Restaurant Online Ordering Consumer Platforms

--- name: "Restaurant Online Ordering Consumer Platforms" description: "Food delivery platforms (DoorDash, Uber Eats, Deliveroo, etc.): commissions, market share, subscriptions, regional leaders. Use for competitive analysis." version: "1.0.0" author: "skynet" category: "market-research" tags: ["restaurant", "food-delivery", "doordash", "uber-eats", "competition"] --- # Restaurant Online Ordering Consumer Platforms ## When to use When analyzing competitors for food delivery/ordering products, comparing commission rates, understanding regional dynamics, or evaluating subscription models. ## Major Platforms ### DoorDash (Global #1 by revenue) - **Owner**: DoorDash Inc (DASH). Also owns Wolt + Deliveroo (acquired Oct 2025) - **Countries**: 40+ via DoorDash/Wolt/Deliveroo | **Restaurants**: 590K+ - **Users**: 46.3M active, 35M subscribers (DashPass/Wolt+/Deliveroo Plus combined) - **Revenue**: ~$11.9B trailing (Q4 2025: $4.0B, +38% YoY) - **Commission**: 15% / 25% / 30% tiers; 6% pickup - **DashPass**: $9.99/mo — $0 delivery, reduced fees, 5% pickup cashback ### Uber Eats - **Owner**: Uber (UBER) | **Countries**: 45, 11,500+ cities - **Users**: ~95M globally | **Revenue**: $17.1B (2025) - **Commission**: 20% Lite / 25% Plus / 30% Premium; 15% pickup - **Uber One**: $9.99/mo — cross-platform (rides + eats), $0 delivery on $15+ ### Just Eat Takeaway (Prosus) - **Brands**: just-eat.co.uk, Thuisbezorgd.nl, Lieferando.de, Pyszne.pl, SkipTheDishes, Menulog - **Countries**: ~20 | **Revenue**: EUR 4.1B - **Commission**: 13-14% marketplace; 25-30% delivery - **Market share**: 45% UK, ~31% Western Europe ### Deliveroo (DoorDash) - **Countries**: UK, France, Belgium, Ireland, Italy, UAE - **Revenue**: GBP 2B (2024, first-ever net profit) - **Commission**: 25-35% | **Deliveroo Plus**: GBP 3.49-7.99/mo tiers ### Grubhub (Wonder) - **Countries**: US only (~4,000 cities) | **Restaurants**: 300K+ - **Commission**: 15-30% delivery; 10-15% pickup - **Grubhub+**: $9.99/mo (free 12 months with Amazon Prime) ## Regional Leaders | Region | #1 Platform | Share | #2 | |--------|------------|-------|-----| | US | DoorDash | 67% | Uber Eats (23%) | | UK | Just Eat | 45% | Deliveroo/Uber Eats (27% each) | | France | Uber Eats | #1 | Deliveroo | | Germany | Lieferando (JET) | Dominant | Wolt | | Spain | Glovo | #1 | Uber Eats | | Netherlands | Thuisbezorgd | Dominant | Uber Eats | | India | Zomato | 58% | Swiggy (42%) | | China | Meituan | 70% | Ele.me/Taobao (~20%) | | Japan | Uber Eats | #1 | Demae-can | | S. Korea | Baemin | 63% | Coupang Eats | | Brazil | iFood | 83% | Rappi | | Mexico | Rappi | #1 | Uber Eats | | Australia | Uber Eats | 38% | Menulog (34%), DoorDash (28%) | | UAE/Gulf | Talabat | 76% Dubai | Careem, Deliveroo | | SE Asia | GrabFood | 55% | ShopeeFood (14%) | | Singapore | GrabFood | #1 | Foodpanda | ## Commission Rates Comparison | Platform | Delivery Commission | Pickup | Total Take (incl fees) | |----------|-------------------|--------|----------------------| | Baemin (Korea) | 2.0-7.8% | Same | Lowest globally | | Ele.me | 5-25% | Lower | Varies by size | | Rappi | 10-30% | Lower | + consumer fees | | Just Eat (marketplace) | 13-14% | Same | Self-delivery restaurants | | DoorDash | 15-30% (3 tiers) | 6% | + 2.5-3% processing | | Uber Eats | 20-30% (3 tiers) | 15% | + consumer fees | | Zomato/Swiggy | 15-30% | Lower | + INR 12-15/delivery | | GrabFood | 25-30% | Lower | Varies by market | | Deliveroo | 25-35% | N/A | Highest tier | | Glovo | 20-35% food; 8-15% retail | N/A | Multi-vertical | | Wag! (context) | 40% | — | Highest (dog walking) | ## Subscription Programs | Program | Price | Key Benefit | Cross-Platform | |---------|-------|------------|----------------| | DashPass | $9.99/mo | $0 delivery ($12 min) | No (free w/ Chase Sapphire) | | Uber One | $9.99/mo | $0 delivery ($15 min) + rides | Yes (rides + eats) | | Grubhub+ | $9.99/mo | $0 delivery ($12 min) | Free w/ Amazon Prime | | Deliveroo Plus | GBP 3.49-7.99/mo | Tiered benefits | Free w/ Amazon Prime UK | | Wolt+ | EUR 4.99/mo | $0 delivery (EUR 12 min) | Deutsche Telekom partnership | | GrabUnlimited | $3-8/mo | Cross-service | Yes (super-app) | | Coupang Wow | ~$4.58/mo | Free everything | Yes (e-commerce + delivery) | | Zomato Gold | ~INR 149/mo | Free delivery + discounts | No | ## Key Platforms by Region ### Asia - **Meituan** (China): 70% share, 678M users, 150M daily orders peak. Expanding internationally as "Keeta" (Saudi, UAE, Brazil). Super-app. - **Zomato** (India): 58% share, 800+ cities, INR 20,243 crore FY25 revenue (+67% YoY). Owns Blinkit (quick commerce). - **Swiggy** (India): 42% share, IPO Nov 2024. Instamart (10-min grocery), Dineout, Genie (pickup/drop). - **Baemin** (S. Korea): 63% nationally but losing Seoul to Coupang Eats. Ultra-low 2-7.8% commissions. - **GrabFood** (SE Asia): 55% regional share, $9.4B food GMV. Super-app. ### Latin America - **iFood** (Brazil): 83% Brazil, 65M monthly orders, 300K+ restaurants. - **Rappi** (9 countries): Super-app (food, grocery, pharmacy, fintech). Profitable 4 consecutive quarters, evaluating 2026 IPO. - **PedidosYa** (Delivery Hero): 15 LatAm countries, strong in Argentina/Uruguay/Chile. ### Middle East - **Talabat** (Delivery Hero): 8 countries, 76% Dubai, IPO Dec 2024. Q-commerce dark stores. - **Careem** (50% e&, ride-hailing by Uber): Super-app across 13 countries. ## Consumer Delivery Fee Benchmarks | Market | Delivery Fee | With Subscription | |--------|-------------|-------------------| | US | $1.99-7.99 + 15-18% service | $0 | | UK | GBP 0.49-4.99 + service | GBP 0 | | India | INR 20-60 ($0.25-0.70) | INR 0 | | China | CNY 2-8 ($0.30-1.10) | Reduced | | SE Asia | $0.50-3.00 | Free | | Middle East | AED 5-15 ($1.35-4.10) | Free | US markup reality: McDonald's order costs $36.95 direct vs $57.87 via delivery apps (68.8% markup including all fees).