GoPuff

GoPuff creates value by controlling more of the retail and fulfilment stack than typical delivery intermediaries. It buys and stocks inventory, sells that inventory through its own consumer app, fulfils orders through local sites and delivers directly, which allows tighter control over assortment, delivery speed and unit economics. It also monetises its shopper demand and first-party commerce data through a retail media offering sold to brands seeking sponsored placements, display inventory and audience extension.

GoPuff is a US-based instant commerce company operating under GoBrands, Inc. It sells groceries, snacks, alcohol and household essentials directly to consumers through its app, using a vertically integrated model that includes owned inventory, local fulfilment sites and delivery operations. This positions it closer to a digitally enabled retailer than a pure marketplace, with revenue primarily tied to commerce transactions and delivery-related fees.