DoorDash Seen Outpacing Uber Eats in Onboarding Newly Opened Restaurants

According to a recent LinkedIn post from DataLane, analysis of 18,533 restaurant openings in 2026 suggests DoorDash is onboarding new venues materially faster than Uber Eats. The post indicates DoorDash is present at 34.4% of newly opened restaurants, compared with 23.7% for Uber Eats, implying DoorDash signs new openings roughly 1.45× faster. The company’s LinkedIn post …

Walmart Enters a Bigger Food Delivery Fight. Why DoorDash and Uber Eats Should Worry

Walmart (NASDAQ:WMT) is widening its reach into food delivery by bringing more restaurant orders onto its platform through a new arrangement with Inspire Brands. Dunkin will be the first chain added under the collaboration. The rollout starts at about 150 Dunkin locations operating inside Walmart stores, with plans to extend the service to most of the brand’s …

Uber Proposes Delivery Hero Takeover at €10 Billion Valuation

(Bloomberg) — Uber Technologies Inc. has offered to take over Delivery Hero SE in a deal that would value the German delivery company at about €10 billion ($11.6 billion) as it seeks to ramp up competition with DoorDash Inc. outside the US. Delivery Hero received an approach from Uber for €33 per share, and “remains …

Northern Colorado’s Nosh Delivery shuts down after 7 years

After a long day, sometimes all you want is a comforting meal — and for some Northern Colorado residents, that meant turning to Nosh Delivery. The local delivery service, which operated for seven years, offered an alternative to other major food platforms like Uber Eats and Grubhub, partnering with local restaurants across the region. But in a March 24 …

Olo Marketplace App

LinkedIn post: Olo just launched a marketplace app to compete with DoorDash Toast tried this. it’s called Toast Local. you’ve probably never heard of it. (im half joking.. im a big fan of Toast) anyway, there’s a reason for that. and i’ve seen it before. i worked on hyperlocal restaurant marketplaces at LevelUp and Ritual.cotwo …

DoorDash Q4 2025

DoorDash made money again.The company reported on its Q4: 903M orders (+32% YoY), Marketplace GOV $29.7B (+39%), Revenue $4B (+38%), GAAP net income $213M (+51%). 1/ Agentic commerce question. An analyst asked Tony Xu – co-founder and CEO – whether AI agents could compress the discovery-to-checkout flow and erode DD’s position. Tony gave a bit …

Uber Eats Now Offers A ‘Dine Out’ Feature—Here’s How It Compares To DoorDash Reservations

If booking dinner and ordering dinner already live in your phone, why not your reservation perks, too? Uber has teamed up with OpenTable on Dine Out, a new experience inside the Uber Eats app that lets you book tables via OpenTable and score exclusive discounts and benefits along the way. With Dine Out, you can book …

Delivery Hero Investors Said to Push for Sale, Divestments

Delivery Hero SE is facing pressure from several large shareholders to conduct a strategic review amid increasing consolidation in the food-delivery industry, people with knowledge of the matter said. Investors including Hong Kong hedge fund Aspex Management, which is Delivery Hero’s second-biggest shareholder with a stake of more than 5%, are pushing management to consider …

Meituan Enters US Through Peppr POS

LinkedIn post: Meituan enters the U.S. market – through the backdoor… or the front gate? In the past weeks, I wrote quite a bit about the Chinese giant (their new ads strategy https://lnkd.in/d9Jj7Gmw and challenges in the home market https://lnkd.in/dUmtysm7). Next, I was actually planning to write about their POS solution but yesterday I came …

Zomato Denies Moving To Zero Commission Model For Restaurants

Food delivery major Zomato’s parent Eternal is said to be weighing alterations to its commission models and has begun discussions with restaurants across the country.  As per an NDTV Profit report, the foodtech major is said to be gathering feedback from restaurant partners, but no definitive plan has been finalised on any changes to the …