Observed Signal · Oct 19, 2026 · Market Signal · Source: Uber · Impact: 2/5
The reimagined Uber Eats Pro program: Coming soon to select cities in California
Uber announced the reimagined Uber Eats Pro program, coming soon to select cities in California.
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Connected Companies & Entities
1 Entity mappedRelated Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Costco and Uber Expand Grocery Delivery to 47 States
Costco has expanded its U.S. grocery delivery partnerships with Uber and DoorDash, significantly broadening its same-day delivery reach. The Uber Eats partnership now covers nearly 600 U.S. locations across 47 states, up from 17, requiring membership verification. Concurrently, Costco has joined DoorDash's marketplace, offering delivery from about 630 locations in 47 states and Washington, D.C. Uber provides benefits like Uber One discounts, while DoorDash offers scheduled delivery. These moves aim to scale Costco's e-commerce, with same-day delivery growing faster than its overall digital business. Instacart remains a key longstanding partner, with recent expansions in Europe, intensifying competition among delivery platforms.
Uber to Acquire ezCater for $2.3B
Uber announced the acquisition of ezCater, a U.S. corporate catering and workplace meals marketplace, in an all-cash deal valued at $2.3 billion. This move aims to expand Uber Eats' offerings beyond restaurant delivery into corporate dining, group ordering, and catering. ezCater connects with over 140,000 restaurants in the U.S. and generated more than $2.5 billion in gross bookings over the last twelve months, with high double-digit growth. The platform is profitable on a non-GAAP operating income basis. Uber plans to integrate ezCater's infrastructure with Uber Eats and Uber for Business, enabling restaurants to reach larger customers and simplifying group ordering for offices and events. The deal, expected to close pending regulatory approvals, follows Uber's broader strategy to strengthen its food delivery business, including the ongoing acquisition of Delivery Hero for $15 billion and investments in drone delivery partners.
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