On April 5th, Didi announced the upcoming relaunch of its food delivery service in Brazil under the “99 Food” brand. By integrating with local mobility and payment services, Didi aims to enhance the “one-stop” experience for users, offering them more choices.
Didi entered the Brazilian market in 2018 by acquiring the mobility platform 99, providing local users with mobility, financial, and delivery services. After seven years of development, Didi now boasts 50 million active users in Brazil and has gained immense popularity among locals.
Currently, Didi has approximately 700,000 active drivers in Brazil, primarily offering delivery and ride-hailing services across over 3,300 towns and cities.
Notably, orders for its two-wheeler services surpassed one billion in the last three years.
A Didi representative stated that restarting food delivery in Brazil is a natural extension of Didi’s existing local urban service ecosystem, not a start from scratch.
Many local merchants expressed hope that Didi could offer food delivery alongside its mobility and parcel delivery services. Following the relaunch, drivers on the platform will be able to transport people, deliver goods, and deliver food.
Didi intends to leverage its established strengths in branding, market presence, logistics, talent, and product R&D technology, built through long-term cultivation in Brazil. This will help serve the increasingly diverse needs of merchants and users within its ecosystem, continuously improving the “one-stop” experience. The goal is to enable users to access mobility, food ordering, payments, and other services all within one platform.
Brazil, as one of the world’s fastest-growing food delivery markets, still has significant room for service improvement. Demand from users in second- and third-tier cities remains under-served.
Furthermore, the successful experience and proven local ecosystem synergy gained from Didi’s food delivery operations in countries like Mexico and Colombia will greatly benefit the relaunch in Brazil.
As the only platform in Mexico offering mobility, food delivery, and financial services, Didi serves approximately 16 million monthly active users there. It works with 500,000 active drivers and has partnered with 90,000 local restaurants.
The Didi representative emphasized that restarting food delivery in Brazil is also a concrete reflection of Didi’s international strategy. This strategy focuses on deepening its presence in existing markets to build comprehensive “one-stop” lifestyle service platforms for local users.
Currently, Didi’s international business operates in 14 countries across Latin America, Asia-Pacific, and Africa. These include Australia, New Zealand, Japan, Egypt, Mexico, Brazil, Argentina, Dominican Republic, Chile, Ecuador, Panama, Colombia, Peru, and Costa Rica.
According to Didi’s latest Q4 2024 financial results, its international business achieved total orders of 3.613 billion and GTV of RMB 91.3 billion in 2024. This represents a year-over-year growth of 34.8%, marking the fourth consecutive quarter of GTV growth exceeding 30%.
Operational efficiency also continued to improve. In Q4 alone, international orders reached 1.016 billion, a 29.8% year-over-year increase, with average daily orders surpassing 11 million. International business has become a significant growth engine for Didi.