Leading Food Delivery Services in Q1 2025: A Sensor Tower Analysis

Introduction

In the competitive landscape of food delivery services, DoorDash, Instacart, and Uber Eats have emerged as leading brands in the United States. This analysis, powered by Sensor Tower's comprehensive data offerings, examines their performance from Q4 2024 to Q1 2025. By leveraging Sensor Tower's Web Insights, App Performance Insights, and Pathmatics, we provide a detailed view of cross-platform user behavior.

DoorDash: Leading the Charge

DoorDash's digital presence is robust, with its main platform doordash.com and the DoorDash - Food Delivery app at the forefront.

• Audience Trends: The website saw a steady increase in visits, with numbers rising from 224M in October to over 259M by March. Unique visitors remained consistent, averaging around 16M monthly. The monthly true audience surpassed 61M by March, with a significant portion accessing via the app.

• App Engagement: The DoorDash app maintained a strong monthly active user base, climbing from 44M in October to nearly 50M in March, indicating a preference for mobile usage.

• Ad Spend & Channels: DoorDash's ad spend fluctuated, peaking in December with over $23M monthly, primarily through Facebook and TikTok. Impressions reached 2.1B in March, highlighting effective reach across platforms.

Instacart: Strengthening its Foothold

Instacart continues to strengthen its foothold with instacart.com and the Instacart: Groceries & Food app.

• Audience Trends: Instacart's website visits rose from 116M in October to 130M in March. The monthly true audience remained stable, hovering around 26M, with a balanced distribution between web and app visitors.

• App Engagement: Active users on the Instacart app increased from 17M to over 18M monthly, reflecting steady user engagement.

• Ad Spend & Channels: Instacart's ad expenditure showed growth, particularly in March with monthly spending close to $19M. OTT and Facebook were significant channels, contributing to over 1.5B impressions.

Uber Eats: A Major Player

Uber Eats, with its platform ubereats.com and the Uber Eats: Food Delivery app, continues to be a major player.

• Audience Trends: The website maintained stable visits, reaching 77M in January before stabilizing around 66M by March. The monthly true audience grew to 27M, with a strong app user base.

• App Engagement: Uber Eats' app saw an increase in active users, surpassing 23M monthly by March, showcasing robust mobile engagement.

• Ad Spend & Channels: With a focus on OTT and YouTube, Uber Eats' ad spend peaked at $13M monthly in March, generating over 1.5B impressions, effectively reaching a broad audience.

Conclusion

In Q1 2025, DoorDash, Instacart, and Uber Eats demonstrated strong digital presences across web and mobile platforms. Sensor Tower's insights provide invaluable understanding of these brands' strategies and successes, highlighting the dynamic nature of the food delivery industry. By cross-referencing web, app, and advertising data, Sensor Tower remains unparalleled in delivering comprehensive market intelligence.

For more detailed insights, explore Sensor Tower's offerings, including Web Insights, App Performance Insights, and Pathmatics.