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Costco Expands Same-Day Delivery via DoorDash and Uber

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The signal

Costco has significantly expanded its same-day delivery capabilities by launching comprehensive partnerships with DoorDash and Uber across the United States. DoorDash now offers Costco products through its marketplace nationwide, while Uber Eats has expanded from 17 to 47 states, covering nearly 600 Costco locations. This strategic move reflects a broader industry shift toward asset-light delivery models, where retailers leverage gig-economy platforms rather than building proprietary logistics networks. The expansion carries meaningful implications for supply chain professionals.

First, it demonstrates how traditional retailers are competing with e-commerce giants by outsourcing last-mile delivery to specialized platforms. Second, it signals the accelerating decline of traditional parcel carriers' market dominance, alternative carriers have grown from 2.6% of parcel volume in 2021 to 8.5% today. Third, the move underscores changing customer expectations: ultra-fast delivery is now table-stakes for major retailers, not a competitive advantage. For supply chain teams, this trend presents both challenges and opportunities.

Companies must reassess whether proprietary delivery networks remain economically viable, evaluate partnerships with emerging delivery platforms, and adapt demand planning to accommodate faster, more volatile fulfillment patterns. The structural shift toward platform-based fulfillment will likely continue reshaping parcel logistics and capital allocation decisions across retail and e-commerce.

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