One company accounted for close to half of all on-demand food delivery orders in the U.S. in April 2020.
According to a study of a sample of anonymized and aggregated e-receipts from millions of U.S. consumers from Edison Trends, DoorDash (including its newly acquired company Caviar) took the lion's share of on-demand food delivery transactions in April, at 45%. UberEats followed with 28%, and Grubhub had 17%. Postmates took 7%, and other food delivery services 2%.
DoorDash has held the lead in market share of transactions since March 2019. The company has seen its share of transactions grow rapidly the past few months. After hovering at around 34% from June through December 2019, Edison Trends analysis indicates its share grew two percentage points into January and again into February, jumping three points to 41% in March and a further four points to 45% in April.
UberEats and Grubhub have held their positions in second and third since May 2019. If these two companies’ share of transactions were to combine in the event of a potential (and rumored) acquisition, their combined April market share of transactions would put them at 45%.
However, Grubhub customers spent the highest average price per transaction at $41. DoorDash customers followed at $36, and for UberEats the figure was $31. If an acquisition were to combine the companies, UberEats and Grubhub would average $35 for average price per transaction in the month of April.
Recently, Edison Trends reported that overall food delivery industry sales increased by 51% since early March when a national emergency was declared in response to the COVID-19 pandemic.