Uber and Costco Expand Delivery Partnership to 47 U.S. States

M&A · PartnershipIndustry
โดย Simply Wall St·US·Read original
Summary · why it matters

Uber Technologies and Costco Wholesale have expanded their delivery partnership to cover 47 U.S. states and nearly 600 warehouses. Costco delivery through Uber Eats now includes new membership perks and gift card benefits aimed specifically at Costco members. Uber describes the rollout as its broadest single retailer expansion for Uber Eats in the U.S., widening its grocery delivery reach against key competitors such as DoorDash and Instacart. The company, a transportation and delivery platform valued at about $145.9b, is tying Costco's loyalty-heavy membership scheme to Uber One perks and promotions as it pushes for deeper cross-platform engagement and spend per customer. Analysts continue to flag that lower-margin baskets and discounted tiers, including bulk groceries, could pressure average profitability.

Impact on stocks 4

Robotics & Physical AI▲ · 1 stocks
Uber Technologies Inc
UBER
▲ PositiveDemandCapitalrelevance

Uber Eats expands Costco delivery to 47 states and nearly 600 warehouses, its broadest single-retailer expansion, deepening cross-platform engagement and spend per customer.

Consumer Staples▲ · 1 stocks
Costco Wholesale Corp
COST
▲ PositiveDemandrelevance

Costco expands its delivery partnership with Uber Eats to 47 states and nearly 600 warehouses, adding membership perks and gift card benefits for its members.

Cloud & Digital Infrastructure▼ · 1 stocks
Maplebear Inc.
CART
▼ NegativeCompetitionrelevance

Uber's broadest single-retailer expansion with Costco widens grocery delivery reach against Instacart, intensifying competitive pressure.

Consumer Discretionary▼ · 1 stocks
DoorDash, Inc. Class A Common Stock
DASH
▼ NegativeCompetitionrelevance

Uber's expanded Costco grocery delivery rollout is explicitly framed as widening reach against key competitors including DoorDash.

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