Investor Update
Delivery
Investments in the consumer experience drive increased
engagement and retention
In-app experience
Reliability
9:41
1009 N 42nd St
Q Search Uber Eats
Sushi
Pizza
Burgers
Mexican
Uber One
->
Pickup
Offers
Ra
Featured on Uber Eats
Sweetgreen
$0 Delivery Fee-15-25 min
4.5 (15,900+)
Order again
Affordability
- 420 bps
Simplified Navigation
Universal search and easy
access for location, cart,
Categories & Filters
Frictionless page filtering
Ono Haw
Carousel-Based Feed
New carousel content,
ranking, ads ranking
$0 Deliv
4.5 (15.9
Spend $30, save $10
Spendi
A
5
EQ 目
Home
Grocery Browse
Orders
Account
High Intent Bottom Tabs
Entry points for grocery
and reorder use cases
In-app improvements to aid in
discovery and surface more content
Dec❜21
Dec'22
Dec❜23
~25%
Reduction of Incomplete
Delivery Trips
We've been able to lower net consumer
fees¹ as % of basket² significantly
At today's scale the reduction in failed
Trips³ results in >$500M in annualized
Gross Bookings
1. All fees paid by the consumer, net of promotions and Membership discounts
Uber | Investor Update
2. Gross value of items purchased before discounts or promotions
3. Orders that were placed but not fulfilled
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