Uber Mergers and Acquisitions Presentation Deck
Strategic Rationale 01
Online food delivery is large, growing and dynamic
Online food delivery
represents only a fraction
of the total opportunity
Online Delivery Penetration (2018A-2025E)
$ in billions
80
70
60
50
30
20
10
0
6%
6
13
8%
6
21
9%
6
27
10%
32
11%
Aggregators
Restaurant Site / App
Total Online Delivery Penetration
7
37
12% 12%
7
1 Reflects select sample of players, not exhaustive
43
8
48
13%
8
2018 2019E 2020E 2021E 2022E 2023E 2024E 2025E
53
Source: Uber analysis, Cowen, Morgan Stanley Feb 21, 2020 Research Report
T14%
+12%
+10%
-8%
-6%
-4%
+2%
10
% penetration
Combination positions us to
compete with a growing set
of players
Rapidly changing food delivery environment
with engagement from numerous players¹
Uber Eats
Grubhub
DoorDash
Postmates
EatStreet
Delivery.com
Favor
Slice
Ritual
Waitr
EZCater
Google Maps
Facebook/
Instagram
Instacart
Whole Foods
Amazon Fresh
Target/Shipt
Walmart
Grocery
GoPuff
Blue Apron
Hello Fresh
Sun Basket
Domino's
Panera Bread
Jimmy Johns
Dynamic environment, with
innovation across multiple
categories, including new
delivery and POS models
Examples
tock
RELAY
olo
Square
=JOLT
Otoast
ChowNow
Bentobox
RESY
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