Uber vs Lyft — the strategy behind it | Stratrix

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The Counterfactual · Decision Forks

Lyft Won the Boycott and Still Lost the War. The #2 Was Always Going to Be #2.

In 2017 a viral boycott handed Lyft Uber's customers, and its share jumped from ~22% to ~33%. By 2024 it was back to 24%. The catch-up everyone expected was arithmetically impossible — and Lyft's own restraint is why.