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GROCERY DELIVERY EXPANDS AS COSTCO POWER GROWS

What's happened

DoorDash is expanding nationwide Costco delivery in the U.S., joining Uber Eats in extending grocery delivery networks. The move follows DoorDash’s existing partnerships in Puerto Rico and Australia and comes as Costco membership drives delivery uptake. Uber Eats is extending its Costco delivery to nearly 600 locations, while Instacart and Amazon face intensified competition in the grocery space.

What's behind the headline?

Why this matters

  • Costco’s nationwide delivery partnership expands access for members, increasing online shopping penetration in a traditionally brick-and-mortar chain.
  • Uber Eats and DoorDash are competing to dominate grocery delivery, aiming to capture spending that has, to date, favored services like Instacart.
  • The shift signals a broader trend toward platform-led, door-to-door logistics for bulk retailers, potentially reshaping member benefits and delivery economics.

What to watch

  • How Costco pricing and membership alignment with delivery subs will affect retail margins.
  • Whether delivery speed, reliability, and service quality will meet Costco’s value proposition for members.
  • The possible ripple effects on smaller grocers and regional delivery networks.

How we got here

Costco’s nationwide delivery push comes amid a broader acceleration of grocery delivery partnerships among major platforms. DoorDash, Uber Eats and Instacart have expanded beyond restaurant orders to grocery and household items, leveraging Costco’s bulk-focused model and its 81 million members. Previous ties with Instacart and Uber Eats set the stage for today’s nationwide rollout.

Our analysis

Business Insider UK notes expanding partnerships with Uber Eats and DoorDash; CNBC highlights Uber Eats’ nationwide Costco delivery; AP News confirms the nationwide rollout and member linking; Bloomberg confirms scope with Uber. Direct quotes illustrate executives’ expectations and competitive dynamics.

Go deeper

  • Will Costco members see price perks tied to DoorDash or Uber Eats deliveries?
  • How will delivery coverage and wait times compare across states?
  • What does this mean for Instacart’s existing Costco relationship?

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Latest Headlines from Nourish | The Nourish Mission