4 ms·

who won this space? Uber eats?

by sizzle 5y ago

Spivak 5y ago
Depending on how bullish you are on the market it's either DoorDash or no one. Because DD is the frontrunner by a pretty solid margin but time will tell if the business ends up being sustainable med-term.
- ggregoire 5y ago
  DoorDash operates only in the United States, Canada, Australia and Japan. [1] Uber Eats is almost everywhere (45 countries). [2] Also there are some very big players outside of the US, e.g. Rappi in LATAM (Mexico, Colombia, Brazil, Argentina, etc). [3] [1] https://help.doordash.com/dashers/s/article/Where-is-DoorDash-available https://help.doordash.com/dashers/s/article/Where-is-DoorDas... [2] https://help.uber.com/ubereats/article/when-and-where-is-uber-eats-available-?nodeId=3f8de61e-09dd-4844-afb2-749c9ffc65a8 https://help.uber.com/ubereats/article/when-and-where-is-ube... [3] https://en.wikipedia.org/wiki/Rappi https://en.wikipedia.org/wiki/Rappi
  - JimDabell 5y ago
    Yeah, it’s very region-specific. Uber basically doesn’t exist in Southeast Asia. Here, Grab is king. A while back, Uber sold their SEA operations to Grab for a stake in Grab, and then I think they were trying to sell their stake to Alibaba.
  - nickano 5y ago
    DoorDash acquired Wolt late last year. [1] With this they now also have quite a large presence in Europe. [1] https://blog.wolt.com/hq/2021/11/09/wolt-joins-forces-with-doordash/ https://blog.wolt.com/hq/2021/11/09/wolt-joins-forces-with-d...
- dmitriid 5y ago
  > but time will tell if the business ends up being sustainable med-term Narrator: "it won't. As the whole American startup scene nowadays is based on the idea of losing unlimited investor money for years and decades with literally zero plans to change that"
jackson1442 5y ago
In this specific context, yes. Uber now owns Postmates and have rolled it into their Uber Eats offering.
- lhorie 5y ago
  Kind of a toss up. Doordash has more market share in US but UberEats has wider international presence and is a leader in some markets. But yes, Uber acquired Postmates at one point and is now rolling out a subscription program called UberOne that encompasses rides, eats and its nascent grocery/pharmacy offering from the cornershop acquisition.
  - jackson1442 5y ago
    Also depends on the metro. I think NYC is actually primarily GrubHub, Seattle and central TX are primarily UEats, but for the most part DD is a safe bet. North TX is definitely DD territory.
friedman23 5y ago
Uber eats has a fraud problem, Doordash is the superior service. That doesn't answer your question however.
- wutbrodo 5y ago
  Could you say more about the fraud problem? I've used Ubereats a few times a week for a couple of years and I don't think I've had a problem, though only ever in a tier 1 city.
  - friedman23 5y ago
    Cities have tiers? Anyway, in San Francisco I order food and the driver doesn't move for an hour and a half. I call in to customer support, get another driver and he drives to the other side of the city before coming back and picking up my order (I paid for priority) Not a fraud issue but in Miami over the break I ordered food from Uber eats, I got 5 different drivers who all got assigned then dropped the order. On doordash none of this bs ever happens.
    - eru 5y ago
      Cities definitely have tiers in China. I guess people use a similar system elsewhere? See eg https://en.wikipedia.org/wiki/Global_city https://en.wikipedia.org/wiki/Global_city for some tier rankings. They usually start with London and New York.
    - wutbrodo 5y ago
      Yes, it's a pretty widely-used term. Eg https://www.thebalance.com/real-estate-market-tiers-5207240 https://www.thebalance.com/real-estate-market-tiers-5207240 > Anyway, in San Francisco I order food and the driver doesn't move for an hour and a half. I call in to customer support, get another driver and he drives to the other side of the city before coming back and picking up my order (I paid for priority) Oh wow, that sucks. Not sure how I never experienced that, though when I was in SF I used it a bit less often than I do now (NY). If anything, I would've thought it would be way worse in NY: systems/platforms seem creakier here in general.
asteroidp 5y ago
GrubHub hands down
toephu2 5y ago
In which country? There are dozens of food delivery companies all over the world. It's not a winner take all market.
- Melkman 5y ago
  Many brands are part of a holding. Like "Just Eat Takeaway.com" Which also owns Grubhub and SkipTheDishes in North America. Mostly active in Europe though.

who won this space? Uber eats?

by sizzle 5y ago

who won this space? Uber eats?

Depending on how bullish you are on the market it's either DoorDash or no one. Because DD is the frontrunner by a pretty solid margin but time will tell if the business ends up being sustainable med-term.

ggregoire 5y ago
DoorDash operates only in the United States, Canada, Australia and Japan. [1] Uber Eats is almost everywhere (45 countries). [2] Also there are some very big players outside of the US, e.g. Rappi in LATAM (Mexico, Colombia, Brazil, Argentina, etc). [3] [1] https://help.doordash.com/dashers/s/article/Where-is-DoorDash-available https://help.doordash.com/dashers/s/article/Where-is-DoorDas... [2] https://help.uber.com/ubereats/article/when-and-where-is-uber-eats-available-?nodeId=3f8de61e-09dd-4844-afb2-749c9ffc65a8 https://help.uber.com/ubereats/article/when-and-where-is-ube... [3] https://en.wikipedia.org/wiki/Rappi https://en.wikipedia.org/wiki/Rappi
- JimDabell 5y ago
  Yeah, it’s very region-specific. Uber basically doesn’t exist in Southeast Asia. Here, Grab is king. A while back, Uber sold their SEA operations to Grab for a stake in Grab, and then I think they were trying to sell their stake to Alibaba.
- nickano 5y ago
  DoorDash acquired Wolt late last year. [1] With this they now also have quite a large presence in Europe. [1] https://blog.wolt.com/hq/2021/11/09/wolt-joins-forces-with-doordash/ https://blog.wolt.com/hq/2021/11/09/wolt-joins-forces-with-d...
dmitriid 5y ago
> but time will tell if the business ends up being sustainable med-term Narrator: "it won't. As the whole American startup scene nowadays is based on the idea of losing unlimited investor money for years and decades with literally zero plans to change that"

jackson1442 5y ago

In this specific context, yes. Uber now owns Postmates and have rolled it into their Uber Eats offering.

lhorie 5y ago
Kind of a toss up. Doordash has more market share in US but UberEats has wider international presence and is a leader in some markets. But yes, Uber acquired Postmates at one point and is now rolling out a subscription program called UberOne that encompasses rides, eats and its nascent grocery/pharmacy offering from the cornershop acquisition.
- jackson1442 5y ago
  Also depends on the metro. I think NYC is actually primarily GrubHub, Seattle and central TX are primarily UEats, but for the most part DD is a safe bet. North TX is definitely DD territory.

friedman23 5y ago

Uber eats has a fraud problem, Doordash is the superior service. That doesn't answer your question however.

wutbrodo 5y ago
Could you say more about the fraud problem? I've used Ubereats a few times a week for a couple of years and I don't think I've had a problem, though only ever in a tier 1 city.
- friedman23 5y ago
  Cities have tiers? Anyway, in San Francisco I order food and the driver doesn't move for an hour and a half. I call in to customer support, get another driver and he drives to the other side of the city before coming back and picking up my order (I paid for priority) Not a fraud issue but in Miami over the break I ordered food from Uber eats, I got 5 different drivers who all got assigned then dropped the order. On doordash none of this bs ever happens.
  - eru 5y ago
    Cities definitely have tiers in China. I guess people use a similar system elsewhere? See eg https://en.wikipedia.org/wiki/Global_city https://en.wikipedia.org/wiki/Global_city for some tier rankings. They usually start with London and New York.
  - wutbrodo 5y ago
    Yes, it's a pretty widely-used term. Eg https://www.thebalance.com/real-estate-market-tiers-5207240 https://www.thebalance.com/real-estate-market-tiers-5207240 > Anyway, in San Francisco I order food and the driver doesn't move for an hour and a half. I call in to customer support, get another driver and he drives to the other side of the city before coming back and picking up my order (I paid for priority) Oh wow, that sucks. Not sure how I never experienced that, though when I was in SF I used it a bit less often than I do now (NY). If anything, I would've thought it would be way worse in NY: systems/platforms seem creakier here in general.

asteroidp 5y ago

GrubHub hands down

toephu2 5y ago

In which country? There are dozens of food delivery companies all over the world. It's not a winner take all market.

Melkman 5y ago
Many brands are part of a holding. Like "Just Eat Takeaway.com" Which also owns Grubhub and SkipTheDishes in North America. Mostly active in Europe though.