
Costco without the parking-lot chaos
Uber and Costco are stretching their Uber Eats delivery partnership to 47 states. Translation: more people can order Costco goodies through Uber Eats instead of doing the classic weekend pilgrimage, fighting for a cart, and leaving with a 40-roll pack of paper towels they didn’t technically plan to buy.
Why investors should care
This is mostly about distribution. Uber gets another way to keep Uber Eats sticky and useful beyond the usual burger-and-sushi crowd, which matters because delivery apps live and die on frequency. Costco, meanwhile, gets broader access to shoppers without building a single new warehouse.
The bigger play
For Uber, partnerships like this are less about one headline and more about becoming the app you open when you need anything from dinner to bulk snacks. For Costco, it’s a low-friction way to meet customers where they already are.
Big picture: tiny logistics tweaks can matter a lot when the business model is basically “make convenience feel inevitable.”