Owners of Woolworths Group Ltd (ASX: WOW) shares and Coles Group Ltd (ASX: COL) should know that Aldi plans to capture market share through online delivery.
Aldi Australia announced it's partnering with DoorDash to trial its first grocery delivery service. This service will be on-demand grocery delivery.
Woolworths and Coles have been delivering online orders for many years, so this could be an important move by the German retailer.
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Aldi's delivery service
Starting on Tuesday, 8 July 2025, which is today, Australians in Canberra will be able to buy items online for the first time over. More than 1,800 products, including fruit, vegetables, meat, seafood, dairy, bread and household essentials will be available.
Customers within the service area of Aldi stores in the ACT will have access to Aldi on DoorDash.
Aldi revealed that while this is temporarily limited to Canberra, the partnership is expected to "roll out across the country".
Jordan Lack, the Chief Commercial Officer of Aldi Australia said:
Since entering the Australian market, ALDI's mission has been to deliver high quality groceries at the lowest prices for Australian households and this ambition remains as strong as ever. Through our partnership with DoorDash, we can now literally deliver on this mission directly to Aussies' doorsteps in an exciting new way that we know our customers have been seeking.
We're thrilled that customers in Canberra will be able to shop with ALDI from the comfort of their homes, bringing our 'Good Different' shopping experience to more and more people in the tap of an app.
We know Australians will rejoice at the news of ALDI taking our first step in offering customers this convenient shopping format. We will be watching our Canberra trial very closely with plans to scale in the near future
How could this impact Coles and Woolworths?
Both ASX supermarket share giants are able to serve customers in a variety of ways. They may not offer lower prices than Aldi, but they currently win on convenience with their online delivery options for customers who can't, or don't want to, go into a supermarket for whatever reason.
Time will tell how much of a difference it makes, but online sales do make up a sizeable portion of sales.
In the FY25 third quarter update, Woolworths said it achieved $2.2 billion of group e-commerce sales (up 15.7% year over year). Delivery e-commerce sales for Woolworths food retail (including MILKRUN) came to $1.08 billion, 8.4% of total Woolworths food retail sales.
Turning to Coles, its third quarter update showed supermarket e-commerce sales grew 25.7% year over year to $1.06 billion. Supermarket e-commerce sales made up 11.3% of total sales.
Those are significant numbers, so it'll be interesting to see how successful Aldi is at capturing market share.
