Not sure. The industry is simply becoming more efficient, but there’s nothing preventing an efficient competitor from appearing.
For example let’s take grocery stores vs Amazon Prime. A lot of stores do deliveries just as well, but the user experience is absolutely horrible, and this is why I don’t use them.
Offer me something as simple as Amazon Prime Now and I’ll happily use them instead. Prime Now is actually far from being the best in terms of UX, but it’s still ahead of anything else so I keep using them until something better comes up.
Let’s take Tesco as an example. I tried to add a featured product into my cart, and it drops me straight onto the login page before I even get a chance to see what my total would be (delivery fee, etc). In fact, we can go even further and ask why I need an account to begin with? Just take my email and card details, or use Apple Pay which would provide all contact information automatically.