In November 2021, Uber also launched its new “ Uber One” subscription plan, which offers benefits for both rides and delivery services. Postmates launched Postmates Unlimited in 2016, while DoorDash and Grubhub followed suit with their own subscription options in 20, respectively. Subscription meals have appealĪs meal delivery services look for new ways to grow in cities big and small, one emerging answer is subscriptions. DoorDash launched a gas rewards program for drivers to aid with rising fuel costs, while Grubhub has boosted driver pay per mile. For example, Uber Eats implemented a fuel surcharge for consumers, starting in March 2022.
Meal delivery companies have responded to these inflationary pressures in different ways. Uber Eats’ quarterly customer spend was the second highest with an average of $246, while customers at Postmates and Grubhub spent an average of $195 and $163, respectively.Ĭonsumers may be paying even more for meal delivery services in the near future, as the price of food and gas continue to rise. In the first quarter of 2022, DoorDash customers spent the most, with an average of $323 per customer. For Uber Eats, the average sales per customer rose 72 percent during the same time period. At DoorDash, the average sales per customer in the first quarter of 2022 was 89 percent higher than in the first quarter of 2020. DoorDash and Uber Eats have seen the most growth in average sales per customer over the past two years. In addition to more consumers ordering from food delivery services, the average sales per customer has increased at these companies during the pandemic. Average sales per customer on the rise at meal delivery companies, especially DoorDash and Uber Eats In December 2021, Waitr also announced its plans to acquire the cannabis dispensary POS platform Cova. The change came weeks after Waitr installed a new CEO as it tried to boost share prices and remain listed on Nasdaq. In January 2020, the company announced plans to lay off all drivers in favor of using contractors. One of the industry’s smaller services, Waitr (NASDAQ: WTRH), earned less than 1 percent of national sales in May 2022. Neither are college student meal plan purchases made through Grubhub subsidiary Tapingo.) (Purchases made through LevelUp, which Grubhub acquired in late 2018, are not included in our analysis. meal delivery consumer spending in May 2022. Grubhub and its subsidiaries, which include Seamless and Eat24, came in at 13 percent of U.S. meal delivery market in May 2022, bringing Uber’s total market share to 27 percent.
Our analysis includes debit and credit card purchases from a panel of millions of U.S. Additionally, Bloomberg Second Measure’s data does not include Uber Eats’ purchases made using Uber Cash or purchases made by corporate customers, an area where Uber Eats is reportedly making inroads. First, some Uber Eats transactions are indistinguishable from Uber Rides transactions in Bloomberg Second Measure’s data, and this issue was especially pronounced from May 2019 to mid-August 2019. It’s worth noting that our sales metrics may differ from publicly reported earnings for a number of reasons. consumers’ meal delivery sales in May 2022, while Uber Eats came in second place with 24 percent. Both Uber Eats and DoorDash have also recently launched nationwide shipping from select merchants.īloomberg Second Measure’s transaction data shows that DoorDash and its subsidiaries earned 59 percent of U.S. In September 2021, DoorDash also announced that it was adding alcohol delivery to its app. DoorDash also partnered with Albertsons to expand its grocery delivery offerings and reportedly engaged in talks to buy Instacart. Meanwhile, DoorDash has partnerships with CVS as well as regional and national convenience stores for the delivery of household essentials. Uber has also expanded its prescription delivery partnership with Nimble and acquired alcohol delivery company Drizly. grocery delivery service and piloting same-day delivery with Costco. Uber is also seeking ways to diversify its existing business, such as by launching a U.S. DoorDash (NYSE: DASH) made its public market debut with one of the biggest IPOs of 2020, while Uber (NYSE: UBER) acquired Postmates at the end of November 2020 in an attempt to consolidate market share and boost profitability. These thriving businesses have been in the spotlight during the COVID-19 era. Our data reveals that in May 2022, sales for meal delivery services grew 8 percent year-over-year, collectively. When many Americans sheltered in their homes early in the coronavirus pandemic, meal delivery sales reached new heights.