About
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
Solutions
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
Resources
Latest Resource
June 2, 2023
Are DECK Gains Justified?

In 2009, amidst the stunning backdrop of the French Alps, […]

Read More

Amazon is Threatening DoorDash Dominance ($AMZN, $DASH)

July 7, 2022
In the LikeFolio office, food delivery is part of our company culture. 

What started during the pandemic cemented into an office ritual. 

Every Friday we pick a location and have lunch Door-Dashed in for the team. 

It’s so commonplace that “Door-Dashed” has become a verb. Almost like “Ubering” downtown to a concert. 

And if you’ve been following along over the last couple of years, it shouldn’t be a surprise that DoorDash is the verb of choice here. Not Uber. Not Postmates. And not Grubhub…. 

Yet, that is. 

DoorDash Commands Overwhelming Market Share in Food Delivery 

We analyzed the total market share of demand mentions for the top 4 players in the food delivery scene over the last 5 years. And what DoorDash has accomplished is nothing short of remarkable. 

In 2017, DoorDash held less than 10% of food delivery mentions, trailing Uber Eats AND Postmates when it came down to consumer conversations. 

But since then, the platform’s popularity has exploded. 

In fact, DoorDash has continued to grow its piece of the food delivery pie each year since, expanding its majority of demand mentions by +5 points over the last year to nearly 66% of food delivery demand mentions.
But recent news may threaten DoorDash’s path to total domination. 

Amazon's Backing of Grubhub is a Major Offensive move for the eCommerce Giant 

Earlier this week, Amazon announced a 2% stake in DoorDash competitor, Grubhub… conveniently just ahead of the company’s annual Prime day(s) shopping frenzy. 


Amazon Prime members will now get Grubhub+ (typically $10/mo) for free. This means, if you have an Amazon Prime account, you now can use it to access free food delivery. (Don’t get too excited, you still have to pay for the food). 

But this move seriously threatens an area in which DoorDash thrives: its DashPass subscription. Last quarter, DoorDash noted all-time highs in its DashPass subscription base. 

But will users stick around if they get the same service as part of their Prime Membership? 

Yikes. It’s something we will be tracking very closely. 

In addition, Amazon’s interest in Grubhub specifically makes sense. Uber already scooped up Postmates via acquisition in 2020

According to LikeFolio data, Grubhub holds the highest consumer happiness vs. all other food delivery players.
 Grubhub was the only platform other than DoorDash to record YoY demand growth: +4% YoY.

But speaking of Uber… 

Uber Seriously Dropped the Ball 

Not only does Uber Eats hold the lowest level of consumer happiness, but Uber Eats and Postmates are recording significant declines in consumer demand over the last year.

Looking ahead, we’ll be keeping a close eye on all of the major platforms in this field.

Revenue in the online food delivery segment is projected to reach $343.8 billion in 2022.

And the take rate may be seriously shaken up for the players involved….

Related Posts

Roku Earnings: What LikeFolio Data Is Telling Us

Roku makes streaming devices that allow its customers to stream […]

Read More
You down with DTC? (ya you know me!)

Nike reported an awesome quarter Tuesday evening.  The stock is […]

Read More
Chipotle launching its new "ghost kitchens"

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

Read More
1 2 3 12

Related Posts

Related Reports

KEEP YOUR COMPETITIVE EDGE

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