Tag: Food Delivery
Feb 20, 2026 | 5 minutes read | News
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Dec 1, 2025 | 5 minutes read | News
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Apr 2, 2025 | 5 minutes read | Insight Flash
Domino’s Pizza (DPZ) recently announced a new partnership with Doordash, allowing orders to be placed on their marketplace but fulfilled by the exi...
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Mar 20, 2025 | 5 minutes read | Insight Flash
The strategic partnership between Klarna and DoorDash represents a significant alignment of two complementary digital services, each with distinct ad...
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Mar 6, 2025 | 5 minutes read | Insight Flash
Grocery delivery in New York City has become a highly competitive space, with services such as Instacart, Amazon Fresh, and FreshDirect all vying for...
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Feb 19, 2025 | 5 minutes read | All Posts
By the end of 2024, DoorDash led the national food delivery market with a 60.7% share, ahead of Uber Eats (26.1%) and Grubhub (6.3%)....
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Feb 13, 2025 | 5 minutes read | Insight Deep Dive
With every earnings cycle, acquisition, or emerging new player, news and insights abound in the world of consumer retail. Here we take a look at the ...
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May 16, 2024 | 5 minutes read | Insight Flash
Uber recently announced a strategic partnership to bring Uber Eats restaurant delivery to Instacart customers. As UberEats and many other restaurant ...
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Feb 20, 2024 | 5 minutes read | Insight Flash
Leveraging our debit and credit card transaction data, Consumer Edge analyzes the UK meal-kit market in 2023. The advent of smartphone enabled apps, ...
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Feb 16, 2024 | 5 minutes read | Insight Market Hit
Following Instacart’s GTV beat, management cited Instacart’s strong market share and order growth as the drivers of the beat. Despite higher than...
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May 25, 2022 | 5 minutes read | All Posts
DoorDash “added more new consumers than any quarter since Q1 2021” as noted in their Q1 2022 earnings release. The news hinted at a reversal of d...
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May 5, 2022 | 5 minutes read | Insight Deep Dive
Amazon reported disappointing earnings last week, noting overcapacity in its supply chain as online retail sales fell and the company issued disappoi...
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Oct 25, 2021 | 5 minutes read | All Posts
An analysis of Earnest Analytics (FKA Earnest Research) data by Emory professor Dan McCarthy noted that GMV (Gross Merchandise Value) growth on Insta...
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Mar 18, 2021 | 5 minutes read | Consumer>Macro
As we pass the anniversary of the start of the pandemic (the WHO declared COVID-19 a pandemic on March 11th), and with over 20% of the US population ...
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Feb 8, 2021 | 5 minutes read | Consumer>Macro
In the ongoing fight against the COVID-19 pandemic, an additional $900B of stimulus relief funds were signed into law on December 27th, exactly nine ...
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Feb 2, 2021 | 5 minutes read | All Posts
With Uber announcing plans to acquire alcohol delivery platform Drizly for $1.1bn, we looked at Drizly’s customer behavior....
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Jan 19, 2021 | 5 minutes read | Insight Deep Dive
While COVID-19 has changed many consumer behaviors and limited entertainment, team sports have played on. Specifically, football on Sundays, and th...
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Jan 7, 2021 | 5 minutes read | Insight Deep Dive
Among the list of COVID-19 winners and losers, Wine & Liquor stores stand out as clear winners. Brick-and-mortar locations were considered essentia...
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Dec 11, 2020 | 5 minutes read | Insight Deep Dive
DoorDash’s recent IPO made a big splash as the stock shot up on the first day. But is the company positioned for success? In today’s post, we...
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Dec 3, 2020 | 5 minutes read | Consumer>Food & Dining
In anticipation of DoorDash’s IPO, we reviewed statements made in the company’s S-1 and compared them with our spend data of millions of de-ident...
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Aug 4, 2020 | 5 minutes read | Insight Deep Dive
Among the different types of companies that have benefitted from the recent Stay-at-Home trend, meal kit services have seen some of the strongest sal...
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Jul 9, 2020 | 5 minutes read | Consumer>Macro
Earnest continues to monitor the consumer response to the resurgence of coronavirus cases across parts of the U.S. As more states see a peak in new c...
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Apr 8, 2020 | 5 minutes read | Consumer>Macro
Earnest continues to track the impact of the coronavirus on consumer spending. This week, we take a closer look at food buying behavior across Grocer...
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Mar 25, 2020 | 5 minutes read | Consumer>Macro
Earnest Analytics (FKA Earnest Research) continues to track the coronavirus impact on consumer spending across grocery, food delivery, travel, retail...
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Mar 10, 2020 | 5 minutes read | Consumer>Macro
Ever since the coronavirus was first reported, there has been a growing interest in understanding how it will influence consumer spending. Using cons...
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Mar 8, 2019 | 5 minutes read | Consumer>Food & Dining
Over the past few years, third-party restaurant delivery services like GrubHub-Seamless and Uber Eats have gained a major foothold in the wallets of ...
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