Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More
Latest Resource
December 8, 2023
The Hottest Stocks Under the Tree

Holiday shopping is in full swing. If you haven’t started […]

Read More

A Food Delivery Winner is Emerging (DASH)

May 24, 2021

A Food Delivery Winner is Emerging (DASH)

Access to food delivery was a godsend during lockdown. But now that the world is reopening, what are the lasting impacts of this massive shift in consumer behavior? Here are our key takeaways:

  • Food delivery has some staying power, but rapid growth is over. Overall demand mentions remain elevated vs. pre-pandemic levels but have normalized substantially. Generic food delivery mentions have fallen -20% QoQ, but remain +11% higher vs. 2019.

  • DoorDash is the dominant player in the space. DoorDash continues to increase market share, comprising nearly 60% of all Purchase Intent mentions in the last 90 days. A year ago, DoorDash's share was 45%.

  • Uber is trailing DoorDash in food delivery demand, but has a reopening edge. Uber's food delivery segment ranks second in market share at ~32% (the company owns both Uber Eats and Postmates). But UBER collectively is gaining the most traction on a QoQ basis thanks to its ridesharing segment.
  • Grubhub is the clear loser in this space. It had an early edge, and led in mention volume through 2016. However, it continues to purge users. It held 16% of food delivery market share in 2020, and now holds less than 10%, the smallest piece of the pie. Don't be fooled by its high levels of consumer happiness....it holds the lowest volume of users, and these are likely the most loyal bunch.

Looking ahead, we've got an eye on DoorDash as it expands its delivery partnerships beyond food. The company has key partnerships with Walgreens, Rite AidVault Health and Everlywell (digital health companies), PetSmart, Sam's Club, and even Macy's. This is the clear leader in the delivery space.

Related Posts

LikeFolio 2019 IPO Preview

Despite recent market volatility and some arguing for a bear […]

Read More
Chipotle launching its new "ghost kitchens"

Chipotle (CMG) Chipotle is opening its first "Ghost Kitchen" this […]

Read More
Lululemon: still the hottest gift under the tree?

Lululemon (LULU) Lululemon is a Wall Street darling. Shares have […]

Read More
1 2 3 8

Related Posts


Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

© 2023
 LikeFolio. All Rights Reserved.
Privacy Policy
Terms of Use
LikeFolio userslaptop-phonepie-chartselect