model across Germany and Netherlands with free delivery over €45 but without micro-time slots. The company opened 25 new German distribution hubs in 2025 and targets 50% population coverage, though it continues to generate losses despite €1 billion run-rate revenue.

Košík.cz serves as Rohlik's primary Czech competitor, introducing 30-minute delivery slots nationwide and free loyalty programs centered on private-label discounts. The competitive dynamic has intensified around delivery speed and membership value propositions.

Amazon Fresh exited fresh-food delivery in Germany in December 2024, reducing competitive pressure in Rohlik's core DACH expansion market and creating market share opportunities for pure-play grocery specialists.

Surviving quick-commerce players like Flink and Wolt have trimmed geographic footprints while maintaining 30-60 minute delivery promises after the broader industry shakeout that eliminated Getir and Gorillas. These players focus on smaller basket sizes and higher-frequency orders compared to Rohlik's weekly shopping model.

The quick-commerce segment has converged toward profitability-focused operations with reduced venture funding, creating space for Rohlik's full-basket approach to capture customers seeking comprehensive grocery solutions rather than convenience-focused top-ups.

Rohlik launched Europe's first dedicated upcycled food category in October 2025, scaling from Prague to all five markets with 200 SKUs made from rescued ingredients like spent grain granola and surplus-bread beer. The EU upcycled food segment is forecast to nearly double to €97 billion by 2031, providing first-mover advantage in premium sustainability-focused products.

The company's private-label expansion includes award-winning brands like Yutto, Ubomi, and Moddia that won four international PLMA awards in 2025. With 400+ own-brand SKUs price-locked 10% below discounters for Xtra members, Rohlik captures manufacturer margins while defending value positioning against branded inflation.

Non-food category expansion includes House of Julius Meinl gourmet gift hampers launched across all countries in December 2024, signaling moves into higher-margin gifting and specialty ranges that increase basket sizes without fresh-food spoilage risks.

The November 2024 Knuspr partnership with Amazon Germany places Rohlik's 15,000-item assortment inside Amazon.de and Prime checkout, instantly exposing the brand to 17 million German Prime households while reducing customer acquisition costs versus paid media channels.

The Rohlik Xtra subscription program creates loyalty flywheels by bundling 10% private-label discounts with free delivery, encouraging higher order frequency that currently averages 3 orders per month in Romania and similar patterns across other markets.

Rohlik's broad 25,000+ SKU assortment positions the platform to capture full weekly grocery spending rather than competing only for convenience or top-up purchases, expanding addressable wallet share per customer.

German market deepening represents the largest near-term expansion opportunity, with plans for Hamburg, Cologne, and 10 additional German cities by 2030 targeting 30% share of the €17 billion German e-grocery market projected for 2029. The Bringmeister acquisition in 2023 and Munich profitability provide operational foundations for broader German rollout.

Southern European expansion through Sezamo includes live operations in Milan and Bucharest with Madrid planned next, targeting faster-growing Southern European online penetration rates that exceed EU averages. These markets offer less saturated competitive landscapes compared to Northern European cities.

The Veloq technology platform creates expansion opportunities beyond direct grocery operations by licensing fulfillment and delivery software to other retailers globally, monetizing Rohlik's operational expertise without geographic or capital constraints.

Profitability pressure: Rohlik missed its bottom-line plan by approximately €10 million in 2025 despite revenue growth, which underscores the challenge of maintaining unit economics while scaling operations across multiple markets. The company's capital-intensive model requires sustained order density growth to achieve target margins, and any slowdown in customer acquisition or order frequency could pressure its path to profitability.

Competitive intensity: Competition in European grocery delivery is increasing from both traditional retailers expanding online capabilities and well-funded pure-play competitors like Picnic that continue geographic expansion despite losses. Amazon's partnership with Rohlik provides customer access but also creates dependency on a potential future competitor that could launch competing services or change partnership terms.

Operational complexity: Managing fresh food inventory, automated fulfillment systems, and owned delivery fleets across five countries creates significant complexity that could impact service quality or cost structure. The company's efforts to simplify operations and reduce hand-offs indicate recognition of complexity risks, but scaling challenges could emerge as geographic expansion accelerates toward the IPO timeline.