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It used to be not enough customers to pay for dark stores / warehouses when you also had regular stores available. There is a tipping point somewhere.
Supermarkets are either losing money or only just about making some on home delivery at the moment. https://www.ft.com/content/b985249c-1ca1-41a8-96b5-0adcc889d57d has some details (not paywalled for me, might not be for you if you enter that URL in a Google search). While it is a minority of your business do you want to invest all your capital building dedicated warehouses everywhere?
If it's not the dominant scenario it's still a better one in principle isn't it. What's stopping them from moving more toward delivery from warehouses besides inertia?