Observed Signal · Sep 16, 2026 · Partnership · Source: CNBC Technology · Impact: 2/5 · Sentiment: Positive
Retail Media Market: Costco and Uber Expand Grocery Delivery to 47 States
Costco and Uber have expanded their U.S. grocery delivery partnership on Uber Eats from 17 to 47 states, making nearly 600 Costco warehouses available for delivery to Costco members. The expansion, announced on September 16, 2026, requires Uber Eats shoppers to verify their Costco membership before purchasing. As part of the deal, some Costco members receive discounts on Uber One subscriptions, and customers can purchase Costco memberships through the Uber Eats app. This move intensifies competition in the grocery delivery space, where Uber Eats faces rivals like Instacart, DoorDash, Amazon Fresh, and Walmart, which recently launched its own restaurant delivery service with partners like Subway and Dunkin'.
The expansion of a major retailer's delivery partnership with a large platform signals growth in retail media and delivery commerce, but it is not a disruptive industry-shifting event.
Wichtigste Kernpunkte & Evidenz
- Costco and Uber expanded their U.S. Uber Eats delivery partnership from 17 to 47 states.
- Nearly 600 Costco locations are now available for delivery on Uber Eats for Costco members.
- Uber Eats shoppers must verify their Costco membership before purchasing.
- Some Costco members will receive discounts on Uber One subscriptions.
- Customers can purchase Costco memberships through the Uber Eats app.
Verknüpfte Unternehmen
6 verknüpfte UnternehmenWalmart
Omnichannel-Einzelhändler mit Marktplatz, Mitgliedschaftsprogrammen, B2B-Beschaffung und Retail-Media-Netzwerk.
“Walmart has also made attempts to move further into the delivery space....”
DoorDash
Lokaler Commerce-Marktplatz mit Lieferservice, Händler-Tools und Retail Media.
“longtime competitors like Instacart, DoorDash, and Amazon Fresh...”
Amazon
Globale Commerce-, Cloud-, Advertising- und Abonnement-Plattform.
“longtime competitors like Instacart, DoorDash, and Amazon Fresh...”
Instacart
Lebensmittel-Marktplatz mit Retail-Media-Plattform und E-Commerce-Infrastruktur für Einzelhändler.
“longtime competitors like Instacart, DoorDash, and Amazon Fresh...”
Costco
Ein globaler, mitgliederbasierter Wholesale- und Omnichannel-Einzelhändler, der Großvolumen-Waren über physische Lagerhäuser und integrierte E-Commerce-Plattformen vertreibt.
“Uber and Costco expanded their U.S. Uber Eats partnership to 47 states from availability in 17 states....”
Uber
Plattform für Mobilität, Lieferung, Logistik und Werbung mit integrierter Abo-Ebene für globale Endkunden und Unternehmen.
“Uber and Costco expanded their U.S. Uber Eats partnership to 47 states....”
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