My point with Instacart (as a primary example of vendor-neutral delivery services) is that anyone can sit at home and choose any store to shop at, regardless of

My point with Instacart (as a primary example of vendor-neutral delivery services) is that anyone can sit at home and choose any store to shop at, regardless of cost, distance, or branding. The consumer doesn't need to drive the streets, park in the lot, or show their face in the store, yet benefits from the enormous selection of items in every menu. These services obscure any externalities associated with all these stores, while making discovery easier than ever -- how else would you routinely peer into a store's inventory without being there? They used to spam people with weekly ads and coupons, but that's largely obsolete at this point. Not all shoppers are cost-sensitive enough to switch stores, but Instacart enables picking and choosing. Conversely, it expands every store's reach, and enables brand loyalty as well--even if I move further away from my favorite store, or the nearest one closes, Instacart may still enable access to it.