Southeast Asia quick commerce model upgrade: planned bulk purchases now surpass instant top-ups

Internal 2026 data from Southeast Asia quick commerce platforms shows planned large grocery orders have already exceeded instant small replenishment orders, with some platforms reaching 55-60% proportion in this category. This structural shift significantly increases average order value (AOV) by 20-35%, while improving rider utilization during off-peak hours and reducing overall fulfillment costs per order. The evolution directly reflects changing consumer behavior — moving from reactive “buy what I need right now” to proactive “weekend/monthly bulk planning purchases”. Platforms are transitioning their business models from past reliance on high-frequency low-ticket subsidies and aggressive land-grab expansion toward sustainable profitability built on deep supply chain integration, accurate demand forecasting, inventory optimization, and reliable last-mile execution. Over the next 1-2 years, this trend is expected to strengthen further, positioning quick commerce as one of the most stable and scalable growth engines in Southeast Asia instant retail.