Tesco plans to expand its grocery delivery by joining Uber Eats and Deliveroo, aiming to boost its market share by about 20 percentage points in rapid grocery delivery. Citi analyst Monique Pollard predicts this could increase Tesco's sales by 0.6% annually in 2027. However, this expansion poses a risk to Sainsbury's, which depends more on third-party delivery platforms and could see a 0.4% annual sales decline as Tesco attracts more customers. The move intensifies competition in the on-demand grocery market, where fast delivery and platform visibility are key to capturing smaller, quick orders.
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