Leading Food Delivery Brands in Q1 2024: A Sensor Tower Analysis

Introduction

The first quarter of 2024 witnessed robust activity in the food delivery services sector, with major players like DoorDash, Instacart, and UberEATS leading the charge in the United States. Through Sensor Tower's comprehensive data, we explore the performance and trends of these brands across their websites and apps, providing insights into audience behavior and advertising strategies.

DoorDash for Customers

DoorDash's digital presence is significant, with its primary platforms being doordash.com and order.online, along with the DoorDash - Food Delivery app.

• Audience Trends: From Q4 2023 to Q1 2024, doordash.com saw a rise in visits from approximately 180M to 247M. The monthly true audience remained stable above 51M throughout the quarter, with a notable increase in app-only visitors.

• App Engagement: The DoorDash app maintained a strong monthly active user base, peaking at over 42M in March 2024. This underscores the app's importance in DoorDash's overall strategy.

• Ad Spend & Channels: DoorDash's monthly advertising expenditure fluctuated, with peaks in December 2023 and March 2024, reaching nearly $16M. Key channels included TikTok and Snapchat, delivering high impressions.

Instacart for Customers

Instacart's platforms include instacart.com and the Instacart: Groceries & Food app.

• Audience Trends: Instacart's website visits increased from around 128M in October 2023 to over 143M by March 2024. The monthly true audience also showed growth, surpassing 28M in March, with a balanced distribution between app and web visitors.

• App Engagement: The app saw a steady rise in monthly active users, reaching close to 19.5M by March 2024, indicating a growing preference for mobile shopping experiences.

• Ad Spend & Channels: Instacart's advertising peaked in December 2023, with monthly spends nearing $9.5M. OTT and YouTube were predominant channels, maximizing reach and engagement.

UberEATS for Customers

UberEATS operates through ubereats.com and the Uber Eats: Food Delivery app.

• Audience Trends: The website experienced a surge in visits, climbing from approximately 67M in October 2023 to over 78M in March 2024. The monthly true audience remained stable, slightly over 26M.

• App Engagement: The Uber Eats app maintained a consistent user base, with monthly active users hovering around 21M throughout Q1 2024.

• Ad Spend & Channels: UberEATS increased its monthly ad spend significantly in March 2024, reaching close to $9.7M. Snapchat and TikTok were key channels, contributing to extensive impressions.

Conclusion

The food delivery market in the US continues to thrive, with DoorDash, Instacart, and UberEATS leading in audience engagement and advertising reach. Sensor Tower's unparalleled data collection and analysis capabilities provide crucial insights, helping brands understand cross-platform user behavior and optimize their strategies. For detailed insights, Sensor Tower's Web Insights and Pathmatics are invaluable resources for understanding digital presence and advertising effectiveness.