Market

#Questions this section must answer

• How large is multi-platform delivery usage?
• How often do users compare prices between apps?
• How large are price differences for equivalent purchase intents?
• Who else provides delivery comparison or price intelligence?
• Is the more valuable customer eventually the consumer, merchant, agent developer, or another business?

#Current position

No TAM/SAM/SOM numbers should be added until supported by primary or credible secondary sources.

#Possible market layers

#Consumer

Cross-platform delivery comparison.

#Merchant

Competitive price intelligence.

#Agent infrastructure

Normalized delivery-market data for software agents.

These are possible expansions, not simultaneous MVP customers.

#Landscape (2026)

• iFood is the incumbent. CADE's 2023 settlement limits its exclusivity deals (Tecnoblog).
• 99Food (DiDi) relaunched in 2025, with about 70 cities reported in March 2026.
• Keeta (Meituan) started in Santos in Oct 2025 and in São Paulo in Dec 2025.
• Rappi operates. Uber Eats left restaurant delivery in 2022.

More restaurants listed on more than one app is what makes cross-platform comparison useful. Market-size numbers are still to be sourced. Sources and access paths are in data sources.