What are differences between on-demand grocery and food markets & will consumers buy more groceries in the on-demand model?

There's some room to upsell. There is also supermarket delivery. There are players that focus on convenience and providing things as fast as possible. And these are relatively low basket sizes.

And then there's the shopping basket that you go to maybe once a week or once a month where you have a large AOV.

A lot of the convenience delivery players are trying to tap into the big basket size, but if you expand too much your product offering, then it's much harder…because the cost base is not that flexible, the moment that you introduce fresh products in your offering, it's also much more challenging.

I guess they need to find the right trade-off. They can definitely increase average order value, but I think if they build up, that's also going to be followed by an increase in the cost base because costs are not that flexible; They might have more wastage of fresh products at themselves.