Do people go to restaurants anymore? You might not think so looking at the growth of several popular food delivery apps. UberEATS, GrubHub, Eat24, DoorDash, Caviar and goPuff all grew downloads and monthly active user year-over-year. While GrubHub may have had stellar Q1 earnings, UberEATS has been rapidly expanding across the globe while GrubHub’s availability remains mostly limited to the United States. GrubHub currently serve customers food from more than 50,000 restaurants in over 1,100 US cities and London.
GrubHub’s data in the charts below includes that of Seamless which it merged with in 2013. While Allmenus is also in the GrubHub family, we excluded because we felt its data was negligible. GrubHub has been partnering up; this past March it added the ability to order from Amazon’s Alexa and just yesterday it launched ordering through TripAdvisor. In its earnings report it boasted of a 26% increase in “active diners” to 8.75 million. In this situation, active diners means that 8.75 million individuals ordered over the course of the quarter. Apptopia average monthly active users is the average number of unique users who open the app each month over the course of the quarter.
While Uber as a whole is still losing cash every quarter, its UberEATS business has expanded to 80 cities across 30 countries over the past few quarters. Data in this article goes through March 2017 but in April and May, UberEATS launched in Memphis, Boston, Pittsburgh, Montreal, Edinburgh and parts of India. UberEATS beta tests every market before it launches, leading us at Apptopia to see pre-launch action in these markets. We can tell you there are a plethora of markets next on Uber’s agenda including Kenya, Nigeria, Finland, Croatia, Kuwait, Indonesia, Denmark and more.
Worldwide UberEATS Data
Yelp acquired Eat24 in early 2015 for $134M and currently serves customers from more than 35,000 restaurants across 1,500 US cities. The company sends out a $2 coupon code every Friday for use through the weekend. Trying to keep up with GrubHub, Eat24 is experimenting with robot delivery in San Francisco.
DoorDash launched in California in 2013 and now serves more than 350 cities across the US and Canada. It launched in Miami this past February and is said to be working with Wendy’s to provide delivery for the fast food giant.
Caviar is only available in the US as well and was acquired by payment startup Square in 2014 for $90 million in stock. Starting this past March, Caviar users can also order pickup and save some money on delivery. Hinted at by its name, Caviar aims to deliver from higher quality restaurants that do not offer a delivery service.
GoPuff is a bit different from the aforementioned service providers in that it delivers household items, phone chargers, snacks, condoms and alcohol but not full meals from restaurants. It’s namesake and advertising are a clear call to millennial marijuana smokers everywhere that this is a 420 friendly service. GoPuff delivers in 30 minutes or less because it has products on hand and does not need to pick items up from local stores. The company also delivers until 4:30am which is a big competitive advantage.
Total 2016 Downloads
GrubHub - 2.2M
Eat24 - 706k
DoorDash - 571k
Caviar - 180k
goPuff - 56k
Q1 2017 Worldwide MAU
GrubHub - 4M
Eat24 - 1.6M
Caviar - 470k
DoorDash - 243k
goPuff - 62k