UBER · News · 20260916N

Grocery Delivery Partnerships

Uber Technologies, Inc · 2026-09-16 · Importance 31 · Surprise 42 · In source text

Uber Technologies and Costco expanded their Uber Eats delivery partnership from 17 to 47 U.S. states, covering nearly 600 Costco locations. Costco members can place on-demand or scheduled orders for groceries and household items through the Uber Eats app, with promotions including waived delivery fees on orders above $60 and discounts on Uber One memberships and Costco gift cards. The partnership also extends to several international markets, while Uber’s grocery and retail delivery business has reached approximately $15 billion in gross bookings; Needham & Company reportedly does not expect the Costco expansion to materially drive Uber’s overall results.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized—Uber's grocery and retail segment has reached $15 billion in gross bookings.
revenuepositiveprobable—The expansion makes Costco products available through the Uber Eats app in nearly 600 locations across 47 U.S. states.
revenuenegativecommitted—Uber is waiving delivery fees on Costco orders over $60.