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.
Key Takeaways & Evidence Grounding
- 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.
Connected Companies & Entities
6 Entities mappedWalmart
Omnichannel retailer with marketplace, membership, B2B procurement and retail media.
“Walmart has also made attempts to move further into the delivery space....”
DoorDash
Local commerce marketplace with delivery, merchant tools and retail media.
“longtime competitors like Instacart, DoorDash, and Amazon Fresh...”
Amazon
Global commerce, cloud, advertising and subscription platform company.
“longtime competitors like Instacart, DoorDash, and Amazon Fresh...”
Instacart
Grocery marketplace with retail media and retailer commerce tools.
“longtime competitors like Instacart, DoorDash, and Amazon Fresh...”
Costco
Membership warehouse retailer selling bulk goods online and in-store.
“Uber and Costco expanded their U.S. Uber Eats partnership to 47 states from availability in 17 states....”
Uber
Mobility, delivery, logistics and advertising platform with subscription layer.
“Uber and Costco expanded their U.S. Uber Eats partnership to 47 states....”
Ontology Mapping & Concepts
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