Name: DoorDash overtook Grubhub as delivery grew
Creator: Prophet Sharing
Published: 2026-10-29
Keywords: Delivery markets, U.S. · Food, business, delivery, food

DoorDash overtook Grubhub as delivery grew. Modeled order value by company from 2015 to 2026. U.S. consumer spending among four app groups, normalized to that subtotal. Direct restaurant orders, pizza chains and excluded platforms are outside the denominator. Some source panels include nonrestaurant purchases; cross-panel joins are modeled. 2026 company shares and dollar levels are modeled, not a complete observed census.

Sources & data

Bloomberg Second Measure; Consumer Edge / Earnest; Grubhub and DoorDash disclosures. Four app groups, including tracked nonrestaurant orders; early reconstruction and modern panel joins are modeled. Latest 2026 share mix is January held forward. Dollar charts use calendar-year models through 2025 and Q3 2026 annualized pace; source-period share history is separate.

Chart text

PS PROPHET SHARING DoorDash overtook Grubhub as delivery grew DoorDash Uber Eats Grubhub Postmates $0B $20B $40B $60B $80B $100B $120B 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 DoorDash $98B Uber Eats $50B Grubhub $6B Postmates <$1B U.S. · 4 app groups · modeled annual order value / Q3 2026 pace · BSM / CE / filings