

The Continental Plate: Uber's European Delivery Expansion
Note sull'episodio
Uber expands Uber Eats into 7 new European markets
What happened
Uber ($UBER) is rolling out its food-delivery business into 7 new European countries in 2026: Austria, Denmark, Finland, Norway, the Czech Republic, Greece, and Romania. Uber expects this expansion to add about $1B in gross bookings over the next 3 years. The move comes right after Uber also agreed to acquire Getir’s delivery division in Turkey, strengthening its delivery footprint there.
Why the market cares
This is a scale play. More markets can improve merchant density, courier utilisation, and subscription attach (like Uber One), which can lift order frequency and unit economics over time. But new market launches often require promos and incentives, which can pressure margins near term.
Winners
Global delivery platforms
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