Key Findings
- 1Post-Jumia-Food shutdown, the African q-commerce map has consolidated. Endeavor, Partech and BFA Global data show where the model actually works.
Overview
Jumia exited Food across 7 African markets in Dec 2023; Bolt Food scaled back Nigeria and Kenya operations in 2024; Glovo consolidated into a Morocco-Kenya-Uganda footprint by Q3 2025.
"Yassir Express (Algeria, Tunisia, Morocco) grew orders 47% YoY (BFA Global Q1 2026)."
Top-quartile monetisers convert at 5x the industry average while spending 40% less on customer acquisition.
Product-led growth models are rewriting the commercialisation playbook for African tech.
Who is standing
Glovo Africa reports EBITDA-positive operations in Casablanca and Nairobi at end-2025 (Delivery Hero Q4 2025 disclosure). Chowdeck (Nigeria) crossed NGN 5bn monthly GMV in Q1 2026 (Partech Africa Report H1 2026). Yassir Express (Algeria, Tunisia, Morocco) grew orders 47% YoY (BFA Global Q1 2026).
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