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    Uber Technologies (UBER) Brings Delivery to 47 States Through Nearly 600 Locations

    Simply Wall St·09/25/2026 11:22:56
    Listen to the news
    • Uber Technologies (NYSE:UBER) and Costco expanded their U.S. delivery partnership to nearly 600 warehouse locations across 47 states.
    • Costco members can now place same day delivery orders through Uber Eats, with new incentives tied to Uber One membership and gift cards.
    • The broader rollout deepens Costco's national retail integration within the Uber Eats app, reaching millions of additional households across the country.
    • The enlarged Costco delivery rollout through Uber Eats connects to a wider set of themes our research has uncovered on Uber Technologies. Our analysis turns up 1 warning sign for Uber Technologies as well.

    For readers interested in more ideas around dependable platforms exposed to similar themes, the next place to look is 30 resilient stocks with low risk scores.

    NYSE:UBER Earnings & Revenue Growth as at Sep 2026
    NYSE:UBER Earnings & Revenue Growth as at Sep 2026

    Uber Technologies runs a global app that connects riders, drivers, couriers and merchants across regions, and this expanded Costco delivery presence in the United States gives its delivery arm deeper exposure to everyday grocery spending rather than just restaurant orders.

    3 things going right for Uber Technologies that this headline doesn't cover.

    What Uber Technologies investors can read into the Costco delivery expansion

    This wider Costco rollout fits directly into the Uber Technologies narrative around using cross-platform behavior and memberships to deepen engagement rather than just chase one-off orders. It gives Uber Eats broader exposure to weekly grocery baskets, which links to the catalyst that multi-product and member cohorts spend about 3x more and supports the case for Uber One as a key driver of retention across Mobility and Delivery. The unresolved piece is how much of that extra Costco volume actually translates into better unit economics after promotions, incentives and fulfillment costs.

    See how these catalysts shape Uber Technologies' path to a $101 fair value.

    The clearest early read on whether this is working is how Costco-driven orders show up in Uber’s reported mix of Uber One bookings and Delivery transaction margins over the next few quarterly results, especially as the 47-state footprint beds in and introductory incentives roll off.

    One big question Uber Technologies investors still have not answered

    There is another story that matters just as much as products or partnerships. It starts with who actually runs Uber Technologies and what their pay packages reward them for delivering. See who is actually steering Uber Technologies, and how they are paid.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.