INSIGHTS

Recent insights, observations and thoughts from the Orderly Linkedin.

infographic indicating that the majority of delivery fulfillment time remains unmonetized, with 85-90%, that post-checkout time is unmonetized, and 10-15% is multi-merchant bundling which is time-sensitive, low conversion, and low yield.
infographic indicating that the majority of delivery fulfillment time remains unmonetized, with 85-90%, that post-checkout time is unmonetized, and 10-15% is multi-merchant bundling which is time-sensitive, low conversion, and low yield.
A circular visual composed of numerous small black and gray circles of varying sizes on a black background, with the number '200,000' visible within the circle. Text at the bottom states, 'One of America’s Largest Audiences is Hiding in Plain Sight,' and there is a logo with a fish and the word 'ORDERLY' at the bottom right.
A circular visual composed of numerous small black and gray circles of varying sizes on a black background, with the number '200,000' visible within the circle. Text at the bottom states, 'One of America’s Largest Audiences is Hiding in Plain Sight,' and there is a logo with a fish and the word 'ORDERLY' at the bottom right.
Infographic compares the order process and wait time with key metrics. The order has a value of $35, a take rate of 25%, and a profit of approximately $2.25. The wait time is 25 to 45 minutes and is considered an underdeveloped asset. It mentions media, advertising, commerce, sponsorships, and creator programming as factors. Revenue per order ranges from $0.50 to $1.00, with an additional profit of 20% to 40%. A note states the industry spent a decade optimizing the order, and the next profit pool may be in the wait. The image includes call-to-action text "WATCH THE WAIT" and the company logo "ORDERLY".
Infographic compares the order process and wait time with key metrics. The order has a value of $35, a take rate of 25%, and a profit of approximately $2.25. The wait time is 25 to 45 minutes and is considered an underdeveloped asset. It mentions media, advertising, commerce, sponsorships, and creator programming as factors. Revenue per order ranges from $0.50 to $1.00, with an additional profit of 20% to 40%. A note states the industry spent a decade optimizing the order, and the next profit pool may be in the wait. The image includes call-to-action text "WATCH THE WAIT" and the company logo "ORDERLY".
Promotional poster with large purple text that reads, 'What will waiting for delivery feel like in 203?'. Smaller text at the bottom left says, 'Watch the wait', and the bottom right shows the Orderly logo with a stylized bird and the website 'www.orderly.express'.
Promotional poster with large purple text that reads, 'What will waiting for delivery feel like in 203?'. Smaller text at the bottom left says, 'Watch the wait', and the bottom right shows the Orderly logo with a stylized bird and the website 'www.orderly.express'.
A four-panel graphic showing a dog drooling near its food bowl, with the dog looking at a smartphone warning of an approaching driver. The first panel has the dog by its food bowl, the second panel shows the phone with a warning, the third panel shows the dog looking at the phone, and the fourth panel depicts the dog drooling again with a warning on the phone screen. The bottom left has the text "WATCH THE WAIT" and the bottom right has the logo and text "ORDERLY".
A four-panel graphic showing a dog drooling near its food bowl, with the dog looking at a smartphone warning of an approaching driver. The first panel has the dog by its food bowl, the second panel shows the phone with a warning, the third panel shows the dog looking at the phone, and the fourth panel depicts the dog drooling again with a warning on the phone screen. The bottom left has the text "WATCH THE WAIT" and the bottom right has the logo and text "ORDERLY".
A motivational poster with a dark background and large purple text that reads, "30 MINUTES FEELS LONGER THAN IT USED TO." There is a small logo and website in the bottom right corner, along with the phrase "WATCH THE WAIT" in the bottom left corner.
A motivational poster with a dark background and large purple text that reads, "30 MINUTES FEELS LONGER THAN IT USED TO." There is a small logo and website in the bottom right corner, along with the phrase "WATCH THE WAIT" in the bottom left corner.
A motivational poster with a dark background and large purple text asking, 'What is thirty minutes of attention worth?' In the bottom left corner, smaller purple text says, 'Watch the wait,' and in the bottom right corner, there is a logo of a bird with 'Orderly' written underneath.
A motivational poster with a dark background and large purple text asking, 'What is thirty minutes of attention worth?' In the bottom left corner, smaller purple text says, 'Watch the wait,' and in the bottom right corner, there is a logo of a bird with 'Orderly' written underneath.
Bar chart illustrating U.S. delivery platform venture capital funding by year from 2020 to 2026 YTD, with funding peaking in 2021 at over $2 billion and declining afterward, source PitchBook.
Bar chart illustrating U.S. delivery platform venture capital funding by year from 2020 to 2026 YTD, with funding peaking in 2021 at over $2 billion and declining afterward, source PitchBook.
Infographic titled 'The Next Generation of Local Commerce' outlining three generations of venture capital investment themes from 2010 onwards. Generation 1 (2010-2020): Enable, focusing on marketplaces, payments, and ordering with examples like DoorDash and Uber. Generation 2 (2020-2026): Optimize, with themes like AI, logistics, robotics, and autonomous delivery, including examples like Zipline and Nuro. Generation 3 (2026+): Extend, covering commerce media, post-purchase software, and customer engagement with examples like Narvar and Klaviyo. Logos of leading investors are shown for each generation. The slogan 'Watch the Wait' appears at the bottom left, with the word 'Orderly' and a logo of a fish at the bottom right.
Infographic titled 'The Next Generation of Local Commerce' outlining three generations of venture capital investment themes from 2010 onwards. Generation 1 (2010-2020): Enable, focusing on marketplaces, payments, and ordering with examples like DoorDash and Uber. Generation 2 (2020-2026): Optimize, with themes like AI, logistics, robotics, and autonomous delivery, including examples like Zipline and Nuro. Generation 3 (2026+): Extend, covering commerce media, post-purchase software, and customer engagement with examples like Narvar and Klaviyo. Logos of leading investors are shown for each generation. The slogan 'Watch the Wait' appears at the bottom left, with the word 'Orderly' and a logo of a fish at the bottom right.