Category: grubhub

DoorDash is Dominating the U.S. Food Delivery Market


This post is by Carmen Ang from Visual Capitalist


area graph shows doordash capturing an increasingly large share of the u.s. delivery app market

The Briefing

  • DoorDash’s market share of food delivery services in the U.S. has crossed the 50% threshold.
  • This market dominance accelerated at the start of the COVID-19 pandemic.
  • Uber Eats is the next biggest delivery app while Postmates, Grubhub, and other platforms have lost ground.

DoorDash is Dominating the U.S. Food Delivery Market

The food delivery app market in the U.S. is shifting from an oligopoly, where market control was shared amongst four companies, to more of a duopoly setting.

According to McKinsey & Company, two major players—DoorDash and Uber Eats—control close to 80% of the food delivery market as of 2021.

Here’s how the overall food delivery app market has shifted since 2018:

BrandU.S. Market Share (2018)U.S. Market Share (2021)Trend
DoorDash16%53%⤴
Uber Eats26%26%
Postmates10%5%⤵
Grubhub36%12%⤵
Others12%4%⤵

The Most Popular Food Delivery App in the U.S.

The COVID-19 pandemic has helped accelerate DoorDash’s rapid growth and market dominance. The food delivery company increased its market share from under 20% in 2018 to 53% in 2021.

As the world stayed indoors to weather the pandemic, the entire U.S. delivery app market grew 48.3% within the first couple months of 2020. And over the course of the year, DoorDash’s individual share of the market grew by about 12.5 percentage points, helping the company’s annual revenue to balloon from $0.85 billion in 2019 to $2.88 billion in 2020.

While an easy-to-use interface (Read more...)

Ranked: The Performance of Restaurant Stocks on the NYSE


This post is by Aran Ali from Visual Capitalist


restaurant stocks 12 month performance

The Briefing

  • In the last 12 months, the performance of restaurant stocks on the NYSE ranges from 90% to -21%
  • The average return for restaurant stocks has been 16.8%, underperforming the NYSE Composite’s 23.8% over the same time period.
  • Executing on a digital ecosystem has been a big driver of value for the best performers on the list

Restaurant Stocks on the NYSE

Restaurants, arguably more than other industries, have had to adjust swiftly to a new and unrecognizable landscape during the pandemic. And the level of preparedness towards adverse and unpredictable conditions reflects in the last 12 month (LTM) stock price performance of the 18 restaurant stocks on the NYSE.

The performance for this basket of stocks ranges from a high of 90% to a low of -21%. The companies that have rewarded shareholders are at the forefront of industry trends, doubling down on a digital ecosystem through concepts like membership programs, ghost kitchens, delivery, and mobile sales.

Winners and Losers

The vast division of stock price performance has a David and Goliath component to it in that the larger companies with deeper pockets have had the ability to invest in modern initiatives.

The top five performing stocks have an average market cap of $14 billion, while the bottom five possess an average of $630 million.

StockLast 12 Month PerformanceMarket Cap ($M)
Brinker International, Inc.90.85%$3,120
Shake Shack, Inc.88.63%$4,970
Chipotle Mexican Grill, Inc.70.19%$40,580
Yum China Holdings, Inc.37.53% (Read more...)