2025年外卖和拼车应用报告_34页_4mb

Summary of the State of Food Delivery & Rideshare Apps Report 2025

Core Content Overview

This report provides an in-depth analysis of the current trends and market dynamics in the food delivery and rideshare app industries, focusing on global and regional performance, user demographics, and digital advertising strategies.

Main Trends and Insights

Global Market Growth

• Food Delivery:

  • After a downturn in 2022, food delivery app downloads have shown a steady increase from H1 2023 to H1 2025, reaching nearly 450 million globally.
  • India was a major growth engine, with a +147% YoY increase in food delivery app downloads in H1 2025.
  • Asia now dominates the food delivery market, capturing over 55% of global market share in Q3 2025, up from 45% in Q3 2024.
  • In contrast, North America, Europe, and Latin America have seen a collective decline of 10 percentage points in Q3 2025.

• Rideshare:

  • The global rideshare market has experienced sustained growth, with downloads rising from 280 million in H1 2022 to over 400 million in H1 2025.
  • Asia led the growth with a 25% YoY increase in Q3 2025, while North America and Europe saw +9% YoY and +8% YoY respectively.
  • Latin America also showed strong growth with +11% YoY in Q3 2025, driven by platforms like 99, Uber, and BlaBlaCar.

User Demographics

• Food Delivery:

  • Women are the primary users in most markets, making up 54% of US delivery diners and 71% in Indonesia.
  • The core user base is Gen Z and Millennials (18-34 years), with Indonesia and Turkey showing a younger trend, where 18-24 year olds account for over one-third of the user base.
  • Instacart stands out with a predominantly female user base (66%).

• Rideshare:

  • Men dominate the rideshare user base, with Waymo and Bolt having 75% and 71% male users respectively.
  • The 25-34 age group is the core demographic for both food delivery and rideshare apps.
  • Grubhub has a notably younger user base, with 26% of users aged 18-24.

Strategic Partnerships

• DoorDash & Lyft:

  • The partnership has led to a modest but measurable increase in user market share against Uber.
  • One-third of Lyft users in the US also used DoorDash in September 2025, up from 2024.
  • DoorDash users are becoming more likely to use Lyft and less likely to use Uber.

• DoorDash & HBO Max:

  • DoorDash’s collaboration with HBO Max has helped it increase its share among streamers.
  • The percentage of HBO Max users using DoorDash rose by 1.5 percentage points YoY, while Uber Eats saw a decline.

Digital Advertising

• Food Delivery:

  • DoorDash leads in ad impressions with a 31% share in the US, followed by Uber Eats at 24%.
  • India saw a doubling of ad spend for food delivery in Q3 2025, driven by ultra-fast grocery delivery.
  • OTT streaming has become a key advertising channel, with 11% of ad spend in the US in Q3 2025, up from 7% YoY.
  • Meta’s social platforms (Facebook, Instagram) still dominate with 51% of ad spend in the US.

• Rideshare:

  • YouTube and TikTok account for nearly 40% of rideshare ad spend in the US.
  • Lyft saw a +166% YoY increase in ad spend in Q3 2025, especially in Canada, where it outperformed Uber in new downloads.
  • Uber heavily focuses on California, allocating 33% of its budget to the state alone.

Market Consolidation

• The European food delivery market has become highly concentrated, with the top five companies controlling over 70% of downloads in H1 2025.
• Key consolidations include DoorDash acquiring Deliveroo, Uber acquiring Trendyol, and Prosus acquiring Just Eat Takeaway.
• DoorDash (including Wolt and Deliveroo) now accounts for 12% of total downloads in Europe.

Key Companies and Brands

• Top Publishers: L'ORÉAL, Google, Disney, Petco, Hershey, Amazon, ROVIO, 7 ELEVEN®, Microsoft, Sega, Dyson, SONY, Fetch Rewards, Pizza Hut, DoorDash, Depop, Walmart, OUTFiT7, Gett, ByteDance, Alibaba, Popye, Tencent, Warner Bros. Games, P&G, NBA, CVS Health, Domino’s, Johnson & Johnson, Welch’s, Revolut.
• Top Food Delivery Brands: DoorDash, Uber Eats, Grubhub, Instacart, Deliveroo, BigBasket, Blinkit, Zepto, Instamart.
• Top Rideshare Brands: Uber, Lyft, Waymo, Bolt, 99, BlaBlaCar.

Conclusion

The food delivery and rideshare app markets are undergoing significant transformation in 2025, with Asia leading the growth in both categories. Strategic partnerships, especially between DoorDash and Lyft, and DoorDash and HBO Max, are playing a crucial role in expanding user bases and enhancing engagement. Meanwhile, digital advertising is intensifying, with social media and OTT streaming becoming key channels. Market consolidation is reshaping the landscape, particularly in Europe, where the top five companies now control over 70% of downloads. User demographics show a strong preference for women in food delivery and men in rideshare, with Gen Z and Millennials being the core user groups.