DoorDash vs Uber Eats — the strategy behind it | Stratrix

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The Market-Entry Gambit · Decision Forks

DoorDash Didn't Beat Uber Eats in the City. It Refused to Fight There.

By late 2024 DoorDash held 60.7% of US delivery spend to Uber Eats' 26.1%. It won by ducking the urban war its rivals were burning cash on, taking the suburbs first, then riding the pandemic exodus into an unclosable lead.