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But how did they lose uber eats business? I don't get that at all. You have the restaurants, the drivers, the math gets better the more of all this you have (s
by slownews45 5y ago
But how did they lose uber eats business?
I don't get that at all. You have the restaurants, the drivers, the math gets better the more of all this you have (shorter drives, more stops per trip etc). Something happened there. Covid should have freed up drivers initially for more eats stuff.
Did they change leadership somehow around Eats? Because 2017 ish it felt like eats was the main player. Then a few years later a ghost.
There has to be some behind the scenes story! Crappy quality in terms of service? What happened?
Or did doordash just outspend them somewhere in the mix? Taking a quick look at DASH financials DASH is burning cash on something.
Hard to believe Uber didn't have the capital to fight the fight.
Not this is bay area annecdata - maybe eats is big in Boston or somewhere, but around here it's def not feeling #1 anymore.
- TechBro8615 5y agoIt’s a great question, but due to the geographical clustering, very difficult to answer with personal observations and anecdata. I wonder how much of this question you could answer with semi-public data. Are there any sources you could scrape that would serve as a good proxy for delivery market penetration by the various participants?