Food delivery in the US has spent years settling into a handful of apps that own the dinner decision. The companies behind them keep buying, bundling, and borrowing each other's customers to stay in the mix. On Nov. 5, Amazon dropped its Grubhub deal and made Uber Eats its official restaurant delivery partner for US Prime members.
A Prime benefit swapped in one morning, a Grubhub contract ending the same day, Uber delivery bookings up 22% in the third quarter, and DoorDash paying $17B for Instacart all land in the same stretch. Each item is a footnote alone. Together they redraw who owns the dinner order.
What Prime members get now
Prime members pay a $0 delivery fee on restaurant orders of $25 or more, placed inside Amazon.com or the Amazon Shopping app. There's no new app, no Uber account, and no extra credentials, Amazon and Uber said.
The orders run through hundreds of thousands of restaurants on the Uber Eats network, from national chains to independent kitchens.
Amazon estimates the perk is worth more than $175 a year, based on typical Uber Eats order frequency compared with ordering direct without an Uber One membership. The benefit covers half-price tiers too, including Prime for Young Adults and Prime Access.
The fine print moved against the frequent small-order crowd. Prime's old Grubhub deal waived delivery fees on orders over $12, less than half the new threshold.
Grubhub loses its biggest shop window
Amazon's commercial agreement giving Prime members Grubhub+ ended the same day the Uber Eats deal went live, and an Amazon spokesperson said the company continuously evaluates its third-party offers.
The relationship started in 2022, when Amazon first handed Prime members a free Grubhub+ subscription and later made it an ongoing benefit. Its parent Just Eat Takeaway.com has announced plans to sell Grubhub to Wonder.
For Grubhub, the loss is distribution. Roughly 201M US shoppers used Prime in March, according to Consumer Intelligence Research Partners, and that funnel now points at a competitor.
DoorDash still owns the spending
DoorDash took 59% of US delivery-app spending in the third quarter, against 18% for Uber Eats, per Consumer Edge card data. Its gross order value rose 36% to $33.9B in the quarter.
DoorDash Still Outspends Uber Eats Three To One
Share of US delivery-app spending, Q3 2026, %
Bar chart. DoorDash: Share (%) 59%. Uber Eats: Share (%) 18%.
Source: Consumer Edge card data via Yahoo Finance
DoorDash has lived alongside a Prime food perk since 2022 and kept growing anyway. It guided fourth-quarter order value to a range of $35.4B to $36.4B.
The company is also digesting a $17B deal for Instacart, at least 75% of it in cash. It held $6.8B of cash and investments at the end of September.
Uber's delivery arm was already compounding before Amazon called. Delivery gross bookings climbed 22% to $28.5B in the third quarter, and that segment's operating income grew 30%.
Why the whole sector is moving at once
The delivery app market was estimated at $73.65B in 2024 and is projected to grow from $81.54B in 2025 to $225.77B by 2035, according to Market Research Future analysis. Retailers want a slice of that without building their own courier fleets.
Walmart took the same route in September, linking with Dunkin' to let shoppers order restaurant food through the Walmart app. It's also bundling Walmart+ and Sam's Club Plus to push back on Prime.
Delivery App Spending Set To Nearly Triple By 2035
Delivery app market size, $B, 2024 to 2035
Line chart. 2024: Market Size ($B) $73.7. 2025: Market Size ($B) $81.5. 2035: Market Size ($B) $226.
Source: Market Research Future via TipRanks
Amazon and Uber already work together on cloud computing, Zoox robotaxis, and Uber Eats ordering inside the Alexa+ assistant. The delivery app land grab has its own map.
Prime's own pitch rests on stacking perks against a $139 annual price, or $14.99 a month. Amazon's worldwide vice president of Prime, Jamil Ghani, framed the addition as more value on restaurant delivery inside a single membership. Amazon's Prime membership math has its own history.
Uber's next delivery report will carry the first count of Prime-sourced orders, and DoorDash's integration of Instacart lands in the same stretch.

