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Uber Eats

part of Uber

5 statements across 1 episodes · 5 bullish · 0 bearish · 1 people on the record · first statement May 8, 2026 by Dara Khosrowshahi · said 19 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by Dara Khosrowshahi (14), Molly O'Shea (3), Mark Pincus (1), Alfred Lin (1)

tap a year for its mentions
0010220420252026episodesmentions
02420252026episodes it came up in
002.525420252026episodesmentions per episode
2026 18 mentions in 4 episodes 5 per episode
2025 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Uber Eats, oldest first

May 8, 2026 bullish
Insight
Khosrowshahi: Dual-platform structure drives faster growth and higher profitability
“The fact that we are a complete platform allows us to grow faster than our competitors and be more profitable than our competitors as well.”
Dara Khosrowshahi May 8, 2026 ▶ 18:19 Dara Khosrowshahi’s Full Circle Launch: Expedia x Uber · Sourcery with Molly O'Shea
May 8, 2026 positive
Assertion Supported
Khosrowshahi: Cross-platform Uber users spend 3x more and are more loyal
“Consumers who use both services usually spend three times more. They're much more loyal to the platform.”
Dara Khosrowshahi May 8, 2026 ▶ 4:38 Dara Khosrowshahi’s Full Circle Launch: Expedia x Uber · Sourcery with Molly O'Shea
May 8, 2026 positive
Assertion Supported
Khosrowshahi: Uber Eats Is Now as Big as Uber's Rides Business
“Now Uber eats is, Just as big as our rides business.”
Dara Khosrowshahi May 8, 2026 ▶ 1:43 Dara Khosrowshahi’s Full Circle Launch: Expedia x Uber · Sourcery with Molly O'Shea
May 8, 2026 bullish
Prediction Not checkable as stated
Khosrowshahi: Uber Eats Could Be Bigger Than Rides in 10 Years
“I wouldn't be surprised if Eats is bigger than rides 10 years from now.”
Dara Khosrowshahi May 8, 2026 ▶ 18:45 Dara Khosrowshahi’s Full Circle Launch: Expedia x Uber · Sourcery with Molly O'Shea
May 8, 2026 positive
Disclosure
Khosrowshahi: Uber Eats launches Travel Mode to replace hotel room service
“So we now know when you're in a hotel and you open up Uber Eats, kind of switch to travel mode and we offer essentially room service but it's from all the restaurants around the hotel, local places, et cetera. Deliver to your hotel. And because we recognize yo…”
Dara Khosrowshahi May 8, 2026 ▶ 8:26 Dara Khosrowshahi’s Full Circle Launch: Expedia x Uber · Sourcery with Molly O'Shea
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