DiDi-controlled mobility giant 99 has committed R$100 million to launch its daily shopping delivery service, '99Compras,' in São Paulo and over 20 surrounding metropolitan cities, immediately intensifying competition across Brazil’s logistics and retail sectors. The launch, which became official on July 28, 2026, marks the most significant expansion of the company’s "super app" strategy since its 99Food venture, directly challenging established players like Rappi and iFood for control of the lucrative, high-frequency consumer delivery market. The strategic move is likely to put renewed pressure on the margins and market valuations of local e-commerce and specialty retail companies whose business models depend on last-mile delivery efficiency, including those listed on the Ibovespa such as Petz (PETZ3) and Carrefour Brasil (CRFB3).