Consumer Trends09/25/2025

Food Delivery Platform Market Reshaping: O2O Service ETF Investment Strategies in Focus

Summary

As food delivery platforms like Baemin and Coupang Eats accelerate service expansion and international growth, the O2O (Online to Offline) market is surging. With last-mile delivery technology innovations and new revenue model development significantly improving profitability for related companies, the investment appeal of platform economy ETFs continues to rise.

The delivery culture that took root after COVID-19 has become a part of everyday life, and the food delivery platform market continues to grow at an annual rate of over 25%. It is now time to consider increasing the weighting of O2O platforms in consumer trend investments by leveraging portfolio calculators.

1. Diversification of Delivery Services and Improved Profitability

Baemin and Coupang Eats are significantly enhancing platform utilization and profitability by expanding services beyond food delivery to include daily necessities and pharmaceutical deliveries. In particular, ultra-fast delivery services within 30 minutes have gained enormous popularity, driving a surge in customer loyalty and order frequency. According to portfolio calculator analysis, the average order value and usage frequency of delivery platforms have continued to rise, making the growth potential of related investments very highly regarded.

2. Conclusion

๐Ÿ’ก The evolution of delivery platforms is advancing beyond simple delivery services into comprehensive lifestyle platforms. The proliferation of O2O services continues to enhance the investment value of related ETFs. Use the rebalancing calculator to optimize your platform economy investment allocation.

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