Rohlik

Rohlik is a European technology-led e‑grocery company that builds end-to-end software and automation for fast online grocery fulfilment and last‑mile delivery, and is commercialising that technology both inside the Group and externally through spinoffs such as Veloq[4][3].

High‑Level Overview

• Rohlik’s mission is to redefine grocery retail with technology-driven operations that deliver fast, large‑assortment, and personalised online grocery experiences to customers across Europe[4][1].[4][1]
• Investment / commercialisation posture: Rohlik operates as an operator-first technology company that develops in‑house software, robotics integration and fulfilment platforms and is now productising parts of that stack (for example Veloq) to serve other grocers and fulfilment providers[1][3].[1][3]
• Key sectors: e‑grocery / food retail, warehouse automation, last‑mile logistics, and retail SaaS for fulfilment and forecasting[4][1][3].[4][1][3]
• Impact on the startup / retail ecosystem: Rohlik’s integrated tech + operations model has raised the bar for same‑day and sub‑hour grocery fulfilment in Central Europe, accelerated adoption of automation and AI in grocery fulfilment, and created commercial opportunities (and competitive pressure) for robotics and fulfilment‑SaaS vendors[3][2][5].[3][2][5]

For the portfolio/company lens:

• Product: Rohlik builds an end‑to‑end e‑grocery platform: customer‑facing storefront and app, demand forecasting, fulfilment orchestration, payment systems, and robotics/automation integrations[1][4][3].[1][4][3]
• Customers served: Retail consumers (B2C grocery shoppers) in multiple European markets and, increasingly, other grocers/fulfilment operators as B2B customers for platform products like Veloq[4][3].[4][3]
• Problem solved: Enables fast, accurate, personalised online grocery shopping with same‑day and sub‑hour delivery while increasing fulfilment efficiency through automation and AI[4][1][3].[4][1][3]
• Growth momentum: Rohlik reports rapid growth—delivering over 1.3M monthly orders and ~€1.1B annual revenue, operating across Czechia, Hungary, Austria, Germany and Romania, and achieving high operational KPIs such as 98% on‑time delivery and 70+ NPS in markets cited by the company[3][4][1].[3][4][1]

Origin Story

• Founding and evolution: Rohlik started in the Czech Republic in 2014 and has evolved from a single online grocer into a multi‑market e‑grocery group that builds its own technology, logistics and automation stack[3][4].[3][4]
• Founders / leadership context: The group’s public communications highlight founder Tomáš Čupr as a driving force behind Rohlik’s operational and technological strategy and the commercialisation of its in‑house systems into products like Veloq[3].[3]
• How the idea emerged / early traction: Rohlik began as an online grocer and, through intensive investment in in‑house software, data and logistics, scaled fulfilment volumes and speed—benchmarks that later enabled automation pilots (AutoStore, Brightpick) and the spin‑out of fulfilment technology offerings[4][6][2].[4][6][2]

Core Differentiators

• End‑to‑end proprietary software: Rohlik owns the full stack from storefront to last‑mile orchestration and uses that unified data architecture to personalise experiences and optimise operations in real time[1][3].[1][3]
• Data and AI at the core: The company emphasises data‑driven personalisation, forecasting and AI‑driven labour and routing optimisation across fulfilment and delivery[1][3].[1][3]
• Deep automation integrations: Rohlik has implemented warehouse automation (AutoStore, Swisslog collaborations, and pilots with Brightpick’s robotic runners) to raise picking throughput and support fast delivery windows[5][6][2].[5][6][2]
• Customer experience metrics: High reported NPS (70+), 98% on‑time deliveries and the ability to offer 15‑minute delivery windows in some markets illustrate operational performance[1][3][2].[1][3][2]
• Operator‑tech model and spinouts: Rather than being purely a retailer or a pure software vendor, Rohlik combines operations with productisation—spinning out Veloq as a commercial fulfilment platform that packages its decade of operational learnings[3].[3]

Role in the Broader Tech Landscape

• Trend alignment: Rohlik rides multiple converging trends—growth of online grocery, demand for same‑day/sub‑hour fulfilment, robotics and warehouse automation, and the commercialisation of operational AI and fulfilment SaaS[4][1][3].[4][1][3]
• Why timing matters: Consumer expectations for speed and choice plus advances in robotics/vision and AI forecasting make Rohlik’s integrated model practically feasible and economically attractive now, enabling sub‑hour promise at scale where it was previously costly or unreliable[2][6][3].[2][6][3]
• Market forces in its favor: Urbanisation, increased online grocery penetration, and vendor interest in outsourcing or adopting proven fulfilment platforms create addressable markets for both Rohlik’s retail operations and its B2B technology offers[4][3][7].[4][3][7]
• Influence: By proving high‑velocity e‑grocery at scale in Central Europe and productising that capability, Rohlik is both a customer and a scaling partner for automation vendors (AutoStore, Brightpick, Swisslog) and is setting functional expectations for speed, assortment and personalised digital experiences across the industry[6][2][5].[6][2][5]

Quick Take & Future Outlook

• Near term: Expect continued geographic expansion and deeper commercialisation of Rohlik’s technology (Veloq) as the company offers its fulfilment stack and AI tooling to external grocers and fulfilment operators[3][7].[3][7]
• Medium term trends that will shape them: Advances in robotics/AI, increasing urban micro‑fulfilment adoption, and tighter integration between suppliers, local producers and last‑mile logistics will determine how widely Rohlik’s model can be replicated and monetised[2][1][3].[2][1][3]
• Risks and challenges: International expansion into competitive Western European markets will test unit economics, labour automation returns, and regulatory/market differences; success depends on operational rigor and the ability to licence technology profitably[4][5][3].[4][5][3]
• Strategic upside: If Rohlik can scale Veloq as a modular, easy‑to‑operate fulfilment platform (covering automated picking, forecasting, routing and last‑mile orchestration), it could shift from being primarily a fast‑growing regional grocer to a major supplier of e‑grocery fulfilment technology globally[3][1].[3][1]

Quick take: Rohlik is a rare operator‑built technology company in e‑grocery that pairs high customer‑facing standards (speed, assortment, NPS) with deep in‑house automation and AI — and it is now productising that advantage to influence how grocery fulfilment is automated and run elsewhere in Europe and beyond[4][1][3].[4][1][3]