Name: Grubhub once ran food. Now Doordash does
Creator: Prophet Sharing
Published: 2026-10-29
Keywords: Delivery markets, U.S. · Food, business, delivery, food

Grubhub once ran food. Now Doordash does. 100% stacked share 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 Grubhub once ran food. Now Doordash does DoorDash Uber Eats Grubhub Postmates 0% 25% 50% 75% 100% 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Postmates <0.1% Grubhub 4% Uber Eats 32% DoorDash 64% U.S. · share of 4 app groups · early years reconstructed; 2024–26 modeled · BSM / CE / filings