What Daki does

Daki is a São Paulo-headquartered quick-commerce digital supermarket that delivers groceries and household essentials within 15 minutes through a proprietary network of closed-to-public dark stores. Founded in January 2021 by Alex Bretzner, Rafael Vasto, and Rodrigo Maroja, the company merged with JOKR in June 2021 at a $1.2 billion post-money valuation, making the combined entity the fastest unicorn formation in the Americas. As of 2026, Daki operates 10+ dark store locations across São Paulo, Minas Gerais, and Rio de Janeiro states with 900+ employees and a catalog of 3,000+ SKUs.

The platform is built on a vertically integrated stack: closed-to-public dark stores with reduced delivery radius, a customer-facing mobile and web storefront (the Daki app), a dedicated "Raio Daki" partner rider app for crowdsourced last-mile delivery, and a self-described AI-native logistics layer that handles routing, inventory, and fulfillment. The product catalog spans 20+ categories including grocery, fresh produce, beverages, bakery, meat, frozen foods, personal care, baby, and pet products, plus an emerging private-label line of exclusive SKUs. Distribution partnerships with brand manufacturers (Ambev, PepsiCo) and specialty retailers (Evino/Grand Cru, 40+ wine labels) extend the assortment without proportional inventory capital.

Daki's revenue model is transaction-based: customers purchase at retail prices through the app on a pay-as-you-go basis, with promotional incentives (R$25 off the first purchase above R$100) used for acquisition. Go-to-market is product-led growth, with consumer acquisition driven by influencers, podcasts, digital out-of-home, paid media, television, and app store optimization. As of May 2026, annualized revenue is approaching R$1 billion (growing 50%+ year-over-year) and the company has reached financial breakeven following a minority investment of less than 5% from iFood, which deepens an operational partnership first established in 2024.

Name

Daki

Legal name

Daki

Website

https://soudaki.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Daki is a São Paulo-headquartered quick-commerce digital supermarket delivering groceries and everyday essentials within 15 minutes from a proprietary dark-store network across São Paulo, Minas Gerais, and Rio de Janeiro states, serving urban consumers in Brazil.

Ownership category

akta.pro rank

Product category

Online Grocery Delivery (Quick Commerce)

NAICS

Food and Beverage Retailers (445), Specialty Food Retailers (4452)

SIC

Retail-Food Stores (5400)

akta.pro primary industry

Grocery & Convenience Delivery Platforms (BPAMAHAC)

akta.pro secondary industry

Online Cold-Chain & Frozen Food Delivery (AFAIAMAL)

Keywords

• Quick commerce delivery
• Online grocery platform
• Instant grocery delivery
• Dark store fulfillment
• Mobile grocery app

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices10 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Supply Chain, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Product Sales (Grocery Delivery): Daki generates revenue through direct product sales via its mobile app and online store. Customers purchase groceries and essentials at retail prices with delivery fees, operating on a transaction-based model with rapid 15-minute delivery.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Daki operates a mobile-first quick-commerce platform that delivers groceries and everyday essentials in 15 minutes from a network of proprietary dark stores. Customers order through the Daki app or website, choosing from over 3,000 products across categories including groceries, fresh produce, beverages, bakery, meat, frozen foods, personal care, baby, and pet supplies, with fulfillment handled by partner delivery riders.

Product overview

Daki operates as a vertically integrated digital supermarket platform with two primary consumer-facing products: the Daki customer app for grocery delivery and the Raio Daki app for delivery partners. The company operates a dark stores model with proprietary inventory, enabling 15-minute delivery of over 3,000 products including groceries, fresh produce, beverages, bakery items, meat, frozen foods, personal care, baby products, and pet supplies. Daki also offers private label products under its own brand. The platform serves customers in São Paulo, Guarulhos, Belo Horizonte, Santos, Osasco, ABC Paulista, Barueri, Campinas, Rio de Janeiro, and Niterói.

Differentiator

Problem solved

Functional benefit

Products and services

• Daki Quick-Commerce Grocery Delivery Service Mobile and web application delivering over 3,000 grocery and household essential products to consumers in 15 minutes from a network of proprietary dark stores in São Paulo, Guarulhos, Belo Horizonte, Santos, Osasco, ABC Paulista, Barueri, Campinas, Rio de Janeiro, and Niterói.

Quantifiable outcome

• Reached financial breakeven after five years of operations
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered core and minor.

• iFoodcoreStrategic or Co-development Partner · 20 May 2026iFood made a minority investment of less than 5% in Daki, expanding their operational partnership established in 2024. The investment comes as Daki reached financial breakeven and approaches R$1 billion in annualized revenue. This partnership accelerates Daki's geographic expansion beyond São Paulo and Minas Gerais.
• Nana DeliverycoreStrategic or Co-development Partner · 15 June 2023Daki expanded its operations in Belo Horizonte by integrating Nana Delivery's operations, strengthening its presence in the Minas Gerais market.
• AmbevminorGTM or Marketing PartnerDaki formed a brand activation partnership with Ambev, one of Brazil's largest beverage companies, as part of its marketing strategy to engage consumers through brand collaborations.
• PepsiCominorGTM or Marketing PartnerDaki partnered with PepsiCo for brand activation activities, enabling distribution of PepsiCo products through the Daki platform with joint marketing initiatives.
• Evino/Grand CruminorStrategic or Co-development PartnerDaki partnered with Evino/Grand Cru to offer more than 40 wine labels in its catalog, democratizing wine access through on-demand delivery.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• iFood: iFood is Brazil's dominant food and grocery delivery platform and a direct competitor to Daki in on-demand grocery. The 2026 minority investment deepens overlap, making it both a partner and the most significant direct competitor in Brazilian quick-commerce.
• Mercado Livre (MercadoLibre): Mercado Livre is Latin America's largest e-commerce platform and is rapidly expanding grocery and Mercado Livre Shops delivery in Brazil. It competes with Daki for online grocery wallet share and uses its marketplace scale as a moat.
• Gopuff: Gopuff is a US-founded instant-needs delivery platform operating vertically integrated micro-fulfillment centers globally. Comparable to Daki in dark-store operating model and rapid delivery positioning.
• 99 (99Food / 99 Entrega): 99, owned by Didi, is a Brazilian ride-hailing and delivery platform. Its last-mile logistics and rider network compete with Daki's Raio Daki rider network and could enable a direct grocery push.

Direct peers

• Rappi: Rappi is a Latin American on-demand delivery super-app operating across Brazil, Mexico, Colombia, and Argentina. It competes directly with Daki in Brazilian grocery and convenience delivery with similar dark-store and rapid-delivery capabilities.
• James Delivery: James Delivery is a Brazilian quick-commerce operator offering on-demand convenience and grocery delivery from local dark stores in major Brazilian cities. It is a direct peer with comparable delivery SLAs and assortment.
• Getir: Getir pioneered the global 10–15-minute grocery delivery model and has operations across Europe and the Americas. It is a direct quick-commerce peer to Daki, both in operating model (dark stores, AI logistics) and category breadth.

Emerging players

• Zé Delivery (AB InBev): Zé Delivery is a Brazilian on-demand alcohol and beverage delivery app owned by AB InBev. It is a niche competitor overlapping with Daki's beverage and alcohol categories and shares the dark-store / 15-minute delivery playbook.

Regional players

• Swiggy Instamart: Swiggy Instamart is India's leading quick-commerce dark-store platform offering 15–30 minute grocery delivery. While geographically distinct, it is comparable to Daki in operating model, technology stack, and rapid-delivery value proposition.

Others

• JOKR: JOKR was a New York-based quick-commerce startup that merged with Daki in 2021 to form the unicorn entity. Although JOKR has since wound down most global operations, it remains Daki's most direct historical peer and origin story.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/appdaki
• LinkedInlinkedin.com/company/daki
• Instagraminstagram.com/appdaki
• TikToktiktok.com/@appdaki

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds5 records

Investors11 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Daki