The New Last Mile: How Micromobility Is Reshaping Urban Delivery
[Micromobility Pro] The rapid rise of micromobility has made it a central pillar of the global last-mile delivery ecosytem. It is now the primary mode for profitable and quick urban delivery.
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Micromobility Europe 2026
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Contents
Introduction
Online Orders & E-Commerce Demand
Chart: Enterprise Percentage of Online Sales and Turnover in the EU
Chart: Yulu Financials and Fleet Size
Funds Raised
Chart: Funds Raised by Leading Last Mile Delivery Companies
Chart: Fleet Size of Leading Last Mile Delivery Companies
Gig Workers
Chart: Rental Costs of E-Bikes for Gig Workers
Payback Period on the Fleet Invested
Fleet Outlook & Different Form Factors
Battery Swapping or Fixed Battery
Delivery Robots
Conclusion
Introduction
Micromobility’s rise in delivery is driven by both necessity and opportunity. Congestion in major cities has made traditional delivery routes slower and more expensive, while emissions regulations and low-traffic zones are pushing companies to rethink how they operate. The last mile represents more than half of the overall cost of logistics operations, a problem that has only intensified as e-commerce exploded in 2020.
Bikes, e-bikes, scooters, cargo trikes, and small autonomous delivery bots are proving far better suited to short-distance, high-frequency delivery tasks. In cities like London, New York, Seoul, and San Francisco, logistics operators, retailers, and gig-delivery platforms are increasingly integrating these lighter vehicles into their fleets. For instance, in London, with low average traffic speeds and congested streets, cargo bikes moved 6% faster than cars by bypassing traffic and eliminating parking-related problems.
Online Orders & E-Commerce Demand
E-commerce represents 14% of total retail in the US, with 77% of the population spending online. This $1.1T market is key for international merchants.
In the EU, between 2013 and 2023, the share of enterprises that had e-sales increased from 17.21% to 23.83%. The turnover generated from e-sales increased from 13.81% to 19.12%. However, turnover in 2023 was 0.71 percentage points lower than the highest share recorded in 2019.
The Indian e-retail market, valued at approximately $60B in Gross Merchandise Value (GMV) in 2024, has established itself as the world’s second-largest online shopper base. Quick commerce, projected to grow more than 40% annually through 2030, and hyper-value commerce, which has scaled to more than 12% of e-retail GMV, are gaining traction in smaller cities.
Funds Raised
Zoomo
