Costco Taps DoorDash and Uber Eats for Nationwide Same-Day Delivery Expansion
Costco Taps DoorDash and Uber Eats for Nationwide Same-Day Delivery Expansion
Costco Wholesale is broadening its e-commerce reach through new delivery partnerships with two of the largest players in on-demand logistics: DoorDash and Uber‘s Uber Eats platform. The arrangements bring warehouse-club groceries and bulk household goods to customers across the United States through both marketplaces.
The move places Costco’s catalog on the two dominant third-party delivery networks at a national scale, giving the membership retailer additional digital storefronts beyond its own app and website. For DoorDash and Uber Eats, adding a major national grocer to their rosters strengthens their grocery and everyday-essentials categories, an area both companies have identified as a key growth lever beyond restaurant meals.
Market reaction
Shares of DoorDash traded at $198.26 in recent action, down 2.48% from a previous close of $203.30, valuing the Internet Retail company at roughly $90.3 billion. Uber shares slipped a more modest 0.28% to $75.76 from a prior close of $75.97, putting its market capitalization near $137.1 billion. Neither stock showed a clearly directional response to the announcement, with both trading lower amid broader session activity.
Why it matters
Grocery delivery has become one of the most competitive fronts in the delivery-platform wars. Partnering with an established membership retailer like Costco gives the platforms access to high-frequency shopping trips and larger basket sizes than typical restaurant orders, while Costco gains incremental revenue and a way to serve members who prefer not to shop in-club.
The dual-partnership structure is also notable. Rather than granting exclusivity, Costco is distributing through both marketplaces simultaneously — a strategy increasingly favored by large retailers seeking maximum reach without becoming dependent on a single logistics partner.
For consumers, the deals typically mean Costco items can be ordered through the DoorDash and Uber Eats apps with same-day delivery, subject to markup and fees that third-party grocery partnerships commonly carry.
What to watch
- Both DoorDash and Uber’s upcoming quarterly earnings reports, where management commentary on grocery partnerships and order volumes may surface.
- Whether Costco discloses any details on delivery economics, member adoption, or basket sizes tied to the partnerships.
- Possible follow-on moves by rival warehouse clubs and grocers in their own third-party delivery arrangements.
Source: original release