Why is Wolt exiting Japan?

Media reports cite intensifying price competition, softer post-pandemic demand, and high operating costs. Discounts rose while basket sizes normalized, which squeezed margins. When promotions drive volume but not profit, platforms struggle to cover courier pay, support, and marketing. That pressure appears to have made continued operations in Japan unattractive.

When will Wolt end service in Japan?

Wolt will end service in Japan on March 4. Users should complete any outstanding orders before that date and download receipts for records. Restaurants and couriers should secure transitions to alternative platforms early to avoid downtime or income gaps during the switchover period.

How will this affect restaurants and couriers?

Restaurants lose one sales channel but may gain leverage to negotiate better terms with rivals. Couriers can switch to other apps, where order density and efficient dispatch matter most for earnings. Expect short-term onboarding incentives, then a return to normal as platforms balance supply and demand.

What should consumers do after Wolt exits Japan?

Consumers can compare apps for coverage, delivery times, and fees, then save by ordering at off-peak times or using pick-up where convenient. Expect near-term promotions as platforms court switching, followed by steadier pricing as the market balances demand and courier supply.

Global Market Insights

February 26: Wolt to Exit Japan by March 4 as Price War Bites

ByDanny Kontos February 26, 2026February 26, 2026

Wolt exits Japan on March 4, citing intense price competition and softer post-pandemic demand. This decision signals tighter margins in Japan food delivery, where promotions, commissions, and delivery costs have pressured profits. As one player leaves, share could shift to rivals, changing terms for restaurants and couriers. We break down what investors in Japan should watch, who may benefit, and how pricing power could evolve in the months ahead.