Uber Eats:全美增长最快的外卖平台 - 互联网金融门户 未央网

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Uber Eats:全美增长最快的外卖平台

据Recode报道,Uber Eats已经成为全美增长速度最快的外卖平台,服务覆盖全美140个城市。在美国22个人口最多城市中的9个城市中,用户在Uber Eats上的消费额都高于另外一家主要外卖平台Grubhub。

上述数据均来自Second Measure公司,该公司对总值数十亿美元的匿名借记卡和信用卡购买记录进行分析。

要知道,这个结果的确让人有些惊讶。仅仅在六个月前,Uber Eats还只在德克萨斯州的三个城市(休斯敦、奥斯汀和达拉斯)占据主导地位。现在,它已经在El Paso超越了Grubhub,在Fort Worth超越了DoorDash,并在凤凰城超越了Postmates。最令人惊讶的是,它甚至在亚马逊的“老家”西雅图打败了亚马逊餐厅。

去年从8月到今年3月,全美食物外卖销售额增长了51%。来自摩根士丹利的研究报告显示,预计到2022年美国餐厅销售额的11%都将来自外卖。

也就是说,四年内整个外卖市场空间将达到320亿美元。

据了解,为了更好地对抗资金充裕的竞争对手,外卖平台Postmates和DoorDash已经开始就合并事宜进行讨论。

而美国最大的外卖平台Grubhub旗下同时拥有Seamless和Eat24,公开市场价值达到85亿美元。

如果他们合并,DoorDash和Postmates将拥有约23%的市场份额。 Uber Eats拥有20%左右的市场份额,而Grubhub(包括Seamless和Eat24)占52%。

上个月,DoorDash在D轮融资中募集了5.35亿美元,这可能会在后期估值中带来14亿美元的价值。软银集团以及GIC、威康信托和红杉资本参与了这一轮投资。

Watch out, Grubhub: Uber Eats is currently the fastest-growing meal delivery service in the U.S.

According to Recode, Uber Eats is bringing in nearly as much new customer revenue as Grubhub, with customers spending more on Uber Eats than on any other food delivery service in nine of the 22 most populous U.S. cities.

The data comes from Second Measure, a company that analyzes billions of dollars’ worth of anonymized debit and credit card purchases.

The news is surprising given that just six months ago, Uber Eats dominated in only three Texas cities: Houston, Austin and Dallas. Now, it’s surpassed Grubhub in El Paso, DoorDash in Fort Worth and Postmates in Phoenix. Even more surprising: It beat out Amazon Restaurants in Amazon’s home city of Seattle.

There seems to be plenty of business to go around for all in the market. Overall food delivery sales grew 51 percent from August to March. And 11 percent of U.S. restaurant sales are expected to come from delivery orders by 2022 – an increase from an estimated 6 percent in 2017, according to Morgan Stanley Research. That is a $32 billion market opportunity within four years.

Two players, Postmates and DoorDash, have discussed a merger as a way to take on their better-funded rivals.

Currently, Grubhub, which also owns Seamless and Eat24, is the biggest company in the United States dedicated to restaurant delivery, with a public market value of $8.5 billion. And Uber Eats operates in more than 140 North American cities.

If they were to merge, DoorDash and Postmates would have about 23 percent market share. Uber Eats has around 20 percent of the market, while Grubhub — counting Seamless and Eat24 — has 52 percent.

And last month, DoorDash raised $535 million in a Series D round, which could bring its value to $1.4 billion in a post-money valuation. SoftBank Group led the round, along with participation from GIC, Wellcome Trust and Sequoia Capital.


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