Thinknum Alternative Data
Request Demo
Thinknum Login
Questions answered using Thinknum

Fundamental Investors

How many cars has Carmax sold this week compared to the same week last year?

How is foot traffic at Chipotle changing YoY?

What are the industrial companies that are growing and hiring the most?

Quantitative Analysts

How are the number of Twitter followers a leading indicator for company performance?

How are the number of LinkedIn employees a leading indicator for company performance?

Business Inteligence

Which private companies are getting their products picked up by major retailers?

Which private healthcare companies are hiring the most?

Which tech startups are getting the largest increase in mobile app downloads?

Join the investment community and start your week with market insights seen through the lens of alternative web data.

Uber Eats' Starbucks delivery expansion gives it more power in global Delivery Wars

6 months ago by James Mattone in Innovation, Markets, Tech

Uber Eats ($UBER) just secured an expanded delivery program with Starbucks ($NASDAQ:SBUX) across the United States by 2020. That partnership is going to expand Uber Eats' distribution footprint by about 18% in the United States, which brings its network closer to the range that rivals GrubHub ($NYSE:GRUB), DoorDash ($DOORDASH), and others.

On our database, we track close to 200,000 restaurants around the world that Uber Eats delivers from...

... as well as 30,000 plus Starbucks stores.

The Starbucks-Uber partnership, however, is just limited to American stores. Currently, we track 14,834 Starbucks locations coast-to-coast and over 83,000 restaurants and stores that Uber Eats delivers from, including 1,634 Starbucks from its "test cities."

Up until this partnership, Uber Eats was being suffocated by the likes of GrubHub and especially DoorDash, who already offer delivery services from Starbucks.

With an official partnership in place, Uber Eats will technically "win" fans of Frappuccinos and the like from Starbucks, as they will have the bigger footprint. However, that technically doesn't stop DoorDash from just adding the stores to their database and having its drivers roll up to do their own delivery service.

But the key here is "innovation and technology integration," as stated in the press release for the partnership. Right now, Starbucks regulars can accrue loyalty rewards by physically being at the store, but what if Uber and Starbucks collaborate to put customer's Starbucks cards in the Uber Eats app, or make deliveries through Uber eligible for rewards?

That may be key for fending off rivals in the Delivery Wars, a competition heating up day-by-day between small and large cap companies trying to outmuscle each other with faster delivery times and bigger distribution footprints.

About the Data: 

Thinknum tracks companies using information they post online - jobs, social and web traffic, product sales and app ratings - and creates data sets that measure factors like hiring, revenue and foot traffic. Data sets may not be fully comprehensive (they only account for what is available on the web), but they can be used to gauge performance factors like staffing and sales. 

Further Reading: 

Join the businesses who have begun to edge out competitors by scouring the web for alternative data.

Request demo
Ready for a personalized tour?

James Mattone

James is the Associate Editor at Thinknum Media, mainly covering video games, food, and tech news, but not afraid to head into Sephora or beauty brands if need be...

Request a demo

We would love to show you how Thinknum will benefit your investment process. To get started, fill out the form and we'll contact you shortly to schedule your demo.

Get Thinknum Media in your inbox

Start the day off with our Weekly Digest.