Delivery intermediaries like DoorDash, Instacart, Shipt, and Uber will see strong US grocery sales through 2025 even as their growth in the category declines.

After a deflated 2020, Uber and Lyft are both poised to see US ride-sharing sales grow for years to come, but the former’s will rise faster and from a higher base.

US digital sales of food and beverages from restaurants soared 123.8% last year, per eMarketer estimates. This massive increase was the result of more consumers using delivery services like DoorDash, Uber Eats, and Grubhub amid lockdowns and restaurant closures.

On today's episode, we discuss why Uber is trying to be a one-stop shop and how DoorDash outperformed Uber during the pandemic. We then talk about The New York Times' Q1 subscriber and revenue performance, NBCUniversal's thoughts on regional sports, and what stood out at this year's NewFronts. Tune in to the discussion with eMarketer senior forecasting analyst at Insider Intelligence Eric Haggstrom.

Delivery services Instacart, DoorDash, Uber, and Target’s Shipt also have membership programs that remove fees and offer various discounts. Private label is another way to drive loyalty, as retailers can offer exclusive products at competitive prices. Spotlight on Key Players in Digital Grocery.

It boasts some of the most recognizable consumer brands as BaaS partners—including Apple, Uber, Amazon, and Walmart. It earns revenue from BaaS program management service fees, account maintenance fees, and interchange fees Green Dot charges as the issuer. Strike while the iron’s hot: BaaS is already woven into everyday products from some fintech brands.

Corporate partners have included Walmart, Amazon, Uber, and Apple. The company’s consumer and business segments account for most of its income, according to its Q2 2021 report:. Consumer Services: This segment includes checking accounts, plus prepaid debit cards and secure credit cards. It constitutes nearly half of Green Dot’s most recent quarterly revenue.

New mobility players like Lyft, Uber, Via, and Wunder are disrupting vehicle fleet management. Cybersecurity players like Karamba, GuardKnox, and Upstream; OTA players like Sibros; and battery and charging players like QuantumScape, Enevate, and ChargePoint are all shifting dynamics in the space.

For example, Dan Trigub, former head of Uber Health, said he left the position because “Uber, at the end of the day, is not a healthcare-first organization. It's a massive company … [and] there are lots of competing priorities.” 

Lior Ron, Head of Uber Freight, Uber. Renata Caine, Senior Vice President, International, Strategy and Planning, Marqeta. Atif Siddiqi, Founder and CEO, Branch. Findings:.

Additionally, Uber leverages BBVA’s BaaS platform in Mexico to offer its drivers there a bank account and a linked debit card, with the former accessed within the driver’s Uber account. (Although it’s important to note that Uber recently announced it would be pulling back from financial services in the face of the pandemic.). Savings accounts.

"I have a message for the big third-party food delivery services like Uber Eats," said Ontario Premier Doug Ford when announcing a return to stricter rules for food service during the second wave in October. “It’s time for you to do your part. Please consider reducing the commission rates you charge the restaurants impacted by these new health measures.”.

HSBC is offering eligible customers a £110 ($141.06) cash payment, plus £30 ($38.47) for food, either through Uber Eats or The Dining Out Gift Card. Lloyds Bank introduced its own account-switch bonus last month—a £100 ($128.24) giveaway in exchange for one of its two current accounts.

The company is facing competition not only from established rival services like Amazon Fresh, DoorDash, and Uber, but also from well-funded startups like Gorillas, Gopuff, and Jokr. “Existing Instacart partners like Walmart and Kroger are expanding their own delivery capabilities, which could slow growth coming from grocery delivery,” noted Blake Droesch, analyst at Insider Intelligence.

The bigger picture: If Addison Lee succeeds in transitioning to a full-electric fleet by 2023, it would surpass competitors like Uber, which pledged to replace its existing fleet in London by 2025 as well as serve as an example for other European cities. Moving to electric taxi fleets is a substantial and tangible way for cities to reach their zero-emission goals.

Both Capsule and Medly let consumers manage all their meds on their phone and track same day-deliveries, which are features consumers increasingly want: About 49% of consumers wish their healthcare experience was smoother and more intuitive, like experiences with Amazon and Uber.

This report provides the key takeaways from our forecast on US sharing economy users, including user data for Uber, Lyft and Airbnb.

Looking ahead: Retailers that do not work with Instacart, such as Walmart and Amazon, are growing their grocery market shares and outpacing Instacart—while large grocers that do work with Instacart, like Albertsons, are partnering with DoorDash and Uber Eats in an effort to diversify their online businesses.