Uber’s $11.6 B Delivery Hero Bid and Starbucks Bottlenecks Challenge DoorDash
DASH•Uber’s $11.6 billion offer for Delivery Hero could reshape European delivery markets and heighten competitive pressure on DoorDash. Starbucks’ integrated DoorDash deliveries and rising mobile order volumes have exacerbated fulfillment bottlenecks, highlighting operational challenges as demand surges.
1. Uber’s Bid Reshapes Competitive Dynamics
Uber’s $11.6 billion all-cash proposal for Delivery Hero would unite operations in over 50 markets under a single rival, escalating competitive pressure on DoorDash’s international expansion plans. The combined network could leverage shared logistics and marketing scale, forcing DoorDash to adjust pricing strategies or seek new partnerships to defend market share.
2. Starbucks Delivery Volumes Expose Fulfillment Strains
Starbucks mobile orders now account for more than 30% of transactions, with integrated DoorDash and Uber Eats deliveries adding to queue congestion at peak times. Baristas report wait times exceeding 40 minutes when mobile orders top five, prompting union demands for greater control over digital ordering flows to alleviate staffing strain.
