Bloomberg reported on Friday, citing a company spokesperson, that Uber expects grocery and retail deliveries to hit an annual run rate of $12.5 billion in gross bookings by the end of 2025.

An Uber Eats courier rides a bicycle through the streets of Amsterdam, Netherlands, on September 10, 2025. The rider carries a large green delivery bag. (Photo by Michael Nguyen/NurPhoto via Getty Images)

Anan Ashraf·Stocktwits

Updated Sep 26, 2025 | 12:16 PM GMT-04

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Uber Technologies (UBER) reportedly expects faster-than-expected growth for its grocery and retail delivery segment.

Bloomberg reported on Friday, citing a company spokesperson, that Uber expects non-restaurant deliveries to hit an annual run rate of $12.5 billion in gross bookings by the end of 2025. This marks a growth of over 25% from the $10 billion run rate the company shared earlier this year in May, the report added.

UBER shares traded flat at the time of writing. On Stocktwits, retail sentiment regarding UBER stock shifted from ‘neutral’ to ‘bearish’ territory over the past 24 hours.

In the second quarter, Uber’s delivery segment saw a 20% increase in gross bookings to $21.7 billion, while revenue jumped 25% to $4.1 billion. In fact, in the second quarter, the delivery segment accounted for nearly half of the company’s gross bookings.

However, CEO Dara Khosrowshahi said in August that Uber still has “a long runway to drive further adoption” in delivery, noting that 75% of its rideshare customers have not tried ordering grocery and retail goods from the Uber app, as reported by Bloomberg.

Rebecca Payne, group product manager for grocery and retail, told Bloomberg that 6 p.m. on Sundays is the peak time for grocery orders on Uber, and the most popular items are bananas, limes, lemons, cucumbers, Hass avocados, and red Roma tomatoes. More updates about the business are expected at the annual Groceryshop conference in Las Vegas on Sunday, the report added.

In the past few months, Uber has announced partnerships or collaborations with multiple names in the grocery and retail sectors, including grocer ALDI, electronics company Best Buy, beauty retailer Sephora, and even Dollar Tree.

Earlier this week, the company also announced weekly offers on groceries through the Fresh Days program, which is available to customers in the U.S., Canada, the U.K., South Africa, France, Japan, Taiwan, and Spain. For Fresh Days in the U.S., Uber One members will get 30% off every Tuesday on select fresh produce, meats, dairy, and eggs.

Uber stock is up 62% this year and approximately 27% over the past 12 months.

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