Costco expands Uber Eats delivery to 47 states

• Nearly 600 Costco stores are now accessible through Uber Eats, with all Costco items available for delivery and membership verification required before purchase
• Some Costco members will receive discounts on Uber One subscriptions, and customers can purchase Costco memberships directly through the Uber Eats app
• The move intensifies competition in grocery delivery as Walmart recently launched 'Walmart Restaurant Delivery' and established players like Instacart and DoorDash continue expanding

Market Summary: Costco Expands Uber Eats Delivery to 47 States

Key Development:

Costco and Uber have significantly expanded their U.S. delivery partnership, scaling from 17 states to 47 states. The expansion now covers nearly 600 Costco warehouse locations available through the Uber Eats platform.

Partnership Details:

• Customers must verify their Costco membership before purchasing through Uber Eats
• All Costco items will be available for delivery on the platform
• Select Costco members will receive discounts on Uber One, Uber's paid membership program
• Consumers can purchase Costco memberships directly through the Uber Eats app

Strategic Implications:

The partnership aims to broaden Uber Eats' customer base while introducing Costco's bulk-shopping membership model to younger consumers. Andrew Macdonald, Uber's President and COO, emphasized that the nationwide expansion demonstrates Uber's ability to help retailers meet everyday consumer shopping needs at scale.

Competitive Landscape:

The grocery delivery sector has become increasingly crowded and competitive. Major players include:

• Established platforms: Instacart and DoorDash
• Amazon Fresh
• Walmart, which recently launched "Walmart Restaurant Delivery" in partnership with Subway and Dunkin'

Market Context:

This expansion represents a significant move in the evolving retail delivery wars, as traditional retailers leverage third-party platforms to compete with e-commerce giants. The deal positions both Costco and Uber Eats to capture market share in the growing on-demand grocery delivery segment, particularly as consumer preferences continue shifting toward convenient home delivery options.