미국의 온라인 음식 배달 시장 : 제품 유형별, 유형별, 플랫폼 유형별, 비즈니스 모델별, 지역별, 기회 및 예측(2018-2032년)

United States online food delivery market is projected to witness a CAGR of 8.05% during the forecast period 2025-2032, growing from USD 41.34 billion in 2024 to USD 76.80 billion in 2032F, powered by technology, expanding user bases, and a cultural shift towards convenience. Online food delivery has transformed American consumption patterns. Once limited to pizza and takeout, it has now expanded to everything from fresh groceries to gourmet meals, fueling an industry that values convenience on a scale. The United States consumers not only expect speed, but also personalization, same-day grocery drops, dietary filters, and even subscription-based meal plans are becoming table stakes. Platforms have shifted from pure order apps to full logistics operations, offering fulfillment, warehousing, and last-mile delivery services in-house. Partnerships with major grocery chains and restaurant aggregators have blurred industry lines, pushing logistics investment deeper into the business model.

Success centers on balancing fast delivery with cost efficiency and consumer trust in food quality and safety. Platforms investing in proprietary logistics networks, not just aggregating orders, are best positioned for long-term dominance.

For instance, in February 2025, Gopuff (GoBrands, Inc.), a recognized leader in the instant commerce sector, announced the launch of GoGroup, a new feature aimed at transforming the way groups order food, drinks, and essentials. The innovative tool allows multiple users to collaboratively add items to a shared cart, ensuring that group orders are streamlined and efficient.

With GoGroup, customers can avoid the hassle of coordinating multiple orders or making last-minute store runs. The feature enables all participants to contribute their preferred items, which are then delivered together in a single order, with delivery times as fast as 15 minutes.

Expansion of Grocery Partnerships and SNAP/EBT Integration Drives Online Food Delivery Market

Grocery delivery has expanded beyond convenience; it is now a utility for food access. DoorDash, Inc., for instance, has partnered with regional grocers and now supports SNAP/EBT payments. SNAP/EBT integration refers to the process of enabling online retailers and platforms to accept payments using Supplemental Nutrition Assistance Program (SNAP) Electronic Benefit Transfer (EBT) cards. This allows customers who receive government assistance for food purchases to use their benefits when shopping online, just as they would in physical stores.

For instance, in October 2024, DoorDash, Inc. added grocers, including Kowalski's and Geissler's, to its Marketplace, significantly extending local availability and grocery options.

In addition, in February 2025, DoorDash, Inc. announced the addition of new merchants nationwide that now accept SNAP/EBT payments on its marketplace. The expanded roster includes Wakefern Food Corp. banners such as ShopRite, The Fresh Grocer, Price Rite Marketplace, Fairway Market, and Gourmet Garage, as well as Southeastern Grocers' Harveys Supermarket and Winn-Dixie stores, and BJ's Wholesale Club. These retailers join existing partners such as Albertsons, ALDI, Safeway, Sheetz, and Walgreens, further broadening DoorDash's SNAP/EBT payment capabilities. This initiative is part of DoorDash's ongoing commitment to combat hunger, providing more online grocery delivery options to the approximately 1.8 million consumers who have added their SNAP/EBT cards to the platform.

This dual momentum-in grocery expansion and benefits integration-fuels platform usage and consumer trust, broadening the customer base and increasing retention.

Platform-to-Merchants Logistics-as-a-Service (LaaS) Model Shapes the Market Dynamics

Online food delivery is evolving into a logistics-as-a-service model. Platforms are building backend solutions for restaurants, grocery chains, and even independent cloud kitchens. In this model, digital platforms function as logistics orchestrators, providing merchants, primarily restaurants, with access to a sophisticated and on-demand delivery network without requiring them to build or manage their own logistics infrastructure. The platform manages everything from order management and real-time delivery assignments to route optimization and customer notifications, seamlessly integrating the delivery process into a single digital interface.

This approach allows restaurants to focus on food preparation while the platform manages the complexities of last-mile logistics. The LaaS model is highly scalable and flexible, enabling even small or independent merchants to offer fast, reliable delivery services that rival those of large chains. By aggregating demand and optimizing delivery routes across multiple merchants, platforms achieve operational efficiencies and cost savings that individual restaurants cannot replicate on their own.

In September 2024, DoorDash, Inc., launched its Merchant Commerce Platform to let retailers build branded storefronts. Around the same time, Uber Eats introduced Uber Direct, allowing merchants to tap Uber's last-mile fleet for same-day deliveries-even outside the app ecosystem. Grubhub also launched Grubhub Direct, supporting custom-branded ordering sites with full logistics support.

The growing reliance on platform APIs, delivery integrations, and end-to-end merchant logistics tools reflects the shift from aggregator to infrastructure provider.

Segment Dominance of Platform-to-Consumer Delivery Model

Among all business models, platform-to-consumer delivery, where platforms handle orders and fulfillment, is the dominant one as it combines control over delivery, better unit economics, and higher service standardization. Control over the logistics layer is emerging as the primary competitive advantage in this segment.

According to Deliverect's 2024 United States Market Snapshot, platform-to-consumer models accounted for over 70% of order volumes nationwide. Uber Eats, DoorDash, and goPuff continue investing in proprietary fleets and dark-store capabilities to reduce dependence on third-party partners.

For instance, in May 2025, HungerRush LLC, a leading provider of integrated restaurant technology solutions, announced the launch of its Grubhub Marketplace integration for the HungerRush POS system. This new feature enables restaurants to receive and manage Grubhub orders directly within their HungerRush POS platform, joining existing integrations with DoorDash and Uber Eats. By consolidating all marketplace orders into a single system, HungerRush aims to streamline restaurant operations and boost operational efficiency.

Impact of U.S. Tariffs on the United States Online Food Delivery Market

U.S. tariffs on Chinese imports-particularly steel, aluminum, and plastics-have raised the cost of packaging materials, delivery containers, and kitchen infrastructure. Ghost kitchens and cloud-based food brands, many of which rely on imported prep equipment and bulk packaging supplies, have seen cost pressures pass through to delivery pricing. Meal prices have subtly increased to maintain margins in high-volume delivery operations.

Tariffs on specific food imports (e.g., specialty produce, cheeses, or seafood from Europe and Asia) have disrupted certain menu offerings on restaurant platforms, including Uber Eats and Grubhub. Several high-end or ethnic restaurants have adapted menus or altered sourcing, especially during tariff hikes under Section 301 or retaliatory measures. This has led to reduced item availability and substitution-based pricing shifts for end consumers.

Restaurants operating on thin margins are most affected by tariff-induced inflation. Higher import duties on ingredients and back-end equipment increase dependency on platforms offering better commission structures or integrated logistics. This has deepened competition between delivery aggregators to retain partners by offering infrastructure, not just orders.

Key Players Landscape and Outlook

The United States online food delivery market features a mix of restaurant aggregators, grocery logistics platforms, and vertical specialists. Uber Eats and DoorDash lead in platform-to-consumer meal delivery, while Grubhub targets group orders and branded merchant logistics. Instacart, Amazon Fresh, and Walmart dominate grocery logistics, investing in fulfillment algorithms and retail inventory sync. EZ Cater continues to grow in B2B food delivery and catering, while goPuff leverages owned inventory to corner the fast-delivery convenience niche. Seamless, as a Grubhub brand, maintains regional strongholds in New York and other urban markets. Also, companies with native fleets, flexible fulfillment software, and deeper integration with merchants are building defensible moats in a market where UX and delivery reliability are the new battlegrounds.

For instance, in May 2024, Amazon.com, Inc. and Grubhub Inc. have announced a new partnership aimed at making restaurant delivery more convenient and affordable for customers across the United States starting immediately, Amazon customers in all 50 states can order from hundreds of thousands of restaurants via Grubhub directly on Amazon.com and through the Amazon Shopping app. Prime members will receive a complimentary Grubhub+ membership valued at USD 120 per year, without automatic renewal into a paid subscription. Grubhub+ offers benefits including USD 0 delivery fees on eligible orders over USD 12, reduced service fees, 5% credit back on pick-up orders, and exclusive offers. This collaboration enhances Amazon's e-commerce ecosystem by integrating food delivery services for its broad customer base.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Impact of U.S. Tariffs

4. Executive Summary

5. Voice of Customers

• 5.1. Features and Other Value-added Services
• 5.2. Convenience
• 5.3. Variety
• 5.4. After-sales Support
• 5.5. User Experience

6. United States Online Food Delivery Market Outlook, 2018-2032F

• 6.1. Market Size Analysis & Forecast
  • 6.1.1. By Value
• 6.2. Market Share Analysis & Forecast
  • 6.2.1. By Product Type
    • 6.2.1.1. Grocery Delivery
    • 6.2.1.2. Meal Delivery
  • 6.2.2. By Type
    • 6.2.2.1. Platform-To-Consumer Delivery
    • 6.2.2.2. Restaurant-To-Consumer Delivery
  • 6.2.3. By Platform Type
    • 6.2.3.1. Mobile Applications
    • 6.2.3.2. Websites
  • 6.2.4. By Business Model
    • 6.2.4.1. Logistics-Focused Food Delivery System
    • 6.2.4.2. Order-Focused Food Delivery System
    • 6.2.4.3. Restaurant-Specific Food Delivery System
  • 6.2.5. By Region
    • 6.2.5.1. West
    • 6.2.5.2. Midwest
    • 6.2.5.3. South
    • 6.2.5.4. Northeast
  • 6.2.6. By Company Market Share Analysis (Top 5 Companies and Others - By Value, 2024)
• 6.3. Market Map Analysis, 2024
  • 6.3.1. By Product Type
  • 6.3.2. By Type
  • 6.3.3. By Platform Type
  • 6.3.4. By Business Model
  • 6.3.5. By Region

7. Demand Supply Analysis

8. Value Chain Analysis

9. Porter's Five Forces Analysis

10. PESTLE Analysis

11. Revenue Model

12. Market Dynamics

• 12.1. Market Drivers
• 12.2. Market Challenges

13. Market Trends and Developments

14. Policy and Regulatory Landscape

15. Case Studies

16. Competitive Landscape

• 16.1. Competition Matrix of Top 5 Market Leaders
• 16.2. SWOT Analysis for Top 5 Players
• 16.3. Key Players Landscape for Top 10 Market Players
  • 16.3.1. DoorDash, Inc.
    • 16.3.1.1. Company Details
    • 16.3.1.2. Key Management Personnel
    • 16.3.1.3. Products and Services
    • 16.3.1.4. Financials (As Reported)
    • 16.3.1.5. Key Market Focus and Geographical Presence
    • 16.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 16.3.2. Uber Technologies, Inc. (Uber Eats)
  • 16.3.3. Grubhub Inc.
  • 16.3.4. goBrands, Inc. (goPuff)
  • 16.3.5. Seamless North America LLC
  • 16.3.6. EZC Holding Company, Inc. (EZ Cater)
  • 16.3.7. Amazon.com, Inc. (Amazon Fresh)
  • 16.3.8. Instacart (Maplebear Inc.)
  • 16.3.9. Walmart Inc. (Walmart InHome & Delivery Unlimited)
  • 16.3.10. GoPuff (GoBrands, Inc.)

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

17. Strategic Recommendations

18. About Us and Disclaimer